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Why Cognizant Shines Brighter as a Stock Pick

Posted March 24, 2017 at 6:00 AM EST

Why-Cognizant-Shines-Brighter-as-a-Stock-Pick

The company is a shining star in the business process outsourcing industry, says Vitaliy Katsenelson, CIO at Investment Management Associates.


 

The Pharma Stocks We’re Buying Now

Posted March 8, 2017 at 9:09 PM EST

The-Pharma-Stocks-Were-Buying-Now
Mylan NV's logo is displayed on a box of EpiPen 2-Pak allergy (Photo credit: Daniel Acker/Bloomberg).

In my previous column I explained why we are partial to pharmaceuticals, a sector politicians love to hate. Here’s how we’re playing our view.


 

The Sector Politicians Love to Hate — and Why We’re Buying It

Posted March 2, 2017 at 7:38 PM EST

The-Sector-Politicians-Love-to-Hateand-Why-Were-Buying-It
Illustration by Alex Agius for Institutional Investor.

Pharmaceuticals stocks have been in the crosshairs of politicians on both sides of the aisle. But the noise has created buying opportunities.