Microsoft and Oracle have revenue growth at a slower rate than Infosys. However, the starting point numbers are much greater. This chart does help illustrate Infosys' ability to execute. INFY Revenue data by YCharts
For stability, I am a big fan of Microsoft and, to a lesser extent, Oracle. Microsoft offers a 2.7 percent dividend. Oracle offers a dividend, but it's less than one percent. I like buying on both using put options as an entry vehicle. What's the best play with Infosys? There should be a very attractive trade coming up Friday and or Monday. Near the end of the day, if still trading lower, sell out of the money puts. Fear of continued losses tends to push portfolio insurance prices up dramatically, while at the same time the stock should bottom. It's not one to get greedy with, hold on for a few days and as the implied volatility falls (hopefully with a nice dead cat bounce) exit out with a quick hit and run for profits. Otherwise for longer term investors, the best play is to wait until a few weeks to ensure Infosys has found a base of support and we are closer to the next earnings release. At the time of publication the author did not hold a position in any stock mentioned. This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.