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SteveTheHawk

SteveTheHawk
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  • Target's long lines get dissected [View news story]
    jorgen:
    I would go along with that. I'm not big on shopping in general. I rarely go to WMT and visit TGT only slightly more often. In my limited experience, TGT always has a better checkout experience.
    Apr 8 11:11 AM | 1 Like Like |Link to Comment
  • Bank Of America: The Sell-Off Is Unwarranted [View article]
    DeepValue:
    I wish I had the faith in BAC that you seem to have. That would place the YOC somewhere in the 6% range within two years. Stranger things have happened I guess, but I will be truly surprised if this comes to pass.
    Apr 8 10:23 AM | 1 Like Like |Link to Comment
  • Bank Of America: The Sell-Off Is Unwarranted [View article]
    I sold BAC way back before it cratered. Late 07 or early 08.... something like that. While I held it, I was very happy with the div but it started looking shaky so I said farewell. I keep checking on it, thinking they will "soon" become a dividend stock. Half a decade later, still nothing.

    I agree that 3% yield would be a minimum requirement. I think I read though they want to keep the payout ratio below 30. If that's the goal, a 3% yield might be a long time coming.
    Apr 8 09:45 AM | 2 Likes Like |Link to Comment
  • Coca-Cola: It's Not All Gloom [View article]
    I agree, Buy. KO is about 8% of our div stocks. Don't really want to take it much higher, but would buy a little more if the price was right. Otherwise, I'll just let the dividends come like they always do with this stock..
    Apr 6 10:10 AM | 2 Likes Like |Link to Comment
  • Has Frontier Communications Gone Up Too Far, Too Fast? [View article]
    You may be right. FTR is a bit on the risky side. I bought a half position about 2 years ago and have a 9% YOC. I'm also sitting on capital gains equal to about 3 years of dividends. I'm giving some serious thought to take the money and run.
    Apr 3 10:01 AM | 1 Like Like |Link to Comment
  • Periodic Table Of Dividend Champions [View article]
    DVK:
    The first thing that came to mind upon seeing your chart was the Chowder Rule. Fantastic and useful chart. Thanks for the work you do.
    Apr 3 08:49 AM | 1 Like Like |Link to Comment
  • Is Dividend Machine Johnson & Johnson A Buy? [View article]
    JNJ is certainly a great div holding. I have made two purchases (2006 and 2007), making it the oldest holding in our portfolios. It was a large enough purchase that to this day it still comprises 9% of our div holdings. I didn't even notice DGI until about 2011. Once I began to focus on that style of investing, I concluded that I was pretty smart for buying JNJ back then. :-)
    Apr 2 08:11 PM | 2 Likes Like |Link to Comment
  • Retirement Strategy: ETF Portfolio Versus The Stock Only Portfolio; Our First Update [View article]
    When you began this process, my prediction was that the BTDP would come out on top, primarily from higher dividends. As you cite though, it's too early to tell.

    Still, the ETFOP might be quite viable for those who are not inclined to monitor a group of individual stocks. I'm watching with interest in that I'm forming a backup plan for my DW in the event that something should happen to me. It seems that she would fall in the "not inclined" group. My concern is that she have a list that outlines her options. The ETFOP or something similar may not be so bad.

    Thanks for implementing this project, RS. Should be interesting.
    Apr 2 08:28 AM | 3 Likes Like |Link to Comment
  • Saying Goodbye To Coca-Cola, Time To Move On [View article]
    I know very little about Dollar General. All I have to know is that it doesn't pay a dividend. It seems to me that KO and DG don't belong in the same article. Kind of a different investor mentality for each one.

    DG seems like a trading stock. KO is about 8% of our portfolio and I keep it as part of our core holdings. It can be a sloth at times, but I feel that the div will just keep on coming. Exactly what I'm looking for in a core holding.
    Mar 31 02:54 PM | 10 Likes Like |Link to Comment
  • Too Big To Fail not solved, says IMF [View news story]
    I'm not a banking expert by a long shot. To me, it just seems like the government is tip-toeing through the world of banking in an attempt to "do something". Whatever they have done to date doesn't seem all that impressive. As you said, the real regulation just doesn't seem to be there.
    Mar 31 01:29 PM | 3 Likes Like |Link to Comment
  • How To Get $10,000 Each Year From A $250,000 Nest Egg [View article]
    There's always a catch, isn't there? :-)

    Like Steve Martin said.... if you want to make a million dollars.... first, get a million dollars.
    Mar 31 12:06 PM | 10 Likes Like |Link to Comment
  • The Financial Crisis Is Over For Wells Fargo Dividend Investors [View article]
    WFC seems like a solid investment in general. I wish it met my criteria for purchase. I dumped bank stocks in 07 and only recently have I started giving them any consideration. The WFC div is simply too low and I don't expect that to change for a while. My rules require at least a 3% current yield for companies like this. Interest rates will likely need to climb a bit before it reaches that level. So, guess I just wait. Seems like I've been doing a lot of that lately.
    Mar 30 01:59 PM | Likes Like |Link to Comment
  • The Most Intriguing Thing About Bank Of America's Dividend Hike [View article]
    I've never believed myself to be a genius. It was a lighthearted comment.

    I'm just a simpleton. I dumped BAC. I moved the money to stocks that didn't crater. I have spent the last 5 or 6 years collecting substantial (and growing) dividends on that money. How about if I just say that I'm feeling like I made a reasonable move? Do I qualify for "reasonable"?
    Mar 28 12:38 PM | 8 Likes Like |Link to Comment
  • The Most Intriguing Thing About Bank Of America's Dividend Hike [View article]
    Hello:
    Why yes, I agree.
    Mar 27 06:35 PM | 1 Like Like |Link to Comment
  • The Most Intriguing Thing About Bank Of America's Dividend Hike [View article]
    I dumped BAC at around $40 way back when. In hindsight, I'm feeling rather genius about the whole thing :-).
    Mar 27 02:28 PM | 5 Likes Like |Link to Comment
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