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SteveTheHawk

SteveTheHawk
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  • Bank Of America Has Failed Shareholders [View article]
    I sold BAC back when it was around $40 and haven't looked at it since. I guess that in my mind, I don't differentiate as to the reasons for not raising the dividend. I just view BAC as being a non-starter for DG investors.
    Mar 17 12:33 PM | 2 Likes Like |Link to Comment
  • 5 ETFs For Retirement Income For Less Active Investors [View article]
    Thank you, RS:
    I'm in the process of of trying to develop what others have called "letters from your dead husband". Basically, I manage the household finances, including our Roth accounts which contain individual DG stocks. If something happens to me, I fear that my wife would be a deer in the headlights and I want her to know specifically what to do if that day comes.

    Rather than expect her to monitor or evaluate stocks (even the biggest stalwarts need to be watched), I'm leaning toward a handful of ETF's. Your article will prove helpful when trying to formulate a plan.

    Steve
    Mar 14 02:35 PM | 3 Likes Like |Link to Comment
  • Wal-Mart Or Costco For Dividends? A Long-Term Look [View article]
    In that I'm almost 60, a yield below 2% is almost a joke. I can see where a youngster might come to appreciate it though if the growth rate was substantial enough.

    I do have a little WMT in our accounts, but mostly for core/stability purposes. I don't anticipate ever seeing a lot of income from them, unless I live much longer than average.
    Mar 14 09:50 AM | 2 Likes Like |Link to Comment
  • We Hate To Ring The Bell But These Pharmacy Stocks Appear Overvalued [View article]
    WAG is almost 7% of our div portfolio. It started out a bit over a year ago at 5% but grew some. The YOC is 3.5% in this case. I'm generally comfortable at a 7% allocation and am holding it primarily for the dividend growth. I don't know that a 10% allocation would be appealing to me. I do that with PEP and KO, but WAG isn't quite in their league.
    Mar 14 09:40 AM | Likes Like |Link to Comment
  • Walgreen's Dividends May Slow Down; Still A Great Investment [View article]
    I would go along with that. I like WAG so far though. I bought a bit over a year ago and have a 3.5% YOC. It's gone up quite a bit and is now a little under 7% of our dividend portfolio. I plan to keep what we have, but don't have any desire to allocate any more to it. I was thinking of a 5% allocation when I bought it, but I'm glad to ride with what we have.
    Mar 13 01:26 PM | Likes Like |Link to Comment
  • 3 Terrific Dividend Stocks On Sale [View article]
    I'm curious as to how many DG investors actually view Apple as a dividend stock. They don't have much of a history to work from. I have also yet to read anything that portrays management as being pro-dividend.

    As a DG investor, I think Apple has some potential but I also have concerns about consistent and meaningful growth of the dividend.
    Mar 12 09:37 AM | 1 Like Like |Link to Comment
  • A Pepsi Stock Split Could Happen Anytime [View article]
    I have pondered that myself. In my mind, it comes down to the number of dollars you put into a stock, not the number of shares you get. I've heard comments from others that seem to get excited about a stock split. Personally, I've never understood why. You still have x number of dollars invested.
    Mar 11 07:04 PM | 1 Like Like |Link to Comment
  • Pepsi's Latest Buyback Is Nothing To Cheer About [View article]
    Yup. My wife and I have PEP in our Roth accounts. It's been a reasonable holding, but a long way from being a great holding. I agree with everything you said. First, buybacks don't impress me. Second, as you cited, they could put the money to much better use elsewhere. I have to wonder what they were thinking.
    Mar 11 04:48 PM | 4 Likes Like |Link to Comment
  • How Could A Dividend Be More Secure Than Apple's? [View article]
    I guess that if one is a dividend growth investor, dividend growth is a significant factor. In my case, if there is no dependable (and growing) dividend, then I don't want the stock in my portfolio. When it comes to Apple, I'm very much up in the air with regard to dividend growth. I don't know what to expect so I'm not sure I want to own the stock.

    Revenues, earnings, competition and moats are all important. That can be analyzed to death. What I'm more concerned about is management's attitude about the dividend. They haven't exactly made me feel like they care about that.
    Mar 11 11:55 AM | Likes Like |Link to Comment
  • Dividends Vs. Buybacks: Which One Wins? [View article]
    I'm not sure about that. If someone invests in a Roth over many years while engaging in DG practices, they could collect dividends for many years without paying a dime in taxes.

    I'm a big fan of Roth accounts simply because of the lack of taxes on whatever income I produce over the years.
    Mar 8 02:38 PM | Likes Like |Link to Comment
  • Dividends Vs. Buybacks: Which One Wins? [View article]
    Personally, I'll take dividends every time. Buybacks really don't impress me in the least. Without dividends, you still get nothing from owning the stock until you sell. I prefer the cash in my pocket.

    As for taxes.... I don't worry about ever making over $450K. In addition, my wife and I own nothing but dividend stocks in our Roth accounts, making taxes a non-event.
    Mar 8 10:16 AM | 4 Likes Like |Link to Comment
  • 5 International Stocks With Consistent Income Growth [View article]
    Thanks Secret:
    We use nothing but Roth accounts for investing, so I'm guessing that I couldn't claim anything. It does mean though that my returns would be dampened pretty significantly unless I stuck with UK stocks.
    Mar 7 07:17 AM | Likes Like |Link to Comment
  • 5 International Stocks With Consistent Income Growth [View article]
    Just out of curiosity, does anyone know which of these countries withholds taxes from dividends? If I'm not mistaken, France does.... and at a fairly hefty rate. That could knock down the return a bit.
    Mar 6 04:51 PM | Likes Like |Link to Comment
  • More Downside Than Upside With These 3 'Safe' Stocks [View article]
    I think the answer to your "how would feel?" question depends on your goals. I view PG's dividend as relatively safe. My goal is to establish a stream of growing dividend income. If PG dropped 15%, I would likely buy more. At 10%, I might be more likely to just hold what I have.

    Someone looking for capital gains might view a drop like that as devastating. Me, I would look at it as an opportunity to improve my income a bit.
    Mar 6 08:58 AM | Likes Like |Link to Comment
  • Undercover COP Paying Dividends [View article]
    I tend to buy quarter positions in most cases. If I'm really up on a company I'll buy a half position all at once. Lately, I can't find much that I'm really up on (low current yields), so I'm not buying much at all.
    Mar 5 10:37 AM | Likes Like |Link to Comment
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