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SteveTheHawk

SteveTheHawk
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  • Total Dividend Return Will Guide My 2014 Investment Decisions [View article]
    DVK,
    Thanks for your input. I could only think of two methods for screening the CCC list, either filtering or sorting/deleting. I'm inclined to use a sort and delete process (like you have).

    I'm still working on the criteria I want to use for the CCC screen. I'm guessing that I'll have to use a few different lists with criteria arranged in different ways.

    Good job on the graphs. I can usually manage to get a graph out of Excel, but getting it to look exactly the way I want is a whole other story.
    Mar 7 10:27 AM | 2 Likes Like |Link to Comment
  • Total Dividend Return Will Guide My 2014 Investment Decisions [View article]
    Great article, Bob. Question for you....

    I'm trying to determine the best way to use the CCC spreadsheet, so I'm asking how others do it. When you start filtering through the list, do you begin with a set list of criteria and then sort the list, deleting non-qualifiers as you go? Or, do you perhaps use Excel's filter feature? Thanks.
    Mar 7 09:15 AM | Likes Like |Link to Comment
  • Exxon Is A Sell After Weak Guidance [View article]
    I've only been a shareholder for about a year. It's now about 4% of our div portfolios. I won't be buying any more in the foreseeable future, but will definitely grab more if/when we have a serious market correction. As dividend payers go, it seems to be one of the best.
    Mar 5 06:07 PM | 6 Likes Like |Link to Comment
  • McDonald's: You Want Fries With That Dividend? [View article]
    alexco12:
    You may very well be correct on the DGR, and I hope we do see a 10% bump. I'm not convinced that we will, but it's possible I suppose.

    I'm going to watch for a while. MCD is almost 4% of our portfolio and from an allocation perspective, I'm not in a particular hurry to acquire more. Then again, I might one day get a bug to buy and decide that it's close enough. We shall see.
    Mar 5 11:20 AM | Likes Like |Link to Comment
  • 7 Stocks About To Boost Dividend Payouts [View article]
    Yup, and in that PEP is our second largest holding, this makes me happy. :-)
    Mar 5 09:26 AM | 1 Like Like |Link to Comment
  • Is Wal-Mart's 2% Dividend Increase A Warning To Investors? [View article]
    Yup. WMT is almost 5% of our div holdings. I'm not sure that I will sell any, but I definitely won't be adding.
    Mar 4 06:25 PM | Likes Like |Link to Comment
  • Wells Fargo: A Lesson In Dealing With Fear [View article]
    I understand the concept put forth in the article, but I still would have sold in a heartbeat. In fact, I did. I never owned Wells, but I did own BAC way back when. I sold in the 40's at a very small gain. I believed the dividend was danger. Over five years later, and it still stinks.

    Wells still hasn't caught up to 2008 on dividends. Yes, total return was less than horrible over the decade, but as an income investor I would have dumped it at the first smell of a dividend cut. Just my POV.
    Mar 4 04:29 PM | 3 Likes Like |Link to Comment
  • McDonald's: You Want Fries With That Dividend? [View article]
    Great company, no doubt. I would very much like to up our holdings by a percent or two. I just need it to come down a couple bucks. I feel like the DGR might slow a little bit with MCD, so I would like to catch a current yield of at least 3.5%. It will have to drop near its 52 week low. Don't know if that will happen, but a guy can hope.
    Mar 3 11:30 AM | 3 Likes Like |Link to Comment
  • Retirement Strategy: Our New Portfolio Takes Flight [View article]
    Nice list, RS:
    I hold all the stocks in your updated list, except for the last three (AAPL, F & GM). In the last month, I've added CVX, PG and KO. Contemplating a little more MCD as well, but hoping for a slightly lower price. I'm concerned the MCD's DGR might slow a bit. Still, it seems to be a solid dividend payer.
    Mar 2 03:09 PM | Likes Like |Link to Comment
  • AT&T: Undervalued With A Great Dividend [View article]
    That's about where I bought it back in 2011. Been pretty happy just collecting the dividends. It's about 6% of our div portfolio, so I'm not sure that I would add more @ $28. Well, maybe a little.
    Mar 2 01:28 PM | 3 Likes Like |Link to Comment
  • General Mills Is A Great Income Investment [View article]
    Dividendandstockfish:
    Yeah, I know (dang it). Missed it. I put an alert price on the stock so I won't miss it again if it drops that far.
    Feb 28 04:44 PM | Likes Like |Link to Comment
  • Procter & Gamble: A Few Reasons To Consider Buying Here [View article]
    I've held PG for a couple years. About 10 days ago, I bought a little more and brought it up to about 5% of our portfolio. Don't really want to go much higher. The dividend growth seems to be slowing, among other things.

    I don't worry about their dividend, but 5% is plenty for my tastes.
    Feb 28 01:52 PM | 1 Like Like |Link to Comment
  • General Mills Is A Great Income Investment [View article]
    Definitely a stock I wouldn't mind owning. Hoping to catch it at $48 or below and will give it further review at that time. And I'm with you in that I'm a Cheerios junkie. Tried a couple different store brands.... simply not the same.
    Feb 28 10:00 AM | 1 Like Like |Link to Comment
  • Walgreen: Global Pharmacy Titan Trading At 27% Discount To Fair Value [View article]
    Tall:
    I tend to agree, but my primary focus is on dividends. WAG was a double for me after two years. That's nice and all, but the yield was about to go below 2%. I sold at $62 and moved the proceeds to stocks yielding 3% and above. It would be a number of years before WAG would catch up on dividends, even if they could continue their streak of high div growth.

    I love the stock, but I love increasing my dividend income even more. If WAG's current yield gets closer to 3%, I'll consider inviting it back into my portfolio again.
    Feb 24 08:59 PM | Likes Like |Link to Comment
  • The fast-food breakfast war is on [View news story]
    I agree. Mostly, it was that WEN's breakfast food was just not that good, especially for the price.
    Feb 24 03:43 PM | Likes Like |Link to Comment
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