Outsourcing is tough, competitive landscape today, but I would use today's downgrade to initiate long on TeleTech around $6.88. Historical upper teen ROE, signficant free cash flow generation with highly management d/e of less than .30 trading at… More
Extremely overvalued. Current PE ratio of 53 even higher than 45 during 2000, right before it taildived from $40/share to $8. Business has minimal barriers to entry & there's considerable risk of client migration to less costly companies. CEO… More