David DriscollTeleperformanceTLPFYPAST TOP PICKFeb 07, 2020

target in Euros

400,000 employees globally handle call centres. Shares have fallen a lot in the past year partially due to labour practices in Colombia (being sorted out now). TEP holds a massive trove of data. They just signed a deal with Microsoft (cloud and AI), so that a machine on the other end will talk through a customer program, so TEP is a huge beneficiary of AI.

(Analysts’ price target is $283.69)

They offer outsourced call centres (help lines). Done a great job integrating AI into their process. Customers (companies) save money by not paying the benefits of workers working those call centres; rather they hire TEP. TEP are call-centre experts

Enjoys massive growth from North American and European companies using their call centres. Free cash flow is growing in the double-digits. Dividend is growing 20% a year for the next five years. The stock is up 340% in the past 5 years.

Call centres taking advantage of AI, so it's more efficient. On a growth path. They have earnings momentum, raised dividend 46% last year, as debt's coming down and free cash is going up. Yield is 1.3%. (Analysts’ price target is $166.92)