Accenture Ltd. (ACN)

Behemoth in consulting and outsourcing. Partnerships with all the big cloud guys. Big Fortune 500 clients. 19 acquisitions this year. Innovation hubs. Life sciences. Generative AI collaboration. Buy in thirds here, at $316, and $300. Yield is 1%.

It is a consulting firm with great free cash flow. It executes well and has grown rapidly over the last while.

Great company. The go-to people, and they actually walk the walk on AI. Even if we go into a recession, this business is very sticky. Price target of $315.50, but he wouldn't be surprised if it goes higher. Yield is around 1.6%.

This is a pretty phenomenal company and is a leader in the consultancy business with hundreds of thousands of employees. They do what they teach and it runs a virtual boardroom. It is well priced.

Large consulting company with tech exposure.
High margin business with low capital requirements.
Current share price presenting good buying opportunity.
Will be a good stock to hold for long term investors.

Outsourcing powerhouse. Amazing company. Pretty well priced, as his target is $315. Embraced the metaverse. Really likes it, he still has a 1% position. He'll trim as it approaches its price target.

World class consulting company.
Major consultant to large corporations.
Very large company without capital requirements.
Consistently hiring top talent.

A long-term hold for her. The company raised guidance on an improving mix of efficiency and pricing. Won't see much multiple expansion but they will expand the bottom line.