RR Donnelley (RRD)
RR Donnelley (RRD) is a 146-year-old company that provides solutions in commercial printing, forms and labels, direct mail, financial printing, print fulfillment, business communication outsourcing, logistics, online services, digital photography, and content and database management.
The company has seen business pick up as the economy improves, and has posted four consecutive positive earnings surprises. RRD generates substantial free cash flow and generously gives back to shareholders. The stock currently pays a dividend of more than 5%, and management has a history of buying back stock.
The improvements in the fundamentals of this company were noticed by Portfolio Grader and the stock was upgraded to an “A” in December. RRD stock remains a “strong buy” at the current price.