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Opinions David Driscoll
TeleperformanceTLPFYTOP PICKJan 17, 2019
Call centres taking advantage of AI, so it's more efficient. On a growth path. They have earnings momentum, raised dividend 46% last year, as debt's coming down and free cash is going up. Yield is 1.3%. (Analysts’ price target is $166.92)
David DriscollOwned
N/A
Stock price when the opinion was issued
$32.03
As of Jun 15, 2026. Market Open.
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TOP PICK
target in Euros
400,000 employees globally handle call centres. Shares have fallen a lot in the past year partially due to labour practices in Colombia (being sorted out now). TEP holds a massive trove of data. They just signed a deal with Microsoft (cloud and AI), so that a machine on the other end will talk through a customer program, so TEP is a huge beneficiary of AI.
(Analysts’ price target is $283.69)Technology
PAST TOP PICK
(A Top Pick Jan 17/19, Up 68%) This is artificial intelligence that is replacing people in call centres. These are insurance and financial call centres. He expects there to still be a long runway to come. This trades in France.
David DriscollOwned
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