Sentences with phrase «book value growth»

If current low rate environment is to continue far into the future, what sort of book value growth do you expect?

Away from that, though, the companies are cheap, and I have a reasonable expectation of significant book value growth at all of them.

Third - quarter earnings were solid, with continued book value growth and core earnings per share more than covering its dividend.

Rule 1 is a way to evaluate whether the business surely is stable: look for business with stable book value growth derived from the owner's earnings.

Investor sentiment toward mortgage REITs has been improving lately as other companies in the sector also posted a return to positive book value growth in the first quarter of 2014.

The Foolish Bottom Line One of the most encouraging signs, that the worst is over for mortgage REITs and American Capital Agency in particular, is a return to positive book value growth.

MKL is on my great company watchlist, and if it falls to book value or below, it's likely to be an outstanding long term investment that will allow shareholder returns to match or exceed book value growth over time.

Return to book value growth Mortgage REITs faced difficulties in 2013, but most companies have staged strong comebacks in 2014, and Chimera is no exception.

As of the end of December 2017, annual book value growth stands at 6.0 %, cash flow is up 10.1 %, while earnings soared 21.4 % and dividends advanced 9.3 % in the last 12 months.

CYS Investments» strong book value growth is also likely to increase confidence in its ability to hold steady its dividend payments and continue to produce a nearly 15 % dividend yield for investors.

Cincinnati Financial is focused on growing the business in the long run, through book value growth and rising investment income.

American Capital Agency is one of the companies that should continue to see rising share prices in 2014 if it can sustain book value growth.

A return to book value growth American Capital Agency has been bleeding book value throughout the entire 2013 fiscal year.

Modest book value growth assumptions and a return to a more respectable valuation would drive strong returns will significant downside protection.

In real terms (after inflation) management has likely returned zero book value growth which is not something that I regard as positive as a value investor.

Book value growth per share (BVPS) has averaged only 3.3 % over the past five years versus a historical average around 8 %.

Since book value growth, as a value investor, is another of my top priorities what I'm trying to do with ROE is take out any premium in the market price of the stock (P / B) that would scew my numbers wildly in one direction.

CIBC's book value growth from $ 25.17 in 2000 to $ 51.73 in 2015 represents a CAGR of 4.9 %, which compared to 8.5 % for TD and 9.7 % for RBC seems rather paltry.

Although I've referenced Markel's book value growth over the past few decades, I don't really value Markel relative to book value.

When I divided ROE by the current P / B I am taking out any premium on the book value of the company so that when I add in historical book value growth I don't end up with a number that is drastically inflated.

Generally speaking, CIBC's book value growth is strong when you compare it to the market as a whole.

Generally speaking, CIBC's book value growth is strong when you compare it to the market as a whole.

Moreover, 2013 - 14's performance was helped by issuing equity at a significant premium to book value - this can be seen by comparing book value growth to tangible book value growth.

Where do you find the screening tools that have «book value growth of 10 %» or screens that sort out «buybacks resulting share count reduction»?

But if you use Compound annual growth rate (CAGR) for last ten years data (book value growth, income growth, revenue growth etc.), your ranking may go upside down.

Psychological effects of book value growth Many mortgage REITs posted a return to positive book value growth in the first quarter of 2014 after declines throughout 2013 and investors were throwing away their shares in mortgage REITs in panic mode.

With a challenging interest rate environment and pressure on mortgage portfolio values throughout much of 2013, American Capital Agency's turnaround in book value growth is an encouraging sign that the worst is over for the company and the mortgage REIT sector in general.

With two of the largest mortgage REITs in the sector reversing their book value growth trends, it increasingly looks as if select mortgage investment companies could be interesting income plays in the years ahead.

Berkshire Hathaway reported another massive jump in earnings and book value growth, leading Buffett to address the company's buyback plans.

Return to book value growth and clarity about monetary policy should provide tailwinds for Americ...

Book value growth, a stable dividend, and core earnings covering dividend payments make Chimera I...

The authors put it as such: «If the company retains earnings (reflected in book value growth), there should be a corresponding growth in future earnings (reflected in EPS growth).»

In the long run the risk for Berky is that it gets a manger that does not get my summary, «A business with a big moat, financed by cheap insurance float, will lead to book value growth.»

My summary of what he is trying to do can be summarized in one sentence: «A business with a big moat, financed by cheap insurance float, will lead to book value growth.»

Comprehensive earnings will translate into book value and looking at book value growth is easier for sure, and as you said less volatile.