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Quarter-End Insights

Tech & Telecom: We See Opportunities in Apple and Microsoft

While the tech sector looks fairly valued to us, we see opportunities in smartphone- and cloud software-related vendors.

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  • Overall, we view the tech and telecom sectors as fairly valued, with market-cap weighted price/fair value estimates right around 1.00.
  • We continue to see opportunities in smartphone-related vendors.
  • Microsoft's evolution will yield long-term success.
  • When the chips are down, bet on capital equipment firms.

 

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