Me Again

5 Stocks to Buy if Obama Wins

GE is chiefly a financial conglomerate now. Anything else won't move the needle.

ACN is NOT where corporate America would turn for cost savings, and it most definitely does not qualify as temporary labor. Inconveniently for your thesis, the great boom in temporary labor decades ago began under Nixon and accelerated under Reagan and Bush I. It happened as manufacturers sought flexibility in dealing with the seasonality of business. Manufacturing is done mostly outside the US now. Corporate America won't be driven to temps by tax rates. Corporate America's chief problem will remain focused on how to improve product and service innovation, and sustain intellectual advantage over increasingly competitive rivals.

ACN does sell IT expertise, but it's pretty generic expertise. It's oxymoronic for a large consulting firm to try to sell highly specialized business solutions. They need large markets. Give one company a proprietary advantage, and you can't exactly resell it. ACN's stuck selling vanilla.