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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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  • So, You'll Switch To Dividend Growth Investing After You Have Your Millions, Eh? [View article]
    Mike,

    I was leaning toward a buy if it hit a 3.5% yield, or about $53.70. That's a very high yield for EMR. Most analysts think the network power spin-off will put a drag on earnings for a while, but EMR also apparently plans to maintain their dividend policy.

    I haven't put in a limit order yet, but I might very well do so. Like you said, maybe tomorrow. Good luck with your cheap-arse purchase.

    Steve
    Jul 8, 2015. 04:32 PM | 1 Like Like |Link to Comment
  • So, You'll Switch To Dividend Growth Investing After You Have Your Millions, Eh? [View article]
    Hi Emerald,

    Thanks for your comment. As to CVX and XOM, I'm already too heavy in big oil. I sold COP some time ago, leaving CVX and XOM. I'm a little ways into the red on these two, but they still account for almost 17% of my income. I'm feeling like that is plenty.

    Steve
    Jul 8, 2015. 02:48 PM | 1 Like Like |Link to Comment
  • So, You'll Switch To Dividend Growth Investing After You Have Your Millions, Eh? [View article]
    Thanks, Mike. Yes, I do seem to be riding a slow freight train rather than a bullet train. It would be nice to get the pullback you mention, in that it would make buying a lot easier.

    One stock that is getting close to being topped off in our portfolio is EMR. My last buy was a little over $55, with the current price now close to $54. I'm watching this one at the moment.

    Steve
    Jul 8, 2015. 02:39 PM | 1 Like Like |Link to Comment
  • P&G gets nailed by slack fill law again [View news story]
    I agree.... the buyer beware. I don't support suing for something like this, but as a consumer, I have to say that it's annoying to have to constantly be on my guard for deceptive packaging. It's everywhere. Checking the price per ounce on everything is a time suck.
    Jul 8, 2015. 01:40 PM | 6 Likes Like |Link to Comment
  • So, You'll Switch To Dividend Growth Investing After You Have Your Millions, Eh? [View article]
    Agreed, Bob. My wife and I started Roth accounts in 1998 and started to learn about DGI in 2011. I also had a 401K at work. In all the literature I reviewed on the 401K site, nobody was talking about a rollover to a TIRA. Had to figure that one out on my own.

    I also agree with Mike that moving into a DGI strategy is not as easy as it sounds. I retired last November and my rollover account is still about 65% cash. Not a lot of screaming values out there right now.

    Steve
    Jul 8, 2015. 10:25 AM | 4 Likes Like |Link to Comment
  • Unlocking The Mysteries Behind The Monthly Dividend Company [View article]
    Brad,
    Thanks for the article. Very informative. I hold a little O (about 2% weight). There are certainly some varied opinions as to its value status. I want to move into it with a DCA approach, and the price is almost to the point that I would be comfortable doing so. Expert I'm not, but I feel like it is slightly overpriced. Hoping for a little market panic.

    A question for you on the Durable Income Portfolio you mention in your article. Clicking the link takes me to your Forbes page, but I find no mention of a portfolio. Am I missing something obvious? Thanks.

    Steve
    Jul 7, 2015. 09:01 AM | 4 Likes Like |Link to Comment
  • Scanning The SA Family For Alpha: Rosenose [View article]
    gabby,
    Unless I misunderstand what you are asking for, that feature already exists. After you go to the first new comment, note the arrows next to the word "NEW". If you click the down arrow, you go to the very next new comment. Click the up arrow and you go to the previous new comment.

    Steve
    Jul 6, 2015. 10:08 PM | 1 Like Like |Link to Comment
  • The Case For Wal-Mart [View article]
    Yeah, I had it flagged to look again at $68 or below. Still not sure even then. The dividend growth is lousy and/or pathetic. The increases in the last couple years are have lost out to inflation. Not a stock I'm anxious to buy into right now.
    Jul 6, 2015. 04:16 PM | Likes Like |Link to Comment
  • Scanning The SA Family For Alpha: Rosenose [View article]
    penny,
    Yup... took me a while to figure out what the arrows were for. Now I use them constantly. Very handy.
    Jul 6, 2015. 02:25 PM | 4 Likes Like |Link to Comment
  • Should I Shut Up And Buy Realty Income? [View article]
    That's probably why a lot of REIT stocks are held in Roth accounts (or perhaps TIRA's).
    Jul 5, 2015. 10:32 PM | 3 Likes Like |Link to Comment
  • Is McDonald's Cooked, Or Serving Up More Dividends? [View article]
    I agree, Boom. Some items with a little spice would be nice too. Perhaps a burger with egg, along with strips of bacon that you can actually see.
    Jul 5, 2015. 09:08 PM | 1 Like Like |Link to Comment
  • Scanning The SA Family For Alpha: Rosenose [View article]
    zorrow,

    OTOH, a lack of censorship would risk seeing SA turn into another version of Yahoo discussion boards, where the most obnoxious and ignorant commentators thrive.
    Jul 4, 2015. 02:53 PM | 6 Likes Like |Link to Comment
  • Scanning The SA Family For Alpha: Rosenose [View article]
    Fast Track,

    In my case, writing is not something I'm proficient with. If I were able to though, I would submit articles solely for educational purposes.... my education that is. The comments section is often more helpful than the article. I agree that it's a mutually beneficial relationship. I quite enjoy reading the back and forth between authors and commentators, and usually come away with a better understanding of the topic at hand.
    Jul 3, 2015. 07:33 PM | 7 Likes Like |Link to Comment
  • Seeking Alpha Contributors And Commenters Pick The Best Dividend Growers For The Next 5 Years [View article]
    Excellent comment, Mr. Fish. That's exactly how I look at it. In about 6 months I will be receiving SS. Since I retired last year, I haven't taken any funds from our investment accounts, though it's been tempting. I suspect that once we have SS added to our pensions, the temptation will mostly subside. It will be gravy like grandma used to make.
    Jul 3, 2015. 03:46 PM | Likes Like |Link to Comment
  • Scanning The SA Family For Alpha: Rosenose [View article]
    penny,

    "but thanks for putting me in my place, I deserved it"

    Not a problem. Perhaps some day, should I get a little snarky, you can return the favor.

    Steve
    Jul 3, 2015. 03:34 PM | 3 Likes Like |Link to Comment
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