Accenture Ltd. (ACN)

He likes it. It helps companies get to service models and get to the cloud. Once you sign on you are very committed. They are signing up a lot of companies. He is positive on it. They are using their cash flow very well to make acquisitions which he thinks will ramp up. They have low debt.

(A Top Pick Sep 20/17, Up 23%) Companies like this don’t have tariff risks. It is a great company with great margins because of recurring service revenue.

(A Top Pick July 20/17 Up 33%). He would keep buying this today. The company helps its customer’s business become more efficient. The long term up trend remains intact.

He sees them offering banks, hospitals and others outsourcing services that will grow over time. The company has performed well, but it always seems too expensive. He sees it as a buy.

(A Top Pick July 20/17, Up 21.03%) These guys are good at making other people run their business. It had a slow march until the middle of last year and then it went faster.

In the top 25% in all metrics. A really good payout ratio but a small dividend. It is a stable stock. Decent price momentum. Valuation is pretty good.

The premier outsourcing IT consulting company in the world. Strong balance sheet. Has had a fabulous run lately. Always liked this, but not its valuation, though it's okay to buy now and put away from several years.

The world's largest consulting company. It preps companies for the digital world, from the Cloud to internet/network security. They continue to generate handsome profits and cash flow. They reinvest by buying small, cutting-edge consulting firms. They regularly buy back stocks and increase dividends. They hire smart people. A great, long-term story. (Analysts' prce target $166.76)