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July 29, 2010 – Comments (5) | RELATED TICKERS: HWKN

Hawkins (HWKN), a small-mid cap chemical company, showed how to make happy shareholders today.

Report yoy revenue growth, earnings that top analyst expectations and grew yoy, raise the dividend and declare a special dividend.

Result?  Up nearly 6.5% on the day.

Long HWKN. 

CEO's of all the other companies I own - take notes.

Fool on!


5 Comments – Post Your Own

#1) On July 29, 2010 at 1:01 AM, DarthMaul09 (29.01) wrote:

Hopefully Apple and Jobs hears you.  I would guess that demand for Apple stock would increase if it paid a dividend, which would be a double benefit to Apple's investors.

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#2) On July 29, 2010 at 12:29 PM, djshagggyd (< 20) wrote:

Awesome! Congrats rd80.

My day is not going so well... one of my top picks, TNDM, is down 16% :(

As a beginner, it's somewhat confusing trying to decide how to handle big drops like that. Hopefully I'll have some time to do some research this weekend.

Enjoy your winnings!


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#3) On July 29, 2010 at 1:24 PM, EnigmaDude (58.59) wrote:

I wonder if any CEO's read these posts.  They should!

+1 rec

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#4) On July 29, 2010 at 3:44 PM, rd80 (95.05) wrote:

Thanks for the comments all.

Vince Volpe at Dresser Rand missed the dividend part, but did ok with the rest of it. :)

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#5) On July 29, 2010 at 7:56 PM, allstarvulture (< 20) wrote:

Good to you, Russ!  Always nice when one in the real life stable comes up positive like that.  I was actually going to do a blog about two of the smaller companies in my own portfolio, HTCO and WSTG, that were similarly positive (no special or increased dividend; but that's okay given their nice yield to begin with).  Earngins growth spurred by revenue growth is always great to see.


Keep a cool head and see if the drop is attributable to creditable news that would warant a drop that large.  If so, re-evaluate the company and make a decision from there.  If you can't find anything at all, hang tight because it just mght have gone on sale.

Looks like in TNDM's case, it's a beating based on falling short of analyst estimates ($.025 vs $0.28).  They also dropped their full year guidance slightly and had a downgrade from an analyst.  On the plus side, their revenue did grow 9% yoy.  So, if you think nothing fundamental has chaned with the company and its future prospects, then you can probably consider this an oversell situation and, with time, it'll bounce back.  But that's a something you'll need to come to your own decision about.    

 Fool on!

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