Good day, everyone, and welcome to the CSC Fourth Quarter 2014 Earnings Conference Call. Today's call is being recorded.
It's positioned to outperform its global peers over the long term.
Though pockets of weakness have emerged, we expect well-positioned tech and telecom firms will continue to prosper.
Consulting offers the most advantage in this huge, fragmented market.
Offshore IT services firms enjoyed explosive growth the past decade. Now, though, these vendors must adjust as clients demand new services.
The good, the bad, and the hairy among U.S. IT services firms.
The period you examine makes a relatively large difference in guessing what the economy's true trend is.
Vitaliy N. Katsenelson, CFA, is a portfolio manager/director of research at Investment Management Associates in Denver, Colo. He is the author of “Active Value Investing: Making Money in Range-Bound Markets” (Wiley 2007). To receive Vitaliy’s future articles by email send a blank email to ...