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SteveTheHawk

SteveTheHawk
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  • Wal-Mart Biting The Bullet Does Not Make It A Buy [View article]
    I'm looking to sell WMT and put the money elsewhere. I've got a little over 6 years worth of dividend in paper gains. Time to find a company that cares about the dividend.
    Feb 21, 2015. 10:57 AM | 3 Likes Like |Link to Comment
  • Dividend-Stingy Wal-Mart Was Already On Probation, So What Now? [View article]
    Maybe,
    I agree with you. WMT is about 3.5% of our portfolio and paper gains currently represent a little over 6 years worth of their dividend. I'm definitely going to sell. Lousy div, lousy div growth and other potential issues.

    The bigger challenge will be picking a new location for the funds. I am waiting for a slightly lower price on MSFT so as to initiate a buy on my first tech stock. I may have to sit on the cash for a bit, but WMT is no longer my friend. TGT has done well by me so I'll just be happy with that as my only retailer.

    Steve
    Feb 20, 2015. 09:20 PM | 3 Likes Like |Link to Comment
  • Coca-Cola declares $0.33 dividend [View news story]
    Roady,

    I've been watching MSFT and am interested in owning it. It needs to drop a couple bucks first though.

    I know what you mean regarding WMT. I have the same feeling. If I sell, it will shoot up, etc. However, I'm in this game for growing dividends. WMT has let me down for two years running. I'm not willing to give them a third year just to see what happens. I'm fairly confident that I can find a company that pays a better current yield AND has better DG prospects.

    Just my point of view of course.
    Feb 19, 2015. 11:35 PM | Likes Like |Link to Comment
  • Coca-Cola: Dividend Increase Is On The Way, Here's What To Expect [View article]
    Nice estimate, Pink! Dead on.
    Feb 19, 2015. 11:44 AM | Likes Like |Link to Comment
  • Coca-Cola declares $0.33 dividend [View news story]
    Now THAT is what I'm talking about! Nice. I was expecting maybe 5%. Now I just have to figure out where to reinvest my WMT holdings.

    Steve
    Feb 19, 2015. 11:28 AM | 8 Likes Like |Link to Comment
  • Wal-Mart declares $1.96 dividend [View news story]
    I had WMT on probation because of the last pathetic increase. This pretty much seals the deal. As soon as I can find a suitable investment with better income, I'll be moving the funds. Pathetic.
    Feb 19, 2015. 10:38 AM | 2 Likes Like |Link to Comment
  • Portfolio Business Plan - 2015 [View article]
    Chowder,

    Thanks for the great list. I didn't know about any of these. I have Miller's book but it never dawned on me that they run DG portfolios as well.

    I'll be adding these to my personal research list of alternatives to individual stock selection. My investment plan, if/when I ever finish it, will include a legacy segment. My DW will likely never have an interest in managing a portfolio. I want to give her as many decent options as I can if something happens to me. Your list helps immensely.

    Steve
    Feb 17, 2015. 01:57 PM | 1 Like Like |Link to Comment
  • Portfolio Business Plan - 2015 [View article]
    brophy,

    As RAS has said, you might have a hard time finding a broker or adviser that specializes in dividend growth. Many that I have talked to don't seem to have the first clue what it's about.

    The only investment service I know of that seems aimed at DG holdings is Morningstar's Investment Services - Dividend Portfolio. It's run by Josh Peters, their Dividend Investor newsletter guy. I don't know details as to fees, etc, but I think it requires a minimum $100K investment.

    If you have time, you might start with some books on the topic. Lowell Miller's "Single Best Investment" seems to win high praises around here. Josh Peters (from above) also published a Morningstar book about dividends that doesn't seem too bad.

    If you are new to DGI, I would proceed slowly/cautiously at this point. As you are finding out, there are some great DG authors here on SA. Absorb whatever you can from them. There is Bob Wells (obviously). Also a whole bunch more. David Van Knapp, David Fish (the CCC list), Chowder, David Crosetti, Chuck Carnevale (FAST Graphs), Mike Nadel and Regarded Solutions come to mind at the moment.

    Good luck and good income to you.

    Steve
    Feb 17, 2015. 01:20 PM | 3 Likes Like |Link to Comment
  • Wal-Mart Earnings Preview: Traffic Has Declined For 8 Consecutive Quarters [View article]
    Based on estimates, WMT seems quite overpriced. Based on the dividend, it also seems overpriced. It's a small part of my portfolio and will become a former holding if the next div increase isn't substantial (at least high single digits).
    Feb 16, 2015. 05:33 PM | 2 Likes Like |Link to Comment
  • How Much More Compelling Is The Southern Company Today? [View article]
    IZZ,
    Thanks for your comment. I haven't spent much time following OHI, but I would be content with a 5% yield on SO. For now, I've got my buy price set at $42. With an assumed 3% DG rate, that would satisfy the Chowder rule and perhaps provide a small margin of safety.

    Steve
    Feb 15, 2015. 01:06 PM | 3 Likes Like |Link to Comment
  • How Much More Compelling Is The Southern Company Today? [View article]
    Yup.... I've been holding off on adding to my REITs and UTEs, waiting for the FED to come to my rescue. Wondering if it's an exercise in futility.
    Feb 14, 2015. 08:57 PM | 6 Likes Like |Link to Comment
  • Tax-Minimizing Trades And Layoffs Rock Bank Of America [View article]
    What seems like decades ago, I sold BAC at around $40 for a very small profit. It was around the time that they said the dividend was safe (LOL). I have yet to be tempted to buy since then. Maybe someday they will again pay a reasonable (and growing) dividend. The company has been a pretty sad story in recent years.

    Some are really high on this stock, but as a "cautious" DGI type, I just can't get excited about it.
    Feb 14, 2015. 08:52 PM | 2 Likes Like |Link to Comment
  • The Dividend Growth 50... Plus 113 More [View article]
    Thanks, DJ. Just downloaded it. I appreciate you posting it.
    Feb 14, 2015. 03:35 PM | Likes Like |Link to Comment
  • The Dividend Growth 50... Plus 113 More [View article]
    Owner5524 and DJ,
    If either of you have a Google (Drive) account or Microsoft OneDrive account, you could post your Excel sheets and make them public. All you would need to do is post a link for them. That's the only option I can think of at the moment.

    Steve
    Feb 13, 2015. 11:09 PM | Likes Like |Link to Comment
  • Coca-Cola: Dividend Increase Is On The Way, Here's What To Expect [View article]
    I was making a WAG at 5 or 6%. While I would like more, I can get by on that.
    Feb 10, 2015. 04:12 PM | Likes Like |Link to Comment
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