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SteveTheHawk

SteveTheHawk
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  • Retirement Strategy: The ETF-Only Portfolio Versus Buy-The-Dips Portfolio, Game On! [View article]
    My thoughts exactly, Hardog. I'm trying to give my DW something to lean on if something happens to me. As of now, I'm looking at the possible use of ETF's instead of individual stock holdings.
    Mar 22 03:40 PM | 2 Likes Like |Link to Comment
  • Retirement Strategy: The ETF-Only Portfolio Versus Buy-The-Dips Portfolio, Game On! [View article]
    Yes, it should be interesting and educational. Thanks, RS. Looking forward to seeing the results.
    Mar 22 03:38 PM | 1 Like Like |Link to Comment
  • Selecting Stocks For My Second Quarter Watch List [View article]
    Yup, I'm a bit uncomfortable making many buys right now. And after all, comfort is important. I'm secretly hoping that the "sell in May" mentality kicks in this year.

    In the meantime, I'm going to practice learning how to filter the CCC list. I like Bob's approach and the criteria he uses.
    Mar 22 03:32 PM | 4 Likes Like |Link to Comment
  • What Do I Do With My Stocks If The Market Crashes? Part 1 [View article]
    Chuck:
    FWIW, I found the content level to be most appropriate. Like giorgio said, some people don't want to spend time reading if they can't do it in 30 seconds or less. I'll gladly spend more time reading if the content is worth digesting.... and your articles definitely are.
    Mar 21 03:01 PM | 19 Likes Like |Link to Comment
  • What Do I Do With My Stocks If The Market Crashes? Part 1 [View article]
    That kind of situation always puts me in a quandary. Unfortunately, having large run-ups in stocks doesn't happen often :-).

    One story.... Not too long ago, I had purchased WAG and within about 18 months I had 100% gain. A yield of over 3.75% was heading below 2%. My quandary was whether to ride with WAG and let those funds simmer at a 2% yield, or sell and move the funds to something yielding at least 3%. I finally decided to bump the yield up by at least 50% so I sold. Might get back into WAG if the yield improves a bit. They are a dividend grower, no doubt.

    I know I'm receiving more income because I sold. I also know that it would be several years before WAG's div growth would catch up to the yield on the stocks I purchased. However, I somehow still don't know if I made the right decision.
    Mar 21 02:10 PM | 3 Likes Like |Link to Comment
  • The Positive Psychology Of Dividend Growth Investing [View article]
    Zook:
    In my experience, they are very rare. I wish I could find an adviser that followed a DGI discipline. Seems like most of them just want to sell you mutual funds. I worry about what my DW would do if something happens to me. She would have no clue as to what stocks to buy or when.

    It would be nice to have a backup plan in place, and if I can come up with one it will likely not have any kind of adviser associated with it. Unfortunately, it might come down to just using a few different dividend ETF's.
    Mar 21 11:32 AM | 1 Like Like |Link to Comment
  • The Positive Psychology Of Dividend Growth Investing [View article]
    I agree completely, Tim. I didn't really begin to engage with DGI until 2011. On the psychology side, the charts make me sad because I didn't start in 2008.
    Mar 21 09:03 AM | 3 Likes Like |Link to Comment
  • What Do I Do With My Stocks If The Market Crashes? Part 1 [View article]
    Agreed. Excellent article. Makes me yearn for a drop in these blue chip names so that I can look at the Fast Graph and say "yeah, baby... buy it".
    Mar 20 09:34 PM | 12 Likes Like |Link to Comment
  • When Cutting Dividends Adds Shareholder Value [View article]
    RAS:
    I was thinking pretty much the same thing. You cut my dividends, I cut your stock from my portfolio. I want steady and reliable income. If I can't get it, the stock has no "value" to me.
    Mar 20 01:52 PM | 8 Likes Like |Link to Comment
  • When Cutting Dividends Adds Shareholder Value [View article]
    There may be some that focus only on dividends, but I don't know of any that do that while consistently increasing their dividend income.

    Of course other factors need to be evaluated over and above the dividend. If a company isn't growing earnings, they can't grow the dividend for long. I think most everyone agrees on that.
    Mar 20 01:50 PM | 2 Likes Like |Link to Comment
  • I Love My 'Magic Pants' And My Partners Wear Them Proudly [View article]
    Dave:
    Your story about the unions reminds of the Back to School movie when Rodney the businessman tries to school the professor on the realities of business (greasing some palms, etc).
    Mar 19 03:55 PM | 3 Likes Like |Link to Comment
  • I Love My 'Magic Pants' And My Partners Wear Them Proudly [View article]
    DVK:
    Taking a broad perspective I think that most everyone has an ego, with some being far more inflated than others. I honestly have no clue what would motivate someone to criticize a reasonable investment methodology. Could be a lot of different things, including those that you mentioned, but I won't speculate.

    I do find it odd at times though. Addressing BILLINSD's post specifically, his "friends" anger and frustration was troubling to me. It's one thing to try and help by providing opinions or guidance to those who want it. It's a whole different thing when you get angry and call them stupid because they don't follow in your footsteps.

    There are a lot of investing techniques that I have no use for. However, I'm not the least bit tempted to visit the topic pages for those techniques and write critical articles. Over the years, I've looked around at various investment methods and for me, DGI is the chosen path. I know it can work, I've seen real-life portfolios, and it fits my goals and personality.

    When an article criticizes DGI, I don't generally find it very useful, but as you said, some of the discussions can be thought provoking. As to making it personal by calling out Chuck by name in an opposing article, I'm not sure that kind of thing is necessary. If one disagrees with something Chuck says in an article it would seem more appropriate to use the comments section and engage the author so to speak.

    Yes, Chuck has an ego just like the rest of us. As you cite though, he has been a gentleman and responded in a very reasonable manner. What I like about Chuck's "ego" is that he is comfortable enough with his investing decisions that he has no apparent need to respond to criticism/disagreement with anger. He also doesn't respond by criticizing his critics. I respect that.
    Mar 19 03:44 PM | 13 Likes Like |Link to Comment
  • I Love My 'Magic Pants' And My Partners Wear Them Proudly [View article]
    It's interesting to observe how egos play into investing. I can't imagine getting angry at someone that doesn't follow my investing methods or tactics. Nor would I ever think they are "stupid" because of it.

    I'm thinking that the anger must come from some overwhelming belief that their investing skills are the best around, and/or that they need someone else to invest their way to enforce their beliefs in themselves.
    Mar 19 12:26 PM | 11 Likes Like |Link to Comment
  • Is It Time To Purchase High Yielding Consolidated Edison? [View article]
    I've been watching this stock for some time. I generally won't buy utility stocks without a 5% yield, due to the lack of dividend growth. If ED drops just a bit more, I might call it close enough and buy a few shares. It's a not a bargain, but it seems to be getting close to a reasonable value.
    Mar 19 10:27 AM | Likes Like |Link to Comment
  • Dividend Growth Investing: An Introduction To Creating Wealth [View article]
    Love the article, Mr. Crosetti. Can't wait to read what's coming. I'm planning to review your series with my DW, who is still trying to get her head around stock investing. Thanks for your work.
    Mar 19 10:06 AM | 2 Likes Like |Link to Comment
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