AROW - News and Analysis from Seeking Alpha 'AROW' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/symbol/arow Is Low Quality Leading the Market? http://seekingalpha.com/article/143186-is-low-quality-leading-the-market?source=feed 143186 Numerous sources say that low quality stocks have led the recent US stock market rally. While that may be true in terms of percent change in price, looking at the question from the perspective of the slope of the primary trend, we draw a somewhat different conclusion about what’s doing well.

Review Method:

]]> Mon, 15 Jun 2009 06:12:43 -0400 Richard Shaw Richard Shaw (QVM Group) submits:

Numerous sources say that low quality stocks have led the recent US stock market rally. While that may be true in terms of percent change in price, looking at the question from the perspective of the slope of the primary trend, we draw a somewhat different conclusion about what’s doing well.

Review Method:


Complete Story »]]> AAN AMNB AMRB AROW AUBN BKE BRO CHG CIZN CTR DIA DLTR DRI ESBF FDO FFIN FHN FLIC GSBC GVA HANS HCC INT LANC NFLX NKSH OPOF ORLY OZRK PBG PCBK PRK QQQQ ROL ROST SBSI SGP SPY TCB TEVA TMP UFPI WABC Richard Shaw 10 Companies Building Future Yields; Raising Dividends http://seekingalpha.com/article/103205-10-companies-building-future-yields-raising-dividends?source=feed 103205 When I first started dividend investing, I erroneously focused on current dividend yield. I was fortunate enough to accidentally buy some good dividend stocks and hold them long enough to figure out the "secret" of dividend investing. Dividend investing is about future yield, not current yield. It is not necessarily starting with a high-yield investment, but ending up with a high-yield investment. This usually occurs by buying investments with a moderate yield, a history of growing dividends and letting time do its job.

Here is a list of companies that are building future yields for their shareholders by raising their cash dividends:

  • Aflac (AFL) Raises Quarterly Dividend 16.7% to $0.28/Share (2.48%)
  • Brown & Brown (BRO) Boosts Quarterly Dividend 7.1% to $0.075/Share (1.71%)
  • Eaton Vance (EV) Increases Quarterly Dividend 3% to $0.155/Share (3.49%)
  • Microchip Technology (MCHP) Increases Dividend 9.4% to $0.30/Share (5.72%)
  • Airgas (ARG) Raises Quarterly Dividend 33% to $0.16/Share (2.11%)
  • Hanover Insurance Group (THG) Boosts Dividend by 12.5% to $0.45/Share (1.37%)
  • Shenandoah Telecommunications (SHEN) Increases Dividend 11% to $0.30/Share (1.42%)
  • Prosperity Bancshares (PRSP) Increases Quarterly Dividend by 10% to $0.1375/Share (1.79%)
  • Tamalpais Bancorp (TAMB) Increases Quarterly Dividend 9% to $0.06/Share (2.34%)
  • Arrow Financial (AROW) Increases Quarterly Dividend by 4% to $0.25/Share (4.21%)
After running these companies through my D4L-PreScreen.xls model, EV with a NPV of MMA Differential of $87,621 justifies an more complete evaluation. MCHP has a large NPV of MMA Differential, which usually begs the question can it sustain its dividend. AFL is a stock that I own and am currently accumulating. BRO ($2,027) had a positive NPV of MMA Differential, but fell short of the $3,000 I look for from a company that is a Dividend Aristocrat. None of the others achieved the necessary NPV of MMA Differential to justify a full evaluation.

Disclosure: Long AFL.

]]> Fri, 31 Oct 2008 04:53:13 -0400 Dividends4Life Dividends4Life submits:

When I first started dividend investing, I erroneously focused on current dividend yield. I was fortunate enough to accidentally buy some good dividend stocks and hold them long enough to figure out the "secret" of dividend investing. Dividend investing is about future yield, not current yield. It is not necessarily starting with a high-yield investment, but ending up with a high-yield investment. This usually occurs by buying investments with a moderate yield, a history of growing dividends and letting time do its job.

Here is a list of companies that are building future yields for their shareholders by raising their cash dividends:

  • Aflac (AFL) Raises Quarterly Dividend 16.7% to $0.28/Share (2.48%)
  • Brown & Brown (BRO) Boosts Quarterly Dividend 7.1% to $0.075/Share (1.71%)
  • Eaton Vance (EV) Increases Quarterly Dividend 3% to $0.155/Share (3.49%)
  • Microchip Technology (MCHP) Increases Dividend 9.4% to $0.30/Share (5.72%)
  • Airgas (ARG) Raises Quarterly Dividend 33% to $0.16/Share (2.11%)
  • Hanover Insurance Group (THG) Boosts Dividend by 12.5% to $0.45/Share (1.37%)
  • Shenandoah Telecommunications (SHEN) Increases Dividend 11% to $0.30/Share (1.42%)
  • Prosperity Bancshares (PRSP) Increases Quarterly Dividend by 10% to $0.1375/Share (1.79%)
  • Tamalpais Bancorp (TAMB) Increases Quarterly Dividend 9% to $0.06/Share (2.34%)
  • Arrow Financial (AROW) Increases Quarterly Dividend by 4% to $0.25/Share (4.21%)
After running these companies through my D4L-PreScreen.xls model, EV with a NPV of MMA Differential of $87,621 justifies an more complete evaluation. MCHP has a large NPV of MMA Differential, which usually begs the question can it sustain its dividend. AFL is a stock that I own and am currently accumulating. BRO ($2,027) had a positive NPV of MMA Differential, but fell short of the $3,000 I look for from a company that is a Dividend Aristocrat. None of the others achieved the necessary NPV of MMA Differential to justify a full evaluation.

Disclosure: Long AFL.


Complete Story »]]> AFL ARG AROW BRO EV MCHP PRSP SHEN TAMB THG Dividends4Life Prepare Yourself To Buy Financials http://seekingalpha.com/article/43524-prepare-yourself-to-buy-financials?source=feed 43524

These are banks trading at or below tangible book value:

]]> Mon, 06 Aug 2007 01:03:54 -0400 Toro Toro submits:I think it is too early to buy the financials, but I don't think its too early to start compiling a list of stocks to buy for when the time comes.

These are banks trading at or below tangible book value:


Complete Story »]]> AMFI AROW BAC BBT BFIN BOH BPOP C CADE CBC CBU CCOW CHFC CMA CRBC FCF FHN FMER FNB FRME GSBC HBAN HNBC IBCA IBCP IFC ISBC MBTF MBWM NBTB NCC OFG OMEF ONB OSBC PRK RBPAA RF SBNY SBP STL SUBK SUSQ SYBT UBH USB WB WCBO WHI WSBC WTNY YANB Toro