Guru Stocks Raising Dividends: ARCP, PNR, SJR, FUEL, WSM

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Jan 16, 2012
This is the group of companies who raised their dividend during the week: American Realty Capital Properties Inc., Pentair Inc., Shaw Communications Inc. Cl B, Smf Energy Corp., Smf Energy Corp., and Williams-Sonoma, Inc.


American Realty Capital Properties Inc. (ARCP, Financial)


American Realty Capital Properties Inc. is a real estate investment trust focused on owning and acquiring single tenant freestanding commercial properties subject to net leases with high credit quality tenants. American Realty Capital Properties Inc. has a market cap of $77.62 million; its shares were traded at around $10.6. On January 12th the company increased its monthly dividend to $0.7333 per share. Distributions will continue to be paid on the 15th day of each month to stockholders of record at the close of business on the 8th day of such month. The yield based on the new payout is 8.3%.


American Realty Capital Properties Inc. announced results of operations for the quarter ended September 30, 2011. Net loss attributable to common stockholders was $(634,000) or $(0.42) per share.


10% Owner Realty Capital Ii, Ll American, (See Remarks) William M Kahane, (See Remarks) Nicholas S Schorsch bought shares of ARCP stock.


Pentair Inc. (PNR, Financial)


Pentair Inc. formerly known as Pentair Corporation, is a diversified manufacturer serving customers worldwide in its core businesses: tools, equipment, water technologies, and enclosures. Pentair Inc. has a market cap of $3.6 billion; its shares were traded at around $36.48 with a P/E ratio of 15.59 and P/S ratio of 1.19. On January 12, the company increased its quarterly dividend 10% to $0.22 per share. The dividend is payable Feb. 10, 2012, to shareholders of record at the close of business on Jan. 27, 2012. The yield based on the new payout is 2.4%.


Pentair Inc. announced third quarter 2011 sales of $891 million, an increase of 15 percent from the same quarter last year.


Shaw Communications Inc. Cl B (SJR, Financial)


Shaw Communications Inc. is Canada's largest broadband service provider. Shaw Communications Inc. Cl B has a market cap of $8.08 billion; its shares were traded at around $19.4 with a P/E ratio of 11.41 and P/S ratio of 1.72. On January 12, the company increased its monthly dividend 5% or $0.05 per share. The yield based on the new payout is 4.7%.


Shaw Communications Inc. Cl B Shaw Communications Inc. announced consolidated financial and operating results for the three months ended November 30, 2011 and 2010 in accordance with the newly adopted International Financial Reporting Standards ("IFRS"). Consolidated revenue for the three month period of $1.28 billion was up 19% over the comparable period last year. Total operating income before amortization of $566 million increased 18% over the same period last year.


Ray Dalio owns shares of SJR stock.


Smf Energy Corp. (FUEL, Financial)


Streicher Mobile Fueling Inc. provides petroleum product distribution services, transportation logistics and emergency response services to the trucking, construction, utility, energy, chemical and government services industries. Smf Energy Corp. has a market cap of $26.18 million; its shares were traded at around $3.05 with a P/E ratio of 13.26 and P/S ratio of 0.11. On January 12, the company increased its quarterly dividend 15% to $0.01725 per share payable to holders of record of the company's common stock at the close of business on Feb. 14, 2012, to be paid on March 9, 2012. The yield based on the new payout is 2.2%.


Smf Energy Corp. announced its earnings and results for the first quarter ended Sept. 30, 2011. For the quarter ended Sept. 30, 2011, the Company reported net income of $820,000 or $0.10 per share, operating income of $1.1 million, and EBITDA1, a non-GAAP measure, of $1.6 million. Revenues were $74.2 million in the first quarter of fiscal 2012, as compared to $51.1 million in the same period of the prior year, an increase of $23.1 million, or 45%.


Williams-Sonoma Inc. (WSM, Financial)


Williams-Sonoma Inc. is specialty retailer of products for the home. Williams-Sonoma Inc. has a market cap of $3.48 billion; its shares were traded at around $33.85 with a P/E ratio of 15.67 and P/S ratio of 0.99.


Steve Mandel bought 5,824,323 shares in the quarter that ended on 09/30/2011, which is 1.462% of the $12.27 billion portfolio of Lone Pine Capital. On January 12, the company increased its quarterly dividend 29% to $0.22 per share. The dividend is payable on Feb. 24, 2012 to shareholders of record as of the close of business on Jan. 27, 2012. The yield based on the new payout is 2.6%.


Williams-Sonoma Inc. announced operating results for the third quarter of fiscal 2011 ended Oct. 30, 2011 Net revenues in third quarter 2011 increased 6.3% to $867 million versus $816 million in third quarter 2010. Comparable brand revenue in third quarter 2011 increased 7.3%.


Kenneth Fisher, Ray Dalio, and Joel Greenblatt own shares of WSM stock.


Executive Vice President CMO Pat Connolly, President Pottery Barn Brand Sandra Stangl, and President WS Brand Richard A. Harvey sold shares of WSM stock.