SEI Investments (SEIC) 2012 Review

SEI Investments, SEIC, has grown its profits and dividends at a 10-18% pace over the past 10 years earning an 18-30% return on equity.

SEI Investment
SEI has grown its profits and dividends at a 10-18% pace over the past 10 years earning an 18-30% return on equity. The 2008/2009 turmoil in the securities markets caused SEIC earnings problems; however, the company has resumed its above average growth as a result of:

(1) rising assets under management,

(2) continuation of its aggressive stock buy back program,

(3) improving cost controls,

(4) new product offerings.

Continued on the Next Page

via allamericaninvestor.blogspot.com

T Rowe Price (TROW) 2012 Review

T. Rowe Price Group Inc, TROW, provides investment advisory and administrative services to an assortment of no load funds, sponsored investment products and private accounts.

T Rowe Price has generated a 18-20%+ return on equity and a 10-15% growth rate in earnings and dividends over the 10 years. 

While TROW suffered a decline in assets under management due primarily to the late 2008-early 2009 decline in stock prices, a recovery occurred in 2010 and should continue as a result of:

(1) the excellent track record of its funds as well as recent investor optimism has increased the value of current assets under management as well as attracting new customers,

(2) the introduction of new products such as country funds,

(3) an aggressive cost cutting program.

Continued on the Next Page

via allamericaninvestor.blogspot.com

General Mills (GIS) 2012 Review

General Mills Inc., GIS, processes and markets such well known products as Cheerios, Wheaties, Total, Chex, Betty Crocker, Bisquick, Hamburger Helper, Yoplait and Progresso. 

The company has grown profits and dividends at a 7-10% pace over the last ten years earning a 20%+ return on equity. This performance should continue as a result of:

(1) an outstanding portfolio of fast growing brands

(2) a steady pipeline of new products which enhance sales and take market share,

(3) an aggressive cost cutting program,

(4) expansion into emerging markets which should account for 70% of food growth though 2012,

(5) acquisitions (latest: Yoplait Int’l, Parampara Foods [India], Yoki [Brazil])

(6) management is committed to enhancing shareholder value via increasing dividends and share buy backs.

Continued on the Next Page

via allamericaninvestor.blogspot.com