John O'Connell, CFA Accenture Ltd. ACN-N PAST TOP PICK Jan 13, 2025

It's a sleepy stock we don't talk about enough. Wish she owned it. Growth estimates are 11.5%. Shares are up 120% in the last 5 years, beating the S&P. Could be a good entry point if the report is weak.

He's owned this since November 2020. It peaked December 2021. You will glimpse the state of commercial IT spending, which has seen friction. We need to see bookings increase; grow will slow and analysts carry muted expectations. The report could break the positive momentum in the stock or take out the Dec. 2021 high. A critical report.

Gives exposure to AI. You get dividend increases and share buybacks. The current sell-off is due to the global outlook of corporate IT spend. Buy on dips, like now. He likes it long term.

They report Thursday. Shares have fallen the past quarter, which is a shame since they should be at the forefront of AI integration into the enterprise. But they're in a tailspin, after cutting their revenue forecast.

A serial dividend increaser and share buyback story. Has returned 20% annualized over the past 10 years. Is well-positioned in a recession. Best of breed. Has owned this a while and always buys on pullbacks.

An essential player in the AI transition.

A big buy signal (candle) came in in June, and a short-term one late September. Something big changes, and then it's reflected in the charts.

They are doing a great job and have a great deal with Nvidia.

Went down, came back up, but basically flatlined. He sold in July. Bought 46 companies in the last year to the tune of about $6.6B, but it hasn't ended up on the bottom line. Has 775,000 employees. Client base is very sticky.

Buy in 1/3's here around $353, $335 (his targeted entry point), and $320.