Seeking Alpha

SteveTheHawk

SteveTheHawk
Send Message
View as an RSS Feed
View SteveTheHawk's Comments BY TICKER:
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
Latest  |  Highest rated
  • Wal-Mart Earnings Preview: Traffic Has Declined For 8 Consecutive Quarters [View article]
    Based on estimates, WMT seems quite overpriced. Based on the dividend, it also seems overpriced. It's a small part of my portfolio and will become a former holding if the next div increase isn't substantial (at least high single digits).
    Feb 16, 2015. 05:33 PM | 2 Likes Like |Link to Comment
  • How Much More Compelling Is The Southern Company Today? [View article]
    IZZ,
    Thanks for your comment. I haven't spent much time following OHI, but I would be content with a 5% yield on SO. For now, I've got my buy price set at $42. With an assumed 3% DG rate, that would satisfy the Chowder rule and perhaps provide a small margin of safety.

    Steve
    Feb 15, 2015. 01:06 PM | 3 Likes Like |Link to Comment
  • How Much More Compelling Is The Southern Company Today? [View article]
    Yup.... I've been holding off on adding to my REITs and UTEs, waiting for the FED to come to my rescue. Wondering if it's an exercise in futility.
    Feb 14, 2015. 08:57 PM | 6 Likes Like |Link to Comment
  • Tax-Minimizing Trades And Layoffs Rock Bank Of America [View article]
    What seems like decades ago, I sold BAC at around $40 for a very small profit. It was around the time that they said the dividend was safe (LOL). I have yet to be tempted to buy since then. Maybe someday they will again pay a reasonable (and growing) dividend. The company has been a pretty sad story in recent years.

    Some are really high on this stock, but as a "cautious" DGI type, I just can't get excited about it.
    Feb 14, 2015. 08:52 PM | 2 Likes Like |Link to Comment
  • The Dividend Growth 50... Plus 113 More [View article]
    Thanks, DJ. Just downloaded it. I appreciate you posting it.
    Feb 14, 2015. 03:35 PM | Likes Like |Link to Comment
  • The Dividend Growth 50... Plus 113 More [View article]
    Owner5524 and DJ,
    If either of you have a Google (Drive) account or Microsoft OneDrive account, you could post your Excel sheets and make them public. All you would need to do is post a link for them. That's the only option I can think of at the moment.

    Steve
    Feb 13, 2015. 11:09 PM | Likes Like |Link to Comment
  • Coca-Cola: Dividend Increase Is On The Way, Here's What To Expect [View article]
    I was making a WAG at 5 or 6%. While I would like more, I can get by on that.
    Feb 10, 2015. 04:12 PM | Likes Like |Link to Comment
  • Retirement Strategy: The Frothy Market Beginners Portfolio Grows Cash By Doing Nothing But Owning Shares [View article]
    I just initiated a small position (<2%) in EMR. I've wanted it in my portfolio for some time. This seemed like a reasonable spot to get started. As the year progresses, I suspect I'll get a chance to average down and add a bit more.
    Feb 7, 2015. 04:00 PM | 1 Like Like |Link to Comment
  • Income favorites ponder the idea of rate hikes [View news story]
    thomasjmartin,

    Financial adviser I'm not (disclaimer). I don't own any CD's and I'm not sure they are even worth considering right now. Basically, they can't keep up with inflation. Allocation is also something of a consideration, but we all have to choose what works for us.

    That said, if I were to consider buying any CD's right now, I would keep it short.... perhaps 6-12 month duration. Either that or set up a CD ladder of some sort. There's my 2 cents, and my advice may not even be worth that.

    Steve
    Feb 6, 2015. 10:19 PM | Likes Like |Link to Comment
  • Portfolio Business Plan - 2015 [View article]
    Miz,

    Do you know if these spreadsheets will function on OneDrive? I use Google spreadsheets online so that some others can review our portfolio, etc. Thanks.
    Feb 6, 2015. 10:02 PM | Likes Like |Link to Comment
  • Why I Sold Realty Income, And Where I Reinvested The Proceeds [View article]
    It has a ways to fall yet before I want more of it. I shall be patient, even though I hate that concept.
    Feb 6, 2015. 09:48 PM | 16 Likes Like |Link to Comment
  • Here's What McDonald's New CEO Needs To Know [View article]
    No doubt, Mickeys has issues with both food quality and perhaps more so with consumer perception. I have to wonder where the price versus quality line should be drawn. On which customer base should they focus? Lower income people don't likely frequent Five Guys and Shake Shack.

    If my wife and I stop at Mickeys for burger, fries and beverage we spend $10-$12. Last time we stopped at Five Guys, it was $18. Oh yeah, Five Guys was better. I think it's true that you get what you pay for, mostly.

    So which customer base should Mickeys cater to? If they need to compete with the new guys, they will have to raise prices. Then what? Should they offer a full spectrum of burgers from 2 oz blah patty to 6 oz hot and juicy? I have to wonder how they are going to resolve this type of issue.
    Feb 6, 2015. 12:00 PM | 4 Likes Like |Link to Comment
  • There's No Reason To Buy Procter & Gamble Right Now [View article]
    Based on estimates, PG does seem a little overpriced. For DG investors, a minimum current yield of 3% seems like a reasonable starting point. Even then, it's not a bargain.... just a dependable blue chip stalwart for collecting income.
    Feb 6, 2015. 11:38 AM | 4 Likes Like |Link to Comment
  • Target Or Procter & Gamble For Long-Term Dividends? [View article]
    I don't know who said that, but what it means is that someone just can't resist spewing their political opinions on an investment forum.
    Feb 5, 2015. 07:27 PM | 6 Likes Like |Link to Comment
  • Emerson Electric: How The First Quarter Went And What We Can Look Forward To [View article]
    Nice article. I added a small initial position today at $57.25, making it 1.8% of our portfolio. The yield is solid enough for me, and I suspect I may get a chance to average down on price and up on yield.

    They seem to be facing some headwinds alright, but my focus is on the dividends which are secure in my view. Time to wait for a bit and watch for an opportunity to add.
    Feb 5, 2015. 02:17 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
1,540 Comments
3,236 Likes