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SteveTheHawk

SteveTheHawk
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AAPL, ABBV, ABT, AEO, AEP, AMJ, AMZN, ARLP, BAC, BKCC, BKE, BOND, CL, COP, COST, CSCO, CVX, DLR, DTN, DUK, DVY, ED, EXC, FTR, GD, GE, GIS, GPC, GS, HAS, HGIC, INTC, JNJ, K, KEY, KKR, KMB, KO, KONA, LMT, MCD, MKC, MMM, MSFT, O, PEP, PG, PM, SDY, SO, SON, SYY, T, TGT, THI, TWC, UL, VTR, VZ, WAG, WEC, WFC, WM, WMT, XOM, XRT, YUM
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  • ConocoPhillips: A Solid 4% Yield Now On Sale [View article]
    DJ:
    That seems pretty logical to me. I'm getting quite close to a full position in COP, so I'm not in any hurry at the moment. I recently bought some more CVX and XOM so I'm still adding to the sector. Like you said, if it goes very much lower, like you, I will feel compelled to buy.

    Henry:
    I'm with you on that. Today, I mailed the rollover check from my 401K to my new IRA at Fidelity. As soon as that settles, I'm going to have a decent chunk of cash waiting to be invested. I'm going to invest a small piece of it right away. The majority of it will be invested over the next year or so using DCA. I'm hoping the market will cooperate by lowering the price on some solid DG stocks.
    Oct 8 07:25 PM | 1 Like Like |Link to Comment
  • ConocoPhillips: A Solid 4% Yield Now On Sale [View article]
    Some time back, I set a buy price on COP of $74. I'm thinking seriously of dropping that back to $70. On the other hand, I'm also thinking of buying just a little more. Decisions, decisions. I'm feeling a little uncertain. My last purchase was about 2 years ago in the fifties. I don't know that it will get that low, but I feel like it just might drop below $70.
    Oct 8 12:00 PM | 1 Like Like |Link to Comment
  • How To Withdraw Money Sensibly From Your Retirement Portfolio: Part 1 [View article]
    Nice article, Chuck. I never owned Brown-Forman, but looking a your chart I would call it a sell. Way overvalued and a puny current yield. I sold WAG quite some time ago when the yield dropped below 2%. Took a nice capital gain and moved on to something with a much higher yield.

    I still own WMT and I agree that of the three stocks mentioned, it has the best forward potential for gains at the moment. WAG is starting to come down to earth a little though. Might be a decent buy at some point.

    Waiting to see if WMT tries to stiff investors again with another puny div increase. If they do, I'll be considering whether or not to sell.
    Sep 30 12:22 PM | 2 Likes Like |Link to Comment
  • Gift From Mr. Market: What To Buy In The Big Oils' 10% Pullback [View article]
    DJ:
    I own COP. Bought at $56 about 2 years ago. It's about half a position and has done pretty well overall. In light of their recent dividend history though (which may still be the result of the Phillips spin-off), I won't buy more without a 4% current yield. If it hits $74, I'll start paying attention.

    Good luck to us indeed.
    Sep 29 07:56 PM | Likes Like |Link to Comment
  • Retirement Strategy: The 'Buy The Dips Portfolio' Had A Blah Month, But There Are A Few New Opportunities Right Now [View article]
    I added to XOM @ $95 and CVX @ $120 in the last couple days. So glad to see that you agree. Part of my decision was based on your BTDP. Thanks for your work, RS.
    Sep 29 05:29 PM | 2 Likes Like |Link to Comment
  • Wal-Mart: A Comment On Price Vs. Value [View article]
    I agree, Mike. The last increase was pretty lousy in general. If the next one is not 5% or more, I'll seriously consider selling.
    Sep 29 05:26 PM | 1 Like Like |Link to Comment
  • Gift From Mr. Market: What To Buy In The Big Oils' 10% Pullback [View article]
    Bought more XOM a couple days ago at $95. Bought more CVX today at $120. I'm trying to build both into full core positions. Almost there. If we can get a little more weakness, I'll finish topping them off.
    Sep 29 05:23 PM | Likes Like |Link to Comment
  • Retired Investors: Learn The Success Secret Of All Great Value Investors: Part 2 [View article]
    Chowder:
    I'm glad to hear that you like all these stocks. Makes me feel smart for buying them :-).

    For September, I've added T and XOM, along with SO and HCP. I also plan to grab some more CVX soon, when some cash becomes available. Hoping to see PG get to $82 or less.

    Steve
    Sep 28 02:52 PM | 1 Like Like |Link to Comment
  • Buy This Coal Company For Superior Income [View article]
    Love this stock. Bought a full position in 2012 and now have a YOC of almost 9% and a capital gain of 58%. It is our second highest producer of dividend income and overall has been very good to us.
    Sep 26 04:30 PM | Likes Like |Link to Comment
  • Exxon Mobil Currently 17.6% Undervalued Based On Dividend Discount Model [View article]
    Realtoi:
    I too was waiting for a 3% current yield before adding to XOM. However, I looked at a 10 year yield chart and was somewhat disheartened. According to the chart I looked at, XOM's highest yield was in 2010, at 2.94%.

    Today, XOM's current yield is 2.93%. For one, that matches the high that I observed on the yield chart. Second, I think it's close enough to my desired 3% yield.

    Like you, I am near retirement.... just over a month away. XOM is about 3.5% of our portfolio's NAV. I'm trying to build my core to full strength and at this point that means a 6-8% allocation. I may be a bit early but I'm going to buy tomorrow and notch XOM up another percent or two. If it continues downward, I'll have room to buy a bit more. If it trends up, I'll be glad that I bought. I need to add to core positions and XOM figures prominently in that goal. If the current yield goes much over 3%, I'll likely kick myself a little, but I'll still buy more.

    Steve
    Sep 25 08:29 PM | 6 Likes Like |Link to Comment
  • Retired Investors: Learn The Success Secret Of All Great Value Investors: Part 2 [View article]
    Roos:
    With all due respect.....You're kidding, right? In the world of investors, only the most skilled and successful (I'm not in that group) don't need to hear what Chuck has to say.

    If it's something I already know, Chuck reminds me so I don't forget. That alone is worth the read. More often though, I learn something new from every one of his articles.... something I hadn't thought of yet or at least a different way of looking at things.

    Personally, I hope the articles continue to come at whatever frequency Chuck sees fit. Just my .02.

    Steve
    Sep 24 12:48 PM | 8 Likes Like |Link to Comment
  • Chevron Corporation: Should You Still Buy At $125? [View article]
    My last purchases were similar to yours. Bought at $112 in January and $111 in February. It would be nice to get some more at that level. I'm torn as to where to set my buy price though. I'm thinking somewhere between $118 and $123. Perhaps some patience is in order.
    Sep 23 09:43 AM | Likes Like |Link to Comment
  • For Great Shareholder Returns Buy Exxon Mobil [View article]
    Agreed. I have it flagged for another buy if it hits $95. I hope RS doesn't get upset if I round up :-).
    Sep 23 07:47 AM | 2 Likes Like |Link to Comment
  • Pepsico Stock Analysis [View article]
    I think PEP is a great holding for dividend investors, though currently too expensive. It seems to be a stock that you don't want to buy at a current yield below 3% (about $87 or less, preferably less).

    A youngster with a 30 year holding period could get away with it. For an old guy like me, nah. Fortunately, it's our second largest holding so I don't need to concern myself with buying more.
    Sep 23 07:35 AM | 3 Likes Like |Link to Comment
  • McDonald's Corporation: On 'Low D' Notice [View article]
    Indeed, Mike. Just bought a 12 pack. Very tasty. Probably need to go buy a couple more.
    Sep 22 03:07 PM | Likes Like |Link to Comment
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