fwiw, and imo, bke and aro are held in similar high regard, bke with a div, aro with a share buyback (that some ding them for), but the two are rough equivalents. push aro and you're helping bke too. both have had what to us look like pure BS GS type "attacks", Wells-Fargo is endorsing aro now.
fwiw, when I first picked up on bke some months ago I saw a trading op, but summed it up as trouble, "who buys $150 jeans in the great recession" BUT it became obvious (sss, s, e) that somebody does and that, imo, BKE was value-bargain, especially with help (27) from GS. always keep an eye on "the space" whenever in anything, so then aro jumped out with similar metrics and "handling".
stocks, in general, march tends to be weak, but a repeat of disaster 2009 seems unlikely. always interested in bargains.... (the world seldom ends, but sure felt like maybe it could, this last time)
I think the report offers some insights on why the dividend was held at 20 cents. Page 6 of the document states that the majority of the expense for the new operating center will be due in the first half of this year and the cost is expected to be 25-27 million and should be completed by July of this year! I think the infrastructure they are implementing this year are without question great steps in the right direction. This is a much better buy than a lot of the "blue chips" I see out there right now (Alcoa)