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SteveTheHawk

SteveTheHawk
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  • Dividend Aristocrats In Focus Part 31: Sysco Foods [View article]
    I would go along with that. Rather over-priced compared to its dividend growth rate. Last December, I was contemplating a sell in order to move the funds elsewhere. It spiked to $43 one day, so I said farewell. SYY seems like a well run company, but I can't get excited about the dividends.
    Nov 7, 2014. 08:12 AM | Likes Like |Link to Comment
  • Third Quarter Portfolio Review: Continuing To Build Dividend Growth And Quality [View article]
    Thanks for the congrats, Bob. I'm looking forward to being retired. I appreciate the clarification on yield.

    My business plan is very much in its infancy in that I've always just used informal guidelines. I want to firm that all up though. If I end up with something that I think is readable, I'll certainly consider publishing it. Thanks again for your work on SA.

    Steve
    Nov 5, 2014. 11:20 AM | Likes Like |Link to Comment
  • Third Quarter Portfolio Review: Continuing To Build Dividend Growth And Quality [View article]
    Bob:
    Thanks for providing an excellent read. I retired a few days ago and with my new found free time, I want to create a more substantial portfolio business plan of my own. Articles such as yours provide great food for thought.

    Question.... not being nit picky here, but your stated yield on Ventas/VTR is 4.6%. Near as I can tell, it's 4.2%. Am I missing something? A div increase I haven't become aware of yet? I ask because I hold VTR and a 4.6% yield is where I'm considering another buy.

    Steve
    Nov 5, 2014. 11:02 AM | Likes Like |Link to Comment
  • Alliance Resource Partners: I'm Feeling Better About Owning This High-Yield MLP With Each Passing Quarter [View article]
    I bought a full position in ARLP about 2.5 years ago. So far, I'm very glad I did so. About a 75% unrealized gain and a 9% yield on cost. I like when stocks do that :-)
    Nov 4, 2014. 06:59 PM | 3 Likes Like |Link to Comment
  • Target to shutter 11 stores in February [View news story]
    According to the article, "In addition to the Minnesota store, other store closings are in Georgia, Indiana, Michigan, Iowa, Kansas, Illinois, and Texas.".

    No mention of Canada.
    Nov 4, 2014. 06:54 PM | Likes Like |Link to Comment
  • Retirement Strategy: ETF Only Portfolio Vs. Buy The Dips Portfolio - The Results Are Crystal Clear [View article]
    DVK:
    I agree completely. The end of year payment was always the highest of the year. I don't understand the logic. I was just curious if expanded year end income would make much difference.

    I can't envision the ETF's beating out a good portfolio of DG stocks for income though.
    Nov 3, 2014. 10:04 PM | 2 Likes Like |Link to Comment
  • Retirement Strategy: ETF Only Portfolio Vs. Buy The Dips Portfolio - The Results Are Crystal Clear [View article]
    RS:
    I can remember owning some funds in the past that seemed to pay out a larger amount of cash at the end of the year (December). For curiosity's sake it would be interesting to see what this looks like in January.

    Regardless, when you first began this project I was, and still am, of the conviction that the BTDP would provide superior results. I view SCHD (for example) as a pretty decent choice for what it is. Even so, when I looked this morning, the 12 month yield on M* is well below 3%. I think that pretty much says it all.

    The fees paid in the ETFs are a significant handicap, no doubt. For someone who has absolutely no interest in monitoring a stock portfolio, your ETFOP might be a great choice. That aside, something like the BTDP is clearly the way to go.
    Nov 3, 2014. 10:03 AM | 6 Likes Like |Link to Comment
  • Optimize Your Dividend Growth Portfolio [View article]
    I was about to agree with these multi-level agreements, but the complexity overwhelmed me. So, never mind.
    Nov 1, 2014. 10:16 PM | 1 Like Like |Link to Comment
  • Why Dividends Matter: An Interview With Lowell Miller [View article]
    Yes indeed. I like Miller's book, but I'm not overly impressed with the index. There does at least seem to be consistency with funds/indexes providing income returns that are inferior to a well selected basket of DG stocks.
    Oct 30, 2014. 10:13 PM | Likes Like |Link to Comment
  • Optimize Your Dividend Growth Portfolio [View article]
    I tend to agree with you. I own a little O and wouldn't mind adding to it. Considering the div increases though, I'm holding out for a 5%+ current yield.
    Oct 29, 2014. 04:42 PM | 2 Likes Like |Link to Comment
  • Update: Sonic Corporation Earnings Further Embarrass McDonald's [View article]
    I don't view Mickey's and Sonic as being in the same universe. I also view Sonic as some place that is gimmicky, but with lousy products. Even lousier than MCD. I would increase my MCD holdings well before thinking about Sonic.

    I have also discovered that my tastes in chicken don't seem to match anyone else's. I loved the chicken at MCD. I hate sauce of any kind on fried chicken but love the spice. It seems that very few agree with me. Good thing I'm not a professional chef I guess.
    Oct 29, 2014. 12:57 PM | 1 Like Like |Link to Comment
  • When A 'Loss' Isn't A Loss At All [View article]
    Nice article and quite accurate. However, when will the media report that the Walton family gave Steve $500K just to be nice? Steve wants to move to Aruba and quit reading media in general.
    Oct 28, 2014. 09:32 AM | 1 Like Like |Link to Comment
  • Ventas Is Continuing To Build A Powerful Brand Of Dividend Repeatability [View article]
    Brad:
    I always enjoy your articles. Thanks for writing here on SA.

    I would certainly like to add to our holdings of VTR. I have just a little and wouldn't mind adding some to my DW's portfolio. However, since it is HER portfolio, I must exercise caution and be especially prudent. Can't have the wife giving me that "look" when she checks her brokerage statement.

    So, I work to remain patient and watch for VTR to approach $62.

    Steve
    Oct 27, 2014. 10:22 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: Sometimes It's Easy To Put Cash To Work [View article]
    Exactly the way I look at it, Mike. An annuity that I and my employer were forced into buying over the last 40 plus years, but an annuity nonetheless. I will start receiving payments from it in about a year and it's nice to have it there. I don't feel the need to add to any annuities beyond that.

    >>Social Security will be my annuity!<<
    Oct 27, 2014. 10:06 AM | Likes Like |Link to Comment
  • The New Nifty Fifty, Part 2: Dividend Growth Investing's Greatest Hits [View article]
    rnsmith:
    True, you can do that on an iPad. Are you referring to the Kindle app? My wife has older iPad. It may come in handy for such situations.
    Oct 25, 2014. 05:23 PM | Likes Like |Link to Comment
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