| Stock (Symbol) | Stock Price | |
Cognizant Technology Solutions (CTSH) |
$63 |
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| Data is as of | Expected to Report | Sector |
April 30, 2013 |
May 8 |
Technology |
| Sharek’s Take | ||
 Today I will purchase Cognizant Technology Solutions (CTSH) for the Growth Portfolio and Aggressvie Growth Portfolio. CTSH has recently fallen from a high of more than $80 to $63 mainly because CTSH’s competitor Infosys (INFY) warned profits will come in less than expected. INFY has posted disappointing results for several quarters now, but after April’s bad news investors jumped ship. I’ve covered — and owned — INFY & CTSH for a decade now, and I feel strongly that CTSH isn’t in as bad a shape as INFY is. I think this is a great opportunity to get CTSH on a dip. It’s a solid stock that could get back to $80 this year, and compound in the teens for years to come. |
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| One-Year Chart | ||
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| Earnings Table | ||
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| Fair Value | ||
 Look at the ten year chart. This is a solid company that grows profits every year. I feel CTSH is worth 20 times earnings. |
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| Ten-Year Chart | ||
 CTSH is one of my most beloved stocks, and was my top holding around a decade ago. I wish to stress profits have been growing the past three years but the stock’s not kept pace. I feel $80 is achievable. |
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| 60% in Power Ranking | Bottom Line | |
Growth Portfolio
10 of 16 |
Cognizant Technology Solutions is down on fear. Fear CTSH is like INFY. It’s not. This is an opportunity to get in a solid stock on a dip. This stock possesses growth and value. You can either trade it or hold for the long term. CTSH is ranked 10th of 16 stocks in the Growth Portfolio Power Rankings and 7th of 9 stocks in the Aggressive Growth Portfolio Power Rankings. |
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Aggressive Growth Portfolio
7 of 9 |
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Profit growth was 18% last quarter and looks to be 18% the next two quarters. This stock is a value at 
Sales rose 17% last quarter as profits grew 18%.