recent acquisitions
Broadridge Financial is positioned to keep doing well during the pandemic. From March of last year, the stock has jumped to new all-time highs, and is now up 80.6%. Meantime, we think this Power Buy is poised to keep moving even higher.
BROADRIDGE FINANCIAL SOLUTIONS $146.75 (New York symbol BR; TSINetwork Rating: Average) (www.broadridge.com; Shares o/s: 115.8 million; Market cap: $17.1 billion; Dividend yield: 1.6%) serves the investment industry in three main areas: investor communications, securities processing, and transaction clearing.
In its fiscal 2021 second quarter, ended December 31, 2020, revenue rose 8.9%, to $1.05 billion from $968.7 million a year earlier....
BROADRIDGE FINANCIAL SOLUTIONS $146.75 (New York symbol BR; TSINetwork Rating: Average) (www.broadridge.com; Shares o/s: 115.8 million; Market cap: $17.1 billion; Dividend yield: 1.6%) serves the investment industry in three main areas: investor communications, securities processing, and transaction clearing.
In its fiscal 2021 second quarter, ended December 31, 2020, revenue rose 8.9%, to $1.05 billion from $968.7 million a year earlier....
Both Great-West and IGM stand to gain as more baby boomers retire in the next few years. However, we continue to prefer IGM for your new buying. That’s because Great-West is more vulnerable to potentially higher interest rates, which would hurt the value of its bond portfolio.
GREAT-WEST LIFECO INC....
GREAT-WEST LIFECO INC....
These two tech firms are seeing stronger sales and earnings as their clients rebound from COVID-19. Their dominant positions in niche markets also cut your risk.
AGILENT TECHNOLOGIES INC. $125 is a buy. The company (New York symbol A; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 305.0 million; Market cap: $38.1 billion; Price-to-sales ratio: 6.9; Dividend yield: 0.6%; TSINetwork Rating: Average; www.agilent.com) makes specialized testing equipment for medical research laboratories and industrial clients....
CN’s shares have shot up nearly 50% from their March 2020 low of $92. Investors should expect the company to continue benefiting as the economy recovers from the COVID-19 pandemic. The recent cancellation of the Keystone XL oil pipeline by new U.S. president Joe Biden should also push more crude oil onto its rail networks.
Meantime, the company continues to improve the efficiency of its rail networks....
Meantime, the company continues to improve the efficiency of its rail networks....
The economic rebound following the first wave of COVID-19 in early 2020 has helped push these three leading technology stocks to near-record highs.
We continue to like the outlook for all three, particularly as the second wave of COVID-19 continues to spur demand for personal computers and other electronic equipment....
We continue to like the outlook for all three, particularly as the second wave of COVID-19 continues to spur demand for personal computers and other electronic equipment....
Computer chip giant Intel has struggled lately as manufacturing problems have forced it to delay the launch of its next-generation chips. Investors fear that gives its competitors a big advantage. As a result, activist investor Daniel Loeb now wants Intel to consider selling or spinning off some of its operations.
That pressure is already paying off—the stock jumped 10% on news that Intel’s former chief technology officer, Pat Gelsinger, will replace Bob Swan as CEO....
Fair Isaac and Broadridge Financial are both positioned to keep doing well during the pandemic: since March of this year, Fair Isaac is up 167.0% to an all-time high; and Broadridge has jumped 78.0%, also to new highs. We think both have room to move higher.
FAIR ISAAC CORP....
FAIR ISAAC CORP....
These two stocks are trading close to their all-time highs, despite disruptions caused by COVID-19. That’s because both companies supply vital products to their corporate and government clients. Recent acquisitions also brighten their long-term prospects.
MOTOROLA SOLUTIONS INC....
The two techs we feature below are trading at close to all-times highs. They should move higher still. That’s because they’re leaders in niche markets seeing strong growth.
AGILENT TECHNOLOGIES INC. $102 is a buy. The company (New York symbol A; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 308.3 million; Market cap: $31.4 billion; Price-to-sales ratio: 6.0; Dividend yield: 0.7%; TSINetwork Rating: Average; www.agilent.com) makes specialized testing equipment for medical research laboratories and industrial clients....
AGILENT TECHNOLOGIES INC. $102 is a buy. The company (New York symbol A; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 308.3 million; Market cap: $31.4 billion; Price-to-sales ratio: 6.0; Dividend yield: 0.7%; TSINetwork Rating: Average; www.agilent.com) makes specialized testing equipment for medical research laboratories and industrial clients....
Businesses have slowed their purchases of new computer equipment due to the COVID-19 pandemic. That has weighed on the share prices of these two tech giants. However, recent acquisitions are set to expand their profits—and dividends—when demand recovers.
INTERNATIONAL BUSINESS MACHINES CORP....
INTERNATIONAL BUSINESS MACHINES CORP....