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SteveTheHawk

SteveTheHawk
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  • Southern Company: What A High-Quality Utility Stock Can Do For You Now [View article]
    I don't know about a correction. I have no prediction abilities in that regard. I am currently long on SO but it's only about 2% of our div holdings. I'll start paying attention when it drops below $42 and be even more serious about buying below $41. I need some dividend steadiness and SO seems to fit the bill.
    Aug 5, 2014. 06:46 PM | 1 Like Like |Link to Comment
  • Stay Patient And Don't Jump Into ConocoPhillips Just Yet [View article]
    COP has been in our div portfolio for about 2 years and it has done pretty well. Average cost is about $56 and it's 3.5% of div holdings. I wouldn't mind adding a little more but not at current prices. M* has fair value at $75 and COP seems fairly valued on Fast Graphs.

    Personally, I'm holding out for $74. Don't know if that will happen, but time will tell.
    Aug 5, 2014. 06:30 PM | 4 Likes Like |Link to Comment
  • Why Does AT&T Have A 5% Dividend Yield? [View article]
    Dave:
    T is about 6% of our div holdings. All of our purchases were made at a current yield of 6%+. I have to get past my anchor bias, because I would eventually like to add a bit more.

    I'm thinking I would like to see it at $34 or less. That would hit the 5.4% yield mark. I don't think I want to hold my breath waiting for 6% to show up again. M* has a fair value of $34. Fast Graphs shows $35.50 as being fair or slightly undervalued. The good thing is that T is getting closer to my buy range. If the market becomes more concerned about rate increases, I think we could easily see T go to $34 and below. Trying to be patient.
    Aug 5, 2014. 02:52 PM | 4 Likes Like |Link to Comment
  • Why Thursday's Sell-Off Matters [View article]
    Yes indeed, Mike. Speaking personally, I wish the bear would come out of his cave, and make at least a short appearance. I've got a significant pile of cash that I want to spend on dividend payers. I sure wouldn't mind getting some higher yield.

    As you say though.... we'll see.
    Jul 31, 2014. 08:49 PM | 4 Likes Like |Link to Comment
  • Retirement Strategy: The Apple Juggernaut Should Be In Every Retirement Portfolio Right Now [View article]
    I agree, RS. I am still undecided as to whether I want to own AAPL stock. What I do know though is that real work requires Windows. That's what the business world runs on. That may change some day, which adds to my interest in AAPL.

    I don't feel like I have to rush into it, but I can see myself owning AAPL stock at some point. Nice article.
    Jul 30, 2014. 10:12 AM | 1 Like Like |Link to Comment
  • The Day I Held Everything [View article]
    Agreed, Cape. Eli is one of my favorite authors on SA. Articles like this are the reason.
    Jul 30, 2014. 10:04 AM | 2 Likes Like |Link to Comment
  • A Diversification Dissertation For Income Investors [View article]
    Adam:
    I've only been involved with DGI for a couple years, so the number of my "rules" that are set in stone are very few. I learn constantly (especially here on SA) and as a result I keep tweaking my approach.

    I have been contemplating as of late which side of the diversification scale (capital or income) I should concentrate on. I've tended to focus on the capital side of things but I'm starting to conclude that this contradicts my goals. Being a DGI guy, it would seem that I'm supposed to be focused on an income stream. Accordingly, I am concluding that I need to place my focus on the diversification of income rather than the allocated capital.

    Our (DW and I) div portfolio consists of 24 holdings. I eventually want to get closer to 30. I don't want to monitor any more than that. The capital allocation ranges from 1.5% (low conviction) to almost 9% (the stalwarts). Quite accidentally, the income allocation is almost exactly the same. So, it would seem that I have to perhaps set up some more "rules" for allocation and then work to keep the portfolio in compliance.

    Thanks for your article. Good food for thought.
    Jul 30, 2014. 09:32 AM | 1 Like Like |Link to Comment
  • A Way To Reinvest Your Dividends Based On Yield [View article]
    Bob.... question for you.

    As I said, I'm looking at MAT vs. HAS at the moment. I'm comparing various metrics and trying to determine my next move, if any. I would like your point of view if you don't mind me picking your brain a little.

    I understand the increase in yield going from HAS to MAT. I was wondering though if you would mind expanding on your "quality" criteria. What factors are you looking at in that regard? Thanks.
    Jul 29, 2014. 09:56 PM | Likes Like |Link to Comment
  • A Way To Reinvest Your Dividends Based On Yield [View article]
    I should add.... I need to do a bit more analysis first though. :-)
    Jul 29, 2014. 08:14 PM | Likes Like |Link to Comment
  • A Way To Reinvest Your Dividends Based On Yield [View article]
    Bob:
    I am considering doing the same thing. I have held HAS for a little over 2 years. It has treated me well. A 46% capital gain and 5% YOC. No too shabby. However, I'm looking at the current situation.

    MAT now has a current yield that is almost a full percent above HAS. The FAST Graph of both companies seems to give the edge to MAT as well. MAT has a much lower PE and is sitting very close to its 52wk low.

    HAS goes ex-div tomorrow. I don't really want to hold both stocks, so I'm giving serious thought to selling HAS in the next few days and buying MAT. Like you said, nothing wrong with trading up.

    Steve
    Jul 29, 2014. 06:50 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Is It Time To Dump Everything? [View article]
    Agreed, Minute. I rarely watch news on television.... or television at all for that matter. I refer to TV news as the "doom and gloom" hour. That's what they do. Their audience wants to know of all the bad in the world.

    News anchors won't "waste" time reporting a lot of positive things, even if they would provide balance to the whole newscast. It's all about eyeballs and advertising revenue. Scandals, concerns and disasters bring in the viewers. Personally, I have enough to worry about and don't need to watch someone who wants to tell me about all the bad in the world. I already know that it's out there.
    Jul 29, 2014. 10:16 AM | 3 Likes Like |Link to Comment
  • 10 Top Investment Books For Developing An Investing Philosophy [View article]
    I've read a couple of these books. I also have a stack of books waiting to be read (which I'm going to do shortly while on vacation).

    Your list seems like a fine bunch of books, though obviously no one will agree with it completely in that we all have our favorites. My point of view is that we should read these books and as many others as we can digest. From there we can use or disregard the material presented, depending on how well it serves our varying needs as individuals. Even a book that is not appreciated by the reader offers exposure to different ways of thinking, which is not a bad thing.
    Jul 29, 2014. 09:49 AM | Likes Like |Link to Comment
  • McDonald's navigates food safety crisis [View news story]
    Hmm. Interesting. The few articles I've read have somehow led me to believe it was a Chinese company. I guess that in the end, it won't make a huge difference to MCD. The bad PR is already out there. I guess the fact that the supplier is an American company gives Chinese media more to talk about though.
    Jul 28, 2014. 02:38 PM | Likes Like |Link to Comment
  • McDonald's navigates food safety crisis [View news story]
    Kind of ironic that the media there is always so hard on American food companies.... the core of the problem is a Chinese supplier. Guess they don't want to focus on that though.
    Jul 28, 2014. 12:40 PM | 5 Likes Like |Link to Comment
  • Alliance Resource +5% after hitting records in coal sales volumes, revenues [View news story]
    Love it. This stock has been very good to my wife and I. Bought it a little over two years ago. We've got about a 70% gain and 8.9% YOC. I do hold it in a Roth, which I guess one is not supposed to do. However, I'm not much worried about the UBTI (or whatever it's called) at this point. Just enjoying the lovely dividends with capital gains to boot.
    Jul 28, 2014. 12:09 PM | Likes Like |Link to Comment
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