Seb

Time to Recognize Cognizant - Barron's

It is interesting to note that the author brings in with 3rd party analysts and their expectation on the Cognizant stock. This stock sure trades in at a very low price and is a good buy. We need to look at the performance of the company. Its way bettr than the peers, be it TCS, Wipro or INFY. I am not sure why stockezy thinks INFY is better considering that they all operate on the same turf and INFY has not shown any good progress in the recent quarters but for this big acquisition?
The company that tides over these tough times will be the eventual winner. I have my bets on TCS and CTSH. Lets wait and watch.

Top 10 Outsourcing Stocks

Honestly, the analysis on most of the companies is flawed. With INFY she says they need to get out of body shopping mode. Does she even understand the model of the offshore companies especially when she is talking about the top-5 of the firms. Then she says Cognizant has a focus on Pharma sector and talks about marketRx (one year old story). I agree with the comment by Vivs on the financial services business. Next about Satyam and their philanthropy. Have we started looking at that to decide the quality & performance of a corporation?
This looks like a mish-mash of hearsay anecdotes from friends/relatives who work in these firms.