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
  • McDonald's Corporation: On 'Low D' Notice [View article]
    Thanks for the info.
    Sep 20, 2014. 12:08 PM | Likes Like |Link to Comment
  • McDonald's Corporation: On 'Low D' Notice [View article]
    TradeVestor:
    I'm not arguing your stats. I am interested in clarifying the dividend increase percentages. Your five year increase numbers are "17% to 15% to 12% to 10% to 9.16%". When I look at FAST Graphs, the numbers I see beginning in 2011 are 12, 13, 9, 5 for 2013 and 5 again for the recently announced 2014 increase.

    If I could ask, from what source are you obtaining the numbers you use? I seem to find conflicts at times between the numbers I have and those used by others. Just trying to resolve the differences. Thanks.

    Steve
    Sep 20, 2014. 11:28 AM | 1 Like Like |Link to Comment
  • McDonald's: I'm Buyin' It! [View article]
    I agree, BB. Until/if/when they come out of this current funk that they are in, there may very well be more selling pressure. If the lower dividend increases continue, it will also become less appealing to dividend investors.

    Looking at the last 5 increases (12,13,9,5 & 5), it comes out to an average of 8.8%. The current (forward) yield is 3.6%. MCD is barely holding on to an acceptable Chowder score (12.4). I'm certainly not selling MCD, but I did lower my buy price a little. They have shown that they can recover from slumps, but for the immediate future I'm tempering my enthusiasm a little.
    Sep 19, 2014. 08:16 PM | 2 Likes Like |Link to Comment
  • Can A Successful Dividend Portfolio Be Assembled In 2014? - Part 3 [View article]
    Bob:
    FWIW....that's definitely what I took away from the article. I retire in about 6 weeks. I've been trying to build a decent DG portfolio with our (wife and I) Roth accounts since late 2011. So far I seem to be doing ok and we are just about fully invested for these accounts.

    My 401K represents approximately 42% of our invest-able assets, and I'm about to roll that into an IRA to use for DG investing. The last 3 years have been interesting and very educational. My hope is that I have learned a few things in that time.

    When I get ready to invest the 401K proceeds, articles like this one should help keep me on the straight and narrow. Thanks for your work.

    Steve
    Sep 19, 2014. 12:03 PM | 2 Likes Like |Link to Comment
  • Retired Investors Should Not Fear Recessions Or A Bad Market: Part 1 [View article]
    Chuck:
    I like your comment about the 2 performances. And yes, price does seem to garner the lion's share of attention. Once again, I learn a new FG technique from your articles. I hadn't thought of shutting off the price line to just look at the company performance.

    Thanks for yet another good read. I await part deux.

    Steve
    Sep 18, 2014. 02:35 PM | 6 Likes Like |Link to Comment
  • General Mills - Well Deserved Sell-Off Following A Very Weak Quarter [View article]
    I've been hoping for an entry point into GIS and only started watching it about a year ago. Wishing I had bought back in 2012, but we know what wishes are worth. I think it is still a little expensive, but will give some serious thought to a buy at $48 or below.
    Sep 18, 2014. 07:37 AM | 5 Likes Like |Link to Comment
  • AT&T And Consolidated Edison A 'Tell' Of 2 Champions: Part 3 [View article]
    Yeah.... I agree. Getting a little tired of the pointless commentary.
    Sep 17, 2014. 11:54 AM | Likes Like |Link to Comment
  • My Dividend Growth Portfolio Business Plan [View article]
    Hi Miz:
    Ok.... well that's good to know. I haven't spent much time with Excel for that particular purpose. I just decided that I liked Google Docs since I often work from various locations on different computers.

    Microsoft is getting better with their online offerings though and I'm starting to work with their products a bit more. I'll check into Excel stock quotes a little further. Thanks.
    Sep 16, 2014. 08:29 PM | Likes Like |Link to Comment
  • My Dividend Growth Portfolio Business Plan [View article]
    PTI:
    If you or anyone else is interested, you can create spreadsheets online with Google Docs that will automatically update stock information. It also appears that Excel (both the online version and desktop version) is moving toward having that capability.
    Sep 16, 2014. 04:17 PM | 2 Likes Like |Link to Comment
  • We Believe McDonald's Should Be Priced Between $72-$84 [View article]
    My suspicion is the the dividend hike will be 5% or less. In that I am long MCD, I'm hoping that I'm wrong. Still, something has to give. The payout ratio is climbing and earnings are not. We shall see I guess.
    Sep 15, 2014. 04:02 PM | 2 Likes Like |Link to Comment
  • We Believe McDonald's Should Be Priced Between $72-$84 [View article]
    Personally, I can't imagine the type of carnage that would have to take place for MCD to get to $72. That would send the current yield up to 4.5%. Unless MCD was about to collapse, I can't see the market letting the yield get that high. Anything is possible though, I suppose.
    Sep 15, 2014. 09:40 AM | 6 Likes Like |Link to Comment
  • Bank Of America: Buy Before Everyone Else Does [View article]
    622:
    You may be correct about CVX / XOM. That's why I said that I was moving slowly overall. My hope with these two stocks is to average down over time. Whether or not they will cooperate is the question. XOM, for example, hasn't hit a 3% current yield in at least the last decade. It's getting very close to that level now. It makes me wonder if the market is going to let it continue downward.

    As for MCD, I agree that some caution is in order. Of the stocks I listed, it's probably my least favorite. Great dividend, but I think the DG is going to slow (just a guess) which will in turn allow the price to stagnate or drop. I might wait a bit on this one. Bought it a couple years ago and it's about 4% of our div portfolio NAV. No rush to buy more.

    I do already own funds.... lots of them, in my 401K. It represents about 42% of our (wife and I) investable assets. I'm not a huge fan of funds. I'm focused on income and am not overly thrilled with fund payouts for the most part. For now, I'm stuck with the funds though. Soon I'll be rolling the 401K to an IRA and will make adjustments as needed.

    Steve
    Sep 15, 2014. 09:35 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: How Will Rising Interest Rates Affect Dividend Growth Investors? [View article]
    Thanks for that info, CMG. Many brokers to choose from. Still doing my research. I think it has come down to either Schwab or Fidelity, mostly based on the tools/research they provide.

    Steve
    Sep 15, 2014. 07:57 AM | Likes Like |Link to Comment
  • Retirement Strategy: How Will Rising Interest Rates Affect Dividend Growth Investors? [View article]
    Baldy:
    Thanks for your comment. The vast majority of my investing evolves around stocks, so it seems that Fidelity might be a good fit. I'll be rolling my 401K to an IRA and was mostly just curious what the fees were for their funds. Should I buy a fund, it would almost certainly be held longer than 6 months, so that's not likely an issue.

    I appreciate the recommendation on OSTIX. I haven't looked at either fund really, but I'll check into them later once I complete the rollover.

    Steve
    Sep 14, 2014. 03:56 PM | Likes Like |Link to Comment
  • Use AT&T To Build Income [View article]
    gmansour:
    I'm definitely not qualified to recommend that you buy or sell anything, but I own both. I view T as more of a bond substitute. GE probably has more potential to grow the dividend, but it can also probably be more cyclical than T. I also consider the fact that GE has a large dividend cut in its recent history, where T does not.

    I suppose it also depends on your goals. If you want capital gains, I don't know that T would be a good choice. GE? Perhaps. I'm an income guy though, so I hold T for higher current yield and consistency, and GE in hopes of dividend growth.
    Sep 14, 2014. 01:14 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,792 Comments
4,043 Likes