(Past Top Pick Oct. 18, 2017, Up 17%) They do IT outsourcing and consulting. They offer modest, but accelerating organic growth. It's very profitable and generates a lot of cash flow. It does some small tuck-in acqusitions. Continues to like it. A lower-beta stock than its tech peers.
(Past Top Pick Oct. 18, 2017, Up 17%) They do IT outsourcing and consulting. They offer modest, but accelerating organic growth. It's very profitable and generates a lot of cash flow. It does some small tuck-in acqusitions. Continues to like it. A lower-beta stock than its tech peers.
Has had a great run for a number of years. They have grown by acquisition over the years. Organic growth has been an issue. It has not pulled back to a level that they are looking at it yet.
Has had a great run for a number of years. They have grown by acquisition over the years. Organic growth has been an issue. It has not pulled back to a level that they are looking at it yet.
Has been buying during this pullback, which is an attractive entry point. Their outsourcing businees are long-recurring revenues, which are a defensive cash-flow stream. Seeing good growth in consulting as cybersecurity grows among companies. But pays no dividend. Positioned well, and about to make a purchase which will grow the company.
Has been buying during this pullback, which is an attractive entry point. Their outsourcing businees are long-recurring revenues, which are a defensive cash-flow stream. Seeing good growth in consulting as cybersecurity grows among companies. But pays no dividend. Positioned well, and about to make a purchase which will grow the company.
He's trimmed a bit. It's gotten expensive, but he likes how it migration to cloud services. They've done well by growing through acquisition. Balance sheet is now great and cash flow is strong. Maybe they're setting up for another purchase.
He's trimmed a bit. It's gotten expensive, but he likes how it migration to cloud services. They've done well by growing through acquisition. Balance sheet is now great and cash flow is strong. Maybe they're setting up for another purchase.
Longer-term uptrend remains intact. Good. It had a pullback, but continues to make new highs. (no dividend, $85.38)
Longer-term uptrend remains intact. Good. It had a pullback, but continues to make new highs. (no dividend, $85.38)
Hold in their client accounts. Half of their revenues are contracting IT services and the other half is outsourcing. They grow organically as well as through mergers and acquisitions. They are finding acquisitions quite pricey, and are making smaller acquisitions. Seeing good organic growth with cyber security and financial services.
Hold in their client accounts. Half of their revenues are contracting IT services and the other half is outsourcing. They grow organically as well as through mergers and acquisitions. They are finding acquisitions quite pricey, and are making smaller acquisitions. Seeing good organic growth with cyber security and financial services.
Hold in their client accounts. Half of their revenues are contracting IT services and the other half is outsourcing. They grow organically as well as through mergers and acquisitions. They are finding acquisitions quite pricey, and are making smaller acquisitions. Seeing good organic growth with cyber security and financial services.
Hold in their client accounts. Half of their revenues are contracting IT services and the other half is outsourcing. They grow organically as well as through mergers and acquisitions. They are finding acquisitions quite pricey, and are making smaller acquisitions. Seeing good organic growth with cyber security and financial services.
He would sit tight on this one. This is a very consistent growth story in the Canadian technology space. Came out with numbers that were slightly below on top line, operating line and earnings. But miss was small. Amount of organic growth has slowed, but historically organic growth is slow. He would continue to hold this stock. They are a prolific cash machine and very profitable. They are buying back stock and making small acquisitions. Does provide double digit earnings growth so provides good value.
He would sit tight on this one. This is a very consistent growth story in the Canadian technology space. Came out with numbers that were slightly below on top line, operating line and earnings. But miss was small. Amount of organic growth has slowed, but historically organic growth is slow. He would continue to hold this stock. They are a prolific cash machine and very profitable. They are buying back stock and making small acquisitions. Does provide double digit earnings growth so provides good value.
(A top pick October 18/17, up 22%) This has been a winner and continue to own it. This is a very consistent growth story in the Canadian technology space. Came out with numbers that were slightly below on top line, operating line and earnings. But miss was small. Amount of organic growth has slowed, but historically organic growth is slow. He would continue to hold this stock. They are a prolific cash machine and very profitable. They are buying back stock and making small acquisitions. Does provide double digit earnings growth so provides good value. He is very comfortable with this name.
(A top pick October 18/17, up 22%) This has been a winner and continue to own it. This is a very consistent growth story in the Canadian technology space. Came out with numbers that were slightly below on top line, operating line and earnings. But miss was small. Amount of organic growth has slowed, but historically organic growth is slow. He would continue to hold this stock. They are a prolific cash machine and very profitable. They are buying back stock and making small acquisitions. Does provide double digit earnings growth so provides good value. He is very comfortable with this name.
(A Top Pick July 12, 2017. Up 27%). This technology company has had a nice rise but she might not buy it at this level. She would make the next buying decision after the next management report, which will come in a month. They are beginning to see good top line growth: 4 or 5%. They are seeing increasing demand from government and commercial clients. Half their business is outsourcing, which tends to be more stable because it offers longer-term engagements. The other half is IT services, which is growing. This is usually a leading indicator for more longer-term outsourcing contracts.
(A Top Pick July 12, 2017. Up 27%). This technology company has had a nice rise but she might not buy it at this level. She would make the next buying decision after the next management report, which will come in a month. They are beginning to see good top line growth: 4 or 5%. They are seeing increasing demand from government and commercial clients. Half their business is outsourcing, which tends to be more stable because it offers longer-term engagements. The other half is IT services, which is growing. This is usually a leading indicator for more longer-term outsourcing contracts.
