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Article Results:

[Aug 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Cognizant Technology (CTSH)

[Jan 01, 2016] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Cognizant Technology (CTSH)

[Dec 01, 2016] Tin Cup Model Portfolio , by Mark Robertson
Accumulate Cognizant Technology (CTSH)

[Aug 01, 2011] Cognizant Technology, by Mark Robertson
CTSH is a world class leader in information and software consulting. The company has led the MANIFEST 40, our collection of the most widely-followed companies.

[Apr 01, 2014] Cognizant Technology, by Mark Robertson
Some might say that we’re stuck in a rut. Perhaps. But it’s a really good rut. We’ve selected CTSH on four previous occasions over the last nine years or so and we haven’t been disappointed.

[Sep 01, 2013] Cognizant Technology, by Mark Robertson
We generally avoid repeat selections for Solomon Select but sometimes we can’t help ourselves.

[Mar 01, 2013] Cognizant Technology, by Mark Robertson
The beat goes on with CTSH as a Round Table favorite and one of the top performers in the MANIFEST 40.

[Jun 01, 2008] Cognizant Technology Solutions, by Mark Robertson
CTSH serves clients in North America and Europe with a focus on the financial services, healthcare, retail and manufacturing industries.

[Jul 01, 2008] Sweet 16, by Mark Robertson
The highest-rated companies are Cognizant Technology, Walgreen and Energy Trans Partners.

[Dec 15, 2009] Manifest Top 40, by Mark Robertson
The three top performers in the MANIFEST TOP 40 are Cognizant Technology, Quality Systems and Infosys Tech.

[Jul 11, 2017] Tin Cup Model Portfolio, by Mark Robertson
The Tin Cup model portfolio outperformed the Wilshire 5000 during June, continuing a string of stronger performance. Cognizant Technology (CTSH) has been kind to many of our portfolios. Decisions: Accumulate CVS Health (CVS). Sell C.H. Robinson (CHRW). Buy Alliance Data Systems (ADS).

[Mar 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Reduce CVS, Buy Cognizant Tech (CTSH)

[Dec 01, 2008] Tin Cup Model Portfolio, by Mark Robertson
Sell Paychex, Add CTSH & MDT.

[Apr 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Sell Abbott Labs (ABT), Buy Cognizant (CTSH) & Mindray (MR)

[Nov 01, 2008] Tin Cup Model Portfolio, by Mark Robertson
Sell Home Depot (HD), Buy CTSH and ISRG.

[Jul 01, 2015] Sweet 16, by Mark Robertson
Shopping At Body Temperature

[Jun 01, 2013] Sweet 16, by Mark Robertson
Searching for Strength and Value in Value Line

[Jun 01, 2011] SolarWind, by Mark Robertson
SWI designs, develops. markets, sells and supports enterprise information technology infrastructure management software.

[Aug 01, 2013] Sweet 16, by Mark Robertson
Gone Shopping ... But With A Minesweeper

[Mar 01, 2013] Sweet 16, by Mark Robertson
This month features the top percentile of all stocks covered at MANIFEST on the basis of quality.

[Oct 01, 2014] Our Most Widely-Followed Stocks, by Ken Kavula
Invest With Your Friends

[Jan 01, 2012] Manifest Top 40, by Mark Robertson
Stryker remains at the top of the leaderboard for another quarter. Apple has assumed the #2 slot and Abbott Labs continued its strong advances.

[Sep 28, 2017] AdvisorShares Focused Equity (CWS), by Mark Robertson
After beating the S&P 500 in 8 of the last 10 years, it looks like a photo finish for 2017 for Eddy Elfenbein and his Buy List-based ETF as the 4th quarter of 2017 unfolds.

[Jul 01, 2013] Disciplined Fishing (Continued), by Mark Robertson
In last month’s cover story, we shared a screening discipline used by Hugh McManus that enforces a routine of identifying stocks hovering near a selected low price.

[Jul 01, 2012] Manifest Top 40, by Mark Robertson
Your widely-followed stocks, a place where ideas are born.

[Jul 01, 2014] Manifest 40 Update, by Mark Robertson
This managed “tracking portfolio” of your collective favorites has outperformed the Wilshire 5000 by +2.8%.

[Feb 01, 2014] Sweet 16, by Mark Robertson
Your Heavy Hogs For 2014

[Jul 25, 2018] MANIFEST 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. The rate of return since inception (2005) is 10.1%.

[Jul 01, 2015] Strength In Numbers, by Mark Robertson
“It’s about creating strength in numbers ... finding common ground ... and supporting each other.” -- Jane Kim.

[Feb 01, 2012] Sweet Sixteen, by Mark Robertson
This month features the top percentile of all stocks covered at Manifest on the basis of projected return and quality rating.

[Mar 01, 2009] Sweet 16, by Mark Robertson
The listing for March is the most-frequently selected stocks for all of our Groundhog dashboards.

[Jul 01, 2013] The Stocks You Follow: Manifest 40, by Mark Robertson
We’ve always believed that the collective decisions made by our community of long-term investors is worth huddling over … a place where ideas are born.

[Jan 01, 2009] Tin Cup Model Portfolio, by Mark Robertson
Sell CBI and GRMN, buy APACHE.

[Feb 01, 2009] Buffalo Wing-Powered Zebras, by Mark Robertson
Our traditional contest now has two years in the record books. The challenge is simple. Select five stocks, starting on our national holiday, Groundhog Day -- and take care of the portfolio going forward.

[Jul 01, 2009] Tin Cup Model Portfolio, by Mark Robertson
Sold CTSH, Bought Chipotle.

[Mar 01, 2012] Sweet Sixteen, by Mark Robertson
The screen this month represents the most frequently selected stocks for all of the Groundhog VI entries, our Heavy Hogs.

[Oct 01, 2011] Our Collective Report Card, by Mark Robertson
Our MANIFEST 40 just celebrated its sixth birthday. This quarterly review of the most widely-followed stocks by our community is a trove of information about companies attracting the attention of thousands of like-minded investors.

[Feb 01, 2010] Band of Groundhogs, by Mark Robertson
Whether you're an individual or group combatant, we can't think of a Community of long-term investors that we'd rather band together with.

[Nov 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Buffalo Wild Wings, Bank of Ireland and Medtronic.

[Jul 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Whole Foods Market, Walgreen, CVS and Zimmer.

[Nov 01, 2014] Sweet 16, by Mark Robertson
Second Opinions & Opportunity Shopping

[Dec 01, 2011] Sweet 16, by Mark Robertson
Returns, Quality & Sentiment In Your Corner

[Jun 01, 2011] Sweet Sixteen, by Mark Robertson
The screening results this month represent our more traditional approach, seeking the highest ranked MANIFEST stocks.

[Dec 17, 2008] Manifest Top 40, by Mark Robertson
The outlook continues to be favorable for the MANIFEST 40. It's the relative return that matters with a long-term perspective. We'll take +6% and wish everybody the best of the holiday season.

[Oct 01, 2009] Manifest Top 40, by Mark Robertson
The three top performers in the MANIFEST TOP 40 with the largest annualized relative returns since inception are Quality Systems, Infosys Tech and FactSet Research.

[Jul 01, 2009] Manifest Top 40, by Mark Robertson
The MANIFEST TOP 40 is now 3.75 years old. The list represents the most widely-followed companies from subscriber dashboards. The annualized rate of return for the stocks on your collective dashboards is (-3.0%) versus (-8.0%) for the Wilshire 5000.

[May 08, 2009] Manifest Top 40, by Mark Robertson
Walgreen (WAG) continues in the lead as the company found on the highest number of subscriber dashboards. The top ten was unchanged since the December edition of the MANIFEST 40.

[Jan 01, 2011] Abbott Labs, by Mark Robertson
ABT is no stranger to this community, was featured during the Christmas Countdown for 2010, and is considered by most of us to be one of those "sleep-at-night" core holdings.

[Feb 12, 2018] Sweet 16: Screening Results, by Mark Robertson
The Heavy Hogs for 2017 generated an annual total return of 42.4%. Here's the consensus favorites from this year's contest.

[Feb 01, 2009] Tin Cup Model Portfolio, by Mark Robertson
Sell UNH, Buy BWLD and SYK.

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Forum Post Results:

Cognizant Technology (CTSH) · by Mark Robertson · 02/15/2014 12:36 PM · Stocks
Cognizant Technology (CTSH) was featured during webcasts on Thursday and Saturday. CTSH is no stranger — the top-performing company in our MANIFEST...

Cognizant Technology (CTSH) · by Mark Robertson · 02/15/2014 12:36 PM · Stocks
Profitability Analysis

Cognizant Technology (CTSH) · by Mark Robertson · 02/15/2014 12:37 PM · Stocks
P/E Ratio Characteristic & Trend

Cognizant Technology (CTSH) · by Mark Robertson · 02/15/2014 12:37 PM · Stocks
Chronicle: Stock Price & Return Forecast

Cognizant Technology (CTSH) · by Mark Robertson · 02/14/2013 10:00 AM · Stocks
The Excel-based EAGLE is attached — for those who like to tinker.

Cognizant Technology (CTSH) · by Mark Robertson · 12/11/2009 02:18 PM · Stocks
We selected the Christmas Countdown “batting order” at random … so it’s probably fairly poetic that Cognizant Technology (CTSH) was the first name...

Cognizant Technology (CTSH) · by Mark Robertson · 12/11/2009 02:32 PM · Stocks
That 155% in 51 weeks is pretty cool … but we know better than to focus on those results when considering our current perspective and outlook for...

Cognizant Technology (CTSH) · by Mark Robertson · 12/11/2009 02:50 PM · Stocks
Profitability Analysis CTSH has an exceptional track record of profitability — even if it’s been under some pressure in recent years. As the actual...

Cognizant Technology (CTSH) · by Mark Robertson · 12/11/2009 03:12 PM · Stocks
Projected Average P/E Ratio Based on a consensus of Morningstar, Value Line, S, the MANIFEST imputed P/E, etc. the projected average P/E is 24x...

Cognizant Technology (CTSH) · by Mark Robertson · 12/11/2009 03:21 PM · Stocks
Conclusions Based on these assumptions, CTSH rates a top shelf quality rating (87.6) and a projected annual return (PAR) in the realm of 16%. The...

Cognizant Technology (CTSH) · by Jill Pollard · 12/14/2009 07:18 PM · Stocks
I have CTSH in my real-money portfolio. My vote right now is to hold, however I am not adding to my position. Here is what I see, and what I am...

Cognizant Technology (CTSH) · by Etana Finkler · 12/14/2009 08:22 PM · Stocks
This is an interesting analysis and use of tech indicators. I may have missed it, but Mark and all, it might be a great topic to look at not “buys”...

Cognizant Technology (CTSH) · by Mark Robertson · 12/22/2009 09:39 AM · Stocks
Based on early “returns,” CTSH is among the leading gift ideas for Christmas 2009. :)

Cognizant Technology (CTSH) · by Rebecca Osborne · 07/19/2010 08:18 AM · Stocks
In the same vein as Ron’s comments, I’m considering selling all of my CTSH. I’ve been trying to be more aware of when shares are on the high side...

Cognizant Technology (CTSH) · by Sunil Veluvali · 07/19/2010 01:06 PM · Stocks
I would not be so trigger-happy with CTSH. They have their best days ahead of them with the overall uptick in IT spending and the improvement in...

Cognizant Technology (CTSH) · by Sue Rosenberg · 10/14/2010 11:29 PM · Stocks
Hi all, this is my first time in Forum! i hope there is someone(s) who might be able to help me. CTSH makes up 21% in my portfolio, where other...

Cognizant Technology (CTSH) · by Mark Robertson · 10/15/2010 06:40 AM · Stocks
First and foremost, WELCOME SUE! I’ve moved your post to the Stocks area. (Decisions Manifest is reserved for real-money decisions that community...

Cognizant Technology (CTSH) · by Mark Robertson · 10/15/2010 06:42 AM · Stocks
It’s been part of the overall theme for October, but we might check the low forecast condition according to Value Line for Cognizant (CTSH):

Cognizant Technology (CTSH) · by Mark Robertson · 10/15/2010 06:46 AM · Stocks
A low total return forecast of 4% supports your question — here’s an Equity Analysis Guide on the company with a PAR closer to 10%. This appears to...

Cognizant Technology (CTSH) · by Mark Robertson · 10/15/2010 07:00 AM · Stocks
Sales Growth Forecast

Cognizant Technology (CTSH) · by Mark Robertson · 10/15/2010 07:05 AM · Stocks
Profitability Analysis The projected net margin for 2011 seems to be a little challenged and this probably is an area or characteristic that...

Cognizant Technology (CTSH) · by Mark Robertson · 10/15/2010 07:10 AM · Stocks
Projected Average P/E The projected average P/E plays a central role in the return forecast for any stock. As CTSH gets larger and growth matures,...

Cognizant Technology (CTSH) · by Mark Robertson · 10/15/2010 07:12 AM · Stocks
How many stocks are in the portfolio? I’d be glad to show the upper and lower limit guidelines that we cover in the Dashboard Diagnostics sessions....

Cognizant Technology (CTSH) · by Jim Thomas · 10/16/2010 01:27 PM · Stocks
I wanted to confirm how you are calculating projected net margins. Are you using this formula? NPM = EPS * Shares / Sales So, using the 2011 and...

Cognizant Technology (CTSH) · by Allen Hough · 05/29/2018 03:56 PM · Stocks
I guess I really don’t mind someone “normalizing” the data as long as they tell me exactly WHAT their steps toward “normal” are, and WHY this...

Cognizant Technology (CTSH) · by Mark Robertson · 08/11/2016 10:34 AM · Stocks

Cognizant Technology (CTSH) · by Leonard Douglass · 08/14/2016 12:47 PM · Stocks
I have been puzzling over the same thing! I can say with assurance the current sales (TTM) of 12706.6 shown for VL 8/12/2016 is not what I get by...

Cognizant Technology (CTSH) · by Jim Erickson · 08/13/2016 02:20 PM · Stocks
Mark: I don’t quite understand the numbers shown in these stock studies. The numbers at the top show a PAR of 15, Which is probably consistent with...

Cognizant Technology (CTSH) · by Mark Robertson · 08/17/2016 12:20 PM · Stocks
I don’t quite understand the numbers shown in these stock studies. The numbers at the top show a PAR of 15%, Which is probably consistent with the...

Cognizant Technology (CTSH) · by Jeff Traeger · 08/14/2016 11:48 AM · Stocks
I’d like to add to the question. My interest is understanding the difference between the 8//12/16 tear sheet from Value Line as I see it in my...

Cognizant Technology (CTSH) · by Mark Robertson · 08/17/2016 12:45 PM · Stocks
Manifest, in the VL column, shows the 5th year (2020) EPS at $5.65. Value Line’s actually shows $5.25 for the future 3 to 5 year period [2019 to...

Cognizant Technology (CTSH) · by Mark Robertson · 08/17/2016 12:52 PM · Stocks
I think we have to cut Mark some slack to review his posting and make sure about the data he is comparing. OK Master what are we not understanding?...

Cognizant Technology (CTSH) · by Mark Robertson · 08/17/2016 01:59 PM · Stocks
Keep in mind that after an audit of a company — and a “stored” result in your Stock Study Library — you have a side-by-side comparison of the...

Cognizant Technology (CTSH) · by Mark Robertson · 08/17/2016 01:51 PM · Stocks
Current worksheet using 13% sales growth, 15% net margin and 17.5x for projected average P/E. Note that the right-hand column is always current...

Cognizant Technology (CTSH) · by John Kimmel · 09/21/2016 12:38 PM · Stocks
I usually find that analyst downgrades happen after the fact and sometimes signal a buying opportunity.

Cognizant Technology (CTSH) · by Mark Robertson · 09/21/2016 10:20 AM · Stocks
Goldman Sachs downgrades Cognizant Tech (CTSH) from Buy to Neutral and lowers the price target from $68.00 to $61.00.

Cognizant Technology (CTSH) · by Mark Robertson · 09/30/2016 10:34 AM · Stocks
Why the sluggishness in the stock price for CTSH? Here’s one perspective:...

Cognizant Technology (CTSH) · by Jeff Traeger · 09/30/2016 05:33 PM · Stocks
So . . . CTSH was down $7.29 today and is now at 105% of its 52 week low, 68% of its 52 week high and at 69% of Morningstar’s fair value estimate...

Cognizant Technology (CTSH) · by Teresa Barr · 10/01/2016 02:08 AM · Stocks
Cognizant Technology Solutions (CTSH) today announced the company is conducting an internal investigation into whether certain payments relating to...

Cognizant Technology (CTSH) · by Jeff Traeger · 10/01/2016 03:03 PM · Stocks
Here is a link to the Securities and Exchange Commission with a list of enforcement actions starting in 2016 and going back several years –...

Cognizant Technology (CTSH) · by Mark Robertson · 11/28/2016 02:04 PM · Stocks
(via John Kimmel) Elliott discloses stake in Cognizant, urges changes Nov 28 (Reuters) – Activist investor Elliott Management Corp disclosed a more...

Cognizant Technology (CTSH) · by Mark Robertson · 05/10/2018 07:44 AM · Stocks
The recent price drop can be attributed (at least partially) to: CTSH Cuts Profit Forecast Due To Tax Hit (Reuters) Does an adjustment from $4.53...

Cognizant Technology (CTSH) · by Allen Hough · 05/10/2018 12:27 PM · Stocks
Into this mix I will add an interesting chart by YCharts (I assume ) showing CTSH TTM EPS by quarters for many years. The Company has demonstrated...