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Quarter-End Insights

Our Outlook for Tech & Communication Services Stocks

The technology and telecom landscapes continue to be shaped by a few key mega-trends, while business quality and valuation still trump other investment considerations.

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  • Large tech firms will put excess cash to work though 2012.  
  • A few key mega-trends are driving significant changes across multiple industries.
  • We continue to favor larger firms that have the resources to easily weather any bumps in the global economic environment. 

 

Grady Burkett does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.