Broadridge Financial Solutions

DIAGEO PLC ADRs $142 (New York symbol DEO; Conservative Growth Portfolio, Consumer sector; ADRs outstanding: 630.0 million; Market cap: $89.5 billion; Price-to-sales ratio: 5.4; Dividend yield: 2.1%; TSINetwork Rating: Above Average; www.diageo.com) is the world’s largest premium alcoholic beverage company....

Dear Inner Circle member,

This will be our last Inner Circle Q&A for 2017. Our next Q&A will go out on Wednesday, January 3, 2018. Now is a good time to say Thanks! to the many long-time friends, associates and kindred spirits who make up the membership of this unique organization....

BROADRIDGE FINANCIAL SOLUTIONS $89.48 New York symbol BR; TSINetwork Rating: Average) (201-714-3000; www.broadridge. com; Shares outstanding 116.6 million; Market cap: $10.4 billion; Dividend yield: 1.6%) has now formed a partnership with Canadianbased robo-advisor Wealthsimple....

BROADRIDGE FINANCIAL SOLUTIONS INC. $89 (New York symbol BR; Finance Sector; Shares o/s: 116.6 million; Market cap: $10.4 billion; Takeover Target Rating: Medium; Divd. yield 2.2%; TSINetwork Rating: Average; www.broadridge.com) began trading on April 2, 2007, after it was spun off from New York-listed Automatic Data Processing (symbol ADP).

We recommended the spinoff shortly after that, in the May 2007 issue of our Stock Pickers Digest newsletter at $20.68 a share.

We said then that we thought Broadridge was a pioneer....

BROADRIDGE FINANCIAL SOLUTIONS $83.61 New York symbol BR; TSINetwork Rating: Average) (201- 714-3000; www.broadridge.com; Shares o/s: 116.5 million; Market cap: $9.7 billion; Dividend yield: 1.8%) serves the investment industry in three main areas: investor communications, securities processing and transaction clearing.

Investor communications makes up 72% of the company’s revenue....

BROADRIDGE FINANCIAL SOLUTIONS INC. $81 (New York symbol BR; Aggressive Growth Portfolio, Finance sector; Shares outstanding: 116.5 million; Market cap: $9.4 billion; Price-to-sales ratio: 2.3; Dividend yield: 1.8%; TSINetwork Rating: Average; www.broadridge.com) serves the investment industry in three main areas: investor communications, securities processing and transaction clearing.

In the fiscal 2017 fourth quarter, ended June 30, 2017, revenue jumped 38.1%, to $1.3 billion from $974.5 million a year earlier....

BROADRIDGE FINANCIAL SOLUTIONS INC. $77 (New York symbol BR; High-Growth Dividend Payer Portfolio, Finance sector; Shares outstanding: 116.5 million; Market cap: $9.0 billion; Dividend yield: 1.9%; Dividend Sustainability Rating: Above Average; www.broadridge....

BROADRIDGE FINANCIAL SOLUTIONS $75.53 New York symbol BR; TSINetwork Rating: Average) (201714-3000; www.broadridge.com; Shares outstanding: 117.6 million; Market cap: $8.9 billion; Dividend yield: 1.8%) serves the investment industry in three main areas: investor communications, securities processing and transaction clearing.


Investor communications makes up 72% of the company’s revenue....

BROADRIDGE FINANCIAL SOLUTIONS INC. $75 (New York symbol BR; Aggressive Growth Portfolio, Finance sector; Shares outstanding: 117.1 million; Market cap: $8.8 billion; Price-to-sales ratio: 2.3; Dividend yield: 1.8%; TSINetwork Rating: Average; www.broadridge.com) serves the investment industry in three main areas: investor communications, securities processing and transaction clearing.


In the 2017 third quarter, ended March 31, 2017, revenue jumped 46.4%, to $1.0 billion from $688.8 million a year earlier....

BROADRIDGE FINANCIAL SOLUTIONS $68.16 (New York symbol BR; TSINetwork Rating: Average) (201-714-3000; www.broadridge. com; Shares outstanding: 119.1 million; Market cap: $8.0 billion; Dividend yield: 1.9%) serves the investment industry in three main areas: investor communications, securities processing and transaction clearing.


Investor communications makes up 72% of the company’s revenue....