Their vital products give them an edge: Motorola Solutions and Cintas

Article Excerpt

These two picks continue their impressive rebound following the March 2020 stock market drop—and despite COVID-19 lockdowns. Those gains reflect their vital products for businesses. We expect they will climb even higher as more businesses re-open. MOTOROLA SOLUTIONS INC. $172 is a buy. The company (New York symbol MSI; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 169.5 million; Market cap: $29.2 billion; Price-to-sales ratio: 3.9; Dividend yield: 1.7%; TSINetwork Rating: Average; www.motorolasolutions.com) makes communications equipment such as radios for police and fire vehicles, as well as high-definition surveillance systems. COVID-19 has limited Motorola’s ability to visit clients, and so secure new contracts. However, its long-term outlook remains bright. For example, it recently paid $61 million for Callyo, a cloud-based mobile applications provider for law enforcement. Its products help police respond faster to critical situations. They also let officers gather video evidence with a smartphone and share it with other investigators. About 20% of police officers in the U.S. now use Callyo’s products. The company is…