01-08-2015, 12:09 AM
Alex, thanks for pointing this out. I looked at the CCC list and liked a lot of the stats -- payout ratio < 50%, past earnings growth around high teens, next 5 year earnings growth expected to be about 10% annually, price/book < 1, ROE high teens -- and then I looked at the dividend growth rate. Around 1.5%/year? Is there some reason why it's so low when it seems the earnings would uphold a little faster growth?