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Tech, Telecom, and Media: Long-Term Opportunities Amid Software's Storm

The tech sector looks modestly undervalued overall, but we'd be selective across investment ideas.

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  • The tech sector looks modestly undervalued to us at a price/fair value estimate ratio of 0.92, but we’d be selective across investment ideas.
  • We see long-term opportunities as we sift through software's storm
  • We still see the programmatic advertising wave surging.
  • Even with the evolution of the television bundle, there's still plenty of profit in couch potatoes for wide-moat media firms.
  • Telecom merger rumors continue to swirl in Europe, but don't get excited.

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