The petroleum refiner reported last month fourth-quarter earnings $223.4 million, or $1.06 a share, up from year-ago earnings of $14.7 million, or 13 cents."On top of the $0.10 regular dividend, HFC paid its second $0.50/share special dividend, and recently authorized another for 1Q12," Oppenheimer analysts wrote in a Feb. 28 report. "It also authorized a $350M share repurchase last month, replacing the existing $100M program." Forward Annual Dividend Yield: 1.1% Rated "B+ (Buy)" by TheStreet Ratings: The company's fourth-quarter gross profit margin increased from the prior year. TheStreet Ratings' price target is $46.41. The stock closed Monday at $35.50 and has risen 51.71% year to date.
Fidelity National Financial The mortgage services company reported last month fourth-quarter earnings of $172.7 million, or 80 cents a share, up from year-ago earnings of $130.8 million, or 58 cents. "While we are positive on the longer-term outlook, we expect industry mortgage volumes to trend down over the next 12-18 months," Keefe, Bruyette & Woods analysts wrote in a March 1 report. "Over the long-term, we believe strong title insurers, such as FNF, should provide an attractive way to get exposure to a recovery in the purchase mortgage market." Forward Annual Dividend Yield: 3.2% Rated "A- (Buy)" by TheStreet Ratings: The company's fourth-quarter gross profit margin decreased from the prior year. In the fourth quarter, stockholders' net worth increased 5.99% from the previous year. TheStreet Ratings' price target is $21.45. The stock closed Monday at $17.68 and has risen 9.81% year to date.