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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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  • Wal-Mart Continues To Make Its Turn [View article]
    Dave,
    I don't shop at Walmart to speak of. We do have a Sam's card though. I don't know if the two stores get their meat from the same suppliers, but I agree as to the ribeyes. We always buy our ribeyes at Sam's and they are always outstanding. They cut them thick, unlike the grocery stores around us. Great steaks.
    Apr 4, 2015. 06:16 PM | 1 Like Like |Link to Comment
  • Bank Of America: Still Disappointing Shareholders, But For How Much Longer? [View article]
    Outstanding stock analysis, yes indeed. By the way, this is Seeking Alpha, not the Fox News forums (just in case you were confused).
    Apr 3, 2015. 08:48 PM | 5 Likes Like |Link to Comment
  • The Bear Claws My Dividend Growth Portfolio - Will I Cut And Run? [View article]
    giorgio,
    I think the primary difference is that with auto withdrawals, the biller has permission to take money out of your account when they want/need to. With bill pay, you direct that the money be sent to a biller.

    I don't believe the credit unions make any money off the electronic service, but they do save money. Electronic transactions are far cheaper than the old way of processing all those personal checks.
    Apr 3, 2015. 05:31 PM | 3 Likes Like |Link to Comment
  • Mr. Valuation Says Digital Realty Is A Right REIT At A Right Time For Your Retirement Portfolio [View article]
    No problem. Glad to help when I can.
    Apr 3, 2015. 05:19 PM | Likes Like |Link to Comment
  • Mr. Valuation Says Digital Realty Is A Right REIT At A Right Time For Your Retirement Portfolio [View article]
    dan,

    From a tax perspective, yes. They are not "qualified dividends" so you get hit with the full tax bill. I'm not a tax expert, but all my REIT stocks are in Roth accounts for exactly that reason.

    I suppose a regular IRA/401K would be second best. You only pay taxes (as ordinary income) when you take the money out, not as it is earned. I don't have a taxable investment account, but if I did I would work to keep only qualified dividend producers stored there.

    I don't know how complicated your tax situation is, but if you need detailed advice/planning, you may want to consider talking to a pro.

    Steve
    Apr 3, 2015. 03:30 PM | 1 Like Like |Link to Comment
  • Mr. Valuation Says Digital Realty Is A Right REIT At A Right Time For Your Retirement Portfolio [View article]
    No K-1 forms on REITs. Everything distributed from an IRA is taxed as ordinary income as is REIT income in a taxable account.
    Apr 3, 2015. 11:34 AM | Likes Like |Link to Comment
  • My Strategy For Objective, Emotionless Dividend Growth Investing: Q1 2015 Update [View article]
    I was too heavy in big oil, so I recently trimmed a bit. I held XOM, CVX and COP. As Big Thunder said, M* put COP's moat at "None". CVX is at "Narrow" and XOM is still at "Wide". Since I had to trim, I sold all of our COP holdings.

    I'm contemplating a small trim of CVX, but still haven't decided. XOM seems the most stable, though CVX is no slouch in the world of big oil. My focus is on the safety of the dividend. It's hard to imagine either company cutting the div, but I suppose anything is possible.
    Apr 3, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • Mr. Valuation's Best Ideas For Retirement And Dividend Growth Portfolios: Emerson Electric [View article]
    Mike,

    That sounds good. Actually, your enthusiasm has been getting on my nerves, so let's back it off a little, k? :-)
    Apr 2, 2015. 03:08 PM | 3 Likes Like |Link to Comment
  • Dividend Champions For April 2015 [View article]
    I'm not fond of shelling out money either, but as a source of data for DG investors, the CCC list is hard to beat. I wouldn't mind paying a small subscription fee. Now, a large subscription fee might be different :-).
    Apr 2, 2015. 12:11 PM | 4 Likes Like |Link to Comment
  • Dividend Champions For April 2015 [View article]
    I'll second that. The CCC list is an outstanding tool. The information it provides is second to none. On top of that, it it encourages one to improve their spreadsheet skills. Once you start manipulating the data, it seems to become addictive.
    Apr 2, 2015. 09:10 AM | 7 Likes Like |Link to Comment
  • Bank Of America: Still Disappointing Shareholders, But For How Much Longer? [View article]
    s77,

    JMO, but I usually find that the best response to political rants is no response at all. It just sucks up valuable screen space.
    Apr 2, 2015. 08:59 AM | 5 Likes Like |Link to Comment
  • Retirement Strategy: A 1st Quarter Update Of The Frothy Market Beginners Portfolio [View article]
    Thanks for these updates, RS. Really enjoy this series.

    Steve
    Apr 2, 2015. 08:56 AM | 3 Likes Like |Link to Comment
  • Bank Of America: Still Disappointing Shareholders, But For How Much Longer? [View article]
    Maybe he's trying to avoid political debates on SA. I would encourage that.
    Apr 1, 2015. 12:18 PM | 20 Likes Like |Link to Comment
  • Make No Mistake, Johnson & Johnson's Revenues Will Drop This Year [View article]
    If JNJ drops another buck or two, I'll likely add a little. I need at least a 3% current yield on it before I buy. I view the current price as being close to fair value, but not quite there.
    Apr 1, 2015. 11:49 AM | 7 Likes Like |Link to Comment
  • Microsoft launches $499 Surface 3 tablet [View news story]
    FWIW... in my case it will be a personal purchase. I plan to buy one for myself and if it works the way I expect it to, we'll be getting another for my wife.
    Mar 31, 2015. 03:09 PM | 1 Like Like |Link to Comment
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