Baird/Koning/BPO: Industry Comments: Takeaways from Oracle OpenWorld Conference | Market Analysis
David J. Koning CFA
Back to Market Analysis home Remain selective in IT Services, favoring CTSH/BPO providers, but would look to get more constructive around pullbacks in Neutral-rated stocks. CTSH is our best idea, given expectations for reaccelerating yoy revenue growth in Q4 (high historical correlation of growth acceleration and multiple expansion). Highlights from our recent trip to the …