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Electronic Data Systems

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  1. Debt Ceiling 2013: Déjà Vu All Over Again. Or Is It?

    The good, the bad, and the hairy among U.S. IT services firms.

  2. What Two Great Managers Are Buying

    Inside Clipper Fund's makeover.

  3. Setting the Bar High

    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 ...

  4. How Index Trading Increases Market Vulnerability

    The rise of passive investment strategies may play a role in the market’s increasing fragility.

  5. Information Super Sector: Major Themes

    Software Sector Over the next five years, we expect the complexity of technology architecture and the increasing ubiquity of data transmission to drive demand for software that simplifies structures, makes data ever more accessible, and protects corporate networks. We also expect continued ...

  6. Homestead Value

    With a rock-solid belief in their strategy, the managers of Homestead Value confidently go about their business.

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