Credit Suisse's 2 Services Stocks To Own And 2 To Avoid

In a recent report, analysts at Credit Suisse outlined their 2015 outlook for the services industry. Here’s a breakdown of their top stocks to own and top stocks to avoid in 2015.
Own: Gartner Inc (NYSE: IT)
Analysts see plenty of room for improvement in salesforce productivity, a metric that has a high correlation with the company’s stock performance. They believe there is opportunity for improved penetration of existing clients and conversion of new clients. Regardless, analysts see double-digit top line growth even at current salesforce productivity levels. Price target: $95.00
Own: MSCI Inc (NYSE: MSCI)
Analysts believe that the company is well-positioned to take advantage of the secular shift toward passive investments, as it is the second-largest global provider of ETF index licenses. In additions, analysts predict that the company will benefit from a multi-year rotational shift by investors from fixed income to equity investment. Analysts see low double-digit top-line growth and mid-teens EPS growth in the long term. Price target: $55.00
Avoid: Performant Financial Corp (NASDAQ: PFMT)
Delays and other execution issues have plagued the company, and analysts continue to see instability in the future. Analysts see risk in the student lending and healthcare businesses, both of which could be subject to disruptive legislation at any time. Price target: $8.00
Avoid: Fiserv Inc (NASDAQ: FISV)
Analysts see a continued decline in the company’s business as its primary end market (small banks) continues to shrink. A forecast of no greater than 5 percent long-term growth means that competitors in the space have both better valuations and stronger growth prospects. Price target: $58.00