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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am considering initiating a position in one of these 2 companies; can you please provide your outlook for each and indicate which you would choose, if you were me. A couple of specific questions - I currently own CSU, is there much overlap with CTSH? Also, in an answer over a year ago you suggested the P/E for CCOI was very high, at 70, but recent company reports put it 3 to 4....can you explain what is involved with the 70 v. the 3 - 4? Also, in that answer you referred to very high debt to cash flow....is that still a concern? thanks much
Read Answer Asked by Leonard on December 19, 2023
Q: Please compare these companies in light of a possible recession and the tech and financial sector. Which would be your 1st choice for long term.

Thanks as always and happy to renew my membership again this year.
Read Answer Asked by Jean on March 21, 2023
Q: Jeffries has stated that rebound candidates in the market are CRM, CTSH, EMN, CVS, WBA - could you give me an opinion on these candidates?
Seeking Alpha mentioned an expert (I didn't catch his name) predicting that the S& P 500 will hit 2300 before recovering. Your opinion on that? Thanks for being around during this crisis.
Read Answer Asked by Dennis on March 16, 2020
Q: Hi 5i Team,

Beginning of the year, time for portfolio maintenance/tuning operations, my doubts/focus is on these 3 US titles : BIG, CTSH, CHRW.

Would like to know your call (HOLD/SELL) and brief appreciation on these. In SELL cases (if any), could you please provide US market replacement suggestion other than (already owned) : GOOG, SBUX, V, BRK-B, DG, CPRT, KMX.

My portfolio is in registered account, holding period would be 5-10 years, aiming for quality company with good mid-long term growth potential.

Feel free to deduct as many points required.
Thank you for your excellent services,
Read Answer Asked by Luc on January 24, 2020
Q: I own shares in Cognizant Technology Solutions Corporation (CTSH) and quite like the Company. Today they reported the results for their last quarter. Earnings exceeded expectations and they showed nice revenue growth. Forward guidance was not, however, well received and the stock dropped over 12% today. This seems to be an overreaction. What are your thoughts on the Company's future relative to today's stock price?

Thank you.

Don

Read Answer Asked by Donald on August 07, 2014