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SteveTheHawk

SteveTheHawk
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  • McDonald's May Serve Up A 10% Dividend Increase [View article]
    I would tend to agree with that, JG. The payout ratio is edging up and I'm not sure how high the BOD wants it to go. If they want to make a statement of confidence, a 10% hike is a possibility. Still, the last hike was about 9% (per Fast Graphs). Considering the current issues with MCD, high single digits might be all we can hope for.

    Steve
    Aug 31 10:49 PM | 6 Likes Like |Link to Comment
  • Realty Income: A Textbook Study Of Opportunity Cost And Patient Income Investing [View article]
    Far as I know P/E isn't heavily used for REIT stocks. Usually P/FFO (funds from operations). In the case of O (according to FAST Graphs), the P/FFO is 17.5 with the "normal" P/FFO being 14.6.
    Aug 29 03:02 PM | 3 Likes Like |Link to Comment
  • Realty Income: A Textbook Study Of Opportunity Cost And Patient Income Investing [View article]
    I agree with you. I think that O is slight expensive at the moment. I got anxious and bought some in August of last year at $42. Three months later, I bought more at $38. I was a little hesitant on the August purchase, but I did it anyway. Should have waited. As it stands now, I won't look at O above $41.
    Aug 28 01:35 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Every Dividend Growth Investor Should Own AT&T Right Now [View article]
    Umm, correction :-). I misread something. T has been in our portfolio about 3 years, not 2. Still, I'm happy so far.
    Aug 26 10:43 PM | 2 Likes Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    Chowder:
    I've read this recently....

    This is what Social Security counts as earnings:

    Gross wages for services rendered in the taxable year.

    Contributions into insurance, annuities or funds that make payments on or after retirement.

    Net earnings from self-employment.
    Aug 26 08:51 PM | 2 Likes Like |Link to Comment
  • Retirement Strategy: Every Dividend Growth Investor Should Own AT&T Right Now [View article]
    Domtex:
    So much of it depends on what one is looking for. If you are a growth investor looking for the big kill, T isn't for you. OTOH, those who look to build a stable full of dividend aristocrats could certainly do worse.

    T has been in our portfolio for about 2 years. We have a 21% paper gain and a lovely YOC of 6.5%. Gains of 10% a year plus juicy dividends? I'll take it.
    Aug 26 08:43 PM | 4 Likes Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    Nice article, RAS.

    I'm a definite on starting at age 62. For one, I would prefer the immediate income. And yes, it is distinctly possible that I (or anyone else for that matter) won't live to see 80 or whatever break-even point you calculate.

    My final thought on this is that most all of our invest-able assets will be focused on DGI. We will have two Roth accounts and one IRA. If I can spend from SS income it will reduce the likelihood that money will be needed from the DGI accounts. We can reinvest the dividends and allow the accounts to keep growing.

    It's hard to say what will happen to the SS system in the future. The only thing I'm fairly certain of is that something will happen. Before that day arrives, I want to move as much money as I can from their accounts to mine. Perhaps I'm being greedy, but that's just what it is.
    Aug 26 09:40 AM | 12 Likes Like |Link to Comment
  • This REIT CEO Is The 'Real Deal' With Durable Dividend Appeal [View article]
    Nice article, Brad. I bought a little VTR in February @ $61. I want to add bit more. I had it flagged for another look if it hit $62. After reviewing your article, I am leaning more toward $60 now. Good company and good stock, at the right price. Thanks for writing.

    Steve
    Aug 25 07:36 AM | 3 Likes Like |Link to Comment
  • 25 Dividend Champion Investment Opportunities: Something For Every Retired Investor, Part 1 [View article]
    Paul:
    I see your point. Due diligence is important, no doubt. I don't just take an analyst's word for it, so to speak, but I do pay attention. I feel that most of them delve into a company probably further than I do, because there are some things that I just don't have solid grip on just yet.

    I agree though that one must try to understand an investment to the extent that one is able.
    Aug 23 06:25 PM | Likes Like |Link to Comment
  • 25 Dividend Champion Investment Opportunities: Something For Every Retired Investor, Part 1 [View article]
    Paul:
    Just my .02.... I don't consider myself to be skilled at analyzing companies. I can look at basics like revenues and earnings to get a feel for how the company is performing. That's all well and good, but it's hardly an in-depth review.

    However, I don't anticipate that I will ever be able to compete with professional analysts in my evaluations. In that light I believe that for someone like me, analyst opinions are indeed a logical starting point. I almost always begin with reviewing M*, S&P and FAST Graphs. If the overall "vibe" is negative I'll be less enthusiastic about the stock. Maybe someday I'll be more confident and choose to value my own opinion over someone else's. Sadly, that day hasn't arrived just yet.

    Steve
    Aug 23 03:30 PM | 1 Like Like |Link to Comment
  • Selecting The Best REIT For A Long-Term Income Portfolio [View article]
    I didn't begin investing in REIT stock's until somewhat recently. Bought some O and DLR last year. Bought some HCP and VTR this year. In total, REIT stocks make up about 9% of dividend portfolio's NAV. All four of these stocks are treating us reasonably. None have been screamers, but I bought them for income. On that front, they are doing what I want them to do.
    Aug 21 10:37 AM | 2 Likes Like |Link to Comment
  • Wal-Mart: The Time To Buy Is When No One Likes A Quality Dividend Company [View article]
    WMT is already at 4% of our DG portfolio. Considering the puny dividend hike, the low yield and the expectation of mundane div growth, I'm not anxious to add more. I'll let it ride for now, but if the next increase isn't considerably higher than the last, WMT will be a sell consideration.
    Aug 18 10:58 PM | 7 Likes Like |Link to Comment
  • Long lines and empty shelves on Wal-Mart's fix list [View news story]
    I can imagine that they do lose to convenience stores when it comes to the true "bread and milk" shopper. The idea of going into a Walmart for only that purpose seems absurd. Walk across a huge parking lot.... walk all the way to the back of the store (where the milk always is)... wait in an always long checkout lane. Don't think so.

    I think that big box stores will always lose out on some things, and one of those is usually going to be the small purchase "quick trip" customer. That's because Walmart never has and never will qualify as a "quick".
    Aug 15 02:07 PM | 4 Likes Like |Link to Comment
  • The Comfort In Watching Coca-Cola Decline 25% [View article]
    Zolimox:
    Yeah, the price tag for Ycharts is far too high for me. I did recently subscribe to Fast Graphs though and I agree that it's a very fair price to pay. Love the charts they provide.
    Aug 13 10:27 AM | Likes Like |Link to Comment
  • The Comfort In Watching Coca-Cola Decline 25% [View article]
    Dave:
    I often see Ycharts graphs posted in articles. Just curious.... do you need a subscription to get much use out of this service? I don't seem to be able to get very far in comparing companies, etc. Thought I would take a look at the service. I guess though that I don't really want to pay almost $500/year for some comparison charts, etc.
    Aug 12 07:47 PM | 1 Like Like |Link to Comment
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