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SteveTheHawk

SteveTheHawk
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  • Look Beyond Tomorrow And Buy Exxon Mobil [View article]
    I started dabbling in XOM a few months ago, holding a pretty small number of shares at 2.8% yield. If it hits 3%, I'll definitely be buying more. That would be a good thing in that I plan to hold XOM for the long haul.
    May 1 10:23 PM | Likes Like |Link to Comment
  • Gold Vs. Coca-Cola [View article]
    E.D.,
    The chart appears to show that gold took off after the financial crisis of 2008. That's hardly surprising. I'm not here to argue for or against investing in gold. Personally, I simply choose to stick with dividend stocks.

    One question I do have about the chart though. Does that include the dividends paid by KO over the 10 years?
    Apr 28 09:03 PM | Likes Like |Link to Comment
  • Gold Vs. Coca-Cola [View article]
    Well, Tim. Yup..... what you said.
    Apr 28 06:32 AM | 12 Likes Like |Link to Comment
  • "It’s going to be a very rough ride” for the oil majors, Oppenheimer's Fadel Gheit says in response to Exxon's (XOM -1%) nearly flat profit growth, falling production and rising costs. “If oil prices go down from here, no major integrated oil company will beat the S&P." Top oil producers may need to try something radical to reward their shareholders, such as the spinoffs of refining businesses by Marathon Oil and Conoco. [View news story]
    Well, if that means I can catch XOM at 3%+ yield, I'm all for it.
    Apr 25 02:38 PM | 4 Likes Like |Link to Comment
  • A Tale Of 2 Bank Stocks [View article]
    JJ:
    Frankly, I don't understand why you are so cranked about this article. Probably 99% of the articles on SA contain some form of opinion. RS doesn't agree with BAC's tactics and therefore doesn't like the stock. So what? You can probably also find articles on SA that hype BAC. So what? The different viewpoints benefit us all by providing information and individual perspective. Simple as that.
    Apr 25 09:03 AM | 5 Likes Like |Link to Comment
  • The rough patch hit by Procter & Gamble in emerging markets isn't giving unnoticed by some of its peers with Kimberly-Clark (KMB -1.2%), Colgate-Palmolive (CL -1.7%), and Clorox (CLX -1.5%) all showing weakness. ETF watch: Is the frothy run of consumer staple ETFs (XLP, FXG, VDC) at risk of running out of steam as sector rotation picks up? [View news story]
    Here's hoping they keep going down. I own a little PG but also want KMB and the others. It would be nice to have them hit my buy prices.
    Apr 24 11:59 AM | 1 Like Like |Link to Comment
  • More On SDY: Better Than A Mutual Fund? [View article]
    Alan:
    Basically, I am leery of any stock yielding 10%. It seems to be one of those too good to be true situations. Based solely on personal experience, these stocks don't do well. PBI may be fine, but with a yield like that (and high debt) I think the market is trying to tell me something. I tend to be pretty conservative. The lack of a dividend increase and even the possibility of a dividend cut makes this stock an "avoid" candidate for me.
    Apr 21 09:54 AM | 3 Likes Like |Link to Comment
  • Why Yield On Cost Matters To Long Term Investors [View article]
    Chowder:
    I couldn't agree more. I am indeed trying to establish some guidelines (mission statement) for our portfolios. Basically, make a plan and stick to it. In that I have only a couple years of DGI under my belt, I'm only now running into situations that I haven't put a lot of thought into yet. Thus, my rookie-type questions.

    I am confident that my focus is on the income stream rather than capital gain. At the moment, I'm trying to determine how/if/when to use capital gains to increase that stream. I have some thinking to do before I can accurately develop my mission statement, but hopefully I end up being smarter than a 7th grader.

    I appreciate your input.

    Steve
    Apr 20 10:02 PM | 2 Likes Like |Link to Comment
  • More On SDY: Better Than A Mutual Fund? [View article]
    That's part of the problem with div funds. They don't seem to know when to get rid of a holding. I would not hold PBI in my own portfolio. The other issue I have is the div yield being below 3%.
    Apr 20 02:22 PM | 2 Likes Like |Link to Comment
  • Why Yield On Cost Matters To Long Term Investors [View article]
    DVK:
    Thanks so much for the reply. It gives me a bit to think about, no doubt. I'm going to consider all of this and will crunch some numbers.

    My ultimate goal is to establish some rough guidelines for our portfolios when situations like this arise. I'm not there yet, but your post has provided some useful information in that regard.

    BTW.... your 2013 Top 40 list is great. Still trying to get my DW to study it a bit.

    Steve
    Apr 20 01:48 PM | 2 Likes Like |Link to Comment
  • General Electric: The Hazards Of A Perfect Stock Even After Solid Earnings [View article]
    GE is only about 3.5% of our div portfolio. We are due to reinvest some dividends. I'm leaning toward making GE one of our purchases, especially in light of the 4% drop yesterday. It's not a double down, but we'll bump it up a bit.
    Apr 20 11:37 AM | Likes Like |Link to Comment
  • Why Yield On Cost Matters To Long Term Investors [View article]
    I've been involved in DGI for just a couple years, so in many respects I'm still learning. Because of a few successful investments, I've been contemplating what my mindset should be with regard to YOC.

    For example, I've had WAG for a bit over a year and have capital gains exceeding 50%. I also have a YOC just over 3.5%. WAG also has a nice DGR. The twists and turns of my thought process have arrived at this conclusion (so far).......

    My initial investment is generating 3.5% in income. Considering WAG's likely DGR, it should generate even more in the future. However, my capital gains in the stock are not generating income. They have served only to increase my net worth, which is nice and all, but it's not a steady income.

    If I can move my WAG capital to another stock that provides roughly the same yield and that also has a good DGR, should I not do so? I don't anticipate that it would be easy to find such a stock and other factors obviously need to be weighed, but it would put the capital gains to work with regard to generating income. And FWIW, I view WAG as being fully valued at the moment.

    I would very much like to know what others think of this viewpoint. What say you?
    Apr 20 09:50 AM | 1 Like Like |Link to Comment
  • A Dividend Sin: Selling Coke To Buy An Apple [View article]
    When I consider DG stocks, the word Apple never enters my mind. Their div history is non-existent and management doesn't seem to have an interest in talking about their dividend policy, or lack thereof.
    Apr 19 09:55 AM | Likes Like |Link to Comment
  • Dividends: Should I Reinvest Or Not? [View article]
    I used DRIP's a little in the past, because as you cited there wasn't much coming in. My goal is to keep commission costs at 1% or below, which means I need to buy at least $1K at a time. I decided that once our div income reached $1K per quarter, it would be time to just make a purchase of some sort at the end of the quarter.

    We have reached that point... so no more DRIP's. As time goes on and each purchase is made, the income level will rise and the commission costs will get smaller and smaller. In the end, I prefer having the ability to direct my purchases rather than have them automatically moved into a given holding. It's all a personal preference thing I suppose.
    Apr 18 11:42 AM | 2 Likes Like |Link to Comment
  • Dividend Champions: 12 Increases Expected By June 30 [View article]
    Thanks so much for this update, Mr. Fish. To parrot the others, I never expected that JNJ would look so good on a Fast Graph. No matter I guess. It's already a bit over 10% of our DG portfolio. I guess that's enough for now. :-)
    Apr 17 10:53 AM | 1 Like Like |Link to Comment
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