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
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