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SteveTheHawk

SteveTheHawk
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  • Can Frontier Communications Sustain Its Dividend? [View article]
    I bought a little FTR 2 years ago at a 9% yield. It's about 2.5% of our portfolio and is the only stock we have that I consider to be quite risky. I've enjoyed the dividends and the capital gains equate to about a year's worth of dividend.

    For the sake of keeping our portfolios invested in higher quality stocks, I'm giving some serious thought to selling. I bought it as a "play money" venture, but feel like I'm pushing my luck if I continue to hold it. It's hard to give up a 9% yield, but the quality just isn't there. I guess if it was, it wouldn't be a 9% yield.
    Mar 17, 2014. 06:04 PM | 2 Likes Like |Link to Comment
  • McCormick's Future Supported By Demographics [View article]
    The two reasons you cite help explain why the stock is overpriced. :-)
    Mar 17, 2014. 09:40 AM | 2 Likes Like |Link to Comment
  • State AGs hammer away at retail chains on tobacco [View news story]
    Sure, no problem. Long as they also stop selling booze, candy, meat and toxic lawn chemicals. Long as we're being self-righteous and judgmental, we should do it right.
    Mar 17, 2014. 09:36 AM | 9 Likes Like |Link to Comment
  • 3 Things To Know About Bank Of America Right Now [View article]
    I sold BAC maybe 5 years ago... don't remember exactly. I sold around $40 for a very small profit as I recall. With their dividend cuts, I as a DG investor have let BAC slip on to my "non-starter" list. I read the occasional article waiting to hear that they are implementing a div that's even decent. Five years. Nothing.

    I don't invest purely for capital gains so won't speculate as to BAC's future. Still, I wonder how much more they can cut and how much more efficient they can become. Opinions vary, but in my book they have a lot of work to do before I view them as a dividend growth stock.
    Mar 17, 2014. 09:29 AM | Likes Like |Link to Comment
  • Dividend Champions: 14 Increases Expected By The End Of May [View article]
    David:
    Allow me to join the chorus and say thanks for the great work you do. The information you provide is oh so useful.
    Mar 16, 2014. 09:25 AM | 6 Likes Like |Link to Comment
  • The Stress Free Portfolio Project: Introduction [View article]
    ZGB:
    The way I understand the Chowder rule, it is just one of several attributes used in evaluating a stock. It is not used alone to make decisions and in fact is one of the last data points used during the evaluation process.

    First and foremost comes the basic evaluation of revenues, earnings, debt and overall future for the company. You are correct in that if earnings look to be in decline for the foreseeable future, it's a problem. In that case, the Chowder rule would probably not even be evaluated.
    Mar 15, 2014. 09:04 AM | Likes Like |Link to Comment
  • Target warns in filing that data breach could be worse than reported so far [View news story]
    I was unfortunate enough to buy TGT in November @$63. Fortunately, it's less than 2% of our portfolio. My concern about the breach has kept me from buying more, even back when the current yield hit 3% (just about unheard of with this stock).

    I'm going to let my holding ride and just watch/wait.
    Mar 14, 2014. 05:47 PM | Likes Like |Link to Comment
  • Bank Of America: 5% Yield And Approximately 25% Upside Potential [View article]
    Agreed. I don't have much interest in preferred stocks right now. I have zero interest in non-cumulative preferreds.
    Mar 14, 2014. 10:56 AM | 2 Likes Like |Link to Comment
  • Debunking The 'Dividends Don't Add Shareholder Value' Myth [View article]
    Interesting indeed. I'm staying out of it. I use DGI, period. Don't need to debate it with anyone who doesn't. :-)
    Mar 13, 2014. 04:48 PM | 26 Likes Like |Link to Comment
  • Busy week for McDonald's attorneys [View news story]
    It's got a ways to go, but if they can push MCD below $92, I'll need to add a bit more to our portfolio. And as for the allegations, if they are true, then shame on MCD. I don't view it as anything they can't get past though.
    Mar 13, 2014. 01:03 PM | Likes Like |Link to Comment
  • Dividend Buy Of The Month: General Electric Company [View article]
    If I'm not mistaken, DM didn't really get started investing until 2010. I didn't start looking into DGR until about 2011. Wishing I had started a few years sooner so that I would have perhaps recognized some of the extraordinary bargains in 2009.
    Mar 11, 2014. 12:44 PM | 2 Likes Like |Link to Comment
  • Dividend Buy Of The Month: General Electric Company [View article]
    But.... what will the dividend do in the future? What is the likelihood of a repeat on 2008? Obviously, I can't answer those questions with certainty. It's always guesswork. However, I tend to think that the div will grow over time and that GE's reduction in financial services is a plus when it comes to avoiding another 2008.
    Mar 11, 2014. 09:21 AM | 6 Likes Like |Link to Comment
  • Total Dividend Return Will Guide My 2014 Investment Decisions [View article]
    Yeah.... what Mike said.
    Mar 10, 2014. 10:29 PM | 2 Likes Like |Link to Comment
  • Should You Add Wal-Mart To Your Dividend Portfolio? [View article]
    I agree that it's entirely possible that WMT will resume a higher DGR next year. As stated already though, I won't be adding to my holdings because I'm not willing to take that gamble.

    I won't likely sell unless I find a much better yield in an equally stable investment (no easy task these days). Time will tell, but I do tend to be one that asks "what have you done for me lately?".
    Mar 10, 2014. 12:36 PM | Likes Like |Link to Comment
  • Should You Add Wal-Mart To Your Dividend Portfolio? [View article]
    I agree. WMT is currently about 4% of our div portfolio. No way will that be going up. If I find a better source of div income, I'll likely sell WMT. It's hard to say what future dividend increases will be. I only have the present to look at, and what I see is unacceptable. A 2% increase is really rather pathetic.
    Mar 10, 2014. 11:06 AM | 4 Likes Like |Link to Comment
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