Seeking Alpha

SteveTheHawk

SteveTheHawk
Send Message
View as an RSS Feed
View SteveTheHawk's Comments BY TICKER:
AAPL, ABBV, ABT, AEO, AEP, AMJ, AMZN, ARLP, BAC, BKCC, BKE, BOND, BRK.B, CL, COP, COST, CSCO, CVX, DLR, DTN, DUK, DVY, ED, EXC, FTR, GD, GE, GIS, GPC, GS, HAS, HGIC, IBM, INTC, JNJ, K, KEY, KKR, KMB, KO, KONA, LMT, MCD, MKC, MMM, MSFT, O, PEP, PG, PM, SCTY, SDY, SO, SON, SYY, T, TGT, THI, TWC, UL, VTR, VZ, WAG, WEC, WFC, WM, WMT, XOM, XRT, YUM
Latest  |  Highest rated
  • Stress Test For Dividend Growth Investors [View article]
    I am among the "newly minted" dividend investors. I began with DGI in late 2011, but did so because it was a good fit for me.... not because of interest rates. As of late, I have been giving some thought to the very issues raised in this article. I got lucky in 2007. I moved most of my 401K to Stable Value from equity funds about that time because I got nervous. At the trough, I was down only 18% from peak.

    I'm still quite heavy in cash at the moment, due mostly to recently rolling that 401K to an IRA. I'm contemplating where exactly I want to go with this cash, and how best to deploy it. I have not experienced a serious bear since moving to DGI. I believe I know how I will react to a bear, but I have not been battle-tested. It gives me a lot to think about. Thanks for the article.

    Steve
    May 10, 2015. 01:10 PM | 16 Likes Like |Link to Comment
  • Stress Test For Dividend Growth Investors [View article]
    I can't offer any solid data in that regard, but anecdotally, I agree with the author. It seems some stock prices are being supported by their dividend. I also notice what seems like a lot more general financial articles on receiving income from dividends, not to mention the inflows of cash to dividend ETFs over the last few years. Again, just my perception, but it seems the author is not far off the mark.
    May 10, 2015. 12:59 PM | 8 Likes Like |Link to Comment
  • Stress Test For Dividend Growth Investors [View article]
    In all fairness to CNBC, they have no choice but to hype the active "trader" stocks. If they came on the air and talked about PG's 3% div increase and payout ratio, their viewership would probably start drooling on themselves out of boredom. Dividend stocks tend to be boring (which I love).

    Personally I would love a network that talked about DGI, but I doubt that would pay the bills at the network. They have to stay hyperactive.
    May 10, 2015. 12:49 PM | 28 Likes Like |Link to Comment
  • Investors Advised To Consider Southern Company For Income Portfolios [View article]
    Maybe,

    I should add that I am tempted to add here, but I've held out for $43 for quite some time. Perhaps I'm just being stubborn. I know that I have a difficult time being patient, but am never sure when I'm crossing the line between patience and stubbornness.
    May 9, 2015. 09:36 PM | 1 Like Like |Link to Comment
  • Investors Advised To Consider Southern Company For Income Portfolios [View article]
    maybe,

    I can't say that SO is not a buy right now, and can't blame anyone if they buy/add. The current yield is certainly decent, historically speaking. I'm just moving cautiously right now.
    May 9, 2015. 08:51 PM | 2 Likes Like |Link to Comment
  • My Dividend Portfolio: Adding GE [View article]
    Cash,

    FYI - Here's a couple snippets from April news articles on GE's dividend. First, from Motley Fool...

    "Now, General Electric Company is pivoting and has identified shares and shareholders as the best repository for all that cash. As part of its restructure, GE plans to buy back up to $50 billion in shares , the second-biggest buyback in history behind Apple Inc's $90 billion repurchasing plan . As for GE's dividend, it'll stay put through 2016 at $0.92 per share (currently a 3.7% rate), but will plan to grow it thereafter ."

    From Fox Business News....

    "However, dividend holders won’t see a boost to their cash payments anytime soon. GE says “it will maintain its dividend at the current level until 2016” with plans to grow it “thereafter.” "

    This leads me to believe that I was correct in my first statement. The dividend income from GE will not be increasing for 2 years, give or take. It does not appear that GE is dividing a specific gross amount amongst active shares. They are distributing a set amount (.92 annually) to each share, period. Sorry, but no increase.

    Steve
    May 9, 2015. 04:10 PM | 3 Likes Like |Link to Comment
  • Microsoft: Private Cloud Access For Office 365 Will Accelerate Cloud Adoption [View article]
    Kevin,
    If someone shares documents/folders with you, those items sync to your desktop folder? If so, are you using the Home/Personal version or are you on the Enterprise version? Thanks.

    Steve
    May 9, 2015. 09:23 AM | 1 Like Like |Link to Comment
  • Microsoft: Private Cloud Access For Office 365 Will Accelerate Cloud Adoption [View article]
    Well, that and the fact that the $100/year provides for 5 computers/users and 5 tablets. That seems like a pretty good deal to me. Still, it seems like Dropbox is a bit more secure. I don't know about speed in that I've never compared them.
    May 9, 2015. 09:16 AM | Likes Like |Link to Comment
  • My Dividend Portfolio: Adding GE [View article]
    If that is true, then I guess I don't truly understand the actions that GE is going to take. Apparently I'm confused.... what a shocker.
    May 8, 2015. 11:10 PM | 5 Likes Like |Link to Comment
  • Investors Advised To Consider Southern Company For Income Portfolios [View article]
    Yes, it does look reasonably priced on FAST Graphs. I was hoping to add at $43 or below, but it never seems to quite get there. Interest rate concerns are certainly valid. The other looming issue is the cost overruns at their nuclear plant projects.

    Except for M*, most analyst reports that I follow are in the Hold or Sell camp. Weakening margins and balance sheet issues seem to be of concern. I would like to add a little more, but I'm going to wait. I suspect that either a market correction or rate increase will create a better purchase price in the near future. At the very least, I should get the $43 price I've been looking for.
    May 8, 2015. 10:28 PM | 4 Likes Like |Link to Comment
  • Microsoft: Private Cloud Access For Office 365 Will Accelerate Cloud Adoption [View article]
    Brian,

    Help me out here. Your article cites an Office 365 account as receiving 27GB of OneDrive storage. Last I knew, each user received 1TB of storage. Just curious, because 27GB really isn't very much, depending on the user.

    Steve
    May 8, 2015. 08:56 PM | 1 Like Like |Link to Comment
  • Microsoft: Private Cloud Access For Office 365 Will Accelerate Cloud Adoption [View article]
    I agree, whiteowl! I love using OneDrive, but don't use it fully because I can't feel comfortable placing sensitive material in the cloud. To think that accounts can't be hacked is absurd. If someone does hack into my account, I at least want to know that they can't read the data without breaking the encryption.

    The other issue they need to work on is syncing with the OneDrive desktop app. It won't sync files that are located in the Shared folder on the OneDrive website. A lot of people think that kind of thing is important.
    May 8, 2015. 08:52 PM | 1 Like Like |Link to Comment
  • Hasbro, The Growth Is In Licensing Products (And There Is More To Come) [View article]
    HAS is about 3.5% NAV weight for me. I've held it for about 3 years and the price has more than doubled, not to mention the lovely dividend growth. But yeah, it doesn't seem to be a great value right now. No way am I selling though.
    May 8, 2015. 08:37 PM | Likes Like |Link to Comment
  • My Dividend Portfolio: Adding GE [View article]
    Cash,

    The bottom line for me is that the amount of GE dividend income I receive over the next two years (or so), will NOT be increasing. Yes, the share count may decrease, but that's an entry on the capital gains side of the ledger.

    I'm a dividend growth investor. Capital gains may happen, and that would be a good thing. Then again, they may not. I prefer having (growing) cash deposited in my account every quarter. So as I said, I'm getting 3%+ income but I'm not adding right now. GE's div growth is over for a while. If I reach the point that I have no more cash to invest, I will certainly consider a sell on GE for deployment elsewhere. We shall see. I may end up just riding the stock for a while.

    Steve
    May 8, 2015. 08:20 PM | 3 Likes Like |Link to Comment
  • My Dividend Portfolio: Adding GE [View article]
    In that GE is no longer a dividend growth stock, this company is on hold for me. If the current yield was in excess of 5%, I might buy more. At just 3.3% and no increases coming for a couple years, it has become a yawn stock.

    I won't sell what I have because 3.3% is better than I can get elsewhere, and I already have way too much cash on the sidelines. If can reach the point of being fully invested, I'll seriously consider moving my GE funds elsewhere. I'm not fond of waiting 2 years for a bump in dividends. Just my .02.

    Steve
    May 8, 2015. 05:32 PM | 18 Likes Like |Link to Comment
COMMENTS STATS
1,707 Comments
3,755 Likes