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The good, the bad, and the hairy among U.S. IT services firms.
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.
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 ...
Week ending Nov. 3: Surprise drop in unemployment rate stokes inflation concerns.