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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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  • Update: Alliance Resource Partners Announces Q4 2014 Results And Gives Guidance For 2015 [View article]
    My DW and I have held ARLP for almost 3 years now and it has certainly done alright by us. Love the yield.
    Jan 30, 2015. 09:29 PM | Likes Like |Link to Comment
  • Chevron suspends share buybacks for a year, shares -3% [View news story]
    Would this imply that they are more concerned about paying the dividend than they are about buying back shares? If so, then I applaud them.
    Jan 30, 2015. 11:55 AM | 24 Likes Like |Link to Comment
  • Emerson lowered at BofA/Merrill [View news story]
    Thanks for that update, stockstranger. I remain on the sidelines for now.
    Jan 29, 2015. 12:23 PM | Likes Like |Link to Comment
  • Chevron/Exxon Earnings Preview: 2015 Revisions Are Shocking [View article]
    Brian.... thanks for your comment. I wouldn't lose anything by selling and it would likely improve my comfort level. I'm working on my investment business plan. I don't yet have solid rules for allocation, which allowed me to get a little too frisky with my purchases.

    All I know is that my allocation to CVX/XOM is a fair amount higher than the published portfolios I read about here on SA. Makes me think that I'm doing it wrong. :-)
    Jan 26, 2015. 05:02 PM | Likes Like |Link to Comment
  • Chevron/Exxon Earnings Preview: 2015 Revisions Are Shocking [View article]
    My favorite of the two when it comes to safety is XOM, though both CVX and XOM have over-sized allocation right now. I have been debating with myself as to trimming back a little, mostly due to allocation. I'm thinking that maybe I was a bit overzealous in my recent purchases.

    I have been a little desperate to get some cash invested from a recent 401K rollover and I added good size chunks of both companies. My thought was that I would also be buying a lot of other stocks with the money and that in turn would push the allocation down. That hasn't happened. Can't find much that I want to buy. I despise the concept of reversing course, but I may cut back my holdings a little, at least with CVX. I'm about even on the gains side so I would be losing only some future div income and would try to make that up elsewhere.

    Thoughts anyone? Have you ever reversed a purchase after deciding you were uncomfortable with it for one reason or another? Thanks.

    Steve
    Jan 26, 2015. 04:49 PM | Likes Like |Link to Comment
  • Chevron/Exxon Earnings Preview: 2015 Revisions Are Shocking [View article]
    I'm going to have to guess that it's "calendar", or "calendar year".
    Jan 26, 2015. 04:37 PM | Likes Like |Link to Comment
  • Southern Company Retains Appeal For Long-Term Investors [View article]
    I agree, Pickin. Everything I look at says that SO is overvalued. I view it as being about $10 too high. I definitely want more of this stock if it gets in the vicinity of $43.
    Jan 23, 2015. 08:59 PM | 3 Likes Like |Link to Comment
  • Emerson lowered at BofA/Merrill [View news story]
    stockstranger,

    Thanks for your comment. I've actually been hashing that $55 number around in my head as well. That seemed like a lot to hope for, but perhaps not. I'll plan to watch more closely on Feb 3rd.

    Steve
    Jan 22, 2015. 03:08 PM | 1 Like Like |Link to Comment
  • Emerson lowered at BofA/Merrill [View news story]
    I've watched EMR for a little while, hoping for a decent entry price. Seems like $57 might be a good spot. Opinions?
    Jan 22, 2015. 08:53 AM | 3 Likes Like |Link to Comment
  • Coca-Cola: Short-Term Caution Is Justified [View article]
    KO is one of those stocks that tends to be a buy at a certain yield point (after other DD of course). I have always waited for at least a 3% level on this one, and it has treated me well so far.
    Jan 22, 2015. 08:44 AM | Likes Like |Link to Comment
  • Realty Income declares $0.189 dividend [View news story]
    Why yes.... it is.
    Jan 21, 2015. 08:20 AM | Likes Like |Link to Comment
  • The Dividend Growth Weighting Game [View article]
    Mike,

    Love the article. I'm trying to write my investment business plan and the idea of giving more weight to quality is definitely part of it. It works for you and it works for Chowder.... who am I to argue.

    If it is of any consolation, I'm not bothered in the least by your "horrific" error regarding MAIN. :-)

    Steve
    Jan 21, 2015. 08:13 AM | 3 Likes Like |Link to Comment
  • Will ConocoPhillips Cut Its Dividend? [View article]
    Mike,

    >>OK, let's flip this around. I sold MMM at 93 in September 2012, and look at it now.<<

    Don't you hate when that happens? :-)
    Jan 20, 2015. 11:56 AM | 2 Likes Like |Link to Comment
  • Realty Income Corp: Why Now's A Good Time To Sell [View article]
    Pen,

    No doubt. I don't have a problem selling if it will better my portfolio and my income. Problem is, there is very little even close to buy price right now IMO. I have about a 2% allocation to O. Would love more.... hoping for a price dip.

    Steve
    Jan 17, 2015. 10:36 PM | 2 Likes Like |Link to Comment
  • Dividend Champions: 21 Increases Expected By March 31 [View article]
    Mike,

    Thanks for the reply. That's more or less what I was thinking of. Actually, I was hoping for 8%+, but 9% would work for me :-)

    And you are correct IMO as to COST. The low yield has kept me away, but it's a fine company. The FAST Graph shows a very high valuation. I'll keep watching for an entry point.
    Jan 16, 2015. 08:13 PM | 1 Like Like |Link to Comment
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