One of my favorite companies continues to distinguish itself as an excellent business operator, as well as a solid wealth creator on the stock market. Back in May, I wrote about a small information technology company called Perficient (NASDAQ/PRFT).

This company sells information technology consulting services to large- and mid-size companies, offering design, build, and installation of technology solutions. Perficient was founded in 1997 and is headquartered in Austin, Texas.

Back in May, I wrote about the history of this stock, which got hit hard after the big technology correction and dropped from over $25 per share in early 2000 to below $1 per share in late 2002. Then, it started to tick higher, slowly but surely. The company's valuation was overblown during the technology bubble, and it was also overblown to the downside during the correction. All during this period, the company's business was flat. It wasn't growing much, but it was loosing business either.

In early 2003, the stock's reversal got a solid wind behind it, and now it is trading around $17 per share.

The latest good news at the company is that it raised its third quarter revenue guidance because of higher-than-expected software sales. The company reported that it now expects third quarter revenues to be between $43.3 million and $44.5 million, as compared to the previous guidance range of between $41.0 million to $43.1 million.

The upwardly revised revenue estimate isn't earth-shattering, but it was enough to move the stock higher on the news.

I guess the point of this analysis is to say that it often pays to stick with winning companies and winning stocks. Even if you bought this stock at the beginning of the year, where it had already gone up substantially from 2003, you would be up big-time. You know that this company's success will slow sometime in the future, but you might as well go along for the ride while you can. A strict moving stop/loss limit will prevent any major losses from a reversal in the stock's fortune.

The next time you come a cross a stock with a solid track record of success on the market, take a second look. It just may be that the stock may keep going up over the near-term. This isn't momentum investing, only smart speculating.