Topics covered: Plays on the Employment Theme, Larger IT Systems Upgrades, IT and BPO Stocks Recovery, Cloud Computing and SaaS Trends
Companies covered: Automatic Data Processing, Inc. (NASDAQ:ADP), CTPartners Executive Search Inc. (AMEX:CTP), Robert Half International Inc. (NYSE:RHI), Paychex, Inc. (NASDAQ:PAYX), Navigant Consulting, Inc. (NYSE:NCI), ManpowerGroup (NYSE:MAN), Korn/Ferry International (NYSE:KFY), Huron Consulting Group Inc. (NASDAQ:HURN), Heidrick & Struggles International, Inc. (NASDAQ:HSII), FTI Consulting, Inc. (NYSE:FCN), Corporate Executive Board Co., Charles River Laboratories International, Inc. (NYSE:CRL), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Xerox Corporation (NYSE:XRX), Sapient Corporation (NASDAQ:SAPE), Perficient, Inc. (NASDAQ:PRFT), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), Dell Inc. (NASDAQ:DELL), Computer Sciences Corporation (NYSE:CSC), Ciber, Inc. (NYSE:CBR), Zions Bancorporation (NASDAQ:ZION), Wells Fargo & Company (NYSE:WFC), Mitsubishi UFJ Financial Group Inc (NYSE:MTU), General Motors Company (NYSE:GM), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), East West Bancorp, Inc. (NASDAQ:EWBC), City National Corporation (NYSE:CYN), Vmware, Inc. (NYSE:VMW), Tech Data Corporation (NASDAQ:TECD), Synnex Corporation (NYSE:SNX), Pitney Bowes Inc. (NYSE:PBI), NetApp, Inc. (NASDAQ:NTAP), Ingram Micro Inc. (NYSE:IM), International Business Machines Corporation (NYSE:IBM), EMC Corporation (NYSE:EMC), Eastman Kodak Co., Avnet, Inc. (NYSE:AVT), Arrow Electronics, Inc. (NYSE:ARW), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Amazon.com, Inc. (NASDAQ:AMZN), Adobe Systems Incorporated (NASDAQ:ADBE), Websense, Inc., Tibco Software Inc., Teradata Corporation (NYSE:TDC), Symantec Corporation (NASDAQ:SYMC), SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), Pepsico, Inc. (NASDAQ:PEP), Oracle Corporation (NYSE:ORCL), Novell Inc., Microsoft Corporation (NASDAQ:MSFT), McAfee, Inc., Intuit Inc. (NASDAQ:INTU), Salesforce.com Inc (NYSE:CRM), Viewpoint Financial Group, Citrix Systems, Inc. (NASDAQ:CTXS), Cisco Systems, Inc. (NASDAQ:CSCO), Riverbed Technology, Inc. (NASDAQ:RVBD), Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), F5 Networks, Inc. (NASDAQ:FFIV), Blue Coat Systems Inc., Pacific Continental Corporation (Ore) (NASDAQ:PCBK), Pansoft Company Limited, Jack Henry & Associates, Inc. (NASDAQ:JKHY), Telestone Technologies Corp., Advent Software, Inc. (NASDAQ:ADVS), iGo, Inc., Omnicell, Inc. (NASDAQ:OMCL), eFuture Information Technology Inc. (NASDAQ:EFUT), Lionbridge Technologies, Inc. (NASDAQ:LIOX)
