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SteveTheHawk

SteveTheHawk
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  • Johnson & Johnson: This Is My Favorite Healthcare Dividend Stock [View article]
    I'm giving serious thought to adding JNJ tomorrow. We last purchased it in 2007. It's done well enough that allocation is still about 6.5% NAV. For a company like JNJ (it commands a rare AAA credit rating), I would draw the max allocation at 10%, but that's just me. I think that at the very least, I want it to be 8%. If it drops some more, I'll have room to add.

    M* = $99 FV. S&P $101 FV / target price $120. "Normal" PE is about 20 and current PE is about 16. With the current price just over $100, it qualifies for a buy. If one excludes the recent three "troubled" years, the current dividend yield (3% as of next month) is as high as its ever been. I believe it to be a worthy and dependable addition for dividend income. Given the difficulty in locating decent buys as of late, I feel the need to take advantage and bump up our holdings a little. Just my .02.

    Steve
    Apr 27, 2015. 08:04 PM | 3 Likes Like |Link to Comment
  • ESPN sues Verizon over 'skinny bundle' TV offering [View news story]
    peapaw,

    Agree completely.
    Apr 27, 2015. 05:53 PM | 2 Likes Like |Link to Comment
  • Chevron A Buy Ahead Of Earnings On Friday [View article]
    Trade,

    Ok.... now you're making me feel like a sissy. :-)
    Apr 27, 2015. 01:19 PM | Likes Like |Link to Comment
  • ESPN sues Verizon over 'skinny bundle' TV offering [View news story]
    But bad for the content providers who want to force consumers to purchase unwanted channels. If Verizon wins the right for consumers to select what they want, it could cost DIS some money.
    Apr 27, 2015. 01:17 PM | 7 Likes Like |Link to Comment
  • Chevron A Buy Ahead Of Earnings On Friday [View article]
    We shall see what happens I guess. Either way, I can't buy. CVX is already almost 10% of my portfolio, so I think I'm taking on enough risk. :-)
    Apr 27, 2015. 12:36 PM | 3 Likes Like |Link to Comment
  • American Electric upped to Buy at Deutsche Bank [View news story]
    Thanks, Aaron.
    Apr 25, 2015. 04:59 PM | Likes Like |Link to Comment
  • 3M: Soft Quarter, Buy On Further Dips [View article]
    I like the article. I have yet to buy MMM, but would love to own some. I foolishly let the buy opportunity slip away 2 or 3 years ago. I was fairly new to the DG investing routine though, so I'm sticking to that as my excuse.

    I'm watching for $149 or less. Should we get a 10% drop to about $142, so much the better.

    Steve
    Apr 25, 2015. 04:50 PM | 2 Likes Like |Link to Comment
  • HCP, Inc.: This Problem Just Got Bigger [View article]
    Kabul,
    You got in at a slightly better price than I did. Up until recently, I thought it might be time to consider another small buy at $40 or below. I have reconsidered that and will watch for $37. IF it hits that level, I'll reevaluate.

    I'm not anxious to take the allocation a lot higher, but wouldn't mind going as high as 4% if it seems like a solid buy. For now, I'll just watch and wait.

    Steve
    Apr 25, 2015. 01:57 PM | 1 Like Like |Link to Comment
  • HCP, Inc.: This Problem Just Got Bigger [View article]
    HCP is my largest REIT holding, at 2.7% NAV. It has hit my previously flagged buy price, but a few days ago I chose to lower my potential buy price by a few bucks. I want to see how this HCR issue is going to shake out.

    I admire the fact that HCP is a Dividend Champion, so I'm not ready to dump the stock. I do have to wonder how this will all resolve itself. I don't think the DOJ files lawsuits for no reason, but it's hard to say how solid their case is. It may result in a market panic, allowing one to snap up HCP at a deep discount. One can only hope.
    Apr 24, 2015. 06:12 PM | 8 Likes Like |Link to Comment
  • American Electric upped to Buy at Deutsche Bank [View news story]
    I last bought AEP in 2011 at a 5% yield (I'm looking for div income). I'm happy to collect those dividends. Unless they plan to drastically increase the DG rate though, I think the stock is quite overpriced right now.

    Not being an expert on electric utilities, can anyone shed some light on what happens when one of these companies makes a move "toward becoming a more predictable, higher quality regulated utility"? Might it involve more focus on upping the dividend? Perhaps it just makes the dividend more dependable? Input appreciated.

    Steve
    Apr 24, 2015. 05:05 PM | Likes Like |Link to Comment
  • Microsoft +3.6%; server/cloud growth, buybacks offset Windows decline [View news story]
    Nicholas,

    We bought at exactly the same price. :-) Yes indeed, I like the direction they are heading. A little unproven but it seems to hold some promise. The Surface tablet line seems to be catching on as well. I'll be watching for weakness as well. I would like to bump it up to at least 3%.
    Apr 23, 2015. 10:22 PM | 1 Like Like |Link to Comment
  • Microsoft +3.6%; server/cloud growth, buybacks offset Windows decline [View news story]
    I added my first tech stock and made MSFT 1.5% NAV weight last month. Should have bought more. Sigh. Hindsight is so annoying.
    Apr 23, 2015. 05:24 PM | 10 Likes Like |Link to Comment
  • Johnson & Johnson Announces Dividend Increase of 7.1% [View article]
    Thanks, JNJ. I was hoping you would come through for me, and you did.
    Apr 23, 2015. 04:30 PM | Likes Like |Link to Comment
  • McDonald's: I'm Neither Buying The Burgers Nor The Stock [View article]
    As long as I believe the dividend is solid, I'll leave my next buy price set at $94. That would result in a pretty high dividend for this stock, and certainly high enough to keep me happy. I would have evaluate again at the time though. Their payout ratio is creeping higher all the time, and div growth might be depressed for a while.

    Steve
    Apr 23, 2015. 02:04 PM | 1 Like Like |Link to Comment
  • Avoid These 3 Pitfalls In Your Retirement Portfolio [View article]
    Couldn't agree more with those comments. Sadly, the recommendations and actions by these firms and others like them are structured toward revenue generation rather than client income.
    Apr 23, 2015. 09:36 AM | Likes Like |Link to Comment
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