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SteveTheHawk

SteveTheHawk
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  • Fallen Dividend Champions: I Still Have No Fear Of A Market Crash: Part 2 [View article]
    Dave:
    Thanks for your comment. I'm close to retirement and I'm looking to be conservative, so in my book that's another point for Fast Graphs.

    I agree that FG can't be the only criteria for stock decisions, but it seems that it provides a lot of good information and saves one a lot of time when conducting an initial analysis.

    Steve
    Jun 20 11:32 AM | 1 Like Like |Link to Comment
  • More Pain Ahead For Target Investors [View article]
    James:
    I like to cap my "foundation" holdings at 8%. I have one that has climbed in price to a bit over 9%. I have four stocks in total that each represent 6-8% of the portfolio. Most the others are 2-5%.
    Jun 20 11:15 AM | 4 Likes Like |Link to Comment
  • More Pain Ahead For Target Investors [View article]
    ac:
    DG = Dividend Growth
    Jun 20 10:44 AM | 1 Like Like |Link to Comment
  • More Pain Ahead For Target Investors [View article]
    I agree that TGT has a slew of issues to be concerned about. It's about 3% of our div portfolio. I won't be taking that any higher, but a sell is not in the plans either.

    Customer trust issues, the Canada expansion and personnel changes at the top all provide some uncertainty. I invest for DG purposes and feel comfortable with our allocation though. Unless something else goes horribly wrong, I suspect that a 20% drop would have the DG crowd ready to open their wallets.
    Jun 20 10:16 AM | 2 Likes Like |Link to Comment
  • Fallen Dividend Champions: I Still Have No Fear Of A Market Crash: Part 2 [View article]
    PT:
    Thanks for your comment. I have looked at many FastGraph charts as presented in articles. I like what I see. Seems to be a lot of good information there. Like you, others have praised the service. It certainly seems worthwhile.

    I suppose the easiest way would be to just subscribe and dive in. Shouldn't take long for it to all click.
    Jun 20 07:43 AM | 2 Likes Like |Link to Comment
  • Fallen Dividend Champions: I Still Have No Fear Of A Market Crash: Part 2 [View article]
    Chucky:
    Thanks for that info. I was vaguely aware of a promo video being on their site. I had no clue that YouTube videos were out there. I'll definitely be looking at all the videos you mention.

    Steve
    Jun 19 10:25 PM | Likes Like |Link to Comment
  • Fallen Dividend Champions: I Still Have No Fear Of A Market Crash: Part 2 [View article]
    Chuck:
    I believe I understand most of what you are saying, and basically agree with it. However, I have to admit that I'm just not able to understand some of the information in the graphs.

    My intent in the near future is to subscribe to FastGraphs, but before I do I want to make sure I have a firm grasp on what I'm looking at. Is there any kind of in depth tutorial available to assist me with my apparent mental block?

    Steve
    Jun 19 06:32 PM | 1 Like Like |Link to Comment
  • Why AT&T Is In My Retirement Portfolio [View article]
    I tend to agree that the div growth is less than inspiring. I tend to treat T stock as more of a bond substitute. It is a little over 6% of our DG portfolio. All of it was purchased in 2011 and had a 6% current yield at the time.

    My thinking....it's a fairly safe dividend that will pay out a little more each year. When viewed as a bond substitute, I'm content with that. If it hits a 6% yield again, I'll likely buy some more.
    Jun 18 11:10 AM | 3 Likes Like |Link to Comment
  • Coca-Cola: 3% Yield And Other Reasons To Consider [View article]
    KO is cornerstone for me. It's about 8% of our div portfolio. In that light, I'm not ready to by more just yet. Our last purchase was in February @ $37. If it gets to $38 or below, I might be tempted to slightly violate my allocation rules and bump it up to 10%. Depends what else is out there I guess.
    Jun 16 01:56 PM | Likes Like |Link to Comment
  • Pepsico: Is The 15% Dividend Hike Repeatable? [View article]
    I tend to agree with the article as to the DG rate going forward. I was pleased with the dividend hike this year, no doubt. I can't imagine that being any kind of norm though. Still, PEP is one of our core holdings and I'll be generally content with upper single digit growth.
    Jun 12 07:10 AM | 2 Likes Like |Link to Comment
  • Target Corporation declares $0.52 dividend [View news story]
    Allow me to join the chorus and say that I never expected that much of an increase. TGT is about 3% of our div portfolio. I'm not ready to take that higher, but I must say that I'm glad I didn't sell.

    That's a lovely increase. It might even help offset the lousy WMT increase this year.
    Jun 11 04:58 PM | 6 Likes Like |Link to Comment
  • Tax inversion move by Walgreen could be risky [View news story]
    I sold WAG a while back so as to increase current yield, so I guess it wouldn't impact me. I tend to agree that it could be a PR problem. I would tend to view it as a pretty cheesy move. In my mind, if the US isn't good enough for them, I'm not inclined to shop there. They want tax dollars to support their stores but don't want to pay their share of the taxes. Bad move IMO.
    Jun 11 09:09 AM | Likes Like |Link to Comment
  • PepsiCo Vs. Coca-Cola: Which One Is Better? [View article]
    I can't help but own both KO and PEP. They are both between 8 and 9% of our div holdings. PEP has done slightly better for us in the dividend department. YOC is higher for PEP, though that is somewhat related to the timing of the purchases.

    Overall, I view them both as worthy holdings.
    Jun 9 10:21 AM | 3 Likes Like |Link to Comment
  • Why Exxon Mobil Is In My Retirement Portfolio [View article]
    82nd:
    It is indeed a good feeling to pay off a mortgage. We paid ours off in 2011 and became debt free. It's good to not owe.
    Jun 9 09:33 AM | 4 Likes Like |Link to Comment
  • Why Exxon Mobil Is In My Retirement Portfolio [View article]
    Nice article, RS. I agree with you on holding XOM. I view it as a solid cornerstone of a DG portfolio. It's about 4% of our dividend holdings. I eventually want it to be between 6 and 8%. Sure would be nice if the price would come down just a little.
    Jun 9 07:56 AM | 5 Likes Like |Link to Comment
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