Here are the
companies in MFI's top 50 over 50 million market cap that have returned
significant amounts of cash flow to shareholders over the past year or
so:
Apollo Group (APOL): $352mm in repurchases over last 9 months.
Aeropostale (ARO): $31mm in repurchases in most recent quarter, $164mm last year.
CSG Systems (CSGS): $33mm in repurchases over the last 6 months.
Deluxe (DLX): $52mm in dividends a year (5.4% yield).
Earthlink (ELNK): $64mm in dividends a year (7.1% yield).
Forest Labs (FRX): $500mm in repurchases last quarter.
H&R Block (HRB): $200mm a year in dividends (4.7% yield), $238mm in repurchases last year.
Lorillard (LO): $307mm in buybacks last 6 months, $630mm in dividends a year (5.4% yield).
PDL Biopharma (PDLI): $60mm in dividends last 6 months, $319mm last year. Royalty company with fluctuating payout.
Pre-Paid Legal (PPD): $5.4mm in buybacks so far this year, $51mm last year.
Raytheon (RTN): $470mm in dividends a year (3.2% yield), $525mm
repurchases in last 6 months, $1.2 billion in repurchases last year.
Neutral Tandem (TNDM): $9.5mm in buybacks in last 6 months.
United Online (UNTD): $36mm in dividends a year (7.6% yield), $4mm in buybacks over last 6 months.
USA Mobility (USMO): $22mm in dividends a year (0.50%), $7mm in buybacks last 6 months. Dividend payment declining rapidly, though.
Disclosure: Steve owns APOL, TNDM