Cognizant Technology Solutions Corp. (CTSH)
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- 95 Stocks with Low Debt to Equity [view article]
- India Offshoring Quarterly Snapshot [view article]
- Stocks Covered By The India Stock Blog [view article]
- Time to Recognize Cognizant - Barron's [view article]
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- 16 Stocks That Are Paying My College Tuition [view article]
- Indian Offshorers: Summary of Recent NASSCOM Analyst Briefing [view article]
- A Change-of-Pace Growth Strategy [view article]
- Wall Street Breakfast: Must-Know News [view article]
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- India Offshoring Quarterly Snapshot [view article]
loading ...Recent CTSH Articles
- 95 Stocks with Low Debt to Equity
- India Offshoring Quarterly Snapshot
- Time to Recognize Cognizant - Barron's
- Top 10 Outsourcing Stocks
- 16 Stocks That Are Paying My College Tuition
- Cognizant: Reducing Estimates, Target Slightly
- Wall Street Breakfast: Must-Know News
- Earnings Preview: Cognizant Technology Solutions
- A Change-of-Pace Growth Strategy
- Indian Offshorers: Summary of Recent NASSCOM Analyst Briefing
- Full List of Articles »
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95 Stocks with Low Debt to Equity [view article]
Great post, Bill. Well thought out and refreshingly rational. Replymarket tips
Stocks Covered By The India Stock Blog [view article]
This blog is really nice and informative. We are pleased to know this blog is really helping people. Its our pleasure to post informative content on this useful blog created by webmaster.Investing in share market made easy with our live tips on all BSE,NSE shares or commodities.Our trading tips covers NSE and BSE Reply
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India Offshoring Quarterly Snapshot [view article]
Hi what is your take on Lehman failure, AIG bailout on Indian stocks ReplyTime to Recognize Cognizant - Barron's [view article]
It is interesting to note that the author brings in with 3rd party analysts and their expectation on the Cognizant stock. This stock sure trades in at a very low price and is a good buy. We need to look at the performance of the company. Its way bettr than the peers, be it TCS, Wipro or INFY. I am not sure why stockezy thinks INFY is better considering that they all operate on the same turf and INFY has not shown any good progress in the recent quarters but for this big acquisition?The company that tides over these tough times will be the eventual winner. I have my bets on TCS and CTSH. Lets wait and watch. Reply
Time to Recognize Cognizant - Barron's [view article]
I agree with the analysis presented above but want to skeptical in the growth prospects presented by US companies. Cognizant derives 78% of its revenue from US companies and I think the slowdown and its aftershocks are going to continue for some time. Yet there is Infosys where one can invest. INFY the ticker, recently acquired an outsourcing company in Europe hence has all the ingredients to address the US dependence concern. More-so the rising dollar is helping to push up profits. Hence begging investors for a more closer look to this stock. ReplyTop 10 Outsourcing Stocks [view article]
Bought ACN at an average price of $33 and I can t complain. I am keeping an eye on PAYX and have been tempted to buy it a few times but the direction of the market on this one intrigues me.Anybody knows what s going on with PAYX? I would appreciate any feedback on this one. ReplyTop 10 Outsourcing Stocks [view article]
Author needs to understand the model of offshoring companies, SWITCH companies don't operate in a bodyshopping mode. Cognizant is no different than any of the other SWITCH companies that derive significant revenues from BFS, further Cognizant's BFS practice is growing the best in the industry. A better analysis is required before publishing such articles (Read Ashish Thadani's report published in Seeking alpha a month back on Cognizant, it has quiet a different view) ReplyTop 10 Outsourcing Stocks [view article]
Honestly, the analysis on most of the companies is flawed. With INFY she says they need to get out of body shopping mode. Does she even understand the model of the offshore companies especially when she is talking about the top-5 of the firms. Then she says Cognizant has a focus on Pharma sector and talks about marketRx (one year old story). I agree with the comment by Vivs on the financial services business. Next about Satyam and their philanthropy. Have we started looking at that to decide the quality & performance of a corporation?This looks like a mish-mash of hearsay anecdotes from friends/relatives who work in these firms. Reply
Top 10 Outsourcing Stocks [view article]
I agree with the comment on TCS; also same is true for Cognizant; the very few acquisitions Cognizant made are also very very small though niche and strategic; and they are yet to really reflect on any results - I can say this as I have been following them for over 10 years now. Also in the given context Cognizant BFS is doing better than rest of Cognizant; and compared to competition BFS. Please go back to the reseatch board m'am.I share the positive outlook on Paychex though :-) Reply
Top 10 Outsourcing Stocks [view article]
The analysis on TCS is clearly mis -informed. TCS has and continues to grow organically and not through acquisitions. IT has made some small acquisitions in Australia and Chile but to say it has grown through acquisitions is clearly wrong and shows that the writers knowledge of Indian IT firms is shallow, to say the least. Research before u write, Ms Mitra! ReplySpritzer
16 Stocks That Are Paying My College Tuition [view article]
Glenn-Keep up the good work! Your stock recommendations are brief and to the point.
I also posted on XIN on my blog on May 19-
quantinvestor.blogspot...
George Spritzer
Reply
Indian Offshorers: Summary of Recent NASSCOM Analyst Briefing [view article]
It is good to note a rather positive picture on the state of the Indian IT services industry. My personal view is that while all the facts stated in Ashish's note are correct, we need to collectively recognize the harsh reality that the hey days of high double digit revenue and profit growth for the Indian IT industry are behind us. One big change that will hit the Indian IT employee population this year is a significant slow down in their percentage salary increases. If companies are not going to make fat margins of the past, it is going to show in the employee paychecks. The US recession is serving as an accelarator to this process of salary increase slowdown. ReplyBad
A Change-of-Pace Growth Strategy [view article]
Wow. That was a lot of information. I really like Micros, they are doing everything right and yet the market is not rewarding them.I am thinking that money is probably best put to work in SKF right now as the financials experience reality.
Keep up the good work.
Clark Jenkins
FishGoneBad.com Reply
Wall Street Breakfast: Must-Know News [view article]
Healthcare and legacy costs are partially to blame, but the UAW is, in my opinion, more of the culprit. I worked for Ford and experienced the ridiculousness of all of the red tape first hand. The UAW is nothing more than a leech. From the union reps who do nothimg more than walk the floor and shake hands, to the stupid rules pertaining to job classification, unions are a big reason why AMerican car makers are struggling. Hell, in my plant (Sterling Heights plant on Mound road for Ford) we had a guy making over 100k a year and he was a damn floor cleaner!On Aug 01 07:24 PM brian58 wrote:
> It isn't the unions that has caused the downfall of GM. It is healthcare
> costs for retirees. GM can compete against Toyota. It cannot compete
> against Japan. If we had universal health care coverage in this country
> and American companies could get out of having to offer healthcare
> benefits to it's employees then GM would be in better shape. And
> before someone starts screaming about socialized medicine let me
> state a few observations. Healthcare is not free. It costs money
> to provide good healthcare and money is a finite resource. Everyone
> has an obligation to take care of themselves by eating right, exercising
> and not smoking. (Tobacco companies use to get government subsidies,
> why shouldn't lung cancer patients) But every American citizen has
> a right to decent healthcare. One of the things that made America
> great was the availability of a free education to everyone, just
> not for the rich. Modern medical technology is expensive. Some CEO
> shouldn't get rich by saying no to the insurance company saying no
> to my medical care. Why would you want to be part of a society that
> put greed above the well being of it's citizens regardless of economic
> class. Let's have compassionate capitalism in America. Money isn't
> isn't evil but the love of money is or so they say. Reply
16 Stocks That Are Paying My College Tuition [view article]
Good stuff. Here are a few from my shopping list PETS and AUTH. (I own both all ready) VFC is another one I am accumulating. Reply