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SteveTheHawk

SteveTheHawk
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  • For Great Shareholder Returns Buy Exxon Mobil [View article]
    I won't complain about the lack of comparison to CVX. I view both XOM and CVX as excellent holdings for dividend investors. XOM is a stalwart that gives me a warm and fuzzy feeling, but CVX is solid and pays a better dividend. I own them both and will continue to do so.

    Both are slightly above my buy range. A purchase goes to which ever one hits the right price first.
    Sep 22 02:11 PM | 3 Likes Like |Link to Comment
  • Realty Income Is On Sale Again [View article]
    Agreed, Smurf. I have it flagged to start paying attention at $41. My most recent purchase was at $38. It would be nice if I could repeat that.
    Sep 22 01:58 PM | 1 Like Like |Link to Comment
  • My Dividend Growth Portfolio Business Plan [View article]
    It seems like assets that kick off ordinary income (such as bonds and REITs) would be best held in a Roth, because the tax rate is higher. Qualified dividends and long capital gains are taxed more favorably, and could be held in a taxable account.

    Anything held in a 401K or IRA will be taxed as ordinary income upon withdrawal, so for those accounts it doesn't seem like it would matter. As far as when to withdraw funds and from which account, you might want to talk to a qualified tax professional.
    Sep 22 08:15 AM | Likes Like |Link to Comment
  • Retirement Strategy: How Will Rising Interest Rates Affect Dividend Growth Investors? [View article]
    Thanks for your input, Brian. That was helpful. The more I look around, the more I think I'll be going with Fidelity. Certainly, there are other worthy brokerages out there, but I like what I hear about Fidelity's research availability.

    I'll pass along your name... no problem. See you around Facebook.

    Steve
    Sep 20 02:43 PM | 1 Like Like |Link to Comment
  • McDonald's Corporation: On 'Low D' Notice [View article]
    Thanks for the info.
    Sep 20 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 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 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 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 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 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 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 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 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 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 09:40 AM | 6 Likes Like |Link to Comment
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