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Monday, September 14, 2009
Chuck Saletta :: Townhall.com Columnist
Only the Strongest Companies Could Do This
by Chuck Saletta
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Will the Dems' health care Christmas Present to America be an improvement or detriment to our health care system?


Nobody forces companies to pay dividends. Investors can hopethat the businesses they own are able to do so. Boards of directors can plancapital allocation decisions around assuring there'll be enough cash lying around to make the payments. And companies themselves can establish a reputation as good, solid dividend paying companies.

But at the end of the day, paying dividends remains an optional activity. If a company gets into a really tight spot, its dividends are often among the earliest things to get jettisoned.

Is there a problem?
That's especially true these days. The current recession has come with an amazingly severe credit crunch. At the worst of the crunch, it was nearly impossible for even AAA-rated companies to borrow money affordably. When borrowed money is thatdifficult to come by, handing over significant chunks of cash by making optional dividend payments may seem a bit absurd.

Yet many companies have maintained their dividends throughout this mess. A few -- largely those with extremely strong financial and operational positions -- actually raised those optional payments. For a business to be able to do that at a time like this, when cash is so very hard to come by, is a very clear signal of just how strong it really is.

Here are just a few companies that are members of that elite corps:

Company

Current Yield

Recent Dividend Growth

Payout Ratio

Net Income
(in Millions)

Cash From Operations
(in Millions)

Chevron
(NYSE: CVX)

4.0%

8.8%

31.9%

$16,370

$20,009

Medtronic
(NYSE: MDT)

2.2%

36.4%

45.5%

$1,891

$3,703

Honeywell
(NYSE: HON)

3.3%

10.0%

37.6%

$2,273

$3,495

FPL Group
(NYSE: FPL)

3.4%

7.3%

38.6%

$1,915

$3,479

General Mills
(NYSE: GIS)

3.2% Continued...

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About The Author

Chuck Saletta is a Motley Fool contributor.

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