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
  • The Comfort In Watching Coca-Cola Decline 25% [View article]
    Nice article, Eli. Personally, I don't even need at 25% drop. In my mind, even a 10% drop would be nice. I would like to pick up some more shares below $37. Perhaps $36?? I would be good with that. With current allocation levels in mind, I'm watching for $36 before I'll want to add more.
    Aug 12, 2014. 04:05 PM | Likes Like |Link to Comment
  • Latest Obamacare Lawsuits Could Hurt Walgreen And CVS Caremark [View article]
    I'm curious how long it will take for the political commentary to seep in. In the meantime, I'll comment that I do like WAG as a company, but it became far too pricey for my tastes. I bought when the current yield was above 3% and sold when it fell below 2%. I know it's a DG darling with nice increases in the past. Still, I have to think that the growth rate will have to slow down at some point.

    I guess that if the yield starts approaching 3% again, I'll take another look.
    Aug 11, 2014. 04:16 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Some Dividend Champions Are On Sale Right Now [View article]
    Nice article, RS. I like the addition of color coding on the buy/hold chart. Make for an easy review of price status. Some of these stocks are getting closer to attracting my interest again. I'll be watching, and expect to start making more incremental purchases soon.

    Also, just a note.... WFC seems to have replaced WMT in the last graph.
    Aug 11, 2014. 08:54 AM | 3 Likes Like |Link to Comment
  • Correction Arrived Early For Walgreen - So Now What After Only OK Dividend Hike? [View article]
    Nice read, Mike. It pretty much sums up my thoughts on WAG. I sold when the yield dropped below 2% and haven't been all that attracted to WAG since.
    Aug 8, 2014. 07:44 AM | 2 Likes Like |Link to Comment
  • Walgreen: A High Dividend Growth Champion To Consider [View article]
    I liked WAG as a holding. I bought it when the yield broke 3% and sold it when it fell below 2%. I used the proceeds to buy a 4% current yield. Couldn't help myself :-)

    If/when the current yield exceeds 2.5%, I'll start watching again. I can't bring myself to buy into a yield any lower than that.
    Aug 7, 2014. 08:08 PM | 4 Likes Like |Link to Comment
  • Is It Wrong To Take A Position In A Stock And Then Write About It On Seeking Alpha? [View article]
    I'm with you on that Wyostocks. If the author discloses, there should be no further concern and the reader can take the article for what it's worth.

    It seems difficult at times for authors to escape accusations of impropriety. If they own a stock and write about it, they are pumping it. If they don't own it but say good things, they are criticized for not walking the talk. I don't feel that you can discredit one who accurately discloses.
    Aug 6, 2014. 10:50 PM | 5 Likes Like |Link to Comment
  • Realty Income: When To Buy In A Rising Interest Rate Environment [View article]
    Mar Galat:
    I'm nowhere near being a tax expert, but..... I think most REIT income is treated as ordinary income and is therefore taxed fully. So... probably the Roth would be best.
    Aug 6, 2014. 03:13 PM | 3 Likes Like |Link to Comment
  • Southern Company: What A High-Quality Utility Stock Can Do For You Now [View article]
    I don't know about a correction. I have no prediction abilities in that regard. I am currently long on SO but it's only about 2% of our div holdings. I'll start paying attention when it drops below $42 and be even more serious about buying below $41. I need some dividend steadiness and SO seems to fit the bill.
    Aug 5, 2014. 06:46 PM | 1 Like Like |Link to Comment
  • Stay Patient And Don't Jump Into ConocoPhillips Just Yet [View article]
    COP has been in our div portfolio for about 2 years and it has done pretty well. Average cost is about $56 and it's 3.5% of div holdings. I wouldn't mind adding a little more but not at current prices. M* has fair value at $75 and COP seems fairly valued on Fast Graphs.

    Personally, I'm holding out for $74. Don't know if that will happen, but time will tell.
    Aug 5, 2014. 06:30 PM | 4 Likes Like |Link to Comment
  • Why Does AT&T Have A 5% Dividend Yield? [View article]
    Dave:
    T is about 6% of our div holdings. All of our purchases were made at a current yield of 6%+. I have to get past my anchor bias, because I would eventually like to add a bit more.

    I'm thinking I would like to see it at $34 or less. That would hit the 5.4% yield mark. I don't think I want to hold my breath waiting for 6% to show up again. M* has a fair value of $34. Fast Graphs shows $35.50 as being fair or slightly undervalued. The good thing is that T is getting closer to my buy range. If the market becomes more concerned about rate increases, I think we could easily see T go to $34 and below. Trying to be patient.
    Aug 5, 2014. 02:52 PM | 4 Likes Like |Link to Comment
  • Why Thursday's Sell-Off Matters [View article]
    Yes indeed, Mike. Speaking personally, I wish the bear would come out of his cave, and make at least a short appearance. I've got a significant pile of cash that I want to spend on dividend payers. I sure wouldn't mind getting some higher yield.

    As you say though.... we'll see.
    Jul 31, 2014. 08:49 PM | 4 Likes Like |Link to Comment
  • Retirement Strategy: The Apple Juggernaut Should Be In Every Retirement Portfolio Right Now [View article]
    I agree, RS. I am still undecided as to whether I want to own AAPL stock. What I do know though is that real work requires Windows. That's what the business world runs on. That may change some day, which adds to my interest in AAPL.

    I don't feel like I have to rush into it, but I can see myself owning AAPL stock at some point. Nice article.
    Jul 30, 2014. 10:12 AM | 1 Like Like |Link to Comment
  • The Day I Held Everything [View article]
    Agreed, Cape. Eli is one of my favorite authors on SA. Articles like this are the reason.
    Jul 30, 2014. 10:04 AM | 2 Likes Like |Link to Comment
  • A Diversification Dissertation For Income Investors [View article]
    Adam:
    I've only been involved with DGI for a couple years, so the number of my "rules" that are set in stone are very few. I learn constantly (especially here on SA) and as a result I keep tweaking my approach.

    I have been contemplating as of late which side of the diversification scale (capital or income) I should concentrate on. I've tended to focus on the capital side of things but I'm starting to conclude that this contradicts my goals. Being a DGI guy, it would seem that I'm supposed to be focused on an income stream. Accordingly, I am concluding that I need to place my focus on the diversification of income rather than the allocated capital.

    Our (DW and I) div portfolio consists of 24 holdings. I eventually want to get closer to 30. I don't want to monitor any more than that. The capital allocation ranges from 1.5% (low conviction) to almost 9% (the stalwarts). Quite accidentally, the income allocation is almost exactly the same. So, it would seem that I have to perhaps set up some more "rules" for allocation and then work to keep the portfolio in compliance.

    Thanks for your article. Good food for thought.
    Jul 30, 2014. 09:32 AM | 1 Like Like |Link to Comment
  • A Way To Reinvest Your Dividends Based On Yield [View article]
    Bob.... question for you.

    As I said, I'm looking at MAT vs. HAS at the moment. I'm comparing various metrics and trying to determine my next move, if any. I would like your point of view if you don't mind me picking your brain a little.

    I understand the increase in yield going from HAS to MAT. I was wondering though if you would mind expanding on your "quality" criteria. What factors are you looking at in that regard? Thanks.
    Jul 29, 2014. 09:56 PM | Likes Like |Link to Comment
COMMENTS STATS
1,719 Comments
3,794 Likes