RE:RE:RE:Where's The Dividend Increase ??? If they increase their dividend and yield goes up then you are suggesting that their share price would not increase. I don't agree with that outlook, and in fact think the opposite, that it would probably lead to the biggest pop they have seen in years. Their yield likely goes down after that. And from your perspective of cap gains, is probably the best thing you could hope for.
Dividend growth is generally seen by investors as more important than absolute yield, so its not a radical view. Plus, this is how they have marketed their story. Why invest in a company that says one thing and does another?