Infosys Technologies Ltd. | StockChase
10
Infosys Technologies Ltd. (INFY-N)

Last Price Recorded: $16.8100 on 2018-01-15

ON STOCKCHASE SINCE Jul 2006

computer software/processing
10
Infosys Technologies Ltd. (INFY-N)

Last Price Recorded: $16.8100 on 2018-01-15

ON STOCKCHASE SINCE Jul 2006

computer software/processing

Infosys Technologies Ltd.


Signal Opinion Expert
PAST TOP PICK

(A Top Pick July 7/17. Up 7.81%.) Bought this on the back of the Trump's Pro US/anti-everybody else campaign. A lot of tech sold off. This one dropped dramatically. It’s net cash, meaning there is more cash than debt. The last quarter they grew revenues by 25%. Have been growing revenues and earnings by double digits for the last 15 years. On Nov 1 they started a $2 billion share buyback. He is still buying for new clients.

computer software/processing

(A Top Pick July 7/17. Up 7.81%.) Bought this on the back of the Trump's Pro US/anti-everybody else campaign. A lot of tech sold off. This one dropped dramatically. It’s net cash, meaning there is more cash than debt. The last quarter they grew revenues by 25%. Have been growing revenues and earnings by double digits for the last 15 years. On Nov 1 they started a $2 billion share buyback. He is still buying for new clients.

computer software/processing
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$16.000
Owned Owned
Yes

TOP PICK

An IT outsourcing company. When Mr. Trump got into power, the first thing he did was to bash all the foreigners, and a lot of the stocks, plus some of the tech stocks, were heavily reliant on this sector. Historically, it has had a very, very strong record of growing earnings something like 20% for 15 years. Very, very strong balance sheet. On Nov 1, they come into a $2 billion share buyback. Dividend yield of 2.7%. (Analysts’ price target is $15.50.)

computer software/processing

An IT outsourcing company. When Mr. Trump got into power, the first thing he did was to bash all the foreigners, and a lot of the stocks, plus some of the tech stocks, were heavily reliant on this sector. Historically, it has had a very, very strong record of growing earnings something like 20% for 15 years. Very, very strong balance sheet. On Nov 1, they come into a $2 billion share buyback. Dividend yield of 2.7%. (Analysts’ price target is $15.50.)

computer software/processing
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$14.710
Owned Owned
Yes

PAST TOP PICK

(A Top Pick July 7/17. Down 0.95%.) If you ignore the last year or so, the stock had a fabulous run for about 15 years with double digit growth rates. Over a 3-5 year timeframe, he expects there will be a $2 billion share buyback announced, and the dividend should get increased. He is still buying this for clients.

computer software/processing

(A Top Pick July 7/17. Down 0.95%.) If you ignore the last year or so, the stock had a fabulous run for about 15 years with double digit growth rates. Over a 3-5 year timeframe, he expects there will be a $2 billion share buyback announced, and the dividend should get increased. He is still buying this for clients.

computer software/processing
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$15.490
Owned Owned
Yes

TOP PICK

An Indian outsourcing IT company. If you are a large US bank, and need your Visa system incorporated with a new bank you have just acquired, you get a company like this. The stock has had a fabulous run for the last 20 years, but since Pres. Trump got into power, and looking to turn America into “America for Americans” to keep foreigners out, that has impacted the whole IT outsourcing segment, so the stock is down 25%. There is a $2 billion buy share back in the works. Dividend yield of 2.6%. (Analysts’ price target is $15.)

computer software/processing

An Indian outsourcing IT company. If you are a large US bank, and need your Visa system incorporated with a new bank you have just acquired, you get a company like this. The stock has had a fabulous run for the last 20 years, but since Pres. Trump got into power, and looking to turn America into “America for Americans” to keep foreigners out, that has impacted the whole IT outsourcing segment, so the stock is down 25%. There is a $2 billion buy share back in the works. Dividend yield of 2.6%. (Analysts’ price target is $15.)

computer software/processing
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$15.040
Owned Owned
Yes

COMMENT

She likes IT outsourcing. There are 3 of them including TCS Consulting (TCS-T), Cognizant (CTSH-Q) and this one. She doesn’t currently own Infosys or Cognizant because of Trump. There is chatter around the H1B Visa, which typically affects any skilled worker, especially in the Tech sector. She is a little concerned what effect this might have on the business model. Also, even before Trump, there had been a decline in their revenue backlog. The stock is not cheap enough for her to get involved yet.

computer software/processing

She likes IT outsourcing. There are 3 of them including TCS Consulting (TCS-T), Cognizant (CTSH-Q) and this one. She doesn’t currently own Infosys or Cognizant because of Trump. There is chatter around the H1B Visa, which typically affects any skilled worker, especially in the Tech sector. She is a little concerned what effect this might have on the business model. Also, even before Trump, there had been a decline in their revenue backlog. The stock is not cheap enough for her to get involved yet.

computer software/processing
Christine Tan

Chief Investment Officer, Excel Funds...

PricePrice
$13.750
Owned Owned
No

HOLD

She likes this as a long-term market leading play on IT outsourcing. There has been a little bit of noise and concern about renewals of contracts with the potential of expanding into other verticals. The stock is down 25%, but she is not too concerned. Trading at around 16X earnings, which is very attractive. Dividend yield of 3.8%.

computer software/processing

She likes this as a long-term market leading play on IT outsourcing. There has been a little bit of noise and concern about renewals of contracts with the potential of expanding into other verticals. The stock is down 25%, but she is not too concerned. Trading at around 16X earnings, which is very attractive. Dividend yield of 3.8%.

computer software/processing
Christine Tan

Chief Investment Officer, Excel Funds...

PricePrice
$15.780
Owned Owned
Yes

COMMENT

(Market Call Minute.) Indian software company. A good, longer-term play. India continues to be an attractive market.

computer software/processing

(Market Call Minute.) Indian software company. A good, longer-term play. India continues to be an attractive market.

computer software/processing
Gavin Graham

Trustee, Pointbreak ETFs...

PricePrice
$18.520
Owned Owned
Unknown

TOP PICK

Software. Thinks they are going to have a pretty substantive move based on money flowing into India as well as having had a bad quarter. It will be good going forward.  

computer software/processing

Software. Thinks they are going to have a pretty substantive move based on money flowing into India as well as having had a bad quarter. It will be good going forward.  

computer software/processing
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$54.200
Owned Owned
Yes

COMMENT
This is an Indian company that out sources a lot of technology. Not cheap, but will continue to grow. Competition is growing.
computer software/processing
This is an Indian company that out sources a lot of technology. Not cheap, but will continue to grow. Competition is growing.
computer software/processing
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$47.520
Owned Owned
Unknown

BUY
Indian outsourcing company. A great company. Outsourcing is going to be an ongoing trend for some time and this is a leader.
computer software/processing
Indian outsourcing company. A great company. Outsourcing is going to be an ongoing trend for some time and this is a leader.
computer software/processing
Peter Hofstra

Vice President and Portfolio Manager, Greenrock Asset Mana...

PricePrice
$77.750
Owned Owned
Yes

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