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SteveTheHawk

SteveTheHawk
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  • Johnson & Johnson: A Classic Buy The Dip Opportunity Right Now [View article]
    Cape:
    Ditto on JNJ. It is our largest holding at 9% of our dividend stocks. It's also our oldest holding, purchased in 2006. I didn't start looking seriously at DGI until 2011. I just bought JNJ back then because I liked the company.

    I haven't purchased any JNJ since. Though over the course of the last couple years I've added 22 other DG stocks, JNJ has taken care of itself just fine and remains the largest holding. Good company, good stock.
    Jul 15 09:35 PM | 5 Likes Like |Link to Comment
  • Johnson & Johnson: A Classic Buy The Dip Opportunity Right Now [View article]
    A 2% drop is a better buy than not having a 2% drop, no doubt. Still, JNJ seems a like a much better buy when the current yield is at 3% or above. JNJ is about 9% of our div portfolio, so I wouldn't buy anyway. When I was buying the stock though, it seemed worthwhile to wait for a 3%+ yield. Just my 2 cents.
    Jul 15 01:44 PM | 4 Likes Like |Link to Comment
  • $3,000 Annual AT&T Dividends Are Like An Aesop Fable Sprung To Life [View article]
    But I want a little volatility. I need T to come down a bit so I can buy some more.
    Jul 15 10:29 AM | 3 Likes Like |Link to Comment
  • $3,000 Annual AT&T Dividends Are Like An Aesop Fable Sprung To Life [View article]
    I remember Lucent. Back in the day, I heard over and over from people that thought it was idiotic to not load up on it. I was fortunate because I never got around to buying it. It's nice to avoid a bad one now and again. :-)
    Jul 15 10:26 AM | 3 Likes Like |Link to Comment
  • Chevron Lacks Growth [View article]
    I hold CVX, but I also happen to think it's a bit pricey right now. Therefore, I will not say bad things about the author :-).
    Jul 13 06:23 PM | 1 Like Like |Link to Comment
  • Robust Dividend Growth Continues For ConocoPhillips [View article]
    I agree, Gap. A 5% pay raise would be a wonderful thing, though I'm not holding my breath :-).

    Overall, I can't complain about COP when it comes to total return in that I bought below $57. My YOC exceeds 5%. As I've already stated, a 5.8% div jump makes me content. Still, I'm hoping to see the increases go a little higher in the future. I'm greedy.... what can I say?
    Jul 13 09:57 AM | Likes Like |Link to Comment
  • Is Dow 17,000 Dangerously High? This Comprehensive Review May Surprise You! [View article]
    Nice profit on LO. That's one I never got around to buying. I did pick up a few additional HCP shares a couple days ago though. It's now about 2.5% of our div portfolio. I'm good with that for now. If it happens to drop a couple more bucks, I might need to grab a few more shares.
    Jul 11 08:46 PM | 2 Likes Like |Link to Comment
  • ConocoPhillips: Staying Bullish As The Company Raises Its Dividend [View article]
    Yes, indeed. COP has appreciated nicely since it's been in our portfolio for the last 2 years or so. I am also hoping for high single digits div increases. The way I understand it though, COP wants to get its payout ratio down a bit. I suppose that might take some time. While I would like to see it a little higher, I view the 5.8% increase as palatable.
    Jul 11 01:05 PM | 1 Like Like |Link to Comment
  • Robust Dividend Growth Continues For ConocoPhillips [View article]
    Hi Devil:
    You won't find me complaining about my investment in COP. You are correct that it has done well for me (though I don't know where you got the "200 shares" number). My concern was that the dividend keep growing, in that my investing focus is on dividend growth stocks.

    Like I said, for now I'll be content to hold. A 5.8% increase isn't great, but it's not bad. It might take some time for COP to get it's payout ratio down. If it begins to seem that the div isn't going to grow very well, I'll have to consider going elsewhere. At the moment, my plan is to just watch and keep what I have.
    Jul 11 11:10 AM | 1 Like Like |Link to Comment
  • Robust Dividend Growth Continues For ConocoPhillips [View article]
    I bought COP about 2 years ago, after the spin off. It has about a 4% allocation. I recently stated that I would like to see the dividend growth get a little higher. Basically, I want to feel like I'm at least keeping ahead of inflation. My paper gains on the stock equate to 10 years of the current dividend. Without some DG in there, I would lean toward putting the funds elsewhere.

    This increase turned out to be about 5.8%. I'm hardly giddy with excitement but I am reasonably content. I was hoping for upper single digits. Technically I suppose this qualifies. I'll be holding for now.
    Jul 11 10:18 AM | 3 Likes Like |Link to Comment
  • Is Dow 17,000 Dangerously High? This Comprehensive Review May Surprise You! [View article]
    Welcome to the club, Mike. I started in with DGI in 2011, though I was clueless for the most part. I also bought a full position in JNJ in 2006 but had no idea that I was engaging in DGI. Dang thing is still about 9% of our div portfolio.

    In 2012 I started following some of the SA DGI greats around like a puppy dog. Now it's 2014 and I believe I'm finally getting a reasonably solid grip on the whole thing. I hope to be retiring soon and will have extra time to devote to this topic, which should result in my investment choices being a bit more refined. Here's hoping anyway.
    Jul 11 10:04 AM | 5 Likes Like |Link to Comment
  • Is Dow 17,000 Dangerously High? This Comprehensive Review May Surprise You! [View article]
    Thus the reason that ATT is one our larger holdings. Might be some Verizon thrown in there one of these days.
    Jul 10 12:53 PM | 1 Like Like |Link to Comment
  • Has Johnson & Johnson Finally Met Its Match? [View article]
    I've been long JNJ since 2006 and it is maxed out for allocation. I won't be buying more in the foreseeable future. I would just comment though that it seems like a stock that is best purchased when the current yield exceeds 3%. Considering the recent div growth rate, the current yield of 2.6% is a bit below my comfort level.
    Jul 9 06:28 PM | 1 Like Like |Link to Comment
  • Target Canada: It's Worse Than We Thought [View article]
    I am having the occasional second thought about owning TGT stock. It comprises just 3% of our div holdings. I doubt that I will sell what I have (at least for now). OTOH, I'm not confident that the stock is a bargain. Odd as it might sound, it almost seems that Target has a few things to learn about retailing.

    The Target store closest to us (here in Michigan), does indeed seem to have difficulty keeping the shelves stocked. Perhaps they are trying to minimize carrying costs, I don't know. What I do know is that I walked into the pain reliever aisle and saw only a few bottles each of the various analgesics. The shelves were very clean and merchandise had been fronted on the shelves. Even so, the fact that the shelves were 80% empty was glaring. Seeing just 3 bottles of the store brand ibuprofen is not impressive. It leaves one subconsciously wondering if the place is going out of business.

    So, yeah.... I'll be watching. I think they have some work to do.
    Jul 9 01:18 PM | Likes Like |Link to Comment
  • San Francisco could be the Waterloo of the soda tax movement [View news story]
    The money grabs don't get any more blatant than this, and the ideas don't get any dumber. How many people in those cities would simply buy a few cases of pop every time they drive across city boundaries? What would that do to retailers within the cities? The idea of a municipal soda tax seems downright idiotic to me.
    Jul 8 03:25 PM | 10 Likes Like |Link to Comment
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