Comments on: Broadridge Financial Solutions Analysis

By: George

George — Tue, 08 May 2007 23:43:16 +0000

I took the SEC’s new rule into consideration by using a single digit growth rate. However, I still think their growth rate will rebound into the high single digits within a year or so.

By: BS

BS — Tue, 08 May 2007 21:34:06 +0000

Took this into consideration:

“The primary negative with this story is that effective July 1, the SEC is implementing a new rule which will accelerate digital delivery of proxy and other investor communications. As this will push down the amount of paperwork Broadridge sends out, it will also pressure their revenue to an unknown degree. Management has not estimated, but is forecasting overall mid-single digit revenue growth.”

By: Fat Pitch Financials Portfolio April 2007 Update - Fat Pitch Financials

Fat Pitch Financials Portfolio April 2007 Update - Fat Pitch Financials — Tue, 01 May 2007 10:35:58 +0000

[...] only major change this month was the addition of Broadridge Financial Solutions (BR)to the portfolio on April 10, 2007. I added 2,600 shares of BR for an average cost per share [...]

By: Festival of Stocks at Value Discipline - Fat Pitch Financials

Festival of Stocks at Value Discipline - Fat Pitch Financials — Tue, 17 Apr 2007 03:50:39 +0000

[...] Festival. I was impressed by his in depth commentary. He even discussed my analysis of Broadridge Financial Solutions (BR). Rick wrote: “George provides some wonderful additional competitive analysis as well as [...]