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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (77085)2/3/2025 11:49:13 AM
From: E_K_S1 Recommendation

Recommended By
roguedolphin

  Read Replies (1) of 78919
 
Re: Genpact Ltd (G)

I still have about 65% of my shares and want to hold into Q2 2025 so sales will be long term capital gins. Still a reasonable price at 15.7x Forward PE for an AI play. Only 10% from an all time high but so far they have delivered on earnings.

With a +58% return in less than 10 months

Genpact manages business processes for companies around the world. The company combines process expertise, information technology and analytical capabilities with operational insight and experience in diverse industries to provide a wide range of services using its global delivery platform. Genpact helps companies improve the ways in which they do business by applying Smart Enterprise Processes, Six Sigma and Lean principles. Genpact Cora combines the company's proprietary automation, analytics and AI technologies into a single common platform.
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FWIW lots of small Buys this AM;
INMD. CAG, CC, FMC. DOW, and even the ugly red headed step child KSS.

Unfortunately still holding tons of cash in the Treasury Money Fund. Hard to step up and add a lot more dividend payers (ie REITs) that yield 5% when money funds pay 4%. I do selectively make small adds in many REITs if/when they sell off.
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