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SteveTheHawk

SteveTheHawk
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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
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  • When A 'Loss' Isn't A Loss At All [View article]
    Nice article and quite accurate. However, when will the media report that the Walton family gave Steve $500K just to be nice? Steve wants to move to Aruba and quit reading media in general.
    Oct 28, 2014. 09:32 AM | 1 Like Like |Link to Comment
  • Ventas Is Continuing To Build A Powerful Brand Of Dividend Repeatability [View article]
    Brad:
    I always enjoy your articles. Thanks for writing here on SA.

    I would certainly like to add to our holdings of VTR. I have just a little and wouldn't mind adding some to my DW's portfolio. However, since it is HER portfolio, I must exercise caution and be especially prudent. Can't have the wife giving me that "look" when she checks her brokerage statement.

    So, I work to remain patient and watch for VTR to approach $62.

    Steve
    Oct 27, 2014. 10:22 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: Sometimes It's Easy To Put Cash To Work [View article]
    Exactly the way I look at it, Mike. An annuity that I and my employer were forced into buying over the last 40 plus years, but an annuity nonetheless. I will start receiving payments from it in about a year and it's nice to have it there. I don't feel the need to add to any annuities beyond that.

    >>Social Security will be my annuity!<<
    Oct 27, 2014. 10:06 AM | Likes Like |Link to Comment
  • The New Nifty Fifty, Part 2: Dividend Growth Investing's Greatest Hits [View article]
    rnsmith:
    True, you can do that on an iPad. Are you referring to the Kindle app? My wife has older iPad. It may come in handy for such situations.
    Oct 25, 2014. 05:23 PM | Likes Like |Link to Comment
  • The New Nifty Fifty, Part 2: Dividend Growth Investing's Greatest Hits [View article]
    dj:
    I love my Kindle as well. However, you may want to consider the hard cover edition or a download of the free PDF version. I have tried a couple investing books on Kindle and have been somewhat disappointed. If it involves looking at a lot of charts, the Kindle can be a challenge. The charts don't seem to allow for zooming or resizing. Of course, if you have excellent vision, that may not be an issue. Just an FYI.

    Steve
    Oct 25, 2014. 04:33 PM | Likes Like |Link to Comment
  • Retirement Strategy: Sometimes It's Easy To Put Cash To Work [View article]
    Doug.... I agree. I am one of those who just rolled a 401K into an IRA, to be used for DGI purposes. I have T on my list for an additional purchase if I can catch it at $33 or below. It's currently about 6% of our portfolio. It's not a div growth story but, as you say, it allows me to start out with a high yield and it adds fuel to my dividend snowball.

    I balance that out with lower yields and higher growth with stocks like XOM. Nothing wrong with a little balance IMO. I think the differences of opinion as to the importance of dividend growth can often be attributed to the age of the investor. Some of us old guys need some of that high octane stuff now rather than in the future.

    Steve
    Oct 25, 2014. 04:28 PM | 11 Likes Like |Link to Comment
  • The Coca-Cola Company - Bye-Bye Buyer's Remorse [View article]
    I added a decent chunk of KO at $40.50 myself. I view it as just a fair purchase and nowhere near a bargain price. Still, I'm trying to build an income portfolio and KO seems to fit well with that theme.
    Oct 23, 2014. 05:37 PM | 4 Likes Like |Link to Comment
  • The New Nifty Fifty, Part 2: Dividend Growth Investing's Greatest Hits [View article]
    Mike:
    Thanks for your viewpoint on UL. Like you, I am attracted to the dividend. Just not quite sure what to make of the stock at first glance.

    Yes, I enjoyed Tim's input as well. He certainly makes it sound attractive.
    Oct 23, 2014. 04:24 PM | Likes Like |Link to Comment
  • The New Nifty Fifty, Part 2: Dividend Growth Investing's Greatest Hits [View article]
    RAS:
    Thanks for the info.

    Steve
    Oct 23, 2014. 02:19 PM | 1 Like Like |Link to Comment
  • The New Nifty Fifty, Part 2: Dividend Growth Investing's Greatest Hits [View article]
    Mike:
    What is it that you see in UL that piques your interest? Looking at the FAST Graph (for example), it's definitely all over the place on price and is currently about as high as it's been relative to P/E. FG makes a return calculation of only 4.8% based on analyst estimates. Payout ratio seems a bit lofty.

    I also note several dividend cuts in the past. I didn't find out if those were related to financial difficulties or a spin-off of some sort. Still, it concerns me. It's also not very well rated in some research reports (S&P, Zack's).

    Mine was just a cursory glance however. What am I missing?
    Oct 23, 2014. 01:08 PM | 2 Likes Like |Link to Comment
  • The New Nifty Fifty, Part 2: Dividend Growth Investing's Greatest Hits [View article]
    Allow me to chime in with "ditto". This is a great compilation of information.
    Oct 23, 2014. 09:40 AM | Likes Like |Link to Comment
  • AT&T cuts revenue outlook; wireless growth still under pressure [View news story]
    Hmm. The AH drop doesn't do much for me. I would like to catch it at $32 or less. Maybe someday.
    Oct 22, 2014. 09:30 PM | Likes Like |Link to Comment
  • Is Coca-Cola Still A Tasty Investment After Poor Q3 Results? [View article]
    Cape:
    So what you're saying then is "yes"? :-)

    I agree with you. When it comes to buying blue chip stalwarts, they don't get much more blue than KO. I bought another good size chunk of it yesterday after it dropped over 6%. I may have been early, because even at this lower price, it's not a bargain. Just about fair value in my mind.

    I'm an income investor though, and that's what KO is all about. It always pays me. KO is now our largest holding, followed closely by..... wait for it... PEP.
    Oct 22, 2014. 09:33 AM | Likes Like |Link to Comment
  • CVS Health to charge extra for prescriptions from tobacco-selling pharmacies [View news story]
    Yeah, and no doubt, you would hear CVS whining endlessly about that not being fair. I hope CVS gets sued out of their socks for this ridiculous stunt. In no way should they be able to punish people for going to a competitor pharmacy, nor should they be able to say what another pharmacy can or can not sell. CVS has stepped over the "obnoxious" line here.
    Oct 20, 2014. 02:10 PM | 6 Likes Like |Link to Comment
  • Russian regulators turn up the heat on McDonald's [View news story]
    Of course this is game playing by the Russians. The problems didn't start until the international conflicts flared up.
    Oct 20, 2014. 01:59 PM | Likes Like |Link to Comment
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