Buy Broadridge, sell Autodesk

BROADRIDGE FINANCIAL SOLUTIONS $21 (New York symbol BR: TSINetwork Rating: Extra Risk) (201-714 -3000; www.broadridge.com; Shares outstanding: 125.0 million; Market cap: $2.6 billion; Dividend yield: 2.8%) serves the investment industry in three main areas: investor communications; securities processing; and transaction clearing. Clients include both large… Read More

Recovery spurs Autodesk’s earnings

AUTODESK INC. $35 (Nasdaq symbol ADSK; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 227.1 million; Market cap: $7.9 billion; Price-to-sales ratio: 4.3; No dividends paid; TSINetwork Rating: Average; www.autodesk.com) earned $0.32 a share in its third quarter, which ended October 31, 2010. That’s… Read More

Buy Autodesk, hold on to Fair Isaac

AUTODESK INC. $33.46 (Nasdaq symbol ADSK; SI Rating: Average) (515-507-5000; www.autodesk.com; Shares outstanding: 229.3 million; Market cap: $7.7 billion) gets nearly 90% of its revenue from its AutoCAD software, which is the world’s top-selling computer-aided design program. About four million architects and engineers in over… Read More

Apple dispute will weigh on Adobe

ADOBE SYSTEMS INC. $32.44 (Nasdaq symbol ADBE; SI Rating: Average) (408-536-6000; www.adobe.com; Shares outstanding: 526.4 million; Market cap: $17.1 billion) makes software that lets computer users create, edit and share documents in the popular PDF format. As well, graphic designers use Adobe’s software to create… Read More