Stock recommendation: Stock to ride the IT transformation

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14 thoughts on “Stock recommendation: Stock to ride the IT transformation”

  1. Hi Vidya,

    Thank you for a very good article. I hold TCS, Infosys and HCL Tech stocks. The market value of each of them is roughly similar. Would you recommend converting half of my TCS holdings to Infosys for better future growth? Would appreciate your advise. Thanks.

    1. LOok at it as a mix of growth and value in your portfolio 🙂 Rebalance when one goes way above your intended allocation. Otherwise good choices. Vidya

  2. Really good article.

    The aspects discussed are very different from what most research articles discuss. In a way I’ve liked it because it is such a well known stock that everyone into investing is already well aware of the basic data points – but this article focused on other aspects.

    The other thing I liked was the comparison between 2 really good stocks in the same segment and your reasoning on why you’ve preferred one over the other. ( I wish you start doing it in your Mutual Fund recommendations too where I always feel some worthy names are missing and not sure why :-))

    Very fresh way of writing, logical, short and crisp.

    Way to go

    Regards
    Raspreet

  3. george_blueocean

    Dear Research team
    Considering that emerging technologies in the field of AI , Renewable energy , electric mobility , automation, robotics , IoTs are the latest hot topics in the field of technology, please bring out an article on the companies to watch out for that are best poised to reap in the benefits of early mover advantage.
    Thanks
    Cibi

  4. Would it be right to enter infy now when it is near its 52wk high? Agree with your recommendations .. good analysis!

    1. hello Sir thanks – as is the case with any stock, a fundamentally good stock needs to be accumulated. Add now and accumulate on dips. thaks, Vidya

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