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SteveTheHawk

SteveTheHawk
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  • Should You Add Wal-Mart To Your Dividend Portfolio? [View article]
    I agree. WMT is currently about 4% of our div portfolio. No way will that be going up. If I find a better source of div income, I'll likely sell WMT. It's hard to say what future dividend increases will be. I only have the present to look at, and what I see is unacceptable. A 2% increase is really rather pathetic.
    Mar 10 11:06 AM | 4 Likes Like |Link to Comment
  • Total Dividend Return Will Guide My 2014 Investment Decisions [View article]
    Good info, Chowder. I have been contemplating the best way to filter/sort the CCC list in my search for DG stocks. I want to include the Chowder rule in there somewhere, though I still haven't determined which criteria to use and in which order.
    Mar 9 10:55 PM | Likes Like |Link to Comment
  • Total Dividend Return Will Guide My 2014 Investment Decisions [View article]
    KMI is a corporation, not a MLP. No tax issues in a Roth with this stock.
    Mar 8 04:20 PM | 1 Like Like |Link to Comment
  • Worried About Exxon Mobil? Are You Kidding Me? [View article]
    XOM has about a 4% allocation for us. I wouldn't mind getting it up to about 8%. I am indeed hoping for a price drop. Right now I view it as more of a hold than a buy, but a small decrease would push it into my buy range.
    Mar 8 09:43 AM | 4 Likes Like |Link to Comment
  • Total Dividend Return Will Guide My 2014 Investment Decisions [View article]
    Craig:
    When I noticed your specification of picking row 4, I figured it was for the purpose of not blocking column headers. Thanks for the info.

    The use of macros sounds intriguing. A tool that's easy to use is indeed a big plus.
    Mar 7 03:13 PM | 1 Like Like |Link to Comment
  • Total Dividend Return Will Guide My 2014 Investment Decisions [View article]
    Craig:
    I was wondering about the macro functionality. Haven't tried it yet though. I have noticed that when using filters, the dropdown arrow seems to cover up the column headings text so I can't tell what column I'm working with.

    I'll keep playing with it though. It would be nice if I could automate some of this by simply running a macro.
    Mar 7 01:10 PM | Likes Like |Link to Comment
  • Exxon Mobil Needs A Big Dividend Hike This Year [View article]
    A 2 cent increase would be worse than pathetic.
    Mar 7 12:29 PM | 9 Likes Like |Link to Comment
  • Exxon Mobil Needs A Big Dividend Hike This Year [View article]
    I'm hoping that the increase hits double digits again. I'm not planning on it though. I'm going to plan on 6 or 8% and make my investments accordingly. If the raise is higher than that, I'll just be that much happier.
    Mar 7 12:28 PM | 1 Like Like |Link to Comment
  • 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
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