Morgans say "those with a lower risk profile (or less prepared to back an improvement in conditions in FY15) should consider UXC the preferred pick. It's acquisition today (ie Keystone...the report issued on 29 Nov) adds to the EPS growth story."
Added a few SMX (for a little more leverage to an IT sector upswing) over the last couple of days to go along with my DTL and UXC. Think I've probably got the sector fairly well covered now with these three well managed stocks.
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