Broadridge Financial Solutions Inc. (BR)

He recently bought it. There's strong engagement in the financial services industry, including heavy options volumes. Broadridge provides strong technical services and are expanding to the UK with an acquisition. 

(A Top Pick May 24/16. Up 7%.) Offers financial solutions to the financial services sector. They touch nearly every financial services company. This consolidated some good performance, and she expects some good results going forward. Good cash flow generation.

This helps financial institutions. When they do investor communications, such as proxy voting or management change, unit voters have to vote, and this company facilitates 90%+ of the proxy voting. There is so much pressure on financial institutions with new regulations coming up. Dividend yield of 1.84%.