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SteveTheHawk

SteveTheHawk
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  • Target likely to pull back on buybacks with data breach costs a factor [View news story]
    Sure it makes sense. If they need the cash to cover the data breach costs, they need the cash. Going further in debt just for the sake of buybacks is a bad idea, especially if (as Fitch says) it would tarnish their credit rating.

    Personally, I'm not all that enthused about buybacks. What I do worry about is dividends. I'm wondering if the div growth rate will slow down a bit, at least temporarily.
    Feb 24 03:40 PM | 3 Likes Like |Link to Comment
  • McDonald's Corporation Dividend Stock Analysis [View article]
    I don't know if I would agree with putting MCD at the bottom of the scale. OTOH, I'm not excited about the stock either. It's almost 4% of our div portfolio and I don't have plans to take it any higher.

    I think it's $5 - $10 overpriced at the moment. Unless it drops below $91, I'll just be waiting to see what happens to the dividend come September.
    Feb 24 09:28 AM | 1 Like Like |Link to Comment
  • Is It Time To Buy Target? [View article]
    Land:
    No, not a dividend cut for WMT. Just a very small and disappointing increase.
    Feb 21 03:47 PM | Likes Like |Link to Comment
  • Is It Time To Buy Target? [View article]
    I think a little caution is in order for anyone who is a dividend growth investor. I obviously have no way to predict with certainty, but we might see TGT lose its luster when it comes to div growth. At least for a while.

    Look what just happened to WMT. A dividend darling with stellar dividend growth. They just announced that for the next year, their dividend was going up a whopping 2%. That is just pathetic.

    I have to wonder what impact the credit breach, the impact on sales and the lousy economy will have on TGT. I'm concerned we might see the div growth rate take a dive.
    Feb 21 10:06 AM | 8 Likes Like |Link to Comment
  • Wal-Mart: Clearly Undervalued And With An Upcoming Dividend Hike Catalyst [View article]
    Agreed. I bought a bit more WMT 2 weeks ago and planned for at least a 10% hike. The recent hike was pathetic at best. I won't be buying any more shares. It's on my probation list and a possible sell candidate if things look like they are getting worse.
    Feb 21 09:31 AM | 1 Like Like |Link to Comment
  • Recent Dividend Buy: Coca-Cola [View article]
    Nice article, DM. I also added 30 shares of KO today. I got mine at $37.22. Ha! Bet that makes you feel pretty inferior to me, doesn't it? :-)

    Steve (that guy from Michigan who wants to be in Florida right now)
    Feb 20 09:47 PM | 2 Likes Like |Link to Comment
  • When Is The Right Time To Bet On Target? [View article]
    I'm waiting and watching myself. I made TGT 2% of my portfolio back in November (unfortunately). It hasn't hurt me much, and I would like to own more in that the current yield is as high as its ever been. Still, I'm trying to be cautious. Waiting to see how sales/earnings are impacted.
    Feb 20 12:10 PM | Likes Like |Link to Comment
  • The Coca-Cola Company declares $0.305 dividend [View news story]
    Added a few more shares today at just over $37. Couldn't resist. Upped our holdings by about 16%. Not a screaming bargain, but I'm looking for stable these days. And yes, I thank them for the 9% increase.
    Feb 20 11:25 AM | 2 Likes Like |Link to Comment
  • AT&T: When High Yield Can Trump Dividend Growth [View article]
    The only way I see that happening is if the market completely loses confidence in T and its ability to pay the dividend. Outside of that, in this low interest environment, the high yield will keep investors interested.
    Feb 20 09:35 AM | 1 Like Like |Link to Comment
  • Coca-Cola: A Solid Pick For The Long-Term Investor [View article]
    Agreed. Just bought a little more PG yesterday. I purchased a small amount in 2011 and it's just sat there ever since. I want to expand my core holdings. Got PG up to 5% allocation and KO is now up to 7%. KO is getting pretty dang close to my buy range and might soon be adding a bit more.

    My wife is retired and I'm about a year away. Leaning toward an increase in the more "stable" holdings.
    Feb 20 09:22 AM | 1 Like Like |Link to Comment
  • AT&T: When High Yield Can Trump Dividend Growth [View article]
    Agreed, Rock. I've only purchased T twice. In May and September of 2011. It's definitely a full position, so won't need to add for some time to come (unless by some chance the current yield hits 6%).
    Feb 19 10:01 PM | 1 Like Like |Link to Comment
  • Chevron Is Fairly Valued Compared To Historical Standards [View article]
    "more suited for dividend investors who are looking for a relatively stable investment with decent income."

    I would say that describes me very well. Been adding a bit of CVX as of late.
    Feb 19 09:57 PM | 1 Like Like |Link to Comment
  • AT&T: When High Yield Can Trump Dividend Growth [View article]
    I think that many DG people will, to one degree or another, have a mixture of high growth / high yield in their portfolios. I have no problem holding T. It's about 7% of our div holdings with a 6.5% YOC. I consider it a core holding that helps a bit with stability. The dividend increases are indeed small, but I view them as a little extra gravy on my meat and potatoes.

    Steve
    Feb 19 02:43 PM | 11 Likes Like |Link to Comment
  • ConEd Increases Dividend 2.6%, But Is It A Buy? [View article]
    Maybe he knows these things. If so, I want to be his friend.
    Feb 19 09:41 AM | Likes Like |Link to Comment
  • Consider Coca-Cola At 3.20% Yield [View article]
    I have it as a buy (or at least pay more attention at $37). It didn't quite get there. We already have a decent chunk of KO, but I would consider adding more below $37. Yeah... $35 would be much better
    Feb 18 02:17 PM | Likes Like |Link to Comment
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