Cognizant Technology Solutions Corp. (NASDAQ:CTSH)

WHY NOT

no debt

consensus screen

TSA S&P 20+ percent growth '12.

low peg

competitive advantage

I believe Cognizant Technol will bring in 101.21 points considering a 15% S&P performance. My target is $ 10.43.

CTS share fair value is 70 to 85 dollars. Has strong growth of 35 percent. Company has made good investments for M&A. Employee base over 1 lakh. Buy now.

Cognizant Technology Solutions (CTSH), one of the fund's top new buys, has also been an ace in the hole. The IT consulting firm has issued guidance for 2011 that would make for a 26.1% year-over-year increase in revenue. Analysts polled by Thomson Reuters see Q1 EPS rising 29% on sales growth of 42% .

Above Trend Line

Cognizant shares are up 10% year to date and 50% from a year ago. They've been riding above their 10-week line with an RS Rating of 84and an Acc/Dis Rating of C.

to high it will never earn 3 dollar in 2012 i think may be 1,50

international hi tech consulting leader

Valuation is too high. Growth will be there but do not justify current price. Came from $17 in 2009 to all the way to $75.

safe bet on value and growth

infavorstocks

More and more american companies are looking to lower their IT operational cost. Thats a very good sign for CTSH. The more companies try to outsourse, the more will follow just to stay in the compitition.

Slow and steady upward movement will continue.

Andrew Horowitz started talking about little guy a year ago. I wish I had listened.

While the market was flat or falling for most of the last six months, CTSH kept rolling along.

I'm getting on board this time.

They have a slightly model than other offshore programmers. They are not only good at delivering programs to clients but are very good at consulting, the ability that other offshore programming companies lack. They have also invested heavily by hiring over 15,000 new programmers and due to their growth can offer better career advancing opportunities to keep attrition rate low. After two years of slow growth their corporate clients are now beginning to invest more in new programs to improve their operations that should surely help Congnizant Technology over the next 2-5 years.

Cognizant claims to bend over backwards for its customers, even when it doesn't have to. The proof is in the pudding as Cognizant shows the results to back this claim up. It's the same "fanatical support" mantra that makes Rackspace Hosting (NYSE: RAX) an official Rule Breaker.

Given the sterling customer focus and lengthy record of success, I'm going with a long-term "outperform."