Browse by ▼

Cognizant Technology Solutions Corp.

  • This Consulting and Outsourcing Company Is Delivering Strong Growth

    By Daniel James - May 13, 2013 | Tickers: CTSH, INFY, WIT

    The nice thing about business support companies is that they tend to do alright regardless of the macro-economic situation, as companies have a persistent need for their services. One consulting and outsourcing company has lagged behind the broader market rally over the last year. On the other hand, they have been growing earnings very steadily, which suggests that the stock may be ready for some upside in the near future more »

  • This Turnaround Has Already Turned

    By Ted Cooper - May 2, 2013 | Tickers: CTSH, CSC, INFY

    Investors apparently have high hopes for Computer Sciences Corp (NYSE: CSC); the stock has more than doubled since August and may head higher in the coming months.

    Computer Sciences is in the early stages of a turnaround that is already showing signs of promise. The company brought a new management team on board in early 2012 and activist investor David Einhorn has expressed confidence in the company's turnaround.

    The more »

  • IT and Consulting - 2 Winners 1 Loser

    By Austin Higgins - April 8, 2013 | Tickers: ACN, CTSH, INFY

    The technology and consulting firm Accenture PLC (NYSE: ACN) announced strong quarterly growth for its second quarter. Here are the highlights from Accenture’s most recent quarter:

    • Earnings per share were $1
    • New client bookings rose by 15% compared to the same time last year
    • New client bookings rose by 21% from the previous quarter
    • Revenue rose by 3% to $7.49 billion
    • A semi-annual cash dividend of $0.81 more »

  • IT and Consulting - 2 winners 1 loser

    By Austin Higgins - April 1, 2013 | Tickers: ACN, CTSH, INFY

    The technology and consulting firm Accenture PLC (NYSE: ACN) announced a strong quarterly growth for its second quarter. Here are the highlights from Accenture’s most recent quarter:

    • Earnings per share were $1
    • New client bookings rose by 15% compared to the same time last year
    • New client bookings rose by 21% from the previous quarter
    • Revenue rose by 3% to $7.49 billion
    • A semi-annual cash dividend of $0 more »

  • Billionaire Top Stocks: Stephen Mandel's Favorite Picks!

    By RyanGlosier - March 20, 2013 | Tickers: CTSH, DG, GOOG, PCLN

    In today's day and age investors have a treasure trove of information available at their fingertips thanks to the power of the Internet. The information, however, is of little value if it can't be distilled into a cohesive and disciplined investing strategy. For this reason, one of the most valuable resources is the quarterly 13-F reports filed by institutional asset managers.

    The value of 13-F filings

    These filings more »

  • 3 IT Stocks to Buy in 2013

    By Madhu Dube - March 19, 2013 | Tickers: ACN, CTSH

    2012 was a tough year for IT stocks with major cutbacks in IT spending. For this year, things seem to be settling down, with market optimism surrounding this industry as well as increased IT spending. Gartner recently revised the expected growth rate in IT spending from 3.8% to 4.2% for the year 2013. I see this increase as an opportunity to invest in IT stocks, which should see more »

  • Billionaire Steven Mandel's Top Fund Holdings

    By Meena Krishnamsetty - March 3, 2013 | Tickers: CTSH, DG, GOOG, RL, PCLN

    With the close of each quarter comes an exciting season for investors – the release of hedge funds’ 13F filings, which outline their holdings and can give considerable insight into the thought process of billionaires, analysts, and traders. We at Insider Monkey take specific interest in these releases, as we have found that the most popular small cap stocks among hedge funds have outperformed the market by 18 percentage points per more »

  • Stephen Mandel's Top 3 Stock Gainers

    By Marivic Cabural - February 28, 2013 | Tickers: CTSH, GOOG, PCLN

    The equity investments of Lone Pine Capital, the hedge fund managed by Tiger cub, Stephen Mandel was worth approximately $15.93 billion as of December 31, 2012 based on its latest 13F filing with the Securities and Exchange Commission (SEC).

    During the fourth quarter, Mandel’s investment in the technology industry accounts 32.9 percent of his portfolio. His three largest stock holdings are Priceline.com (NASDAQ: PCLN), Google (NASDAQ: GOOGmore »)

  • EPAM Systems: Leading Central and Eastern European IT Services Provider

    By Mark Lin - February 25, 2013 | Tickers: CTSH, EPAM, INFY

    Established in 1993 and listed on the NYSE in February 2012, EPAM Systems (NYSE: EPAM) provides software engineering solutions through its leading Central and Eastern European service delivery platform. Headquartered in the United States, EPAM employs over 8,100 IT professionals and serves clients worldwide from its locations in the United States, Canada, UK, and other parts of Europe.

    Business quality

    Based on management's analysis of publicly available information more »

  • This Sleeping IT Stock is Back on Track

    By Ranu D - February 19, 2013 | Tickers: CTSH, QGEM, INFY

    The Indian Blue chip firm Infosys Technologies (NYSE: INFY) has discarded its sluggishness by announcing remarkable growth in its Q3 FY13 earnings and by beating analysts’ expectations. The company reported net income of $434 million against $431 million in the last quarter. Revenue, including Lodestone, rose by 5.8% from a year ago to $1,911 million, and excluding Lodestone revenues posted a 3.7% year-over-year growth at $1,872 more »

  • Computer Sciences And Billionaire David Einhorn's Investor Letter

    By Marshall Hargrave - February 14, 2013 | Tickers: CTSH, CSC, INFY, IBM, SYNT

    Why does Einhorn love Computer Sciences (NYSE: CSC)? After breaking down why billionaire David Einhorn still loves Marvell Technology, it is time to take a look at another pick that Einhorn has outlined as one of his favorites, Computer Sciences. Greenlight managed to return only 4.9% during the fourth quarter, pushing the hedge fund’s total net return for 2012 down to 7.9% (see the top performing hedge more »

  • An Indian IT Service Provider With Strong Fundamentals

    By Daniel James - February 12, 2013 | Tickers: CTSH, INFY, WIT

    India’s economy has over the last decade benefited greatly from the outsourcing boom which moved business support and IT jobs over to the subcontinent. Cities like Bangalore have flourished as a result of this development, turning itself into something of an IT Mecca. While analysts were alarmed at the news of India’s growth slowing to 5%, there is still plenty of value and growth left in the area more »

  • From Star to Favorite Whipping Boy to Star Again

    By Vibha Jhol - January 30, 2013 | Tickers: CTSH, INFY, WIT

    Infosys (NYSE: INFY) was set up in July 1981 at Mumbai. It is currently headquartered in Bangalore India and Infosys has an ADR i.e. the stock in the form of ADR is listed on the American Stock Exchanges. It is one of the bellwether stocks of India which had underperforming in recent times. Infosys was a darling of the Indian investors and there were buyers willing to buy the more »

  • This Stock Proves IT Outsourcing Is Far From Dead

    By Richard Saintvilus - January 14, 2013 | Tickers: ACN, CTSH, INFY, IBM

    In the tech sector, two industries have been proclaimed dead. While the PC business continues to affirm its morbid outlook, this is not the case for IT outsourcing services. Although companies such as Infosys (NYSE: INFY) have struggled with shrinking demand, on the heels of third-quarter results that topped analyst estimates, it’s time for market sentiment to change.

    An Impressive Beat

    For the period ending in December, the company more »

  • An Outstanding ‘Growth at a Reasonable Price’ Opportunity

    By Meena Krishnamsetty - December 15, 2012 | Tickers: ADBE, CTSH, IBM, MSFT, ORCL

    Oracle (NASDAQ: ORCL) is a giant in the enterprise software and database management industry. Oracle also has one of the leading positions in the quickly growing enterprise application marketplace. Research firm Gartner expects the enterprise resource planning industry to reach a size of $25 billion by the end of this year. Other drivers for Oracle will be increased spending on cloud computing and software-as-a-service markets, where global SaaS industry revenues more »

  • 5 Stocks That You May Want to Follow This Billionaire Into

    By Meena Krishnamsetty - November 30, 2012 | Tickers: CTSH, GOOG, KMI, RL, PCLN

    Billionaire and Tiger cub Stephen Mandel manages nearly $17 billion of assets under management. Previously, Mandel worked under Julian Robertson until 1997, then left to launch Lone Pine Capital. Hedge funds and other notable investors required to report their long holdings to the SEC do so quarterly with 13F filings. The most recent third quarter 13F for Mandel’s Lone Pine showed a number of shakeups in its portfolio. We more »

  • Billionaire Mandel's Latest Stock Picks

    By Meena Krishnamsetty - November 19, 2012 | Tickers: AAPL, CTSH, GOOG, PCLN, DIS

    Apple (NASDAQ: AAPL) was one of billionaire Stephen Mandel’s big sells during 3Q. Mandel decided to dump over 40% of his firm's 2Q Apple shares during the third quarter, removing the tech giant as Mandel's largest 13F holding and dropping it down to ninth. Mandel, a Tiger cub, left Robertson in 1997 to launch Lone Pine Capital and now manages some $17 billion in assets. Lone Pine more »

  • A Stock On The Verge of Becoming a $1 Billion Company

    By Declan Fallon - November 16, 2012 | Tickers: CTSH, EPAM, INFY

    Buyers will have found it hard to look at the market after a series of strong sell offs, but this shouldn't stop investors shopping around for the next opportunities.  It has been a mixed bag for IPOs over 2012. A bright start to the year was overshadowed by the Facebook debacle, but this doesn't mean all IPOs have proven to be so troublesome.

    EPAM Systems (NYSE: EPAM) had more »

  • Challenges Galore for the Indian IT Industry

    By Vishal Godawat - November 6, 2012 | Tickers: CTSH, INFY, WIT

    The Indian IT industry, which rose to prominence in the last decade, is in the middle of a rough patch; it is experiencing problems that are unique and prolonged and have the potential to disrupt their very business model. IT outsourcing majors like Infosys (NYSE: INFY) and Wipro (NYSE: WIT) are already feeling the heat of it. Although both companies seem to be safe, how much longer will that last more »

  • Can This Consulting Company Deliver?

    By tarun bachhawat - October 4, 2012 | Tickers: ACN, CTSH, INFY, IBM

    Accenture (NYSE: ACN) is a management and technology consulting firm offering its clients services in management, operational, and technological issues.  It also provides its clients with outsourcing services and has been flourishing well in a globally challenging environment. It provides business process outsourcing services for management functions like finance and accounting, human resources, learning, and procurement.

    Revenues and Costs

    Living up to the expectations of the street, Accenture’s revenue more »

  • Page 1 of 2