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SteveTheHawk

SteveTheHawk
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  • Choosing McDonald's As An Income Investment Is Not A Good Idea [View article]
    I think it's a tad expensive at this moment, all things considered. It's less than 4% of our div portfolio and I still view it as a decent income producer. If I can get it around $92, I'll be looking at adding a bit more. Otherwise, I'll just take the dividends as they come in.
    Apr 23 04:52 PM | 3 Likes Like |Link to Comment
  • Retired? How To Create A Strong Foundation Of Valuation Under Your Portfolio: Part 2 [View article]
    Chuck.... and the more I read your articles, the more concerned I become about valuation. This article is very useful and drives home some important points. Thanks for taking the time to write it.
    Apr 23 04:08 PM | Likes Like |Link to Comment
  • Realty Income: Who Cares What Morgan Stanley Thinks? I'll Buy More On Pullbacks Anyway... [View article]
    Yeah, I think it's a little bit pricey right now and I'm holding out for $38. We own a little and would like to own more. I'm thinking a little caution is in order. I'm just hoping it isn't another one of those scenarios where I wait for a better price and have the stock shoot up before I can buy it.
    Apr 21 05:13 PM | 3 Likes Like |Link to Comment
  • Realty Income: Who Cares What Morgan Stanley Thinks? I'll Buy More On Pullbacks Anyway... [View article]
    Well, of course. Brokers love traders. I've held JNJ since 2006. No other purchases or sales since then for that stock. You think my broker is happy about the $10 commission that I paid over 7 years ago? Ha!
    Apr 21 11:25 AM | 10 Likes Like |Link to Comment
  • Constructing And Designing The Stock Portfolio That's Just Right For You: Part 1 [View article]
    Don't feel bad, Mike. I'll bet you aren't alone in your TGT situation. In fact, I'm sure of it because I bought a little at $63 and change. I'm down about 6%. It's about 1.8% of our div holdings so it doesn't hurt much. :-)

    I'm holding out in hopes of catching it at a 3% yield, or around $57. That's a yield that is very rare with TGT. OTOH, I think that div growth might just slow, at least a little. It doesn't have far to drop before I think of adding a bit more. Unless retail in general falls apart, I think TGT will be a worthy holding over the long haul and that my 6% drop and your 9% drop will just be a faint memory.
    Apr 18 07:08 PM | 2 Likes Like |Link to Comment
  • Should You Buy Southern Company? [View article]
    We own a little SO, but won't be adding more right away. I think it's a better buy closer to $40. The div increases are quite small so I think a current yield closer to 5% is appropriate.
    Apr 18 10:45 AM | 1 Like Like |Link to Comment
  • Is Target Corporation A Good Dividend Pick? [View article]
    TGT is less than 2% of our div holdings, and is being held at a very slight loss. I'm not selling or buying at this point. I think the next quarter or two will help in clarifying how they are going to hold up. Time for a little patience I guess.
    Apr 17 09:11 AM | Likes Like |Link to Comment
  • Vermont nears passage of GMO food labeling law [View news story]
    I tend to agree. This is more about Monsanto than anything else. I just can't bring myself to view GMO products as "natural".
    Apr 17 09:00 AM | 1 Like Like |Link to Comment
  • A Case For Passive Income From Stock Dividends [View article]
    All very valid points of view..... except that in my case, I'll likely be dead in thirty years. So, price dips definitely won't matter :-).

    I agree with you completely. I didn't get started in DGI until very late in life, but I continue finding things to like about it. Now if I can get some more of those stocks to go red, I can buy some more.
    Apr 16 09:23 AM | Likes Like |Link to Comment
  • Retirement Strategy: Is Now The Time To Buy The Dips? [View article]
    KO at $20?? Now that would be a dream come true. I'm annoyed with myself for not getting into more of these stocks in 2008/2009. Of course, back then I had little clue what DGR even was. I didn't start looking at it seriously until 2011. So, I have to wait and hope for another large correction.

    We are a little over 20% cash and having a hard time finding a place for it. We are using RS' idea of buy the dips, but are just using dividend income as it comes in. We're keeping the cash assets where they're at for now.
    Apr 14 09:22 AM | 6 Likes Like |Link to Comment
  • T-Mobile offers free tablet data as price war against AT&T/Verizon continues [View news story]
    Hard to say who is going to come out the winner here. I think it comes down whether customers want the lowest cost or the better coverage of Verizon/ATT. Maybe neither will "win".
    Apr 10 03:07 PM | Likes Like |Link to Comment
  • Recent pullback in high-fliers coincides with a rise in heavily shorted stocks [View news story]
    I held FTR for two years. Took in some nice dividend payments and some decent capital gains. I recently sold for $5.65 while wondering if a short squeeze was taking place.

    I don't have a clue if it will move higher, but I see it as a risky stock. I focus on DG stocks. FTR was my little fling into more speculative issues, but it's time to stick with quality dividends.
    Apr 9 07:50 PM | 2 Likes Like |Link to Comment
  • Implications Of Data Breach On Target [View article]
    I have a small TGT position. I certainly believe that they will weather the storm. It may be financial issue for them over the short haul, but I think that a year or two out it will all be forgotten.

    I'm left to wonder though if they div growth rate will suffer, at least a little. Personally, I'm a little concerned. Out of caution, I won't consider TGT at less than a 3% yield. I wasn't ready to buy when it was recently in this range. I may give it some serious consideration if it swings down that far again.
    Apr 9 12:14 PM | 1 Like Like |Link to Comment
  • Implications Of Data Breach On Target [View article]
    I've never seen a chip reader in a store. Does that require a swipe or is it more of a proximity reader? If proximity, I'm guessing that means the cards will last longer?
    Apr 9 12:09 PM | Likes Like |Link to Comment
  • Bank Of America: The Sell-Off Is Unwarranted [View article]
    Andy8:
    No, I did not repurchase BAC. I'm a dividend growth investor. BAC doesn't even show up on my radar at this point. There are some who think the div is going to go gangbusters sometime soon and they may be right. As for me, I'm still holding off until I'm more comfortable with what I see.
    Apr 9 07:26 AM | Likes Like |Link to Comment
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