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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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  • Freedom Fund Update - June 2015 [View article]
    Larry,
    Slight correction. He "hated" his job at an auto dealership, but has left that position. He loves his current "job", which is writing and investing. Nothing wrong with that if it works for him.
    Jun 3, 2015. 04:04 PM | 6 Likes Like |Link to Comment
  • PPL tumbles after spinoff completion, analyst downgrade [View news story]
    M* lowered their FV from $36 to $33. I own a very small amount of PPL, and have had a buy price set at $31 for quite some time. The stock is $31.78 as I write this, which is probably close enough.

    What I'm trying to discern is whether or not PPL's dividend will be affected by the spin-off. Since the quarterly div increases to .3725, ex-div 6/8, I'm assuming that means the div won't tampered with. Other opinions or info welcome.

    Steve
    Jun 2, 2015. 02:31 PM | Likes Like |Link to Comment
  • Dividend Growth Investing: The Perfect Portfolio Moving Forward (Part 1) [View article]
    Indeed, geekette. Our utilities, including mobile phones and cable are about $500/month. It's a good feeling when dividend income covers various expenses. It definitely takes some of the strain off one's pension income.
    Jun 1, 2015. 09:24 PM | 2 Likes Like |Link to Comment
  • Happy Birthday! My Dividend Growth Portfolio's 7th Birthday Report [View article]
    I watched a show about the titans of industry on History Channel just yesterday. They talked about that very thing.
    Jun 1, 2015. 02:46 PM | 3 Likes Like |Link to Comment
  • Happy Birthday! My Dividend Growth Portfolio's 7th Birthday Report [View article]
    Chowder,

    In looking at Deschaine's website, I note the "ViewPoint" quarterly letter as well as the "Views on Investing" book. Do you read only the quarterly letter? The book? Other parts of the site? Thanks.

    Steve

    P.S. I just bought the book but haven't read it yet.
    Jun 1, 2015. 01:35 PM | 1 Like Like |Link to Comment
  • Morningstar: U.S. Bancorp's moat widens [View news story]
    I was wondering about that myself. Perhaps they are referring to the FDIC or other banking regulator?
    Jun 1, 2015. 01:29 PM | Likes Like |Link to Comment
  • Happy Birthday! My Dividend Growth Portfolio's 7th Birthday Report [View article]
    What Mike said.
    Jun 1, 2015. 07:58 AM | 2 Likes Like |Link to Comment
  • The No. 1 Stock In The World - Part 2 [View article]
    Solar for California makes a lot of sense, especially in the south of the state. I hate to say it, but it also sounds like maybe they just need to quit granting building permits. Seems like more houses would only aggravate the problem.
    May 31, 2015. 09:35 PM | 2 Likes Like |Link to Comment
  • Dividend Growth Investing: The Perfect Portfolio Moving Forward (Part 1) [View article]
    Thanks for the info, Dave.
    May 30, 2015. 03:45 PM | Likes Like |Link to Comment
  • Dividend Growth Investing: The Perfect Portfolio Moving Forward (Part 1) [View article]
    Dave,

    Please share. What kind of mattress is it? Sounds like it's a good one.
    May 30, 2015. 12:15 PM | Likes Like |Link to Comment
  • 3 Keys Why Retired Investors Should Put Maximum Focus And Weight On Dividends [View article]
    I'm not able to predict which company will perform better over extended periods, so my solution to a JNJ vs. SO quandary is to just own both. Like you, I don't know exactly what to think of it so I go with a middle of the road solution :-). My focus though is on a growing stream of dependable income. Total return is a nice bonus when it happens.

    I only buy SO at a 5% or better current yield. With JNJ, you do well if you can catch it above 3%. JNJ's div grows faster, but it still takes a number of years to catch up to SO. I like having a high current yield and a moderate but faster growing dividend. The best of both worlds IMO.

    Steve
    May 30, 2015. 09:22 AM | 5 Likes Like |Link to Comment
  • Verizon: Juicy Dividend, Can It Unlock The Value From AOL? [View article]
    I'm retired and income is my focus. My only telecom is T. I have plenty of that and another buy is not feasible without a serious price drop. I wouldn't mind adding VZ just to spread out the allocation a little, but I'm holding out for $46 or less (preferably less). It would be nice to grab some at a 5% yield. Doubt that will happen though while interest rates are so low. Trying to be patient, but may end up making very small buys with DCA.
    May 29, 2015. 05:07 PM | 1 Like Like |Link to Comment
  • 3 Keys Why Retired Investors Should Put Maximum Focus And Weight On Dividends [View article]
    b3,

    I like your suggestion to Chuck, and am also glad to hear from Chuck that they can make the yield graph a bit more current. Another reason that I like the FG service.... always improving.

    And yup, I just added to our SO holdings earlier this month at a 5% yield. Seems like 5%+ is a good point to add with this stock.

    Steve
    May 29, 2015. 10:33 AM | 3 Likes Like |Link to Comment
  • The No. 1 Stock In The World - Part 1 [View article]
    Eric,

    Thanks very much for the link to your article. Now I see why Mike mentioned "uncertainty". Think I'll take a pass on this one for now.

    Steve
    May 28, 2015. 11:10 PM | 1 Like Like |Link to Comment
  • The No. 1 Stock In The World - Part 1 [View article]
    Mike,

    Just curious. What specifically are you concerned about with BAX? A couple people have recommended it to me as a means to diversify my healthcare holdings. I've only given it a cursory glance to date though. I noticed that they are engaged in a spin-off and that FG shows earnings growth estimates as negative. Didn't know if I even wanted to pursue it further. Is there a potential dividend issue?

    Steve
    May 28, 2015. 10:52 PM | Likes Like |Link to Comment
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