SteveTheHawk

SteveTheHawk
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  • Mr. Valuation Says Digital Realty Is A Right REIT At A Right Time For Your Retirement Portfolio  [View article]
    dan,

    From a tax perspective, yes. They are not "qualified dividends" so you get hit with the full tax bill. I'm not a tax expert, but all my REIT stocks are in Roth accounts for exactly that reason.

    I suppose a regular IRA/401K would be second best. You only pay taxes (as ordinary income) when you take the money out, not as it is earned. I don't have a taxable investment account, but if I did I would work to keep only qualified dividend producers stored there.

    I don't know how complicated your tax situation is, but if you need detailed advice/planning, you may want to consider talking to a pro.

    Steve
    Apr 3, 2015. 03:30 PM | 1 Like Like |Link to Comment
  • Mr. Valuation Says Digital Realty Is A Right REIT At A Right Time For Your Retirement Portfolio  [View article]
    No K-1 forms on REITs. Everything distributed from an IRA is taxed as ordinary income as is REIT income in a taxable account.
    Apr 3, 2015. 11:34 AM | Likes Like |Link to Comment
  • My Strategy For Objective, Emotionless Dividend Growth Investing: Q1 2015 Update  [View article]
    I was too heavy in big oil, so I recently trimmed a bit. I held XOM, CVX and COP. As Big Thunder said, M* put COP's moat at "None". CVX is at "Narrow" and XOM is still at "Wide". Since I had to trim, I sold all of our COP holdings.

    I'm contemplating a small trim of CVX, but still haven't decided. XOM seems the most stable, though CVX is no slouch in the world of big oil. My focus is on the safety of the dividend. It's hard to imagine either company cutting the div, but I suppose anything is possible.
    Apr 3, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • Mr. Valuation's Best Ideas For Retirement And Dividend Growth Portfolios: Emerson Electric  [View article]
    Mike,

    That sounds good. Actually, your enthusiasm has been getting on my nerves, so let's back it off a little, k? :-)
    Apr 2, 2015. 03:08 PM | 3 Likes Like |Link to Comment
  • Dividend Champions For April 2015  [View article]
    I'm not fond of shelling out money either, but as a source of data for DG investors, the CCC list is hard to beat. I wouldn't mind paying a small subscription fee. Now, a large subscription fee might be different :-).
    Apr 2, 2015. 12:11 PM | 4 Likes Like |Link to Comment
  • Dividend Champions For April 2015  [View article]
    I'll second that. The CCC list is an outstanding tool. The information it provides is second to none. On top of that, it it encourages one to improve their spreadsheet skills. Once you start manipulating the data, it seems to become addictive.
    Apr 2, 2015. 09:10 AM | 7 Likes Like |Link to Comment
  • Bank Of America: Still Disappointing Shareholders, But For How Much Longer?  [View article]
    s77,

    JMO, but I usually find that the best response to political rants is no response at all. It just sucks up valuable screen space.
    Apr 2, 2015. 08:59 AM | 5 Likes Like |Link to Comment
  • Retirement Strategy: A 1st Quarter Update Of The Frothy Market Beginners Portfolio  [View article]
    Thanks for these updates, RS. Really enjoy this series.

    Steve
    Apr 2, 2015. 08:56 AM | 3 Likes Like |Link to Comment
  • Bank Of America: Still Disappointing Shareholders, But For How Much Longer?  [View article]
    Maybe he's trying to avoid political debates on SA. I would encourage that.
    Apr 1, 2015. 12:18 PM | 20 Likes Like |Link to Comment
  • Make No Mistake, Johnson & Johnson's Revenues Will Drop This Year  [View article]
    If JNJ drops another buck or two, I'll likely add a little. I need at least a 3% current yield on it before I buy. I view the current price as being close to fair value, but not quite there.
    Apr 1, 2015. 11:49 AM | 7 Likes Like |Link to Comment
  • Microsoft launches $499 Surface 3 tablet  [View news story]
    FWIW... in my case it will be a personal purchase. I plan to buy one for myself and if it works the way I expect it to, we'll be getting another for my wife.
    Mar 31, 2015. 03:09 PM | 1 Like Like |Link to Comment
  • Microsoft launches $499 Surface 3 tablet  [View news story]
    JD,

    I've known for some time that I wanted one, after playing around with a friend's Surface Pro. I'm in no rush and waiting for WIN 10 to get established. I'm not overly fond of WIN 8. The fact that they are coming out with a less expensive unit is a bonus.

    I'm guessing that the Atom CPU will be just fine for my purposes. We'll wait and see what the reviews have to say.
    Mar 31, 2015. 12:44 PM | 2 Likes Like |Link to Comment
  • Expected Dividend Increases In April  [View article]
    Mike,
    I own the first five on your list, so I tend to agree with you. :-)
    Mar 31, 2015. 10:39 AM | Likes Like |Link to Comment
  • Procter & Gamble Investors About To Get A Raise  [View article]
    Aaron,
    That's my concern as well. PG is one of those stocks that seems to be a buy when the yield exceeds 3%. However, that benchmark doesn't seem to mean as much when the payout ratio gets this high.

    I certainly won't sell the PG I have, but I'm left wondering if we won't see a price well into the 70's sometime in the near future.
    Mar 31, 2015. 08:50 AM | 1 Like Like |Link to Comment
  • National Oilwell Varco - Finally Time To Buy  [View article]
    I'm already too heavy in oil stocks, so I would need a larger margin of safety. I set a buy price of $42 on NOV. If it happens to hit, I'll own some of it. If not, no big deal.
    Mar 30, 2015. 06:25 PM | 5 Likes Like |Link to Comment
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