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W.W. Grainger

The maintenance and repair supplies company reported on April 17 first-quarter earnings of $187.5 million, or $2.57 a share, up from year-earlier earnings of $157.9 million, or $2.18.

"It appears that South America (Brazil in particular) will be the next real longer term growth opportunity following the acquisition of AnFreixo S.A.," Credit Suisse analysts wrote in a May 8 report. "While the global MRO market presents a very large opportunity in the long term, we stress that it requires the structure of an economy to be accommodative to the industry. While developed economies in general present a realistic market opportunity, emerging markets represent a different dynamic and therefore different hurdles."

Forward Annual Dividend Yield: 1.6%


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%

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