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SteveTheHawk

SteveTheHawk
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AAPL, ABBV, ABT, AEO, AEP, AMJ, AMZN, ARLP, BAC, BKCC, BKE, BOND, BRK.B, CL, COP, COST, CSCO, CVX, DLR, DTN, DUK, DVY, ED, EXC, FTR, GD, GE, GIS, GPC, GS, HAS, HGIC, IBM, INTC, JNJ, K, KEY, KKR, KMB, KO, KONA, LMT, MCD, MKC, MMM, MSFT, O, PEP, PG, PM, SCTY, SDY, SO, SON, SYY, T, TGT, THI, TWC, UL, VTR, VZ, WAG, WEC, WFC, WM, WMT, XOM, XRT, YUM
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  • National Oilwell Varco - Finally Time To Buy [View article]
    I'm already too heavy in oil stocks, so I would need a larger margin of safety. I set a buy price of $42 on NOV. If it happens to hit, I'll own some of it. If not, no big deal.
    Mar 30, 2015. 06:25 PM | 1 Like Like |Link to Comment
  • Why Phablet Growth Is Bad For Microsoft [View article]
    I spent a small amount of time playing around with someone else's SP 3. I was impressed. I concluded that should I decide to acquire a new tablet, it's going to be a Surface. However, I definitely want to wait for WIN 10 to be released into the wild. Not a fan of WIN 8.
    Mar 28, 2015. 10:19 PM | 2 Likes Like |Link to Comment
  • The Bear Claws My Dividend Growth Portfolio - Will I Cut And Run? [View article]
    Mike,
    This is money in my Fidelity IRA. I don't think I have the option to deposit it elsewhere. We do also have accounts with Ing (now Capital One) that get .75%. I'm watching the other banks, including Ally. If the rates at Capital One don't improve soon, I'm thinking of moving, though I'm not sure that 15 basis points is worth the hassle.
    Mar 27, 2015. 02:49 PM | Likes Like |Link to Comment
  • AT&T declares $0.47 dividend [View news story]
    moomister,

    Bond substitute indeed. That's pretty much what I use T for. With this stock I'm looking for income, period. It has provided a few dollars in paper gains but nothing to get excited about.
    Mar 27, 2015. 02:42 PM | 20 Likes Like |Link to Comment
  • The Bear Claws My Dividend Growth Portfolio - Will I Cut And Run? [View article]
    I finally started a very short (3,6,9 and 12 month) CD ladder in my IRA. I'm still almost at 80% cash in that account. I can't find enough equities to buy into so I put about 10% of the account into a CD ladder. They are yielding between .35 and .55%. That's many times better than the .01% my cash account yields.

    Hoping for a market correction and some better prices. In the meantime, figured I might as well fart around with some CDs.
    Mar 27, 2015. 02:15 PM | Likes Like |Link to Comment
  • Mr. Valuation's Best Ideas For Retirement And Dividend Growth Portfolios: Emerson Electric [View article]
    Chowder,
    Yeah.... what you said.
    Mar 26, 2015. 01:12 PM | 3 Likes Like |Link to Comment
  • The Future Of Seeking Alpha [View article]
    Larry,
    I agree that teaser titles and belittling others should go away. I guess though that there is a fine line between arguing and debating. I'm not sure of your definition of "arguing".

    Also wondering if "cliques" around an investment style is a bad thing. Again, what is your definition and why is that bad? If certain investors tend to huddle together because of a shared interest, that seems natural.

    Steve
    Mar 26, 2015. 01:09 PM | 11 Likes Like |Link to Comment
  • The Future Of Seeking Alpha [View article]
    Joey,
    Precisely the reason I haven't visited the Motley Fool site in a couple years. A lot of incomplete teaser articles and far too many attempts to squeeze money out of me.
    Mar 25, 2015. 04:35 PM | 18 Likes Like |Link to Comment
  • The Future Of Seeking Alpha [View article]
    That seems to be kind of a standard these days. Lots of sites do that, including the blogs that I read. Probably not grammatically correct, but whatever I guess.
    Mar 25, 2015. 04:19 PM | 2 Likes Like |Link to Comment
  • The Bear Claws My Dividend Growth Portfolio - Will I Cut And Run? [View article]
    DVK,
    I've subscribed to Josh's newsletter for several years now, and I agree with you. He does seems to be a bit of an outlier amongst the M* crowd. I'm a fan though.

    In writing an investment business plan, the legacy concerns for my DW will actually include the newsletter as a possible alternative strategy. She has no interest in looking at growth rates and yields. However, she could simply follow Josh's moves and would probably come out just fine.

    Steve
    Mar 24, 2015. 06:29 PM | 3 Likes Like |Link to Comment
  • Freeport falls to moderate loss as drastic dividend cut viewed as prudent [View news story]
    Bernard,
    Welcome to SA. I think RS is pointing out that the article could lead one to infer that a XOM dividend cut is likely. The paragraph starts out talking about div cuts then in reference to XOM, it says "not if, but by how much". I must admit that it threw me for a second, until I read the full article.
    Mar 24, 2015. 06:13 PM | 3 Likes Like |Link to Comment
  • Rally time for beverage stocks [View news story]
    I started tinkering with DGI in 2011. PEP and KO were among the first stocks to grace our portfolios. They have treated us pretty well. But, they have 7% and 8% weight respectively.

    I might be tempted to add a small bit of KO at current prices, but I'm looking for a little higher yield from PEP. Something closer to 3% would be quite nice :-) If PEP drops below 92 (with a WAG of an 8% div bump in June), I might start paying attention.
    Mar 24, 2015. 06:07 PM | Likes Like |Link to Comment
  • Lowering Our Fair Value Estimate Of Procter & Gamble [View article]
    Yeah..... I'll be a reasonably happy buyer at $80.
    Mar 19, 2015. 11:31 AM | 2 Likes Like |Link to Comment
  • Electric Utility Southern Company Is Oversold [View article]
    Yup, maybe 6 weeks. End of April or first of May for the ex-div date. I'm making a WAG of a 3% increase.
    Mar 18, 2015. 10:14 PM | Likes Like |Link to Comment
  • Electric Utility Southern Company Is Oversold [View article]
    I feel like the largest prop for SO's stock price is low interest rates and I don't want to hinge my investment on rates staying low. I want to add to SO but not until it goes below $43. Almost made it there, now it's heading back up. Thanks, Janet. You could have been helpful and spooked the market for a least a couple more days.
    Mar 18, 2015. 07:46 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
1,538 Comments
3,233 Likes