Gartner

  • A Top 2 Positions of a Successful Opportunity Fund

    By Anh HOANG - August 8, 2013 | Tickers: IT, ILMN, LIFE

    Mike Lippert, the portfolio manager of Baron Opportunity Retail Fund, has managed to generate outstanding returns in the past ten years. This fund gets a four star rating from Morningstar, delivering a sweet 10-year-annualized return of 12.40%, beating the S&P 500’s return of only 8.05% during the same period. Year-to-date, it gained by nearly 21%, a bit higher than S&P 500’s gain of 19 more »

  • This Is One of the Best Businesses in the World

    By Shmulik Karpf - July 17, 2013 | Tickers: FORR, IT, XRX

    I often find myself thinking about the perfect business: one that exhibits all the qualities that will ensure a highly profitable operation for years to come. It must have certain qualities to distinguish it from all the other businesses out there. It mustn't need a whole lot of assets to make money. That's because assets need maintenance, and a pricey overhead will certainly hurt the bottom-line. It must more »

  • Do Gartner's Smartphone Numbers Add Up?

    By Mark Hibben - June 26, 2013 | Tickers: AAPL, IT, GOOG

    Gartner (NYSE: IT) released a report yesterday (6/24) detailing its projections for computing device sales for 2013 and 2014.  Up until now, I've considered Gartner to be a reliable source of information on mobile device sales and market share, but after taking a closer look at their latest numbers, I have serious doubts about Gartner's data for 2012 as well as their projections for 2013 and 2014 more »

  • Avoid This Vanishing Moat

    By Ted Cooper - May 3, 2013 | Tickers: IT, IHS, TRI

    Wide-moat companies often trade at relatively high valuations due to their predictability and ability to ride out downturns in the economy relatively unharmed. Companies like Coca-Cola almost never trade at really attractive valuations, where attractive means a likely annual return of at least 10%. Instead, wide-moat companies tend to trade at about 5% owner earnings yields.

    If wide-moat stocks deserve to trade at 5% owner earnings yields -- the same as more »

  • This Dutch Auction Is Creating An Opportunity For Investors

    By Mike Thiessen - April 18, 2013 | Tickers: FORR, IT, NLSN

    On April 1, 2013, well-known market research firm Forrester Research (NASDAQ: FORR) announced that it would commence a $130 million Dutch auction-style stock repurchase program. According to the release, the program will remain open for at least a month. Given the company's relatively low market capitalization of approximately $780 million, this move has the potential to provide Forrester shareholders with a significant money-making opportunity in the medium-term.

    Forrester Research more »

  • Dutch Auction Creating Opportunity For Investors

    By Mike Thiessen - April 16, 2013 | Tickers: FORR, IT, NLSN

    On April 1, 2013, well-known market research firm Forrester Research (NASDAQ: FORR) announced that it would commence a $130 million Dutch auction-style stock repurchase program. According to the release, the program will remain open for at least a month. Given the company's relatively low market capitalization of approximately $780 million, this move has the potential to provide Forrester shareholders with a medium-term time horizon significant money-making opportunity.

    Forrester Research more »

  • Baron Funds Finds Buys in Data

    By Reuben Brewer - April 12, 2013 | Tickers: FDS, IT, NLSN

    Baron Funds is a highly respected, niche mutual fund family. Its largely small-cap growth focus has led it to impressive long-term performance, overall. Recently the family highlighted data rich companies Gartner (NYSE: IT), Nielsen Holdings (NYSE: NLSN), and FactSet (NYSE: FDS) as long-term opportunities.

    The Baron family

    Ron Baron started the Baron Fund Family as a small-cap growth shop. One notable feature of the family is that it doesn't more »

  • Will Fibonacci Save Microsoft?

    By Ramesh Malayappan - November 5, 2012 | Tickers: AAPL, IT, GOOG, MSFT, SSNLF

    Microsoft Corporation (NASDAQ: MSFT) just released Windows 8, on October 26, sporting an entirely new Interface that encompasses both touch screen and traditional windows capabilities.  Windows 8 is Microsoft’s newest operating system and almost $2 billion was poured into its marketing according to Forbes magazine.  This makes one wonder if that kind of marketing heft took the much vaunted Fibonacci numbers into account.  Especially, the number "8" and the more »