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SteveTheHawk

SteveTheHawk
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  • Dividend Champions Smackdown XXVIII [View article]
    I bought some WAG not too long ago. It's about 5% of our div portfolio. Because of that I'm slightly hesitant to buy more. I settled for a 3.5% YOC. I was hoping for 4% and if it hits that yield level, I might grab a few more shares. I don't see their dividend as being in danger at the moment.
    Jul 4 09:03 AM | 2 Likes Like |Link to Comment
  • AT&T: This Run Has Just Begun [View article]
    I don't see myself selling T, but I'm not buying for reasons of allocation. It's about 11% of our div portfolios and provides about 12% of our div income. I'm thinking that's enough. However, our YOC is over 6% so I'm happy to just collect the dividends for a while.
    Jul 4 08:53 AM | 1 Like Like |Link to Comment
  • PIMCO Total Return ETF: Getting Ahead Of Itself [View article]
    If I'm not mistaken, the ETF is not able to deploy some of the same tactics as the institutional fund, such as use of derivatives. That would make the two funds similar, but certainly not identical.
    Jul 3 10:01 AM | Likes Like |Link to Comment
  • Wisconsin Energy Is An 'In' Stock Now, Offering A Steady Dividend [View article]
    WEC might be a good choice, but personally, I can't bring myself to even start sniffing around unless it hits $35 or below. The current 3% yield is far too low for a utility, even considering future div growth.
    Jun 29 12:01 PM | 4 Likes Like |Link to Comment
  • 3 Dogs Of The Dow To Buy, 1 To Avoid [View article]
    I own a small amount of PG. I'm very much hoping for another buy opportunity in the mid-fifties or slightly above. Time will tell, but a significant market downturn might just provide that price or better. A guy can hope.
    Jun 29 10:56 AM | Likes Like |Link to Comment
  • Long-Term Investing: The Best Defense Against Wall Street [View article]
    I think it depends on how you define "profit". If you mean capital gains, your statement may be correct. If you mean growing dividends, I tend to disagree. If you buy at a decent price, hold for the long haul and the dividend is growing, the status of bull or bear market doesn't really mean a lot.
    Jun 28 05:15 PM | 2 Likes Like |Link to Comment
  • Procter & Gamble Dividend Stock Analysis [View article]
    Thanks D4L. I tend to agree, but if it starts edging toward the mid-fifties I'm going to be a buyer.
    Jun 25 10:27 AM | 1 Like Like |Link to Comment
  • Cereal knockoff specialist MOM Brands (formerly Malt-O-Meal) takes market share away from giants General Mills (GIS -0.4%), Kellogg (K -0.3%), and Post Holdings (POST -3.5%) as more consumers latch on to the company's value-oriented proposition with its cereals. The privately-owned company has similar products to rivals in name and substance, at an average cost per ounce that's 20%-25% lower. The secret formula: Malt-O-Meal's advertising budget is only a fraction of what the big boys spend.  [View news story]
    There is no doubt that MOM can make money, especially in our current environment where so many are looking to cut costs where possible. If the economy improves, I believe you will see a swing back toward the big boys. As a consumer, I've tried the "off brand" and store brand cereals. Compared to Cheerios, for example, I have yet to find a cheaper brand that even comes close. In fact, I find some of them to be not good. If I can afford Cheerios, I'm going to buy Cheerios.
    Jun 25 10:26 AM | 2 Likes Like |Link to Comment
  • Procter & Gamble: A BMW Quality Company Selling At A Toyota Price [View article]
    LVI:
    I'm of the same opinion. PG represents about 4% of our dividend portfolio. I'm holding off, but plan to but plan to start trickling new money in if it starts drifting into the high or mid-fifties.
    Jun 25 06:56 AM | Likes Like |Link to Comment
  • Pay-TV Industry Is Divided Over Ad Skipping; Will Cable Lose? [View article]
    Hard to say who is going to win that battle. I don't watch much TV, mostly because the commercials annoy me to no end. If I do watch, it's because I recorded it and can skip commercials. As a consumer, I would likely cancel my cable account if I was forced to watch commercials. There is nothing on television that is worth it IMO.
    Jun 22 10:36 PM | 1 Like Like |Link to Comment
  • Top 10 Reasons Microsoft Surface Is DOA [View article]
    Jason:
    To some extent, you have a point. Microsoft is very late to the party and will be challenged to get their foot in the door. However, I have to say that you seem very much like a Microsoft "hater", for lack of a better word. You would have us believe that they have done absolutely nothing right in creating the Surface. I'm not sure about that.

    It looks like a slick little gizmo to me. I say "looks" because that's all I know about the Surface. Time will tell. I do believe though that there exists a decent number of people that would love to run native Office apps on a tablet, especially in the enterprise. Whether Microsoft has done it right this time remains to be seen. However, I'm not ready to write them off just yet.
    Jun 21 03:05 PM | 2 Likes Like |Link to Comment
  • Walgreen Dividend Yield 3.6%, Up 66 Basis Points [View article]
    I added a bit to my WAG holdings today at a little over $30. I've got a 3.6% YOC now which isn't bad for a company that raises their dividend like WAG does. I had to push myself into trusting WAG's management. Here's hoping that wasn't poor judgement on my part.
    Jun 19 09:16 PM | 1 Like Like |Link to Comment
  • 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
COMMENTS STATS
1,121 Comments
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