Yahoo! trades at a discount to the sum of its part and should receive a higher valuation considering it is the fourth most popular Web site in the world, said Daniel Beckerman, President of Beckerman Institutional. Beckerman is also bullish on shares of Morningstar, saying the financial research provider maintains a high return on equity in the very sticky financial research arena. He added that Morningstar is at the center of two trends: financial research and big data. Finally, Beckerman is positive on shares of Synaptics despite the stock's decline last week, saying that the touch screen provider is growing revenue and is cheap at these levels.