Seeking Alpha

SteveTheHawk

SteveTheHawk
Send Message
View as an RSS Feed
View SteveTheHawk's Comments BY TICKER:
AAPL, ABBV, ABT, AEO, AEP, AMJ, AMZN, ARLP, BAC, BKCC, BKE, BOND, CL, COP, COST, CSCO, CVX, DLR, DTN, DUK, DVY, ED, EXC, FTR, GD, GE, GIS, GPC, GS, HAS, HGIC, INTC, JNJ, K, KEY, KFN, KMB, KO, KONA, LMT, MCD, MKC, MMM, MSFT, O, PEP, PG, PM, SDY, SO, SON, SYY, T, TGT, THI, TWC, UL, VZ, WAG, WEC, WFC, WM, WMT, XOM, XRT
Latest  |  Highest rated
  • More on Microsoft Surface: The tablet features a 10.6" display, uses Corning's (GLW) Gorilla Glass, and comes with Office built-in. Microsoft has also developed a cover that doubles as a keyboard with touchpad, thereby allowing Surface to shift into PC mode. One version will be sold with an ARM-based (ARMH) processor, while a somewhat thicker/heavier version will feature an Intel (INTC) Core i5 processor and support existing Windows apps. (live blog)  [View news story]
    I too have been waiting. I'm not convinced yet that I want to buy a Microsoft tablet, but I at least want to know all about it so I can finally make a decision on which tablet to buy. I bought my wife an iPad a short while ago, and it is indeed a slick little device. Still, certain limitations give me enough pause to wait and see what Microsoft has to offer, both in features and in price. We shall see.
    Jun 18 08:53 PM | 1 Like Like |Link to Comment
  • The Benefit Of Patience For Income Investors [View article]
    Six:
    Yup, the trader tragedy hit close to home some time ago when I watched a friend turn a $250K portfolio into a $75K portfolio. He knew little about stocks but he had managed to trade his way from $200K to $250K. He then commented to me that he was thinking he could make his living by trading. I suggested otherwise. I was right. Kind of sad to watch.
    Jun 15 09:14 AM | 1 Like Like |Link to Comment
  • Sizeable Insider Buying In Bank Of America [View article]
    Maybe the fed would rescue them once again. They may not have a choice. However, if that happens, the government needs to take a very tough stance. IMO as a taxpayer, enough is enough. Anyone that needs to be rescued has to be required to comply with the old Glass-Steagall act in the future. Existing shares should be taken to zero and new shares issued. These companies want to gamble with taxpayer money and it has to stop. If they gamble and lose, they go out of business. Banking should remain untouched. In hoping that the government would take a tough stance, I am hesitant to be a shareholder.
    Jun 14 08:46 AM | Likes Like |Link to Comment
  • Johnson & Johnson: A Dividend Growth Investor's Dream [View article]
    Eclipse:
    We (wife and I) bought in February 2006 at about $57, and we bought an equal number of shares in May 2007 at about $63. If it wasn't for the first purchase we would be a bit in the hole, but as it is we have a slight gain (plus div's of course). No discrepancy here. My numbers are correct.
    Jun 11 07:55 PM | Likes Like |Link to Comment
  • Retirement: A Beginner's Guide On Basic Option Strategies (Part 5) [View article]
    Thanks RS. I appreciate the offer of assistance.
    Jun 10 09:50 PM | 1 Like Like |Link to Comment
  • 3 Reasons To Consider Going Long Waste Management Inc. [View article]
    WM has certainly not been a "strong" stock, but it's still ok in my book. I hold it at a 4.7% YOC with a very small cap gain. I'm just looking for the income anyway, and WM is making a contribution to the cause. I'll be holding for now. If it drops below my purchase price, it will be time to buy some more.
    Jun 10 06:49 PM | 2 Likes Like |Link to Comment
  • 4 Reasons To Buy Microsoft When Markets Plunge [View article]
    That's my concern as well Treyanas. I know that the new OS is designed to be a one-size-fits-all piece of software and it may work great on mobile devices. However, I've read many negative reviews as to the interface when used on desktops and notebooks. I don't know if it's just resistance to change or if it's really that bad.

    Personally, I've decided to ignore MSFT stock unless I can catch it below $26, and even then I'll be moving in slowly. Might be a mistake on my part.... might not.
    Jun 10 05:15 PM | Likes Like |Link to Comment
  • Retirement: A Beginner's Guide On Basic Option Strategies (Part 5) [View article]
    Agreed dxb. I don't touch options now, because I'm just not comfortable with them. I just buy div stocks and collect the dividends. At some point though, if I can get our portfolios to a place that I want them to be, I hope to use a small sum to take a shot at the options game.

    Great article RS.... thank you. It helps me in getting a basic grasp on how some of these things works.
    Jun 10 11:44 AM | 2 Likes Like |Link to Comment
  • The Difficulties Of Dividend Investing And 2 Possible Solutions [View article]
    People who are "obsessed" with dividend income generally want income that comes in on a continual basis, simple as that. Of course, one hopes that the income will ratchet up over time as well (dividend growth). The idea is not to sell. The idea is to receive a steady stream of income.

    To each their own with regard to investing style. Some don't care about dividends and others seek them out. Count me in the latter camp.
    Jun 9 08:21 PM | 7 Likes Like |Link to Comment
  • Johnson & Johnson: A Dividend Growth Investor's Dream [View article]
    My wife and I have owned JNJ for a number of years. Our capital gains are about non-existent, but I suppose that since we bought it for dividend income we can live with it. Our YOC is a bit over 4%. Considering the obvious drop in the dividend growth rate, I can't see myself buying any more at less than a 4% current yield. I am not going to depend on capital gains with this stock.
    Jun 8 09:44 PM | 1 Like Like |Link to Comment
  • The sell-off in Europe has left in its wake several dividend payers selling for better multiples and offering higher yields than their U.S. counterparts. At 4.82%, Novartis (NVS) yields 90 bps more than JNJ. France Telecom (FTE)  yields 14.9% with a PE of 6.4 vs. 23.4 for its peers. The full list.
     [View news story]
    When I read this post, my first response was to wonder how long it would be before FTE whacked the dividend. Question answered. Add to that the issue of the Frenchies keeping some of my money for taxes, I'm not all that interested.
    Jun 8 10:05 AM | Likes Like |Link to Comment
  • Buy Oil Here [View article]
    I'm hoping for lower. I own no oil stock currently, but would very much like to add some XOM above a 3% yield. That seems like a lot ask for I guess but we shall see.
    Jun 8 09:02 AM | 1 Like Like |Link to Comment
  • 8 Outstanding Stocks For Retirement Investing In Troubling Times [View article]
    I'll throw my 2 cents in, just because. I own a little bit of KO and want to buy more. My current maximum buy price though is $68. In my mind, anything above that level pushes my risk too far beyond the potential reward.

    But as Avi said, you have to decide what you are comfortable with. It might make a difference if you are a youngster with a 30 plus year time frame. In that event you can probably count on making a lot of money on KO in retirement, even at current prices.
    Jun 6 08:54 AM | 1 Like Like |Link to Comment
  • Walgreen Buyers Take The Rumor But Should Wait For The News [View article]
    I've got a little WAG in our portfolios but I'm not overly excited about buying more. If it falls below $30 again, I might buy a bit more in that I view it as a dividend play worthy of consideration at 3% yield or higher.

    The conflict with ESRX has to end eventually or it will continue to cause damage to WAG's revenue stream. I'm concerned that when customers leave to have scripts filled elsewhere, WAG might have a hard time getting them back. The longer it drags out, the worse it will be. I'm hoping they choose to resolve this issue soon.
    Jun 5 06:45 PM | Likes Like |Link to Comment
  • Bullish On Leading Stocks That Have Fallen Below The Market Average [View article]
    Just one guy's opinion, but I can't bring myself to buy KO above $68. Considering it's recent price range, a 6% fall isn't that significant. High PE and current div yield is average for KO.

    MCD is a maybe right now. Not a bad price but it's not cheap, even at $86. I view it as expensive over $90.

    Nothing to get excited about IMO, though I'm not a trader..... just a dividend growth investor.
    Jun 5 12:15 PM | Likes Like |Link to Comment
COMMENTS STATS
1,019 Comments
1,799 Likes