Staffing & Outsourcing Services

January 17, 2014

Buy ($175)

Topics covered: Upside Potential in Staffing Sector, Strong Demand for IT Staffing, Steady Growth in Labor Market, Secular Trend Toward Temporary Staffing, Healthy Demand in BPO Space, Growth in Temporary Staffing Demand, Cost-Cutting Measures, BPO Market Trends

Companies covered: StarTek, Inc. (NYSE:SRT), Resources Connection, Inc. (NASDAQ:RECN), On Assignment, Inc. (NYSE:ASGN), Robert Half International Inc. (NYSE:RHI), ManpowerGroup (NYSE:MAN), Korn/Ferry International (NYSE:KFY), Heidrick & Struggles International, Inc. (NASDAQ:HSII), AMN Healthcare Services Inc (NYSE:AMN), Western Union Company (The) (NYSE:WU), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Kforce, Inc. (NASDAQ:KFRC), Iron Mountain Incorporated (NYSE:IRM), Geo Group Inc (The) (NYSE:GEO), Corrections Corporation of America (NYSE:CXW), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), WNS (Holdings) Limited (NYSE:WNS), Virtusa Corporation (NASDAQ:VRTU), The Travelers Companies, Inc. (NYSE:TRV), Syntel, Inc. (NASDAQ:SYNT), Sapient Corporation (NASDAQ:SAPE), General Electric Company (NYSE:GE), Genpact Limited (NYSE:G), ExlService Holdings, Inc. (NASDAQ:EXLS)