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SteveTheHawk

SteveTheHawk
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  • 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
  • Is Microsoft Really In Trouble? [View article]
    Scott,
    I've spent a small amount of time using a Surface Pro that belongs to someone else. I basically was just helping them set the device up and making a few tweaks. I didn't spent much time with any productivity apps, but I liked what I saw.

    I'm glad to hear that it works well with a standard mouse and monitor. If I decide at some point to buy another tablet, I'm fairly certain it will be a Surface. I also want to wait for Windows 10 to come out. As you said though, I do wish the price would come down a bit.

    Steve
    Mar 17, 2015. 08:34 PM | 1 Like Like |Link to Comment
  • Is Microsoft Really In Trouble? [View article]
    mbn,

    Very profound. I would bet a month's worth of dividend income that you are correct.

    Steve
    Mar 17, 2015. 04:01 PM | Likes Like |Link to Comment
  • Is Microsoft Really In Trouble? [View article]
    Mike,
    That's the thing about tablets.... in general, they aren't a true replacement for any other device. The Surface Pro is about as close to a notebook replacement as I've seen, but it's still a small screen and keyboard, etc.

    A tablet seems to be a device that serves "needs" you didn't know you had. Basically, you find them to be convenient for more and more things. Then those conveniences become needs. :-)
    Mar 17, 2015. 09:45 AM | 3 Likes Like |Link to Comment
  • Today at the telecom price war: T-Mobile upgrades, Sprint picking up tabs [View news story]
    Mike,
    Fair enough. Price can be a motivator, no doubt. Do you think that S and TMUS can undercut T/VZ over the long haul though? That's the question on my mind these days. I'm looking for dividends so have no interest in S/TMUS, but I have to ponder whether or not this price competition will have any real impact on the dividend capabilities of T and VZ. I am not sure that they can pull enough customers away from the top two players, but I don't want to take that for granted.
    Mar 14, 2015. 11:25 PM | Likes Like |Link to Comment
  • Today at the telecom price war: T-Mobile upgrades, Sprint picking up tabs [View news story]
    gamepro86x,
    It makes sense that the east coast (and west for that matter) might be better in that it's so densely populated. The small carriers seem to cluster in this type of area (yeah, that's where the money is).

    I'm a div investor and currently hold a decent chunk of T and want to decide if/when to add VZ. Trying to figure out how much of an impact the smaller companies are going to have on the big guys. Should a price war break out, it seems like T and VZ could hold out longer, though I think T might be overextending its cash flow a little. I may just move some funds from T to VZ to provide a little balance and then watch for a while before committing new funds.
    Mar 14, 2015. 11:20 PM | 1 Like Like |Link to Comment
  • Today at the telecom price war: T-Mobile upgrades, Sprint picking up tabs [View news story]
    Ok, MapleJAck. Whatever you say. I'm stating my opinion. You think I'm bashing. I guess that's your problem, not mine.
    Mar 14, 2015. 10:52 PM | 3 Likes Like |Link to Comment
  • Today at the telecom price war: T-Mobile upgrades, Sprint picking up tabs [View news story]
    MapleJAck,
    Trust me, I know about the feature list on smartphones. I just haven't been ready to switch because I spend all my time on PC's and tablets. I do a lot of spreadsheet work mixed with some web site editing, etc. Pretty much every place I go has wifi and so far I haven't had a lot of use for a smartphone on a cost/benefit basis. However, the amount of work I do that requires a PC is slowing (I recently retired) and the time might come that I can get away with using a phone for most things. I won't have to lug a notebook around.

    Yes, I have an "enhanced" phone with Verizon for calls and text. It will handle data but it's clumsy. We travel to a couple different semi-remote spots for several weeks each year. Verizon works just fine (data and phone). In each location, I speak to people who have Sprint & T-Mobile. Their phones don't work so hot. I live in a decent size metro area. West of town is a spot that is 20 miles wide with ZERO signal from T-Mobile (two of my friends with T-Mobile have confirmed this). Verizon? Works just fine.

    If anyone is happy with one of the little guys, more power to them. I'm not bashing anyone. I'm simply relating my opinion based on real life situations. From an investment standpoint, I still wonder if T and VZ will feel much impact from their competitor's price plans after one considers coverage areas.

    Steve
    Mar 13, 2015. 11:11 PM | 4 Likes Like |Link to Comment
  • Today at the telecom price war: T-Mobile upgrades, Sprint picking up tabs [View news story]
    I'm still trying to decide if Sprint and T-Mobile are much more than an annoyance to T and VZ. I don't own a smartphone, but if I do decide to take that step I'm certain it will be with one of the latter two. Coverage by the little guys is pretty poor in my area.

    If I'm going to pay for a smartphone, I want it to work all the time. I am uncertain though as to what percentage of the population will buy based only on price.
    Mar 13, 2015. 06:09 PM | 6 Likes Like |Link to Comment
  • Nasdaq Dividend Achievers: Southern Company [View article]
    If one expects a 3% div increase in May, then at about $43 the yield will be hovering in the 5% range. That's what I've been waiting for before adding to SO. It's getting close to my buy price and starting to get my attention.
    Mar 13, 2015. 02:54 PM | 6 Likes Like |Link to Comment
  • Why I'm Praying For Microsoft's Irrational Sell-Off To Continue [View article]
    Good job, Mike. I agree that it's hard to resist. Hoping it will hang at these levels or perhaps drop a little more. I want to keep adding over the next several months.

    Steve
    Mar 12, 2015. 08:03 PM | 2 Likes Like |Link to Comment
  • Why I'm Praying For Microsoft's Irrational Sell-Off To Continue [View article]
    Thanks, Maybe. I think it's quite possible/likely that MSFT will go lower. I'm hoping it does in that my plan is to DCA and buy every couple months. If it hits the mid-30's, I'll probably just make it a full position on the spot.

    The current yield is about as high as it's ever been. I got it for a couple basis points under 3%. If they continue with decent dividend increases, I'll be good. :-)
    Mar 12, 2015. 07:35 PM | 1 Like Like |Link to Comment
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