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SteveTheHawk

SteveTheHawk
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  • Second Quarter Portfolio Review: Building Dividend Growth And Quality [View article]
    Bob:
    Another excellent article. Nice work. Question for you. You provide a link to your portfolio business plan, and state that it was "recently" revised. The plan you link to is from October. That is certainly recent enough for me but want to confirm that there isn't a more "recent" revision.

    I have been using your plan and some other materials to formulate our own investing plan. Just want to be sure I have the most current edition :-). Thanks.

    Steve
    Jul 19 09:23 AM | Likes Like |Link to Comment
  • Is Dow 17,000 Dangerously High? This Comprehensive Review May Surprise You! [View article]
    Mike:
    Laughing at those memories. I worked in a gas station for a short period as a teen. I distinctly remember selling gas for 19.9 cents per gallon during a price war. Oh my. I can't even fathom that these days. I remember that in "normal" times, Standard (Amoco) premium was going for 36.9 cents and I thought that was outrageous. :-)
    Jul 18 09:15 PM | Likes Like |Link to Comment
  • General Electric: A Golden Dividend Opportunity Is Never Offered Twice [View article]
    My two cents..... you don't need to own a stock to write about it. It seems like authors get stuck between a rock and hard place. If they are positive on a stock and don't own it, they are criticized for not walking the talk. If they do own it, someone often pipes in with accusations of pumping the stock.

    Personally, I just take the information for what it's worth to me and make my own decisions. I'm not usually concerned with what the author does, in that their situation is likely different from mine.
    Jul 17 09:27 AM | 33 Likes Like |Link to Comment
  • U.S. sales look weak for McDonald's [View news story]
    I was thinking the same thing, swamp. I want to buy some more MCD, but the market isn't being negative enough. Another $5 - $10 drop would be very nice.
    Jul 16 02:12 PM | 1 Like Like |Link to Comment
  • 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
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