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SteveTheHawk

SteveTheHawk
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  • Solid Growth Outlook Is One Reason Among Many To Buy PPL Corp. [View article]
    Hardog,
    We made a purchase of PPL about three years ago, and have enjoyed the dividend (but no growth). I like that PPL is becoming more of a regulated utility. Gives me a feeling of stability I guess.

    PPL is only about 1.5% NAV weight for my DW and I. Giving serious thought to making it 3% now that the yield is above 5% again. The FAST Graphs also look pretty darn reasonable. Certainly, we could see better prices in the future, but I'm getting too old to wait for what might happen. I'm glad to hear it has treated you well for decades.

    Steve
    Jun 29, 2015. 05:02 PM | Likes Like |Link to Comment
  • PepsiCo a solid A at S&P Ratings [View news story]
    Yeah, it's sitting close to its 5 year average yield. I would call it fairly valued at best if one is looking for dividends. I last bought PEP about 4 years ago. It's done well by me.

    The payout ratio is creeping up a little and earnings forecasts aren't stellar for this year. Still, it's a pretty dang solid company. Wouldn't mind adding a little more and will start watching again if it hits $92.
    Jun 29, 2015. 04:27 PM | 1 Like Like |Link to Comment
  • McDonald's Is Exploring A New Dynamic: Quality [View article]
    I have to think that the page would be overwhelmed and would quickly get out of control. Based upon what I've seen with other such pages, I dare say that it would also likely become quite uncivilized.
    Jun 29, 2015. 12:45 PM | Likes Like |Link to Comment
  • New burger plans from McDonald's tipped [View news story]
    It would be nice to see a seriously good, hot and juicy burger come out of Mickey's. I'll take a wait and see approach though. The newer sirloin burgers are decent, but a long way from being great burgers. Hopefully they can get it right.
    Jun 26, 2015. 04:30 PM | Likes Like |Link to Comment
  • Punishment continues for income favorites [View news story]
    Not yet. I want more panic. Give me more!
    Jun 25, 2015. 05:14 PM | 14 Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With David Van Knapp [View article]
    Nick and DVK,

    Another wonderful article. Great questions and equally great answers. Thanks for your efforts in getting this put together.

    Steve
    Jun 23, 2015. 06:18 PM | 2 Likes Like |Link to Comment
  • 8% Raise For The Dividend Growth 50 [View article]
    I agree Christine. I'm not much of a drinker, thus my being crowned as the family grill-master.
    Jun 23, 2015. 01:49 PM | 2 Likes Like |Link to Comment
  • 8% Raise For The Dividend Growth 50 [View article]
    Oh how I agree, Chowder. We grill foiled potatoes mixed with butter, onions and bacon quite often. Of course it's health food and all, but it's also awesome delicious.

    Thanks for bringing that up. Now I'm hankering some grilled taters.
    Jun 23, 2015. 01:46 PM | 1 Like Like |Link to Comment
  • Wisconsin Energy's 3.93% Yield: A 5-Year High [View article]
    Iz, DJ, Maybe, Sleuth,

    Seems like a solid company, no doubt. I can't fault anyone for buying it at today's prices if it works for them. I wasn't aware of the recent dividend increase. Bully for them. Gotta love it.

    However, I'm still leaning toward waiting for $42 (or perhaps $43 if I'm itching to buy something). Might never happen, but I like to be stubborn sometimes.

    Steve
    Jun 23, 2015. 01:43 PM | 1 Like Like |Link to Comment
  • Wisconsin Energy's 3.93% Yield: A 5-Year High [View article]
    maybe and Sleuth,

    I have wondered about the same thing. I have yet to own WEC. Just always seemed overpriced (though I certainly missed out on some lovely div growth). If earnings growth is guesstimated to be about 5% and we assume that dividend growth will follow earnings, I would want a current yield of at least 4%.

    Looked at in that light, I'm hoping to initiate a position at about $42. Don't know if that's realistic, but I'm trying to be patient.

    Steve
    Jun 23, 2015. 11:56 AM | Likes Like |Link to Comment
  • 8% Raise For The Dividend Growth 50 [View article]
    And I believe that she is going to send me a copy. I'll feel like a member of the elite in society.
    Jun 22, 2015. 12:22 PM | 1 Like Like |Link to Comment
  • McDonald's Is Exploring A New Dynamic: Quality [View article]
    I'm in agreement on the use of kiosks. After I ordered using a touch screen, I would feel a compulsion to wash my hands. Maybe it's a phobia, but it's just what it is.

    I've tried a couple different $5 MCD sirloin burgers in the past month. Not bad at all for the price. However, there is still something missing. I can't quite put my finger on it. Part of it I think is that the beef seems just a little dry and it lacks flavor. I've tried A&W's roughly equivalent Pappa Burger, and I would take the A&W offering any day of the week. Never mind the Five Guys type of operations.

    We shall see how it goes, but in general, I feel like Mickey's still has some work to do.

    Steve
    Jun 21, 2015. 09:56 AM | 3 Likes Like |Link to Comment
  • Do Buybacks Benefit Dividend Growth Investors? [View article]
    sleek,

    And after you sell, your income is reduced in perpetuity. Kind of the antithesis of DGI. Selling is a capital gain (in your scenario), not a dividend. It all depends on one's goals.

    Steve
    Jun 20, 2015. 09:07 AM | 16 Likes Like |Link to Comment
  • 8% Raise For The Dividend Growth 50 [View article]
    Donald,

    I wish I had owned KMI in recent times. Sadly, I haven't. Might own it someday. Just my two cents, but I don't know if I would consider GE to be a DG stock right now. Sounds like it might be a couple years (give or take) before they hike the dividend again. Kind of takes it out of the DGI realm IMO.

    I do own a little GE. I hold it because I'm already very heavy in cash and figure I might as well collect the 3%+ yield while I try to invest the rest of my cash. Wish I had your enthusiasm for the stock.

    Steve
    Jun 19, 2015. 08:22 PM | Likes Like |Link to Comment
  • Ventas Has Gotten Way Too Cheap With 30% Upside On Strong Fundamentals [View article]
    Maybe,

    Know what you mean. I keep it simple and just use M*'s sectors. They have only 11 to deal with. REITs generally fall into their Real Estate sector. I'm a fan of simple. Of course, M* also breaks it down further into many different industries if desired, but I'm sticking with the list of 11.

    I'll be mulling along with you.

    Steve
    Jun 19, 2015. 08:06 PM | 1 Like Like |Link to Comment
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