THE ONE STOCK
THEY WOULD BUY

MANAGER: Robert Stimpson, Black Oak Emerging Technology Fund (BOGSX)
STOCK: Cognizant Technology Solutions (CTSH)

Stimpson has more than 11 years of investment experience and manages two other funds for Oak Associates Funds.

Stimpson says of Cognizant: Cognizant supplies IT services to Fortune 500 companies around the world. It's particularly successful during a recession because big companies, especially financial firms, tighten their purse strings. The stock has fallen in large part due to guilt by association with trouble in the financial services industry.