Fiserv, Inc. (FISV)

Very strong & predictable revenues of which around 90% are recurring

I've used Fiserv as a previous CAPS pick and continue to like what's going on there. Fiserv is a hugely diversified financial company, owning numerous businesses that service every aspect of the financial realm. I personally, own stock and work for a Fiserv company -- in the automotive side of their service business. In my case, we strategically mitigate the potential losses of a bank's automotive portfolio. It's no mystery that the economy is struggling and as times are tough, auto reposessions continue to rise. In the current recessionary economy, banks, credit unions and similar will be looking to ease their portfolio and accnt. servicing pains -- this is exactly what Fiserv does, and does well. The company's diversity and breadth of unique in-house businesses continues to increase. I like FISV at these current levels (being $32 as I write this) and would look to the long-term on this play. Looking forward perhaps 24mo+ before we're back to near $55-$60 levels. Fiserv's good history of buybacks and stock-splits is positive. The need for Fiserv-style services is only going to increase as we begin to dig ourselves out of these difficult economic times and I look forward to being onboard when we do!