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Notable trades this week include picking up some Infosys (INFY) and Cognizant (CTSH).

Both are tech support companies in India. And both moved to new All Time Highs on significant volume.. I can’t help but be super bullish on them.

We own a third company in that sector, Wipro (WIT).. but will probably unload some of that one today as it is stalling at previous Highs.

We have further exposure to India via yesterday’s investment in the India Fund (IFN), based on that sweet looking chart.

Long CTSH, IFN, INFY, WIT

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1 Comment »

Comment by BWV
2005-12-23 13:04:00

i would hope no one takes offense to the title of this post. it’s just me trying to be clever.. a joke.

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