Rockwell Automation The industrial automation power company reported second-quarter earnings on April 25 of $167.8 million, or $1.16 a share, up from year-earlier earnings of $166.4 million, or $1.14. "After YTD underperformance, shares now trade at parity to the group and are not expensive," JPMorgan analysts wrote in an April 26 report. "Stepping back, however, FY12 likely ends up with
Fair Isaac The data management products and services company reported second-quarter earnings on April 25 of $20 million, or 55 cents a share, up from year-earlier earnings of $7.7 million, or 19 cents. "FICO announced head of sales Charles Ill is retiring after two years with the company, to be replaced by the GM of EMEA, Mike Gordon, who has been with the company since 2005," Deutsche Bank analysts wrote in an April 25 report. "Stuart Wells is the new CTO, replacing Deborah Kerr, who will remain a consultant through 2012. Jim Wehmann is the recently appointed head of Scores, FICO's most profitable business. We note the CEO change was only a quarter ago. While a transition of the management bench can pose challenges, we believe that with most of these executives already having worked at or with FICO earlier, execution risk should be low." Forward Annual Dividend Yield: 0.2%
CNA Financial The casualty and property insurance company reported on April 30 first-quarter earnings of $250 million, or 93 cents a share, up from year-earlier earnings of $220 million, or 82 cents. "A relatively low expected ROE suggests the stock should be trading at a discount to book value, however, we believe the current discount is a bit too steep," Bank of America Merrill Lynch analysts wrote in an April 30 report. "Part of the reason for the low ROE relates to excess capital as well as a drag from run-off businesses. We believe that management is taking steps to improve underwriting results and improving market conditions should allow progress." Forward Annual Dividend Yield: 2% -- Written by Alexandra Zendrian >To contact the writer of this article, click here: Alexandra Zendrian >To submit a news tip, send an email to: firstname.lastname@example.org. >To follow the writer on Twitter, go to Alexandra Zendrian.