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Stephen Rosenman

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  • Who's Going To Give A Special Dividend Next? [View article]
    ARDNA - Briskin must have other uses in mind such as acquisition or selling company.
    Nov 15 02:06 PM | Likes Like |Link to Comment
  • Who's Going To Give A Special Dividend Next? [View article]
    DoctorDividend,

    The only reason given: The desire to return cash to shareholders.

    SBSI is the only company giving a special dividend that cites tax policy change.

    Steve
    Nov 15 12:29 PM | Likes Like |Link to Comment
  • Who's Going To Give A Special Dividend Next? [View article]
    Edward,

    You're right. ARDNA looks ripe for a special dividend.
    Steve
    Nov 14 09:21 PM | Likes Like |Link to Comment
  • Special Dividends: Which 3 Companies Are Next? [View article]
    ESCthehack,
    Werner is down with the DJT. Trucking was especially hard hit. Check Swift down almost 5%. Ouch. A very ugly market starting.

    RVR looks interesting - you'll likely get the announcement late November like last time. Remember, RVR will probably drop in price the special dividend amount.

    Steve
    Nov 14 05:43 PM | Likes Like |Link to Comment
  • Special Dividends: Which 3 Companies Are Next? [View article]
    Ex-date is December 5.
    Nov 8 06:31 PM | Likes Like |Link to Comment
  • Special Dividends: Which 3 Companies Are Next? [View article]
    Berloe,
    BKE just went special, announcing today after hours a huge $4.50 dividend in addition to its $0.20 usual dividend. Holy Cow!
    Steve
    Nov 6 05:12 PM | Likes Like |Link to Comment
  • Special Dividends: Which 3 Companies Are Next? [View article]
    Investing Engineer,
    The cited companies all have large insider holdings. As a result, the board's interests are aligned with shareholders. For instance, Buckle's insiders own 35%; Werner's insiders own 18%; and Stamps.com's insiders own 10%. These major shareholders have a strong interest in moving excess cash into this year's dividend.
    Steve
    Nov 5 02:58 PM | Likes Like |Link to Comment
  • A Closer Look At Precision Castparts' Inexplicable Inventory Rise [View article]
    Over the last 5 quarters, PCP spent $3 billion on acquiring low-margin companies, yet was able to increase their operating margins 120 bp y-o-y to 25.8%. Their ability to boost margins despite tacking on inefficient business seems near-impossible. Something here feels very wrong.
    Oct 26 05:42 PM | 1 Like Like |Link to Comment
  • Is Visa Going To Give Investors A Giant Dividend Boost? [View article]
    No correction needed. The payout is figured on GAAP income. The 60% is the number investors see at Yahoo, Morningstar, SeekingAlpha, and elsewhere.
    Oct 18 05:10 PM | Likes Like |Link to Comment
  • Is Visa Going To Give Investors A Giant Dividend Boost? [View article]
    Payout ratio is from Morningstar.com, Yahoo.com, and SeekingAlpha.com

    http://bit.ly/Tv8yIs

    http://yhoo.it/RGzxVa
    Oct 17 04:17 PM | Likes Like |Link to Comment
  • Cisco: Is Now The Time To Buy? [View article]
    Bill,

    Your data appears incorrect. For instance, current PE for CSCO is 12.68; PE for INTC is 9.6; PE for MSFT is 14.92 (per Yahoo.com, google, seeking alpha.com) negating your thesis.
    Oct 6 04:34 PM | 1 Like Like |Link to Comment
  • Abercrombie & Fitch: Better Merchandise Elsewhere [View article]
    Better run, better margins, dividend, a sounder company to invest in if you are interested in a clothing retailer that caters to the younger generation.
    Oct 3 10:53 AM | Likes Like |Link to Comment
  • Abercrombie & Fitch: Better Merchandise Elsewhere [View article]
    AplhaFan,
    Buckle (BKE) for one.
    Oct 2 06:22 PM | 1 Like Like |Link to Comment
  • Dividend Investors Set To Enjoy Year-End Special Bonanza [View article]
    Buckle paid its last special dividend of $2.25 in October 2011.
    Sep 24 04:41 PM | Likes Like |Link to Comment
  • Microsoft Raises Dividend Nicely [View article]
    mdpath,
    Overseas money cannot be repatriated back to the U.S. without incurring U.S. taxation, regardless of purpose i.e. dividends or buybacks.
    Sep 19 11:37 AM | Likes Like |Link to Comment
COMMENTS STATS
535 Comments
371 Likes