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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, KFN, KMB, KO, KONA, LMT, MCD, MKC, MMM, MSFT, O, PEP, PG, PM, SDY, SO, SON, SYY, T, TGT, THI, TWC, UL, VZ, WAG, WEC, WFC, WM, WMT, XOM, XRT
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  • Morgan Stanley has 44 stocks on its radar as takeover targets [View news story]
    We have a little FTR and it's been doing quite well as of late. Wondering if someone is speculating on a possible takeover.
    Mar 24 08:42 PM | 3 Likes Like |Link to Comment
  • BofA downgraded amid capital return worries; USB and Wells upgraded [View news story]
    I guess that if those aliens do appear and those rates do increase like that, I'll sell everything I have and buy long CD's.
    Mar 24 04:09 PM | Likes Like |Link to Comment
  • PepsiCo: A Balanced Behemoth [View article]
    I bought a full position in PEP in late 2010 and summer 2011. I've been reasonably happy with it. The forward yield is currently about 3.2%, which isn't horrible. The dividend growth as of late leaves something to be desired though. It's been in the single digits for the last several years and seems to be getting lower over time.

    With that in mind, I won't buy any more either. However, it is one of my core holdings, and holding is what I'll be doing.
    Mar 24 04:06 PM | 1 Like Like |Link to Comment
  • Bank Of America: 5% Yield And Approximately 25% Upside Potential [View article]
    All brokerages seem to use slightly different ticker symbols for preferreds. For Fidelity, you might want to try BACPRE (no hyphen or period).
    Mar 23 11:21 AM | Likes Like |Link to Comment
  • The Positive Psychology Of Dividend Growth Investing [View article]
    GFMN:
    Those funds are a possibility, but it would likely involve moving our accounts. Our Roth accounts are with a brokerage (Ameritrade) that charges $50 for mutual fund transactions. I'm not sure we want to move the accounts.
    Mar 22 10:46 PM | Likes Like |Link to Comment
  • The Positive Psychology Of Dividend Growth Investing [View article]
    Bob:
    I subscribe to Josh's newsletter service and enjoy it. My plan is to now start reviewing each monthly edition with my wife. If her reaction is positive, part of a decent backup plan might be to just have her follow the portfolios there.

    I'm still not confident that she will want to deal with buying/selling individual stocks. It's going to take some time for her to determine what she would be comfortable with.
    Mar 22 10:31 PM | Likes Like |Link to Comment
  • The Positive Psychology Of Dividend Growth Investing [View article]
    Smarty:
    Thanks for that info. I'll add that to my list of possibilities.
    Mar 22 10:21 PM | Likes Like |Link to Comment
  • What Do I Do With My Stocks If The Market Crashes? Part 1 [View article]
    Kolpin:
    It could be interesting. At a quick glance, it looks like I'm down slightly on a price basis. The funds from WAG however went from a 2% yield to a combined yield of about 3.3%. This all took place only about a month ago, so it's probably a bit soon too reach any conclusions.

    I might set aside a small square on my dividend holdings spreadsheet and let it watch the prices and dividends for me over time. I may eventually conclude that selling WAG was a stupid thing to do, but hopefully not.
    Mar 22 04:23 PM | Likes Like |Link to Comment
  • Retirement Strategy: The ETF-Only Portfolio Versus Buy-The-Dips Portfolio, Game On! [View article]
    My thoughts exactly, Hardog. I'm trying to give my DW something to lean on if something happens to me. As of now, I'm looking at the possible use of ETF's instead of individual stock holdings.
    Mar 22 03:40 PM | 2 Likes Like |Link to Comment
  • Retirement Strategy: The ETF-Only Portfolio Versus Buy-The-Dips Portfolio, Game On! [View article]
    Yes, it should be interesting and educational. Thanks, RS. Looking forward to seeing the results.
    Mar 22 03:38 PM | 1 Like Like |Link to Comment
  • Selecting Stocks For My Second Quarter Watch List [View article]
    Yup, I'm a bit uncomfortable making many buys right now. And after all, comfort is important. I'm secretly hoping that the "sell in May" mentality kicks in this year.

    In the meantime, I'm going to practice learning how to filter the CCC list. I like Bob's approach and the criteria he uses.
    Mar 22 03:32 PM | 4 Likes Like |Link to Comment
  • What Do I Do With My Stocks If The Market Crashes? Part 1 [View article]
    Chuck:
    FWIW, I found the content level to be most appropriate. Like giorgio said, some people don't want to spend time reading if they can't do it in 30 seconds or less. I'll gladly spend more time reading if the content is worth digesting.... and your articles definitely are.
    Mar 21 03:01 PM | 19 Likes Like |Link to Comment
  • What Do I Do With My Stocks If The Market Crashes? Part 1 [View article]
    That kind of situation always puts me in a quandary. Unfortunately, having large run-ups in stocks doesn't happen often :-).

    One story.... Not too long ago, I had purchased WAG and within about 18 months I had 100% gain. A yield of over 3.75% was heading below 2%. My quandary was whether to ride with WAG and let those funds simmer at a 2% yield, or sell and move the funds to something yielding at least 3%. I finally decided to bump the yield up by at least 50% so I sold. Might get back into WAG if the yield improves a bit. They are a dividend grower, no doubt.

    I know I'm receiving more income because I sold. I also know that it would be several years before WAG's div growth would catch up to the yield on the stocks I purchased. However, I somehow still don't know if I made the right decision.
    Mar 21 02:10 PM | 3 Likes Like |Link to Comment
  • The Positive Psychology Of Dividend Growth Investing [View article]
    Zook:
    In my experience, they are very rare. I wish I could find an adviser that followed a DGI discipline. Seems like most of them just want to sell you mutual funds. I worry about what my DW would do if something happens to me. She would have no clue as to what stocks to buy or when.

    It would be nice to have a backup plan in place, and if I can come up with one it will likely not have any kind of adviser associated with it. Unfortunately, it might come down to just using a few different dividend ETF's.
    Mar 21 11:32 AM | 1 Like Like |Link to Comment
  • The Positive Psychology Of Dividend Growth Investing [View article]
    I agree completely, Tim. I didn't really begin to engage with DGI until 2011. On the psychology side, the charts make me sad because I didn't start in 2008.
    Mar 21 09:03 AM | 3 Likes Like |Link to Comment
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