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Technology Stocks : Computer Task Group (TSK)

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To: DD™ who wrote (8)2/10/1998 11:22:00 AM
From: Stewart V. Nelson  Read Replies (1) of 21
 
Double D

TSK, TSCC and ANLY are three of my top stock picks for 1998. I believe these stocks are uniquely positioned to take advantage of three secular technological waves;
1. The well-publicized shortage of qualified IT professionals,
2. Outsourcing of IT functions by many large organizations,
3. Year 2000 testing and remediation.

Task Group is focusing on higher margin business and competing in less visible geographic markets. Should continue strong revenue and earnings growth for at least the next two years. I am a bit worried about their strategy after the Y2K business starts to taper off.

Glad to see some interest for some of these "hidden jewels". I have tried to start a thread following the shortage of IT professionals but I seem to be the only one posting there. Message 3116963

I like to put a portion of my portfolio into companies that are not widely followed by Wall Street. When they become "discovered" I move on.

I am long all three of these stocks.

Rewgards
Stewart V. Nelson
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