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June 2013

Recs

3

I'll wait a few weeks to buy ACN.

June 28, 2013 – Comments (2) | RELATED TICKERS: ACN , IBM

ACN is a really well run company.  It's respected among both technology consulting companies and management consulting companies.  It has a mountain of cash and no debt.  It's ROA and ROI put IBM to shame.  It's dividend payout has gone from $350MM in 2009 to $950MM in 2012 - and the payout ratio is still only 30%.  It's repurchased $1.6B in shares in each of the past 4 years, reducing the share count from 786MM to 715MM.  At a PE of 15, this company looks way too cheap.  [more]

Recs

0

I'll wait a few weeks to buy ACN.

June 28, 2013 – Comments (0) | RELATED TICKERS: ACN , IBM

ACN is a really well run company.  It's respected among both technology consulting companies and management consulting companies.  It has a mountain of cash and no debt.  It's ROA and ROI put IBM to shame.  It's dividend payout has gone from $350MM in 2009 to $950MM in 2012 - and the payout ratio is still only 30%.  It's repurchased $1.6B in shares in each of the past 4 years, reducing the share count from 786MM to 715MM.  At a PE of 15, this company looks way too cheap.  [more]

Recs

9

If Cognizant isn't buying shares, I'm not buying shares

June 06, 2013 – Comments (7) | RELATED TICKERS: ACN , CTSH , IBM

Cognizant holds a 4 star rating on CAPS.  It's on Eddy Elfenbien's 2013 buy list. A handful of people are pitching it on Seeking Alpha.  [more]

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