Top pick Barrick Mining just raised its dividend a whopping 140% as it generates record earnings and continues its strategic asset reorganization.
Warner Music Group Corp. is well-positioned for higher-margin catalog revenues, added streaming adoption, and new AI monetization opportunities.
ARC Resources keeps returning its cash flow to shareholders through a growing dividend and substantial share buybacks.
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BROADRIDGE FINANCIAL SOLUTIONS $54.44 New York symbol BR; TSINetwork Rating: Average) (201-714-3000; www.broadridge.com; Shares outstanding: 118.6 million; Market cap: $6.4 billion; Dividend yield: 2.2%) serves the investment industry in three main areas: investor communications, securities processing and transaction clearing. The company processes 90% of all proxy votes in the U.S. and Canada. Without one-time items, Broadridge earned $39.6 million in its fiscal 2016 first quarter, which ended September 30, 2015. That’s up 7.9% from $36.7 million a year earlier. Earnings per share rose 10.0%, to $0.33 from $0.30, on fewer shares outstanding. Revenue gained 7.0%, to $594.7 million from $555.8 million. The company continues to add new clients and is doing a good job of holding onto existing ones. Recurring fee revenue rose 10.0% in the latest quarter and accounted for 66% of the total....
FAIR ISAAC CORP. $92.85 (New York symbol FICO; TSINetwork Rating: Average) (415-472-2211; www.fairisaac.com; Shares outstanding: 31.1 million; Market cap: $2.8 billion; Dividend yield: 0.1%) makes FICO Scores, the program that dominates the market for software that businesses use to evaluate customer creditworthiness. Fair Isaac also profits by selling programs that help credit card issuers control fraud and analyze cardholders’ spending patterns. In its fiscal 2015 third quarter, which ended September 30, 2015, Fair Isaac’s revenue rose 5.0%, to $232.8 million from $221.6 million a year earlier. Sales at the company’s applications division (64% of the total) fell 1.6% on weaker demand for marketing and fraud-detection software. However, sales of creditscoring programs (25%) jumped 24.5%, while sales of analytics software (11%) gained 8.7%....
REITMANS (CANADA) LTD. $4.07 (Toronto symbol RET.A; TSINetwork Rating: Extra Risk) (514-384- 1140; www.reitmans.com; Shares outstanding: 64.6 million; Market cap: $254.5 million; Dividend yield: 4.9%) owns 775 women’s clothing stores across Canada. The chain consists of 332 Reitmans, 136 Penningtons, 107 Addition Elle, 83 RW & Co., 68 Thyme Maternity, 17 HYBA and 32 Smart Set outlets. It also has 21 Thyme Maternity boutiques in Canadian Babies “R” Us stores. On October 8, 2015, the company opened its 17 new HYBA women’s activewear stores across Canada. Activewear is one of the country’s fastest growing clothing categories....
LEON’S FURNITURE LTD. $14.05 (Toronto symbol LNF; TSINetwork Rating: Average) (416-243-7880; www.leons.ca; Shares outstanding: 71.4 million; Market cap: $1.0 billion; Dividend yield: 2.8%) has steadily opened new stores, growing from 27 in 2003 to 80 today. The company more than quadrupled in size overnight with its March 2013 purchase of its main rival, The Brick, for $700 million. The Brick has 221 locations across Canada; the chains continue to operate separately. In the three months ended September 30, 2015, the company’s sales rose 1.2%, to $538.1 million from $531.7 million a year earlier. On a same-store basis, sales gained 1.1%. Earnings rose just slightly, to $27.34 million, or $0.38 a share, from $27.29 million, or $0.38. The company increased its sales with promotional prices, but that cut into its profit margins....