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Tom Armistead » Comments » ACS

  • Affiliated Computer Services: Profitable Outsourcing [View article]
    Paul, Good call. I bought some January 35 calls after reading this article, thank you for providing the idea.

    I will have to admit I questioned selling the puts where you suggested but it worked out fine in this case.
    Sep 28 08:26 am |Rating: 0 0 |Link to Comment
  • Affiliated Computer Services, Inc. F4Q09 (Qtr End 06/30/09) Earnings Call Transcript [View article]
    CEO projects 10% revenue growth. They are reducing costs by moving jobs to low cost areas, something that usually works in computer services. They have added 100 sales staff and plan to add 100 more, funding the expense with savings from moving jobs to low cost areas. New bookings for the two most recent quarters have been excellent, validating the sales strategy.

    Putting this together with the article by Paul Price seekingalpha.com/artic... I plan to go long within the next few days.
    Aug 10 09:19 am |Rating: 0 0 |Link to Comment
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