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SteveTheHawk

SteveTheHawk
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  • Wal-Mart: The Time To Buy Is When No One Likes A Quality Dividend Company [View article]
    WMT is already at 4% of our DG portfolio. Considering the puny dividend hike, the low yield and the expectation of mundane div growth, I'm not anxious to add more. I'll let it ride for now, but if the next increase isn't considerably higher than the last, WMT will be a sell consideration.
    Aug 18 10:58 PM | 7 Likes Like |Link to Comment
  • Long lines and empty shelves on Wal-Mart's fix list [View news story]
    I can imagine that they do lose to convenience stores when it comes to the true "bread and milk" shopper. The idea of going into a Walmart for only that purpose seems absurd. Walk across a huge parking lot.... walk all the way to the back of the store (where the milk always is)... wait in an always long checkout lane. Don't think so.

    I think that big box stores will always lose out on some things, and one of those is usually going to be the small purchase "quick trip" customer. That's because Walmart never has and never will qualify as a "quick".
    Aug 15 02:07 PM | 4 Likes Like |Link to Comment
  • The Comfort In Watching Coca-Cola Decline 25% [View article]
    Zolimox:
    Yeah, the price tag for Ycharts is far too high for me. I did recently subscribe to Fast Graphs though and I agree that it's a very fair price to pay. Love the charts they provide.
    Aug 13 10:27 AM | Likes Like |Link to Comment
  • The Comfort In Watching Coca-Cola Decline 25% [View article]
    Dave:
    I often see Ycharts graphs posted in articles. Just curious.... do you need a subscription to get much use out of this service? I don't seem to be able to get very far in comparing companies, etc. Thought I would take a look at the service. I guess though that I don't really want to pay almost $500/year for some comparison charts, etc.
    Aug 12 07:47 PM | 1 Like Like |Link to Comment
  • The Comfort In Watching Coca-Cola Decline 25% [View article]
    Nice article, Eli. Personally, I don't even need at 25% drop. In my mind, even a 10% drop would be nice. I would like to pick up some more shares below $37. Perhaps $36?? I would be good with that. With current allocation levels in mind, I'm watching for $36 before I'll want to add more.
    Aug 12 04:05 PM | Likes Like |Link to Comment
  • Latest Obamacare Lawsuits Could Hurt Walgreen And CVS Caremark [View article]
    I'm curious how long it will take for the political commentary to seep in. In the meantime, I'll comment that I do like WAG as a company, but it became far too pricey for my tastes. I bought when the current yield was above 3% and sold when it fell below 2%. I know it's a DG darling with nice increases in the past. Still, I have to think that the growth rate will have to slow down at some point.

    I guess that if the yield starts approaching 3% again, I'll take another look.
    Aug 11 04:16 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Some Dividend Champions Are On Sale Right Now [View article]
    Nice article, RS. I like the addition of color coding on the buy/hold chart. Make for an easy review of price status. Some of these stocks are getting closer to attracting my interest again. I'll be watching, and expect to start making more incremental purchases soon.

    Also, just a note.... WFC seems to have replaced WMT in the last graph.
    Aug 11 08:54 AM | 2 Likes Like |Link to Comment
  • Correction Arrived Early For Walgreen - So Now What After Only OK Dividend Hike? [View article]
    Nice read, Mike. It pretty much sums up my thoughts on WAG. I sold when the yield dropped below 2% and haven't been all that attracted to WAG since.
    Aug 8 07:44 AM | 2 Likes Like |Link to Comment
  • Walgreen: A High Dividend Growth Champion To Consider [View article]
    I liked WAG as a holding. I bought it when the yield broke 3% and sold it when it fell below 2%. I used the proceeds to buy a 4% current yield. Couldn't help myself :-)

    If/when the current yield exceeds 2.5%, I'll start watching again. I can't bring myself to buy into a yield any lower than that.
    Aug 7 08:08 PM | 4 Likes Like |Link to Comment
  • Is It Wrong To Take A Position In A Stock And Then Write About It On Seeking Alpha? [View article]
    I'm with you on that Wyostocks. If the author discloses, there should be no further concern and the reader can take the article for what it's worth.

    It seems difficult at times for authors to escape accusations of impropriety. If they own a stock and write about it, they are pumping it. If they don't own it but say good things, they are criticized for not walking the talk. I don't feel that you can discredit one who accurately discloses.
    Aug 6 10:50 PM | 5 Likes Like |Link to Comment
  • Realty Income: When To Buy In A Rising Interest Rate Environment [View article]
    Mar Galat:
    I'm nowhere near being a tax expert, but..... I think most REIT income is treated as ordinary income and is therefore taxed fully. So... probably the Roth would be best.
    Aug 6 03:13 PM | 2 Likes Like |Link to Comment
  • Southern Company: What A High-Quality Utility Stock Can Do For You Now [View article]
    I don't know about a correction. I have no prediction abilities in that regard. I am currently long on SO but it's only about 2% of our div holdings. I'll start paying attention when it drops below $42 and be even more serious about buying below $41. I need some dividend steadiness and SO seems to fit the bill.
    Aug 5 06:46 PM | 1 Like Like |Link to Comment
  • Stay Patient And Don't Jump Into ConocoPhillips Just Yet [View article]
    COP has been in our div portfolio for about 2 years and it has done pretty well. Average cost is about $56 and it's 3.5% of div holdings. I wouldn't mind adding a little more but not at current prices. M* has fair value at $75 and COP seems fairly valued on Fast Graphs.

    Personally, I'm holding out for $74. Don't know if that will happen, but time will tell.
    Aug 5 06:30 PM | 3 Likes Like |Link to Comment
  • Why Does AT&T Have A 5% Dividend Yield? [View article]
    Dave:
    T is about 6% of our div holdings. All of our purchases were made at a current yield of 6%+. I have to get past my anchor bias, because I would eventually like to add a bit more.

    I'm thinking I would like to see it at $34 or less. That would hit the 5.4% yield mark. I don't think I want to hold my breath waiting for 6% to show up again. M* has a fair value of $34. Fast Graphs shows $35.50 as being fair or slightly undervalued. The good thing is that T is getting closer to my buy range. If the market becomes more concerned about rate increases, I think we could easily see T go to $34 and below. Trying to be patient.
    Aug 5 02:52 PM | 4 Likes Like |Link to Comment
  • Why Thursday's Sell-Off Matters [View article]
    Yes indeed, Mike. Speaking personally, I wish the bear would come out of his cave, and make at least a short appearance. I've got a significant pile of cash that I want to spend on dividend payers. I sure wouldn't mind getting some higher yield.

    As you say though.... we'll see.
    Jul 31 08:49 PM | 4 Likes Like |Link to Comment
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