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SteveTheHawk

SteveTheHawk
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  • Your Retirement Income Is On Sale [View article]
    RAS:
    Thanks for the comment. With a stock like WAG, my tendency is to want to hold it because of the dividend growth. Having the nice capital gain staring me in the face is a temptation though. :-)

    Still, I fear that I would regret selling, as happened to you with MCD/WMT. I'm leaning more toward hold at this point. Besides that, I don't know where I would put the proceeds. Nothing excites me these days. We already have a full position in WAG, so I guess I'll just leave it alone.
    Jun 25 10:34 AM | 2 Likes Like |Link to Comment
  • Your Retirement Income Is On Sale [View article]
    Dave (and others):
    Being a relative novice to DGI (just a few years under my belt), I am pondering what my cash reserves should be. Right now our (wife and I) div portfolios are about 25% cash. I'm ok with that while I wait for some better prices. I guess I have to wonder though if I should be trimming even further on some gainers.

    An example is WAG. We have a 50% gain and a nice YOC. However, current yield is just above 2%. What do others do in situations like this? I could trim part of the position to grab some profits and wait to find another div stock I like. Or, I could just ignore it and watch the dividend grow.

    In search of better yields and value, I am exercising patience but I have to wonder at what point do I decide that I have too much cash sitting on the sidelines? Like Dave, I'm not overly excited about current prices or yields.

    Just throwing out my random ponders here. If you have any thoughts or ponders of your own please throw them my way.
    Jun 25 07:50 AM | 1 Like Like |Link to Comment
  • Wal-Mart: What A 'Double' Investment Looks Like [View article]
    I'm starting to look at WMT again, but as always, I think the price is too high. Still, I ran a graph on Ycharts for div yield. It's seems that yield above 2.5% is a rather rare thing as of late. Since that's about where the yield is sitting currently, it makes me wonder if I just need to start averaging in. Either that or I should just wait for a major market downturn and hope for a better price then.

    WMT has some nice dividend growth and wouldn't mind owning more than the tiny bit I have now. I've got some thinking to do.
    Jun 24 04:53 PM | 1 Like Like |Link to Comment
  • Wal-Mart: Don't Sell Early [View article]
    My wife and I bought a little WMT last year. It's still less than 2% of our dividend portfolio. It's difficult to find the current yield above 2.5%, about where it is now. I plan to start making small purchases at these levels. WMT has a decent dividend growth rate, though it does seem to be slowing slightly. As long as the DGR remains above 10%, I'll be happy. If it goes below, I'll re-evaluate.
    Jun 22 10:38 PM | 1 Like Like |Link to Comment
  • I Love Exxon Mobil, But It's Too Expensive Right Now [View article]
    Frightened?? I would be giggling like a school girl as I clicked the buy button.
    Jun 19 08:56 AM | Likes Like |Link to Comment
  • McDonald's: Time To Buy, Sell Or Hold? [View article]
    Indeed. I'm hoping to see it get in the $85 to $90 range before I pick up some more. I hope that happens fairly soon. I'm running out "someplace else" to put my money. Seems like most everything is too expensive for my tastes.
    Jun 18 11:21 AM | 1 Like Like |Link to Comment
  • Waste Management, Inc. Dividend Stock Analysis [View article]
    I'm rather torn on WM. It's been in our div portfolio for a couple years. Sitting on about at 30% capital gain with a 4.5 YOC and decent current yield. It also provides about 5% of our dividend income. I hate to sell it, but I also hate to hold it. It really doesn't fit the mold of a high quality dividend stock I suppose :-).

    I've been giving a lot more thought to selling as of late. In the end, I'll likely sell and try to make up for the lost income with another selection. It sure doesn't seem easy to find buy candidates these days though.
    Jun 17 06:09 PM | 2 Likes Like |Link to Comment
  • Should Bank Of America Still Be Part Of Your Portfolio? [View article]
    Yes, I understand that judgement and analysis is part of the stock buying process. And yes, BAC "may" turn out to be this or may turn out to be that. The problem is that I want cash, not maybe's.

    If someone buys BAC and it does well, then good on them. I need to be more conservative and try to keep some cash rolling in. I wish you luck in your search for ten baggers. Different strokes I guess.
    Jun 12 04:31 PM | 1 Like Like |Link to Comment
  • Should Bank Of America Still Be Part Of Your Portfolio? [View article]
    In that I'm a dividend growth investor, I don't even have to hesitate. I'm going with no on BAC. All their potential issues and the lack of a dividend makes them a zero in my book. BAC has many believers out there, but for me the proof is cash in my pocket every quarter. On that count, they don't deliver.
    Jun 11 10:15 PM | Likes Like |Link to Comment
  • Own These World's Leading Brands And Never Fear A Recession Again [View article]
    Chuck:
    Just wanted to say thanks for yet another great article.
    Jun 7 10:21 AM | 1 Like Like |Link to Comment
  • Wal-Mart: Still Offering Great Value [View article]
    I don't find WMT to be all that appealing from a value perspective. Just so-so I guess. However, as a dividend growth investor I'm starting to pay attention. I know that the current yield is not great (unless you compare it to interest rates on cash). I do like the div growth though, and I believe the dividend to be quite safe.

    I also note that WMT's current yield is 2.5% and that it rarely reaches that level. My DW and I own a small piece of WMT in our Roth accounts. I'm going to be adding a bit more at these levels just for dividend income. I don't know what the stock price will do, but that's not my primary concern.
    Jun 6 09:26 AM | Likes Like |Link to Comment
  • Shopping For REITs As We Enter A New Wealth Creation Cycle [View article]
    On reading your article, I was just wondering to myself.... "Does this guy sleep?". Your post answered my question. You're a busy guy.

    At any rate, loved the article. I'm trying to figure out how to get my feet wet in REITs. I'm approaching retirement and need to up my income where possible, without taking undue risk. I will use this article to further my research and decision making. Thanks.
    May 31 09:35 AM | Likes Like |Link to Comment
  • AT&T Tacks On Additional Fee To Support Growth In A Saturated Market [View article]
    No biggie. People will just pay it. They always do.
    May 30 09:08 AM | Likes Like |Link to Comment
  • Why I'm Not Selling My Dividend Stocks [View article]
    Dave:
    For me, it is indeed all about the income stream, though I have to slap myself once in a while when I start thinking about trading and/or taking profits. I guess the most frustrating part is that my DW and I have a decent chunk of change sitting idle in a cash account and I can't find anything that I'm excited about buying.

    I guess one must have patience before buying and patience before selling. I hate that.

    I might go ahead and develop a spreadsheet similar to that described in your post. I've only got a few years under my belt when it comes to DGI, so it shouldn't take a huge amount of time. Maybe that will help keep me patient :-).
    May 29 09:03 AM | 1 Like Like |Link to Comment
  • Wal-Mart (WMT +0.1%) will roll out Fatburger patties at stores over the next month as the retailer scores the first licensing agreement with the popular West Coast-based chain. What to watch: Though Wal-Mart's grocery sales have been strong, margins have been tight. A few more deals like Fatburger could provide some relief. [View news story]
    It's a western U.S. burger chain. Larger than normal fast-food burgers. I've never eaten there, but I guess they are pretty decent burgers. I can't imagine buying their patties in a grocery store though. I'll just buy good ground beef and make my own patties, seasoned my own way.
    May 28 04:15 PM | Likes Like |Link to Comment
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