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SteveTheHawk

SteveTheHawk
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  • Dividend Stocks Are Not In A Bubble, But Many Of Them Are Pricey [View article]
    Mike:
    As part of my effort to create an investment business plan, I want to include a section for my DW as to how to handle the portfolio if I no longer can. She has no interest in looking at stocks either.

    I was giving serious thought to including something like SCHD in the plan. Have you considered this type of ETF versus a pure indexing scheme? I'm curious what your thoughts are on this topic.

    Steve
    Nov 21, 2014. 08:52 PM | 1 Like Like |Link to Comment
  • When Opportunity Knocks, It's Wise To Open The Door - Low Valuation Trumps Growth [View article]
    Great comment, Chowder. TGT is about 3% NAV of our portfolio. I bought too early at an average cost of about $60. Could have had in the mid-50's but my allocation was filled. Still, I'm content to hold it and am now sitting on a nice gain to boot. Gains are nice, but I'm in this for the dividend and I agree with you that selling now would be counterproductive.
    Nov 20, 2014. 01:58 PM | 2 Likes Like |Link to Comment
  • Dividend Aristocrats In Focus Part 39: AT&T [View article]
    Since the author "flubbed" so badly, perhaps you should offer your input as to the impact of a possible 'Iusacell' acquisition.
    Nov 20, 2014. 01:01 PM | 8 Likes Like |Link to Comment
  • Wal-Mart Third Quarter Results + Why You Should Buy This Stock [View article]
    I wish I could even consider buying more WMT stock. However, the current yield is far too low. WMT is a small holding for me. After the last puny dividend increase, I put the stock on probation which means I don't buy more. I'm just watching for now. If the next increase isn't at least in the upper single digits, I'll be giving serious thought to a sell.
    Nov 17, 2014. 09:20 PM | Likes Like |Link to Comment
  • Everything You Ever Wanted To Know About Dividend Cuts But Were Afraid To Ask [View article]
    Chowder:
    Thanks for your reply. I did open an IRA (401K rollover) at Fidelity a few weeks ago. My wife and I have Roth accounts with Ameritrade, so I decided to cover more bases and use a second brokerage.

    I read good things about Fidelity's research and it prompted me to select them for my IRA. I haven't yet explored all their research options but I'll certainly be adding the Jefferson reports to my list. Thanks again.

    Steve
    Nov 17, 2014. 04:52 PM | 1 Like Like |Link to Comment
  • Everything You Ever Wanted To Know About Dividend Cuts But Were Afraid To Ask [View article]
    Chowder:
    If I might ask, what source do you use for Cash Flow Quality? Thanks.

    Steve
    Nov 17, 2014. 01:37 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Annuities Vs. Dividend Growth Investing For A Lifetime Income [View article]
    karchlg:
    I tend to agree with that. My wife and I are fortunate in that we both have pensions. In a year I will be drawing SS. That's as far as I need to go with annuity-type income. In my view, insurance companies are always going to stack things in their favor and they are clearly not in business for my benefit.

    Our Roth accounts and my IRA will be devoted to income producing stocks. I'm a bit annoyed with stock prices at the moment in the we have WAY too much in cash. I want a correction asap.

    Steve
    Nov 16, 2014. 10:11 AM | 2 Likes Like |Link to Comment
  • Does Berkshire's Duracell Deal Mean That Buffett Thinks P&G Is Overvalued? [View article]
    Buffett almost always gets a better deal. Being a billionaire investor does seem to have some perks.
    Nov 15, 2014. 10:40 AM | 2 Likes Like |Link to Comment
  • Third Quarter Portfolio Review: Continuing To Build Dividend Growth And Quality [View article]
    gegalla1:
    His profile is here:
    http://bit.ly/NCAY4B
    Nov 12, 2014. 09:34 PM | 1 Like Like |Link to Comment
  • Moynihan: BofA not about to lower mortgage standards [View news story]
    Indeed, iclarius! Walking away from 3% equity is much easier than walking away from 20% equity. Also, it helps protect the lender because they only need to recover 80% of the home's value in a foreclosure sale.
    Nov 12, 2014. 09:21 PM | 4 Likes Like |Link to Comment
  • Realty Income: Don't Reach For This Yield Play [View article]
    Doug:
    Three months? Really? Well, perhaps it will take me a while too. I still haven't shut off the work mentality yet. I feel like I'm just getting some days off. I don't feel "leisurely" yet, but I'm looking forward to it.

    I did have a small breakthrough. I let the dogs out in the morning and noticed the traffic zooming by. I thought to myself, "hey, they're all going to work, and I'm not". I smiled and shuffled back into the house.

    I don't know about Venice. The Gelato sounds wonderful, but I'm terrified of flying (I also despise the seats in commercial airliners). A friend of mine gets drugs from his doc for flying. He sleeps the whole flight and he recommended it highly. We shall see.
    Nov 12, 2014. 07:16 PM | Likes Like |Link to Comment
  • Realty Income: Don't Reach For This Yield Play [View article]
    David:
    Oh no! Not the grocery store! :-)

    My wife retired about 3 years ago, but she still stays busy with a dog walking business she started. Now that I'm retired, she will probably be sending me to the grocery store every week. I've pretty much wrapped up mowing and leaf season, so she will want me to have something to do.
    Nov 12, 2014. 07:10 PM | Likes Like |Link to Comment
  • Realty Income: Don't Reach For This Yield Play [View article]
    Rose:
    Happy retirement indeed. I'm working on week two of being retired. I have barely reached the point where I learn to chill out a little. I figure that in about a month, the concept of retirement will actually set in. :-)
    Nov 12, 2014. 04:23 PM | 2 Likes Like |Link to Comment
  • Moynihan: BofA not about to lower mortgage standards [View news story]
    I'm still not a fan of BAC, as a customer nor as an investor. I still need to give some kudos to them here. It's nice to see some common sense come into play.
    Nov 12, 2014. 01:16 PM | 6 Likes Like |Link to Comment
  • Realty Income: Don't Reach For This Yield Play [View article]
    I agree with you, Rose. I'm waiting for at least a 5% yield before I add. I think 5.5% would be most acceptable.
    Nov 12, 2014. 11:03 AM | 3 Likes Like |Link to Comment
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