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Infosys Technologies Ltd. Stock Symbol: INFY-N

Last Price Recorded: $14.5600 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-13 TOP PICK Darren Sissons

An IT outsourcing company. When Mr. Trump got into power, the first thing he did was to bash all the foreigners, and a lot of the stocks, plus some of the tech stocks, were heavily reliant on this sector. Historically, it has had a very, very strong record of growing earnings something like 20% for 15 years. Very, very strong balance sheet. On Nov 1, they come into a $2 billion share buyback. Dividend yield of 2.7%. (Analysts’ price target is $15.50.)


Price:
$14.710
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-11 PAST TOP PICK Darren Sissons

(A Top Pick July 7/17. Down 0.95%.) If you ignore the last year or so, the stock had a fabulous run for about 15 years with double digit growth rates. Over a 3-5 year timeframe, he expects there will be a $2 billion share buyback announced, and the dividend should get increased. He is still buying this for clients.


Price:
$15.490
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-07 TOP PICK Darren Sissons

An Indian outsourcing IT company. If you are a large US bank, and need your Visa system incorporated with a new bank you have just acquired, you get a company like this. The stock has had a fabulous run for the last 20 years, but since Pres. Trump got into power, and looking to turn America into “America for Americans” to keep foreigners out, that has impacted the whole IT outsourcing segment, so the stock is down 25%. There is a $2 billion buy share back in the works. Dividend yield of 2.6%. (Analysts’ price target is $15.)


Price:
$15.040
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-02-02 COMMENT Christine Tan

She likes IT outsourcing. There are 3 of them including TCS Consulting (TCS-T), Cognizant (CTSH-Q) and this one. She doesn’t currently own Infosys or Cognizant because of Trump. There is chatter around the H1B Visa, which typically affects any skilled worker, especially in the Tech sector. She is a little concerned what effect this might have on the business model. Also, even before Trump, there had been a decline in their revenue backlog. The stock is not cheap enough for her to get involved yet.


Price:
$13.750
Subject:
EMERGING MARKET
Bias:
BULLISH on EMERGING MARKETS
Owned:
No
2016-09-30 HOLD Christine Tan

She likes this as a long-term market leading play on IT outsourcing. There has been a little bit of noise and concern about renewals of contracts with the potential of expanding into other verticals. The stock is down 25%, but she is not too concerned. Trading at around 16X earnings, which is very attractive. Dividend yield of 3.8%.


Price:
$15.780
Subject:
EMERGING MARKET
Bias:
BULLISH on EMERGING MARKETS
Owned:
Yes
2016-03-18 COMMENT Gavin Graham

(Market Call Minute.) Indian software company. A good, longer-term play. India continues to be an attractive market.


Price:
$18.520
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2014-06-18 TOP PICK Rick Stuchberry

Software. Thinks they are going to have a pretty substantive move based on money flowing into India as well as having had a bad quarter. It will be good going forward.  


Price:
$54.200
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH on EMERGING MARKETS
Owned:
Yes
2006-10-04 COMMENT Paul Harris, CFA This is an Indian company that out sources a lot of technology. Not cheap, but will continue to grow. Competition is growing.
Price:
$47.520
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2006-07-10 BUY Peter Hofstra Indian outsourcing company. A great company. Outsourcing is going to be an ongoing trend for some time and this is a leader.
Price:
$77.750
Subject:
TECHNOLOGY - LARGE CAPS
Bias:
BULLISH
Owned:
Yes
Showing 1 to 9 of 9 entries

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