The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage.
NEW YORK ( Insider Monkey) -- J.P. Morgan published a report Jan. 12 identifying the best information technology and business process outsourcing services stocks. The report isn't publicly available but we will share its main points. In the report, Tien-tsin Huang, Puneet Jain and Dick Wei share their opinion of the IT and BPO Services stocks performing better relative to the S&P 500 in 2012.
Stocks that have a high mix of offshore delivery, have the ability to cut costs of clients, have high exposure to health care, and have investments with a long-term impact on growth profile are preferred. The overall IT services budget is expected to be flat "with a potential for modest declines" as the macroeconomic environment worsens. Here are the stocks discussed in the report:
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