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Technology: Computer Services & IT Consulting

J.P. Morgan’s Tien-Tsin Huang moves up one rung to second place.

Roderick Bourgeois

Roderick Bourgeois Sanford C. Bernstein

second teamTien-Tsin Huang J.P. Morgan

third teamJason Kupferberg UBS

Roderick Bourgeois retains the top spot, for a fourth consecutive year. Investors commend the Sanford C. Bernstein analyst’s “incredibly in-depth research” and “stellar performance,” as evidenced by his coverage of Cognizant Technology Solutions Corp. Bourgeois, 40, elevated the Teaneck, New ­Jersey–based consulting firm to top pick in January, at $18.06, on rising demand for outsourcing ser­vices. The stock had catapulted 93.1 percent, to $34.87, by late August. “His top pick proved to be solid gold in a time when most stocks utterly tanked,” cheers one grateful client.

J.P. Morgan’s Tien-Tsin Huang moves up one rung to second place. Noted by investors for his “cool detachment from day-to-day gyrations” and “fearless ability to take a definitive stand,” Huang down­graded Heartland Payment Systems of Princeton, New Jersey, from equal weight to underweight in October 2008, at $25.56, citing concerns over the credit card payment processer’s lack of multiple revenue streams amid a consumer spending slowdown. In February, after the stock had plummeted 78.5 percent, to $5.49, and underperformed the sector by 56.2 percentage points, the analyst moved it back to equal weight, on valuation. The share price had climbed to $12.51 by late August.

Newcomer Jason Kupferberg takes third place. One ­money man­ager credits the UBS analyst with having “the sharpest instincts in the sector.” Kupferberg reiterated his buy rating on Master­Card in January, at $128.85, despite cyclical headwinds from weak consumer spending. The shares had surged 57.3 percent, to $202.63, by August 31.

Click here to see the All-America Research Teamrankings.

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