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Research Reports

On Another Level

Cognizant Technology Solutions (CTSH) might be the most consistent tech stock of our generation, and is deserving of a higher multiple.

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Major Changes

Big day as I add three stocks which are breaking out to the Growth Portfolio and Aggressive Growth Portfolio.

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Take the Money and Walk

I’ll be selling Cognizant Technology Solutions (CTSH) from the Growth Portfolio today because the stock’s fully valued and doesn’t have much upside.

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Back to 20% Growth

Cognizant Tech. Solutions (CTSH) should be back to growing profits at 20% again, so I’m taking up my fair value on the stock.

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Solid Demand

Indian IT Outsourcer Cognizant Tech. Solutions (CTSH) is experiencing solid demand for its services, but this is being reflected in the stock price.

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A Better Breed

Cognizant Technology Solutions (CTSH) has come down because others in IT outsourcing aren’t doing so well. Don’t worry, CTSH will bounce back, its a better breed.

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Buying Back In

Today I will buy back into Cognizant Technology Solutions (CTSH) for the Growth Portfolio and Aggressive Growth Portfolio.

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Building Cash

Today I will sell Joy Global (JOY) and Cognizant Technology Solutions (CTSH) from the Growth Portfolio. I wish to build a bigger cash position to invest more money into Priceline.com (PCLN).

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This Stock Shouldn’t Be Going Up

Cognizant Technology Solutions (CTSH) has had an almost-perfect decade, as the ten-year chart shows. But 2011 profits are expected to rise 15% and the stock is moving up like a 40% grower. This shouldn’t be happening.

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The Sweet Spot

Cognizant Technology Solutions (CTSH) is in a sweet spot in technology spending that should continue to fuel profit growth and revenue growth of 20% or more in 2011.

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A Top-Tier Growth Stock Again

Cognizant Technology Solutions (CTSH) is back! Revenue growth was 42% last quarter and the company expected sales to climb at least 36% this year. Today I will replace Mindray Medical (MR) with CTSH in the Growth Portfolio and I will purchase CTSH in the Aggressive Growth Portfolio as well.

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Earnings

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