Hedge Fund Managed by Real-Life Knight is Bullish on Google Inc (GOOG) & Banks Like JPMorgan Chase & Co. (JPM)…Should You Be?

Finally, there is Accenture Plc (NYSE:ACN) at number five. Accenture is one of those stocks that seems to perform well based on old-fashioned fundamentals: it’s well position globally by being located in 53 countries, specializes in consulting and technology services, and the workforce enjoys a culture that encourages innovation and motivation. Because the business is not “asset-intensive,” per say, it has outperformed the S&P 500 for most of the past 10 years. Revenue, net income and EPS figures have all improved consistently, and are forecasted to continue their bullish trend.

Lansdowne upped its stake in Accenture by 10% last quarter, and shares have already popped more than 17% year-to-date. It’s results like this that explain why it’s always important to track the smart money.

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