Gartner, Inc. (NYSE:IT)

Tom said so

Stock Advisor March pick

As cloud computing grows, key decisions need to be made by IT managers both big and small. Do they join the cloud community via Amazon or Rackspace. Each has its pros and cons but nevertheless, a long term decision will increasingly need to be made. Questions relating to common platforms, operational impact of outages, legal ramifications of lawsuits against a company cohosted by a provider. So many questions needing expertise provided by a third party consulting firm not indebted to any provider is but one example of the complexity facing everyone today and into the future.

Grossly overpriced. At some point I expect to see the government crack down on companies like Gartner that claim to provide "independent" product reviews, but receive much of their revenue from the very companies they claim to be "independently" reviewing.

chart of the day

Solid company with solid growth and earnings.

ResearchTeam Accumulate June26

Horrible fundamentals. Declining revenue. Business model equates to legalized extortion. If their advisory customers knew what percentage of revenue these guys get directly from the companies they "independently" evaluate, they would not have any more advisory customers.

Showed up on a screen for solid 5 year growth with low debt, cash on hand and still at attractive P/E ratios.

5

guru short

reorg is focusing sales force which will drive growth faster

The only reason Gartner is so strong in it's industry is because of it's sheer size. It's important to remember that this is the same company that thought the best solution for a droping stock value was changing the name of the comapny from Gartner Group to Gartner.

Gartner is well positioned for growth as the global economy continues to invest in technology. Even as the US economy festers, Gartner is insulated due to its global presence. It combination of research, consulting, and conferences provides a strong blend of revenue.

A cautionary signal would be the tightening of IT spending across the global economy. If this starts to happen and gains momentum, then Gartner's research and conference revenue will start to be impacted.

Technology stocks should do well in current market and IT is undervalued.

Gartner has revised its business model over the past 12 months to add emphasis to the more profitable research business. It also has revised how it packages the research product which appears to be creating larger revenue streams.

This company seems okay and has looked pretty bright since aug-sep of last year so i say get in while the getting is good!

.. on a roll.