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20/5/2016
14:39 | hubshank: https://uk.finance.yahoo.com/news/three-under-radar-dividend-champions-101035402.html
Slow and steady
Despite volatile global equity markets, asset manager Schroder's (LSE: SDR) has continued to hum along nicely. The fund manager's Q1 pre-tax profits may have dropped from £141m to £137m year-on-year, but in such volatile market conditions investors should applaud the company's ability to continue attracting net inflows of £2.7bn. Slow and steady growth from this family-controlled company is why dividends have grown year after year and are expected to yield 3.6% in 2016.
Analysts are expecting this year's dividend to be covered 1.9 times by earnings, showing its safety and growth potential. And, while earnings are expected to shrink this year alongside the general industry pullback, Schroders still has significant growth potential in the years ahead. The company's popularity with institutional investors has protected it from much of the downside of recent market turbulence, and it should benefit nicely in the coming quarters as January's tumult is behind us.
These three companies have impressive recent histories with dividend hikes, but they can't compare to the 380% rise over the past four years at the Motley Fool's Top Income Share.
This truly under the radar income star's dividends are still covered more than 3.5 times by earnings too, which is why analysts are expecting even more growth to come.
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17/9/2006
15:12 | salpara111: Actually if you have read up about the way share prices behave prior/post promotion or demotion from an index you would be aware that company's tend to out perform immediately after being demoted from an index by circa 3%. The reason is that all the fund managers who have to get rid of a stock they are holding in an index tracker fund will have anticipated the fall and dumped their stock in advance.
Given that these boys have circa £500 M cash on the books there are a range of potential scenarios I can see happening here.
1. A larger predator comes calling
2. They yield to their larger investors and either hike the divi or start a share buyback
3. They go on an acquisition spree.
I am planning on buying on Monday having watched these for some time and I know which option I would prefer!
I'll have number 1 please!
Number 2 will unlikely give a good return in the short term and number 3 may do more harm than good!
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14/8/2006
16:56 | jezboy1: This broker tip likely helped - (from Sharecast web-site)
Bridgewell Securities today advised investors to switch out of Henderson and into fund manager Schroders.
The broker upgraded Schroders to �overweight� from �neutralʏ33; while Henderson went the other way, dropped to �neutralʏ33; from �overweight� ahead of its results next week.
Bridgewell argued that the market�s reaction to Schroders� interims released on Friday was well overdone given the group�s good defensive qualities.
about 965-970 is my target with a stop of 900 (the sort of no lose 'punt' I like), lets see what the week holds, suspect the market rally may have a bit more steam in it....
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PLUS1
