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SteveTheHawk

SteveTheHawk
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  • Dividend Champions: 12 Increases Expected By The End Of February [View article]
    Thanks so much for all your contributions, Mr. Fish. Very useful information.

    Kind of sad though that that so few have yields exceeding 3%. Sign of the times I guess.
    Dec 16, 2013. 10:22 AM | 1 Like Like |Link to Comment
  • Dividend Buy Of The Month: Target Corporation [View article]
    ** WARNING **
    In that "michael" has posted this link on dozens of different articles, I don't recommend clicking on it.
    Dec 16, 2013. 07:20 AM | Likes Like |Link to Comment
  • Frontier Communications: Should You Buy This 9% Yielder? [View article]
    Says who? Stocks are discussed here and ideas are exchanged. No ownership required.
    Dec 13, 2013. 12:00 PM | 5 Likes Like |Link to Comment
  • Dividend Class Warfare: Wal-Mart Vs. Target [View article]
    I think it is prudent to own both WMT and TGT, and I do own a little of each. I don't view either as being a great value right now, but if I had to pick I would lean toward TGT.
    Dec 10, 2013. 12:47 PM | 2 Likes Like |Link to Comment
  • A lot to like about Sysco-US Foods combination [View news story]
    I'm not at all recommending that anyone sell. I just feel that I can find a higher DGR and with the huge jump this morning, I now have even more funds to put to use. For me, the time was right. It's all about improving our stream of income.
    Dec 9, 2013. 01:19 PM | Likes Like |Link to Comment
  • As Sysco Acquires U.S. Foods, Here Are A Few Reasons Why I'm Staying Bullish [View article]
    I know how you feel. I've held SYY for a little more than 2 years. I thought about it and made a decision this morning to sell above $42 for a 60% gain. Mostly, it had to do with SYY's small DGR.

    Hopefully, I can put the proceeds to work in a stock that is growing the dividend at least twice as fast as SYY is. I'm not sure yet what stock that will be, but the search is on.
    Dec 9, 2013. 12:11 PM | 1 Like Like |Link to Comment
  • A lot to like about Sysco-US Foods combination [View news story]
    I couldn't say no to the gains, and sold this morning a bit above $42. SYY is a steady dividend payer but not a great DG stock. Very low DGR.

    I held the stock for a little over 2 years and I have no complaints. I received the dividend the whole time and have now sold for 60%+ gain. I'm glad I bought this dividend payer when I did, and now I'm glad I sold it when I did....bullish market or not. Now I just have to figure out where to put the proceeds.
    Dec 9, 2013. 11:32 AM | Likes Like |Link to Comment
  • McDonald's Same Store Sales Disappoint [View article]
    Apparently, the "disappointment" wasn't very significant. I was hoping for a little bigger drop. Still waiting for a price < $94 so I can consider buying more.
    Dec 9, 2013. 11:26 AM | Likes Like |Link to Comment
  • Premarket Gainers / Losers [View news story]
    I've held SYY for a bit over 2 years. Not exactly a stellar dividend grower but not a horrible stock. With this morning's jump, I sold and took a 60% gain. Not bad for 2 years I guess. The dividend is now well below 3% and with the low DGR, I decided it was time to move on. Next challenge..... figure out where to put the proceeds.
    Dec 9, 2013. 09:44 AM | Likes Like |Link to Comment
  • SDY: A Must-Own ETF For 2014 [View article]
    Per DVK's comment, the low yield is precisely why I don't own SDY or similar funds. I own several of SDY's top ten holding stocks. In every case, my yield is at least a percentage higher than SDY provides. In some cases, several percentage points higher. I mean hey, a percent is a percent.

    I am creating a backup plan for my wife in case something happens to me. Because my wife isn't much into investing, I'll be using SDY and similar funds for investment purposes. Lower return, but much less confusion for my wife.
    Dec 7, 2013. 03:47 PM | 2 Likes Like |Link to Comment
  • Which Is Best: DRIP Or Collect And Invest? [View article]
    I tend to agree with you, SanDiego. I started out investing in the way you describe. The reasoning was that DRIP purchases were free. Normal stock transactions were $10 each. I want to keep my transaction costs below 1%, which means a minimum purchase or $1K. At first, it would have taken a long time to collect that much in dividends.

    Once our portfolios reached the point that they threw off over $1K per quarter, I switched over to Collect and Invest. I enjoy being able to determine where the money goes and when.
    Dec 6, 2013. 10:44 AM | 3 Likes Like |Link to Comment
  • Debate on Target heats up [View news story]
    I recently opened a small initial position in TGT. I wouldn't mind if it dropped another 10 or 20% so I can up the yield a bit.
    Dec 5, 2013. 12:19 PM | Likes Like |Link to Comment
  • The WSJ Says Invest Your Emergency Cash, What?!? [View article]
    Agree. If it's invested, it can no longer be called an emergency fund. By definition, an emergency fund is supposed to be a reliable, safe and secure source of cash. Either that or I have misread a lot of financial publications.
    Dec 5, 2013. 07:58 AM | 14 Likes Like |Link to Comment
  • Data Centers: The Nucleus Of The Digital Universe [View article]
    Indeed. I bought a little in July. Big mistake. Taking a bath on gains at the moment. Fortunately, it is less than 2% of our portfolio so the pain isn't horrible. I still feel like I want to own more at some point, but I'm very conflicted as to how to value the company. What I thought was a decent price is apparently in conflict with the market's viewpoint.

    I wonder if Mr. Market is being over-reactive or if I'm the one that is wrong.
    Dec 4, 2013. 09:16 AM | Likes Like |Link to Comment
  • Retiree: What Role Should High Yield Play In A Distribution Stage Portfolio? [View article]
    Chowder:
    I always appreciate your thinking aloud. And if you do wish to critique, please feel free. I'm far away from being a skilled dividend investor and your input is valuable.

    I understand what you are saying, and you are correct of course. I have continued thoughts of selling FTR while we're ahead. Your posit definitely reinforces those thoughts. You make a lot of sense.

    I won't necessarily jump on SDRL in that I'm getting more hesitant about risk plays. It does seem likely that I'll be selling FTR though. It's about the only stock we own that doesn't fit well into a dividend growth investment plan.

    Why we still own it, I don't know. That alone is probably a good reason to sell it.
    Dec 2, 2013. 10:22 AM | 2 Likes Like |Link to Comment
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