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Moody's

The ratings agency reported first-quarter earnings on April 26 of $173.5 million, or 76 cents a share, up from year-earlier earnings of $155.5 million, or 67 cents.

"Our thesis on MCO is unchanged: healthy near-term fundamentals, impressive secular growth prospects, and easing regulatory and litigation concerns create a compelling risk/reward," Piper Jaffray analysts wrote in an April 27 report. "While the stock's strong YTD performance (up 24% vs 11% for the S&P500 and 8% for the information services group) suggests some of the "good news" is likely priced in, we see 15% upside to our price target, with more dramatic 2-3 year upside based on earnings power that could approach or exceed $3.65/share over the next several years."

Forward Annual Dividend Yield: 1.7%


Bunge

The agricultural company reported first-quarter net income on April 26 of $92 million, or 57cents a share, down from year-earlier net income of $232 million, or $1.49. Excluding items, profit in the first quarter was 69 cents a share.

"While we are currently in a lull, though profits should seasonally pick up, we continue to believe periods of tension in the food/feed/biofuel chain will occur more frequently, steadily increasing the value of intermediaries like Bunge," Deutsche Bank analysts wrote in an April 27 report. "We look for benefits from diverse geographic positioning, incremental returns on newer assets and an improved margin environment in 2H during N. Hemisphere processing to boost 2012E EPS growth."

Forward Annual Dividend Yield: 1.6%

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