Computer Sciences Corp
One of the leaders in computer services, Computer Sciences Corporation (NYSE: CSC) provides a variety of services to its clients, including consulting, outsourcing, and systems integration. With shares more than doubling since their 52-week low of $22.19 hit last summer, but still about 20% below their pre-recession high, should investors wait for Computer Sciences to cool off a bit, or will the gains continue?
As mentioned, Computer more »
Ken Fisher manages over $35 billion in assets through his value oriented fund Fisher Asset Management LLC. The firm invests globally and across the different market capitalization. For large cap stocks, the firm employs a top down approach while for small cap value investing it uses bottom up analysis. Last quarter, the firm significantly increased its stake in Mitsubishi Financial, Vishay Intertechnology and Cisco Corporation.
Shares Bought Last Quarter more »
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 »
When considering stocks, it's always helpful to gauge what the rest of the market thinks. One source of sentiment is the number of shares shorted. Companies seeing significant increases in shares shorted are being viewed more negatively, and vice-versa.
I ran a screen on the technology sector for stocks seeing the most significant decreases in shares shorted month-over-month, as this indicates that short sellers are becoming less bearish on more »
The chaos in Washington, D.C. is creating a mountain of uncertainty throughout the United States economy. If Congress ever gets around to it, there will be large spending cuts to the federal budget. Since it is unlikely that any cuts can be made without reducing defense spending, defense contractor CACI International (NYSE: CACI) trades at a low multiple of historical earnings.
High, Steady Returns on Assets
Most of CACI more »
It seems that Teradata (NYSE: TDC), a global analytic data solutions company, is on a roll these days. Just this January, the company again stamped its class in demand data and in business intelligence as it was named for the seventh straight year among the 10 Best in Class in these competencies. The rankings, done through a readers’ poll by the Consumer Goods Technology magazine, were based not only on more »
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 »
David Einhorn’s Greenlight Capital ended the 2012 calendar year with a 7.9% net return, much lower than S&P 500's total return of 16%. In the previous article, I wrote about three stocks which David Einhorn is bullish about, including Apple, Marvell Technology, and Cigna. In this article, I will cover two more stocks that Einhorn thinks have significant rallies ahead. They are Vodafone (NASDAQ: VOD) and more »
Investing in technology stocks isn’t usually aligned with dividend investing. Investors who crave dividends from their stocks generally look to traditional income-producing sectors like utilities and consumer staples. The truth is that market-surpassing dividend yields can be found within the technology sector. For an investor willing to dig a little deeper into the universe of dividend-paying technology stocks, some hidden gems can be found that may be worthy of more »
Top nine performers in the US tech sector in the year 2012.
Top nine Stocks in Tech sector according to annual percentage price appreciation.
#1.Sprint Nextel Corporation (NYSE: S)
Sprint Nextel Corp leads the us tech sector by generating +152.99% price appreciation.Sprint Nextel Corp offers a range of wireline and wireless communication products and services to meet the needs of individuals, businesses, government subscribers and resellers.
#2 more »
There are times when companies are compelled to sell some of their business units in order to use the capital for more growth-oriented businesses. For many years, divestitures used to give an impression that a company is going through a financial crisis. But Computer Sciences Corporation (NYSE: CSC) takes these divestitures as a strategy and always aims at selling its non-performing businesses and investing that capital in next generation technology more »
In its financial report Q3 2012 on Nov. 1, 2012, Dynamics Research Corporation (NASDAQ: DRCO) had a $36.6 million non-cash goodwill impairment charge. This means that the reported loss for the quarter was $20.6 million and revenue was $76.8 million, compared with $96.4 million for the same period in 2011. Excluding this charge the net income for the third quarter of 2012 was $2.8 million more »
In the month of November the S&P 500 was virtually flat. However, for five stocks it was a month of incredible returns which led the market with unprecedented gains. But with such large monthly gains, is it time to unload these stocks and take profits, or are there still gains ahead?
Abercrombie & Fitch
45.6 more »
Billionaire David Einhorn of Greenlight Capital is one of the most closely followed hedge fund managers in the U.S. We’ve already covered the big moves that Einhorn made during the third quarter of 2012 (learn more about what Greenlight bought and sold and see what the fund reported owning). Here are his five largest positions by market value in the technology sector as of the end of September more »
Value Line is an independent investment research and analysis company that has developed a safety ranking methodology which focuses on the long-term stability of company’s stock price and financial standing. The First Trust has created a specific dividend index fund, called First Trust Value Line Dividend Index Fund (FVD), which invests only in those companies that carry Value Line’s ratings of 1 and 2, representing the most stable more »
David Einhorn of Greenlight Capital is one of the most widely followed investors in modern finance. He has become famous partly through his billionaire status and partly through his often very profitable presentations at investing conferences- perhaps most notably his short of Green Mountain Coffee Roasters, which fell about 80% in the year following his recommendation. Greenlight’s 13F filings give a bigger picture of what Einhorn has in his more »
Computer Sciences Corporation’s (NYSE: CSC) jumped 12% after it reported its 2Q13 earnings, surpassing analysts’ expectations. The company has significantly outperformed its large cap peers Accenture (NYSE: ACN) and International Business Machines (NYSE: IBM) this year returning 49.07%. I believe the company is still a good buy given its forward PE of just 10.80 that is lower than both Accenture and IBM. Also, given its much smaller more »
When I was the editor for my newsletter, The Rational Investor I urged my subscribers to exploit market pricing inefficiencies for maximum profits.
Every single day there are events that transpire and result in momentary irrational moves in share price for individual stocks in the market.
With my blog here on the Motley Fool, I will publish my thoughts on some of the biggest movers in the market and what more »
I know that the consulting and outsourcing business is tough. I know that this company competes against the likes of IBM (NYSE: IBM), Computer Sciences (NYSE: CSC), and many others. However, when you get right down to the numbers, Accenture (NYSE: ACN) might be the best cash generating stock I've seen in a while. I haven't followed the stock for a long time, but I have to admit when I was reading over the consulting business results I had a flash in my head from Peter Lynch. He was looking at a company that dealt in consulting and said that he liked the consulting business. His comment was something along the lines of, what else do consultants need other than a notepad, a pen, and a calculator to add up their fees. While good business consultants are highly sought after and certainly use more than a piece of paper and pen today, the bottom line point he was making still holds true. This is a low expenditure high profit business. Let me walk you through Accenture's recent earnings and show you what impressed me so much.
Consulting can be an attractive business area. Corporations all over the planet have complex and dynamic needs in areas like technology and outsourcing, and it doesn't make much sense to try to find every solution in house. Companies like Accenture (NYSE: ACN) deliver a valuable service by providing their specific knowledge and experience into areas in which most clients are not prepared enough to make the right decisions by more »
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