Question #11

Reading: Reading 15 Analysis of Dividends and Share Repurchases

PDF File: Reading 15 Analysis of Dividends and Share Repurchases.pdf

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Question
Hikaru Takei is the portfolio manager for the Reliant Dividend Focused Fund. Takei wants to add a firm to his portfolio that follows a stable dividend policy. Takei is considering investing in one of three companies: Kirk Beauty Supplies maintains a constant dividend payout of 25 to 30%. Kelley Medical Devices increases its dividend each year in accordance with the company's long run growth rate of 4%. Barrett Satellite Systems has maintained a dividend of $2.00 per share over the last 6 years. Which stock best meets Takei's criteria?
Answer Choices:
A. Barrett Satellite Systems
B. Kelley Medical Devices
C. Kirk Beauty Supplies
Explanation
Due to inflation considerations, a company with a stable dividend policy will have stability in the rate of increase for its dividend each year. This typically means aligning the company's dividend growth rate with its long-term growth rate. Although the company with the fixed per share dividend is a tempting choice, once inflation is considered, a fixed $2.00 per share dividend is actually declining each year in terms of spending power.
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