Accenture Ltd. (ACN)

He still likes it, despite fears that the new president will reduce inefficiencies and this will impact ACN. He disagrees. ACN is very well-run. One third of profits pay dividends, another third buys back stock and the rest buys new consulting companies. A good model they execute well.

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.

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.

An essential player in the AI transition.

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.

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.

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.

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.

Behemoth in consulting and outsourcing. Partnerships with all the big cloud guys. Big Fortune 500 clients. 19 acquisitions this year. Innovation hubs. Life sciences. Generative AI collaboration. Buy in thirds here, at $316, and $300. Yield is 1%.

It is a consulting firm with great free cash flow. It executes well and has grown rapidly over the last while.

Great company. The go-to people, and they actually walk the walk on AI. Even if we go into a recession, this business is very sticky. Price target of $315.50, but he wouldn't be surprised if it goes higher. Yield is around 1.6%.

This is a pretty phenomenal company and is a leader in the consultancy business with hundreds of thousands of employees. They do what they teach and it runs a virtual boardroom. It is well priced.