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SteveTheHawk

SteveTheHawk
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  • Buy Wal-Mart: The Valuation Is Far From Stretched, And Plenty Of Upside Remains [View article]
    I can't even look at WMT above $65. I already own a tiny bit of it, and want more, but I can't help but feel that it's overbought right now.
    Sep 2 08:54 AM | Likes Like |Link to Comment
  • Pro Investor Bill Ackman's Top Holdings [View article]
    Of these, I only own PG, and only a pretty small amount. I would love to own more. Can't do it right now though. I'm not comfortable with a buy at this point. Considering their current situation and recent performance, I'm going to wait (unless of course their div happens to hit a 4% yield).
    Aug 29 09:25 AM | Likes Like |Link to Comment
  • McDonald's: Dividend Stock Analysis [View article]
    My thoughts as well, Rudester. Over qualified people tend to leave the first chance they get.
    Aug 24 12:22 PM | Likes Like |Link to Comment
  • Johnson & Johnson: An Overvalued Dividend Stock? [View article]
    I have certain concerns about JNJ stock. It's been quite a while since I have purchased any. Currently I have a YOC just over 4%. I'm going to stand pat and just be happy with the dividend. If I feel the dividend might be in danger, I will of course change my tune.

    JNJ does have a fairly high payout ratio, so I'll be keeping an eye on it. Right now, further purchases are not on the agenda.
    Aug 22 03:39 PM | 2 Likes Like |Link to Comment
  • When Should I Be Selling? [View article]
    Indeed. One should never let the tax tail wag the dog. That said, I must profess my love for our Roth accounts. There is something warm and fuzzy about knowing we don't have to pay taxes on the gains.
    Aug 21 11:02 AM | 4 Likes Like |Link to Comment
  • Johnson & Johnson Is Overvalued [View article]
    It's kind of hard to say if the div tax cut will be allowed to expire. A lot of big money people will be against that. I also believe that a lot div stocks are held in tax-favored accounts. For these folks, the tax rate won't be as meaningful. For example, my wife and I hold virtually all of div stocks inside Roth accounts. We don't care what happens to the tax rate.

    With regard to bond yields, that is also difficult to predict. However, since the yields now stink, they will have to go up considerably to beat out the yields of many solid dividend payers. If that happens and dividend stocks do retreat, I will be glad to break out my shopping list and accumulate some more stocks.
    Aug 16 11:32 PM | Likes Like |Link to Comment
  • Johnson & Johnson Is Overvalued [View article]
    My wife and I have what we have in our Roth accounts with regard to JNJ. We've been holding it there for several years. I agree that if someone is looking for capital gains, JNJ isn't the best choice. However, our goal is dividend growth and JNJ has satisfied that for us. We'll likely hold unless/until something about the dividend appears to be suspect.
    Aug 16 10:05 AM | 1 Like Like |Link to Comment
  • Sysco - Stable Long-Term Investment For Investors Looking For Yield [View article]
    It's a good div stock. I purchased not too long ago just below $26. I'm not willing to pay much more than that.
    Aug 15 10:57 AM | Likes Like |Link to Comment
  • Sysco - Stable Long-Term Investment For Investors Looking For Yield [View article]
    Granted, it's not a stock for those looking for capital gains. However, the div story is decent. I'm currently holding SYY with a little over 4% YOC. I doubt I will buy more unless I see it at 4%.
    Aug 14 10:26 PM | Likes Like |Link to Comment
  • Johnson & Johnson's Deceptive Valuation [View article]
    I agree that JNJ is a good div income holding. It's in our Roth accounts at a 4% YOC. For now, it's unlikely we'll buy more in that it already represents about 10% of our div stocks. I do plan to keep it at about that level though. Definitely a core holding.
    Aug 10 11:51 AM | 2 Likes Like |Link to Comment
  • Exelon's Record Of Underperformance Versus Wisconsin Energy's Record Of Reliability [View article]
    Currently, our portfolio has EXC, AEP and PPL. EXC is down about 10% while the others are up a bit. I look to utility stocks for dividends and not much more. I admit to being disappointed in EXC, but I can't bring myself to buy WEC. I'm basically of the opinion that utilities should pay a 5% YOC. WEC isn't even close They may well be a solid company but I'll have to wait until the yield goes up.
    Aug 9 09:26 AM | Likes Like |Link to Comment
  • The Perfect Investment Portfolio: It's All About The Income, Right? [View article]
    Robert:
    Glad to hear you will be able to side-step cable. My wife doesn't watch baseball, but she has about 6 weekly shows that she is very fond of. I'm not certain they are fully available via an internet connection (I have my doubts). However, it's worth checking into. I'll research it and if it's possible, you can bet cable tv will be history. Thanks for the suggestion.
    Aug 7 06:33 PM | 1 Like Like |Link to Comment
  • The Perfect Investment Portfolio: It's All About The Income, Right? [View article]
    Yes, we're pretty much there. House is paid for. Cars are paid for. No debt of any kind. We do still have a few wasteful spending habits to work on, me in particular. I would love to get rid of cable completely, except for internet. However, I believe that Mrs. SteveTheHawk might have some opposing thoughts on that issue <g>.
    Aug 7 08:44 AM | 2 Likes Like |Link to Comment
  • The Perfect Investment Portfolio: It's All About The Income, Right? [View article]
    What a great dad you are, David. Growing up, I didn't have parents that understood anything about investing that went beyond having a bank savings account. The same was true of pretty much our whole family, cousins and all. I didn't start learning about investing until I was in my forties. Like you, I have not been happy with the results so only a couple years ago (now in my late fifties) did I start learning about dividend growth investing.

    As a result, I'll never have the income that I could have had, but whatever I can get, I'll take. Your real life portfolios are great to see and offer inspiration for people like me. Right now my wife and I are receiving only a few grand a year in our Roth accounts. Over time though and with some reinvestment, it should result in some nice pocket change <g>. Better than kick in the teeth I guess, and tax free on top of that.

    Thanks for your willingness to share your portfolios and for such well written articles.
    Aug 6 01:51 PM | 5 Likes Like |Link to Comment
  • The 'Perfect Investment Portfolio'? [View article]
    Thank you for a great article, David. Nothing like seeing real life examples.
    Aug 2 11:43 AM | 2 Likes Like |Link to Comment
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