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SteveTheHawk

SteveTheHawk
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  • Apple: The Stark Contrast Between iPad And Surface Sales [View article]
    Dennis:

    "Office is a relic of old world computing. If you want to run Office, a notebook is pretty much ideal for it. I suggest a MacBook, but if want the real old world feel, Windows 7 should be fine."

    It is painfully obvious that your allegiance lies with Apple, so I'm not going to debate the issue with you. Neither one of us will convince the other. Just for the record though, I'm not a noob and have used computers heavily for 30 years.

    You have what works for you, and I'm happy for you. However, just to be blunt.... you haven't slightest clue what works for me. I've used Windows. I've used Android. I've used Apple. The only thing I haven't tinkered with is Linux. I go back to what works best for me and the tasks I perform (and that's Windows). In the end, what works for me is all that matters and we can disagree, no problem. Have a good day.

    Steve
    Jul 23, 2015. 06:19 PM | 2 Likes Like |Link to Comment
  • Apple: The Stark Contrast Between iPad And Surface Sales [View article]
    giofls,

    I agree with you. My wife has had an iPad for a few years. Kind of a handy little device at times, but I don't view it as a "real" computer. Even though retired, I'm deeply entrenched in a Windows based world and I love their office software.

    I own an Android tablet, and view it in the same light as an iPad. It does stuff, but for many of the tasks I want to perform there are simply too many compatibility issues. Comparing Surface sales to other tablets does have some validity in my view. You can still use the Surface for social media, though the Surface is the logical choice for anyone that enjoys using the Microsoft Office suite.

    If I were to buy another tablet, it would certainly be a Surface. The only downside to the Surface is the price. I don't know if they can figure out a way to bring the price down, but if they can, I think it will push sales even higher.
    Jul 23, 2015. 12:49 PM | 25 Likes Like |Link to Comment
  • National Oilwell Varco Shareholders Should Be Patient [View article]
    I have yet to buy any NOV. Back in March, when it was around $50, I put in a limit order to buy at $41.50. Never thought it would hit but put it out there anyway. Now we are mere cents away from that price.

    I canceled the order and dropped it back to $40. I'm thinking that I want to wait for the earnings report and may have to keep lowering my limit order until then. I don't expect great things from the stock price. It would be a simple dividend play. Still, I'm left to wonder how safe the dividend is if NOV gets spanked badly for the next quarter or two. I suspect the payout ratio will jump significantly quarter over quarter. We shall see I guess.

    I guess if my smallish limit order hits, then so be it. I'll try to hold off until earnings are announced though.
    Jul 22, 2015. 09:28 PM | Likes Like |Link to Comment
  • Emerson Electric: Not A Utility, Not A Radio Company [View article]
    I finally gave in to temptation. Bought a few more shares today @$51.88. Bumped the weight up from 3.4% to 4.2%. I've got room to add just a little more if it keeps sinking.

    Steve
    Jul 22, 2015. 12:33 PM | Likes Like |Link to Comment
  • McDonald's closer to all-day breakfast roll-out [View news story]
    I don't know if I would want breakfast in the middle of the afternoon, but it seems like it would open the door to a little creativity and give people more options,.

    Perhaps a quarter pound sausage patty with egg on it, using a regular bun? Maybe egg on a cheeseburger? A muffin burger? If they are going to try the kiosk thing, might as well give people a choice on bun, meat and toppings. I don't know if that would be feasible, but having those options seems appealing to me.
    Jul 22, 2015. 02:00 AM | Likes Like |Link to Comment
  • Buy Microsoft After Its 'Bad' Earnings Report [View article]
    Yeah, I agree. I made an initial purchase @$41 and change back in March. It's a small 1.5% weight holding. It seems a tad overpriced right now. I've got my next buy price set at $41, but I might take the bait at $42. With a new CEO and all, I would rather take the patient route anyway. He seems to be doing good things but still hasn't really proven himself.

    Steve
    Jul 21, 2015. 09:15 PM | 1 Like Like |Link to Comment
  • McDonald's: Franchisees Feeling 'Doomed' [View article]
    I think that "doomed" might be a tad excessive. However, they clearly have some work to do. Not only do they need to refresh their brand and their products, but it would appear they need to bring franchisees into the fold and improve relations there. The franchises are their bread and butter.

    MCD has about 3.5% NAV weight for me. I'm not quite ready to sell, but I'm certainly not buying more. Too much uncertainty. At the least, if current trends continue I will be able to buy at a significantly lower price.

    Steve
    Jul 21, 2015. 01:48 PM | 2 Likes Like |Link to Comment
  • Hasbro: Upside Remains, $87 Intrinsic Value [View article]
    I've held HAS for about 3 years. Nice 140% gain. I bought it for the dividend. It seems to be extremely overvalued right now if looking at the FAST Graph, and the current yield is pretty low. I contemplate taking the profits and moving it elsewhere, but then realize that I don't know where else to put the money. Nothing out there excites me much I guess.

    Other opinions? Would you call this an "extreme" over-valuation?
    Jul 20, 2015. 12:35 PM | 1 Like Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio: 2nd Quarter 2015 Update [View article]
    "I got hair". Yeah..me too. It's just not necessarily in the right places.
    Jul 19, 2015. 09:26 PM | 4 Likes Like |Link to Comment
  • Emerson - Now An Excellent Income Play [View article]
    "Emerson is indeed committed to continuing their historical dividend policy post-split, and will be in a far better position to do so without the data center power group"

    I read Josh's comment on that as well, and I was glad to hear it. I suppose it makes sense, since the power group is not one of their more profitable segments. M*'s analyst for EMR also views the spin off as a positive over the long haul. Overall, it seems encouraging.

    Now I just have to decide at what price I should average down. I'm in at just over $55 and don't have a lot of room left before the position is maxed out. Decisions, decisions.
    Jul 19, 2015. 09:21 PM | 3 Likes Like |Link to Comment
  • Emerson - Now An Excellent Income Play [View article]
    TF,

    "I sometimes find that I've maxed out before the stock bottoms -- or worse, find that I've maxed out and THEN figure out why the stock is falling sharply"

    Arrgh! I know that situation too well. I hate when that happens.
    Jul 19, 2015. 09:11 PM | 1 Like Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio: 2nd Quarter 2015 Update [View article]
    I feel your pain, Chowder. I'm almost 62 myself. Yeah.... it definitely sneaks up on you. I have flashbacks of sorts, and think of myself as being younger. Let's just go back to believing we are 50. Some say that age is just in your head. I'll go with that.
    Jul 19, 2015. 12:12 PM | 1 Like Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio: 2nd Quarter 2015 Update [View article]
    Thanks, Chowder.

    I did become curious when I noticed SYY in your son's portfolio. I also sold it at the end of 2013 on a price spike. Your approach to your son's portfolio seems quite sensible.

    I have to assume that you are at least in your forties, and it made me wonder if your age would temper your enthusiasm for growth stocks. I appreciate the comment.

    Steve
    Jul 19, 2015. 11:05 AM | Likes Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio: 2nd Quarter 2015 Update [View article]
    Chowder,

    Does your son's age affect your philosophy in managing this portfolio, or do you use the same approach for your personal portfolio? Thanks for your insight.

    Steve
    Jul 19, 2015. 09:27 AM | Likes Like |Link to Comment
  • Emerson - Now An Excellent Income Play [View article]
    EMR already sits at about 3.4% NAV weight for me. Still, it's pushing a 3.6% yield now and I am sorely tempted to grab a little more. I guess I would be comfortable with it having about a 5% weight. :-) Might just add on Monday.
    Jul 18, 2015. 02:32 PM | 2 Likes Like |Link to Comment
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