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SteveTheHawk

SteveTheHawk
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  • Microsoft: Private Cloud Access For Office 365 Will Accelerate Cloud Adoption [View article]
    I agree, whiteowl! I love using OneDrive, but don't use it fully because I can't feel comfortable placing sensitive material in the cloud. To think that accounts can't be hacked is absurd. If someone does hack into my account, I at least want to know that they can't read the data without breaking the encryption.

    The other issue they need to work on is syncing with the OneDrive desktop app. It won't sync files that are located in the Shared folder on the OneDrive website. A lot of people think that kind of thing is important.
    May 8, 2015. 08:52 PM | 1 Like Like |Link to Comment
  • Hasbro, The Growth Is In Licensing Products (And There Is More To Come) [View article]
    HAS is about 3.5% NAV weight for me. I've held it for about 3 years and the price has more than doubled, not to mention the lovely dividend growth. But yeah, it doesn't seem to be a great value right now. No way am I selling though.
    May 8, 2015. 08:37 PM | Likes Like |Link to Comment
  • My Dividend Portfolio: Adding GE [View article]
    Cash,

    The bottom line for me is that the amount of GE dividend income I receive over the next two years (or so), will NOT be increasing. Yes, the share count may decrease, but that's an entry on the capital gains side of the ledger.

    I'm a dividend growth investor. Capital gains may happen, and that would be a good thing. Then again, they may not. I prefer having (growing) cash deposited in my account every quarter. So as I said, I'm getting 3%+ income but I'm not adding right now. GE's div growth is over for a while. If I reach the point that I have no more cash to invest, I will certainly consider a sell on GE for deployment elsewhere. We shall see. I may end up just riding the stock for a while.

    Steve
    May 8, 2015. 08:20 PM | 3 Likes Like |Link to Comment
  • My Dividend Portfolio: Adding GE [View article]
    In that GE is no longer a dividend growth stock, this company is on hold for me. If the current yield was in excess of 5%, I might buy more. At just 3.3% and no increases coming for a couple years, it has become a yawn stock.

    I won't sell what I have because 3.3% is better than I can get elsewhere, and I already have way too much cash on the sidelines. If can reach the point of being fully invested, I'll seriously consider moving my GE funds elsewhere. I'm not fond of waiting 2 years for a bump in dividends. Just my .02.

    Steve
    May 8, 2015. 05:32 PM | 18 Likes Like |Link to Comment
  • Stability Now! Why Fixed Income Is Still Relevant [View article]
    I agree, Hardog. I have very little left in bond ETF's. I may close them out completely. If I need safe fixed income, I'm using brokered CD's. They don't pay much, but it's the small and "safe" part of my holdings.
    May 8, 2015. 09:36 AM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Chowder [View article]
    Interesting. Just tonight I watched a video on "puppy breaks" for students at another university. It seems to be rather popular at exam time. I can understand that though. Something about spending time with our dogs seems to help bring calm.

    I also recently acquired Miller's book. I had the free PDF copy of it, but decided to purchase the hardcover version. Looking forward to reading it.... several times.

    Steve
    May 7, 2015. 10:49 PM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Chowder [View article]
    Thanks, Chowder.
    May 7, 2015. 10:45 PM | 1 Like Like |Link to Comment
  • Learning From The Masters: Q&A Session With Chowder [View article]
    Nicholas and Chowder,

    A superb article. Loved it. Thanks to you both for taking the time to create it.

    If I might, I do have a question for Chowder. How often do you review financial quality ratings. I do have access to Jefferson Research and note that they list their ratings by quarter. Do you check the report at the end of each quarter or do you use a longer time frame? Thanks.

    Steve
    May 7, 2015. 08:53 PM | 2 Likes Like |Link to Comment
  • Coca Cola: Optimizing Price, Mix And Volumes [View article]
    One explanation for you.....

    "Many firms define their fiscal quarters as 13-week periods. For these firms each fiscal year contains 52 weeks, which leaves out one/two day(s) a year. To compensate, one extra week is added to every fifth/sixth year; consequently, one quarter therein comprises 14 weeks."

    In other words, there is a little flexibility built in. Hope this helps.

    Steve
    May 7, 2015. 08:34 AM | 3 Likes Like |Link to Comment
  • McDonald's to test kale and breakfast bowls [View news story]
    JD,
    Sliders are certainly a different beast. When I say "small patties", I mean "thin". Paper thin burgers simply can't equate to hot and juicy. Your sliders sound pretty tasty. I would have to add some onion though. :-)
    May 6, 2015. 04:33 PM | 2 Likes Like |Link to Comment
  • PepsiCo declares $0.7025 dividend [View news story]
    I didn't miss the announcement but nonetheless, I'm pleased with the increase.
    May 6, 2015. 04:28 PM | Likes Like |Link to Comment
  • McDonald's to test kale and breakfast bowls [View news story]
    It would be nice if they could start with something less complex, like maybe just make the burgers taste better. I realize that not much can be done to improve the standard hamburger/cheeseburger. The patties are so small that nobody could make those taste great. If they offered a more premium option, like a fresh 1/3 pound hot and juicy version with fresh condiments, I would buy it. Then again, maybe I'm alone in that thought and everyone just goes there for cheap and fast.
    May 6, 2015. 04:22 PM | 2 Likes Like |Link to Comment
  • PepsiCo declares $0.7025 dividend [View news story]
    They may have wanted to hit the 7% mark with their increase. On an annual basis it works out to $2.81, so no fractional cent there. It's all good.
    May 5, 2015. 06:41 PM | 2 Likes Like |Link to Comment
  • PepsiCo declares $0.7025 dividend [View news story]
    Nice increase. Thanks, PepsiCo... I'll take it. And yeah, forward yield is NOT .74%. If it was, I wouldn't be holding the stock. :-)
    May 5, 2015. 05:55 PM | 6 Likes Like |Link to Comment
  • Why Procter & Gamble Could Be A 'Better' Choice Than Colgate-Palmolive [View article]
    I often have to remind myself that I'm an old coot retiree. Once I refresh my memory on that fact, I tend to almost always side with the dividend that is larger when there is a choice to be made (all other things being equal).

    In general I look at it in the same way that I view the choice of when to draw SS. I am drawing at 62. Using SS estimates, my break even point with a FRA income occurs at about age 78. Only AFTER that age do I have a chance to reap any further benefit. That doesn't even consider what kind of dividend income I can generate with that money for the first 4 years (and beyond). It does however consider the fact that I might very well be dead before age 78, meaning my wife would see no further benefit from my SS.

    To be sure, there are many variables and possibilities and we all have to make our best guesses. Because of my age, I lean toward a bird in the hand philosophy. I'll take the money and try to put it to good use rather than wait for x number of years in hopes of seeing an increased benefit.

    No holdings in CL, long PG but holding off on further purchases.

    Steve
    May 5, 2015. 04:12 PM | 7 Likes Like |Link to Comment
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