(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.

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. 

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 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)

The largest consulting company globally. It has morphed very nicely over the last 5 years, and has become the leading consultant towards the Internet and Cloud computing. Cloud computing is really just getting going. Companies need a lot of help in terms of analysis, and how to go about doing it and how to implement it. This is a huge free cash flow generating machine. Dividend yield of 1.9%. (Analysts’ price target is $133.50.)

This has done well over the last 5-10 years. Chart shows a breakout that has taken place in late 2014, but then started to flatten off in 2015. This is a stock that has a higher beta than the marketplace. It is economically sensitive. As the market goes down, this is going to go down, and probably more than the market in the long-term. This is not the time to be adding extra beta into your portfolio.