SteveTheHawk's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/28600/comments http://seekingalpha.com/article/1453021/comments?source=feed#comment-19114621 19114621 Wed, 22 May 2013 09:56:26 -0400 http://seekingalpha.com/article/1447461/comments?source=feed#comment-19035361 19035361
I've been trying to determine who the big winner is going to be in the sector. So far, I haven't reached any conclusions. ]]> Mon, 20 May 2013 13:43:17 -0400
I've been trying to determine who the big winner is going to be in the sector. So far, I haven't reached any conclusions. ]]> http://seekingalpha.com/instablog/874941-david-crosetti/1871171-why-i-am-a-dg-investor?source=feed#comment-19002141 19002141 My sympathies. As RAS said, I would keep completely away from the types of stocks you have purchased in the past. If you have no money in stocks right now, I would seriously consider getting involved in DRIP investing. You can build up solid holdings over time, using blue chips to form your core portfolio.

A ton of resources are out there for the taking when it comes to DRIP investing. You could start with http://dripinvesting.org and go from there. Just my 2 cents. ]]> Sun, 19 May 2013 15:08:20 -0400 My sympathies. As RAS said, I would keep completely away from the types of stocks you have purchased in the past. If you have no money in stocks right now, I would seriously consider getting involved in DRIP investing. You can build up solid holdings over time, using blue chips to form your core portfolio.

A ton of resources are out there for the taking when it comes to DRIP investing. You could start with http://dripinvesting.org and go from there. Just my 2 cents. ]]> http://seekingalpha.com/instablog/874941-david-crosetti/1871171-why-i-am-a-dg-investor?source=feed#comment-18991461 18991461
My 401K began 25 years ago, and has not been a raging success by any means. Mutual funds are the only option there. Upon retirement, I'll be rolling it into an IRA so as to expand our DG holdings. The ultimate goal will be to never touch our principal. Hard to say if that's going to work out, but we're optimistic. ]]> Sat, 18 May 2013 21:05:25 -0400
My 401K began 25 years ago, and has not been a raging success by any means. Mutual funds are the only option there. Upon retirement, I'll be rolling it into an IRA so as to expand our DG holdings. The ultimate goal will be to never touch our principal. Hard to say if that's going to work out, but we're optimistic. ]]> http://seekingalpha.com/article/1441391/comments?source=feed#comment-18939111 18939111 Fri, 17 May 2013 09:19:38 -0400 http://seekingalpha.com/article/1432881/comments?source=feed#comment-18843831 18843831 Wed, 15 May 2013 09:13:34 -0400 http://seekingalpha.com/article/1408151/comments?source=feed#comment-18576361 18576361 JNJ) back in 2011 at a price in the low $60 range...... Let's say that you purchased 100 shares for $6000."

I want to know how you hacked my account. I made a purchase of JNJ in 2011. 100 shares. Total cost = $6,037. You're kind of creeping me out here.

Love the article. ]]> Wed, 08 May 2013 10:29:28 -0400 JNJ) back in 2011 at a price in the low $60 range...... Let's say that you purchased 100 shares for $6000."

I want to know how you hacked my account. I made a purchase of JNJ in 2011. 100 shares. Total cost = $6,037. You're kind of creeping me out here.

Love the article. ]]> http://seekingalpha.com/article/1398761/comments?source=feed#comment-18440631 18440631
I've been thinking for some time that I need to add some kind of financial to our div portfolios in that we have none, unless you count GE. I'll be looking more closely at WFC come Monday morning. ]]> Sat, 04 May 2013 11:05:25 -0400
I've been thinking for some time that I need to add some kind of financial to our div portfolios in that we have none, unless you count GE. I'll be looking more closely at WFC come Monday morning. ]]> http://seekingalpha.com/article/1388981/comments?source=feed#comment-18347571 18347571 Thu, 02 May 2013 08:13:43 -0400 http://seekingalpha.com/article/1390671/comments?source=feed#comment-18340541 18340541 Wed, 01 May 2013 22:25:59 -0400 http://seekingalpha.com/article/1390671/comments?source=feed#comment-18340501 18340501 Wed, 01 May 2013 22:23:48 -0400 http://seekingalpha.com/article/1379491/comments?source=feed#comment-18206281 18206281 The chart appears to show that gold took off after the financial crisis of 2008. That's hardly surprising. I'm not here to argue for or against investing in gold. Personally, I simply choose to stick with dividend stocks.

One question I do have about the chart though. Does that include the dividends paid by KO over the 10 years?]]> Sun, 28 Apr 2013 21:03:05 -0400 The chart appears to show that gold took off after the financial crisis of 2008. That's hardly surprising. I'm not here to argue for or against investing in gold. Personally, I simply choose to stick with dividend stocks.

One question I do have about the chart though. Does that include the dividends paid by KO over the 10 years?]]> http://seekingalpha.com/article/1379491/comments?source=feed#comment-18183901 18183901 Sun, 28 Apr 2013 06:32:08 -0400 http://seekingalpha.com/currents/post/970651?source=feed#comment-18092871 18092871 Thu, 25 Apr 2013 14:38:04 -0400 http://seekingalpha.com/article/1366041/comments?source=feed#comment-18072461 18072461 Frankly, I don't understand why you are so cranked about this article. Probably 99% of the articles on SA contain some form of opinion. RS doesn't agree with BAC's tactics and therefore doesn't like the stock. So what? You can probably also find articles on SA that hype BAC. So what? The different viewpoints benefit us all by providing information and individual perspective. Simple as that. ]]> Thu, 25 Apr 2013 09:03:53 -0400 Frankly, I don't understand why you are so cranked about this article. Probably 99% of the articles on SA contain some form of opinion. RS doesn't agree with BAC's tactics and therefore doesn't like the stock. So what? You can probably also find articles on SA that hype BAC. So what? The different viewpoints benefit us all by providing information and individual perspective. Simple as that. ]]> http://seekingalpha.com/currents/post/964061?source=feed#comment-18034401 18034401 Wed, 24 Apr 2013 11:59:46 -0400 http://seekingalpha.com/article/1355941/comments?source=feed#comment-17895171 17895171 Basically, I am leery of any stock yielding 10%. It seems to be one of those too good to be true situations. Based solely on personal experience, these stocks don't do well. PBI may be fine, but with a yield like that (and high debt) I think the market is trying to tell me something. I tend to be pretty conservative. The lack of a dividend increase and even the possibility of a dividend cut makes this stock an "avoid" candidate for me. ]]> Sun, 21 Apr 2013 09:54:23 -0400 Basically, I am leery of any stock yielding 10%. It seems to be one of those too good to be true situations. Based solely on personal experience, these stocks don't do well. PBI may be fine, but with a yield like that (and high debt) I think the market is trying to tell me something. I tend to be pretty conservative. The lack of a dividend increase and even the possibility of a dividend cut makes this stock an "avoid" candidate for me. ]]> http://seekingalpha.com/article/1354531/comments?source=feed#comment-17886461 17886461 I couldn't agree more. I am indeed trying to establish some guidelines (mission statement) for our portfolios. Basically, make a plan and stick to it. In that I have only a couple years of DGI under my belt, I'm only now running into situations that I haven't put a lot of thought into yet. Thus, my rookie-type questions.

I am confident that my focus is on the income stream rather than capital gain. At the moment, I'm trying to determine how/if/when to use capital gains to increase that stream. I have some thinking to do before I can accurately develop my mission statement, but hopefully I end up being smarter than a 7th grader.

I appreciate your input.

Steve]]> Sat, 20 Apr 2013 22:02:33 -0400 I couldn't agree more. I am indeed trying to establish some guidelines (mission statement) for our portfolios. Basically, make a plan and stick to it. In that I have only a couple years of DGI under my belt, I'm only now running into situations that I haven't put a lot of thought into yet. Thus, my rookie-type questions.

I am confident that my focus is on the income stream rather than capital gain. At the moment, I'm trying to determine how/if/when to use capital gains to increase that stream. I have some thinking to do before I can accurately develop my mission statement, but hopefully I end up being smarter than a 7th grader.

I appreciate your input.

Steve]]> http://seekingalpha.com/article/1355941/comments?source=feed#comment-17876421 17876421 Sat, 20 Apr 2013 14:22:55 -0400 http://seekingalpha.com/article/1354531/comments?source=feed#comment-17875391 17875391 Thanks so much for the reply. It gives me a bit to think about, no doubt. I'm going to consider all of this and will crunch some numbers.

My ultimate goal is to establish some rough guidelines for our portfolios when situations like this arise. I'm not there yet, but your post has provided some useful information in that regard.

BTW.... your 2013 Top 40 list is great. Still trying to get my DW to study it a bit.

Steve]]> Sat, 20 Apr 2013 13:48:52 -0400 Thanks so much for the reply. It gives me a bit to think about, no doubt. I'm going to consider all of this and will crunch some numbers.

My ultimate goal is to establish some rough guidelines for our portfolios when situations like this arise. I'm not there yet, but your post has provided some useful information in that regard.

BTW.... your 2013 Top 40 list is great. Still trying to get my DW to study it a bit.

Steve]]> http://seekingalpha.com/article/1354661/comments?source=feed#comment-17871751 17871751 Sat, 20 Apr 2013 11:37:57 -0400 http://seekingalpha.com/article/1354531/comments?source=feed#comment-17867761 17867761
For example, I've had WAG for a bit over a year and have capital gains exceeding 50%. I also have a YOC just over 3.5%. WAG also has a nice DGR. The twists and turns of my thought process have arrived at this conclusion (so far).......

My initial investment is generating 3.5% in income. Considering WAG's likely DGR, it should generate even more in the future. However, my capital gains in the stock are not generating income. They have served only to increase my net worth, which is nice and all, but it's not a steady income.

If I can move my WAG capital to another stock that provides roughly the same yield and that also has a good DGR, should I not do so? I don't anticipate that it would be easy to find such a stock and other factors obviously need to be weighed, but it would put the capital gains to work with regard to generating income. And FWIW, I view WAG as being fully valued at the moment.

I would very much like to know what others think of this viewpoint. What say you? ]]> Sat, 20 Apr 2013 09:50:43 -0400
For example, I've had WAG for a bit over a year and have capital gains exceeding 50%. I also have a YOC just over 3.5%. WAG also has a nice DGR. The twists and turns of my thought process have arrived at this conclusion (so far).......

My initial investment is generating 3.5% in income. Considering WAG's likely DGR, it should generate even more in the future. However, my capital gains in the stock are not generating income. They have served only to increase my net worth, which is nice and all, but it's not a steady income.

If I can move my WAG capital to another stock that provides roughly the same yield and that also has a good DGR, should I not do so? I don't anticipate that it would be easy to find such a stock and other factors obviously need to be weighed, but it would put the capital gains to work with regard to generating income. And FWIW, I view WAG as being fully valued at the moment.

I would very much like to know what others think of this viewpoint. What say you? ]]> http://seekingalpha.com/article/1352571/comments?source=feed#comment-17830051 17830051 Fri, 19 Apr 2013 09:55:30 -0400 http://seekingalpha.com/article/1350861/comments?source=feed#comment-17789261 17789261
We have reached that point... so no more DRIP's. As time goes on and each purchase is made, the income level will rise and the commission costs will get smaller and smaller. In the end, I prefer having the ability to direct my purchases rather than have them automatically moved into a given holding. It's all a personal preference thing I suppose. ]]> Thu, 18 Apr 2013 11:42:00 -0400
We have reached that point... so no more DRIP's. As time goes on and each purchase is made, the income level will rise and the commission costs will get smaller and smaller. In the end, I prefer having the ability to direct my purchases rather than have them automatically moved into a given holding. It's all a personal preference thing I suppose. ]]> http://seekingalpha.com/article/1346521/comments?source=feed#comment-17735631 17735631 Wed, 17 Apr 2013 10:53:52 -0400 http://seekingalpha.com/article/1344641/comments?source=feed#comment-17732611 17732611 Wed, 17 Apr 2013 09:54:01 -0400 http://seekingalpha.com/article/1341801/comments?source=feed#comment-17684841 17684841 Tue, 16 Apr 2013 08:59:31 -0400 http://seekingalpha.com/article/1338431/comments?source=feed#comment-17577201 17577201
I suppose the idea is to reach a decision on what action will produce the highest level of income, this year and in future years. An increase in stock price doesn't increase income, just your net worth.

One of my stocks is up over 50% in a little over a year. My YOC is nice, but current yield not so much. If I sell, it would only be for purposes of buying something else that generates even more income. Of course, you have to weigh things like dividend growth rate, etc. Basically, you would sell to put your new capital gains to work and use it to generate more income.

Making this kind of decision is not easy for me. At least it's within a Roth and I don't have to try and factor in taxes along with all the other issues. I guess I'm trying to figure out if either YOC or current yield really matter at all in this particular decision process. It might just come down to deciding which action will generate the most income going into the future. ]]> Sat, 13 Apr 2013 09:36:52 -0400
I suppose the idea is to reach a decision on what action will produce the highest level of income, this year and in future years. An increase in stock price doesn't increase income, just your net worth.

One of my stocks is up over 50% in a little over a year. My YOC is nice, but current yield not so much. If I sell, it would only be for purposes of buying something else that generates even more income. Of course, you have to weigh things like dividend growth rate, etc. Basically, you would sell to put your new capital gains to work and use it to generate more income.

Making this kind of decision is not easy for me. At least it's within a Roth and I don't have to try and factor in taxes along with all the other issues. I guess I'm trying to figure out if either YOC or current yield really matter at all in this particular decision process. It might just come down to deciding which action will generate the most income going into the future. ]]> http://seekingalpha.com/article/1330051/comments?source=feed#comment-17470631 17470631 I was pretty much thinking along those lines. I'm a fan of your rule because it allows a quick initial screen to determine if I really want to delve further into researching a stock. I own MCD but don't want more at current prices. Not sure about MO (haven't researched it), neutral on APD but leaning toward an initial purchase on CVX.

I agree WRT future earnings. I must admit to having an anchor bias sometimes and have to remind myself that the past price is in the past. It's the future that counts. Thanks for all your contributions to the comment boards. ]]> Wed, 10 Apr 2013 18:29:35 -0400 I was pretty much thinking along those lines. I'm a fan of your rule because it allows a quick initial screen to determine if I really want to delve further into researching a stock. I own MCD but don't want more at current prices. Not sure about MO (haven't researched it), neutral on APD but leaning toward an initial purchase on CVX.

I agree WRT future earnings. I must admit to having an anchor bias sometimes and have to remind myself that the past price is in the past. It's the future that counts. Thanks for all your contributions to the comment boards. ]]> http://seekingalpha.com/article/1332361/comments?source=feed#comment-17458651 17458651 Wed, 10 Apr 2013 14:27:43 -0400