Broadridge as a Defensive Core Holding with Potential Buy Signal
"I said five year returns in the 5-10% range, which is really why you own a stock like this with a safety score of nine. I see returns in the mid to high single digits, which really has been the case throughout, Gokey's tenure. But I see this with significantly less volatility than the S&P 500. So if you want a decent return that'll let you sleep at night, this could be the one for. Thanks both Matt and to Tyler, they've given Broadridge a strong overall score of 7.8 out of ten with no top its. This is one of those to put on your watch list. And if there is a little volatility on the downside, maybe it's a buy."
— Tyler Crowe
The speakers discuss Broadridge's stable returns, low volatility relative to the S&P 500, and a five-year return expectation in the 5-10% range. They suggest that if downside volatility remains limited, Broadridge (ticker BR) could be a good defensive holding for investors looking for a stock that provides reliable returns and safety, making it worthy of inclusion on a watch list and potentially a buy.
Target:N/A
Horizon:Long-term >1 year Company CommentaryBullish Medium ConvictionScore: 7.5
Company Opinion •The Motley Fool • Dec 19, 2025