These two leaders offer you further gains

Article Excerpt

Fair Isaac and Broadridge Financial are positioned to keep expanding for the rest of the pandemic: since March of 2020, Fair Isaac is up 133.6%; and Broadridge has jumped 118.4% to a new high. We think both stocks have room to move even higher on rising COVID-spurred demand. FAIR ISAAC CORP., $410.64, is a buy. The company (New York symbol FICO; TSINetwork Rating: Average) (www.fairisaac.com; Shares outstanding: 28.4 million; Market cap: $11.8 billion; No dividends paid) is best known for its FICO Scores software. It lets lenders make better decisions about customer creditworthiness. Through your shares, you also invest in a company that makes programs to help credit-card issuers reduce fraud and to analyze the spending of their cardholders. For the quarter ended June 30, 2021, revenue rose 7.8%, to $338.2 million from $313.7 million a year earlier. Sales of computer applications (39% of the total) fell 6%. Meanwhile, sales of credit-scoring programs (51%) jumped 31% and sales of analytics software (10%) dropped 20%. Excluding one-time…

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