RE:Dividend Increase in November? It's definitely possible, but with interest rates rising EIF should make sure its payout ratio doesn't get out of hand. One reason the company became the target of Cohodes is that it has a high payout ratio already, and it borrows heavily to pay for the acquisitions that allow it to pay the dividend further down the line. Increased borrowing costs are going to throw a bit of a wrench in that business model. So maybe they'll play it safe.
Olderguy wrote: After studying EIF's dividend history and given that their next quarterly report should be a good one with all the summer work fighting forest fires and such, I am predicting there will be a dividend increase with their quarterly report in November.