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SteveTheHawk

SteveTheHawk
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AAPL, ABBV, ABT, AEO, AEP, AMJ, AMZN, ARLP, BAC, BKCC, BKE, BOND, BRK.B, CL, COP, COST, CSCO, CVX, DLR, DTN, DUK, DVY, ED, EXC, FTR, GD, GE, GIS, GPC, GS, HAS, HGIC, IBM, INTC, JNJ, K, KEY, KKR, KMB, KO, KONA, LMT, MCD, MKC, MMM, MSFT, O, PEP, PG, PM, SCTY, SDY, SO, SON, SYY, T, TGT, THI, TWC, UL, VTR, VZ, WAG, WEC, WFC, WM, WMT, XOM, XRT, YUM
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  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 09:40 AM | 6 Likes Like |Link to Comment
  • Bank Of America: Buy Before Everyone Else Does [View article]
    622:
    You may be correct about CVX / XOM. That's why I said that I was moving slowly overall. My hope with these two stocks is to average down over time. Whether or not they will cooperate is the question. XOM, for example, hasn't hit a 3% current yield in at least the last decade. It's getting very close to that level now. It makes me wonder if the market is going to let it continue downward.

    As for MCD, I agree that some caution is in order. Of the stocks I listed, it's probably my least favorite. Great dividend, but I think the DG is going to slow (just a guess) which will in turn allow the price to stagnate or drop. I might wait a bit on this one. Bought it a couple years ago and it's about 4% of our div portfolio NAV. No rush to buy more.

    I do already own funds.... lots of them, in my 401K. It represents about 42% of our (wife and I) investable assets. I'm not a huge fan of funds. I'm focused on income and am not overly thrilled with fund payouts for the most part. For now, I'm stuck with the funds though. Soon I'll be rolling the 401K to an IRA and will make adjustments as needed.

    Steve
    Sep 15, 2014. 09:35 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: How Will Rising Interest Rates Affect Dividend Growth Investors? [View article]
    Thanks for that info, CMG. Many brokers to choose from. Still doing my research. I think it has come down to either Schwab or Fidelity, mostly based on the tools/research they provide.

    Steve
    Sep 15, 2014. 07:57 AM | Likes Like |Link to Comment
  • Retirement Strategy: How Will Rising Interest Rates Affect Dividend Growth Investors? [View article]
    Baldy:
    Thanks for your comment. The vast majority of my investing evolves around stocks, so it seems that Fidelity might be a good fit. I'll be rolling my 401K to an IRA and was mostly just curious what the fees were for their funds. Should I buy a fund, it would almost certainly be held longer than 6 months, so that's not likely an issue.

    I appreciate the recommendation on OSTIX. I haven't looked at either fund really, but I'll check into them later once I complete the rollover.

    Steve
    Sep 14, 2014. 03:56 PM | Likes Like |Link to Comment
  • Use AT&T To Build Income [View article]
    gmansour:
    I'm definitely not qualified to recommend that you buy or sell anything, but I own both. I view T as more of a bond substitute. GE probably has more potential to grow the dividend, but it can also probably be more cyclical than T. I also consider the fact that GE has a large dividend cut in its recent history, where T does not.

    I suppose it also depends on your goals. If you want capital gains, I don't know that T would be a good choice. GE? Perhaps. I'm an income guy though, so I hold T for higher current yield and consistency, and GE in hopes of dividend growth.
    Sep 14, 2014. 01:14 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: How Will Rising Interest Rates Affect Dividend Growth Investors? [View article]
    Rashbaugh:
    Thanks for that info. I don't go in much for mutual funds, but do hold a few. If I go with Fidelity for my rollover IRA, it's good to know these funds are available at low cost.
    Sep 14, 2014. 11:38 AM | Likes Like |Link to Comment
  • Retirement Strategy: How Will Rising Interest Rates Affect Dividend Growth Investors? [View article]
    RS:
    I'm contemplating a Fidelity brokerage account for my IRA. How are they for fees when buying their own funds, like FFRHX? Thanks.
    Sep 14, 2014. 09:43 AM | 2 Likes Like |Link to Comment
  • Bank Of America: Buy Before Everyone Else Does [View article]
    Thanks, MP. I don't know if the reality of retirement has actually hit me yet. I'm mostly excited, along with being a little nervous. It's a big change and all, but I'm looking forward to it. At first, it will probably feel like a vacation then at some point it will dawn on me that I can stay on vacation :-)
    Sep 13, 2014. 04:00 PM | 2 Likes Like |Link to Comment
  • Realty Income: This REIT Should Be Part Of Every Dividend Investor's Portfolio [View article]
    Thanks very much for the info on covered calls. I'll make that the first thing I check out.

    Steve
    Sep 13, 2014. 11:30 AM | Likes Like |Link to Comment
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