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SteveTheHawk

SteveTheHawk
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  • What The Great Recession Taught Me About Dividend Growth Investing [View article]
    gabby,

    I believe that 2006 is the newest version available. I have the PDF file, but I also recently bought the book on Amazon. It was the only hard copy they had and it is also from 2006.

    As to the PDF being pirated, I don't think so since Miller/Howard has it on their website.

    Steve
    Jun 14, 2015. 01:11 PM | 2 Likes Like |Link to Comment
  • 3 Reasons I Would Sell A Stock [View article]
    B&H,

    Thanks for your reply. Your POV is appreciated.

    Steve
    Jun 14, 2015. 09:23 AM | 4 Likes Like |Link to Comment
  • 3 Reasons I Would Sell A Stock [View article]
    B&H,
    I certainly understand your reluctance to sell. Clearly, "if you own the right stocks", you have a good reason to not sell. One example of this might be PG. As mentioned in the article, it's an Aristocrat that may just be going through a rough patch.

    With 45 years under your belt, you must have made many purchases. My curiosity is peaked. Have you never purchased a company that has completely let you down with little apparent likelihood of recovery? Perhaps one that seems to have become a different company than you thought you were buying? If so, what do you do with it? Just ride it into oblivion or just accept what are likely to be lousy returns?

    If you have never purchased such a company, then I'll just say that I'm seriously impressed. Thanks for your insight.

    Steve
    Jun 14, 2015. 08:38 AM | 5 Likes Like |Link to Comment
  • Retirement Strategy: Overweight But I Still Want More Income [View article]
    Investing expert I'm not, but it seems a little on the unicorn side of things :-).

    Perhaps not though. You are basically talking about a 10% yield. David Van Knapp has written some articles on trying to achieve a 10% Yield on Cost over 10 years of investing (10 by 10 using DVK's parlance). I don't know what your time horizon is, but the article might be worth a read.

    http://seekingalpha.co...

    http://seekingalpha.co...

    Steve
    Jun 13, 2015. 12:56 PM | 5 Likes Like |Link to Comment
  • What The Great Recession Taught Me About Dividend Growth Investing [View article]
    Not here to debate strategies, but the Morningstar I'm looking at shows the the 2008 dividend as $1.80 and 2009 as $1.93 (and $2.11 the year after that). Those are increases. JNJ is also still a Dividend Aristocrat. It would not be so if it had failed to raise the dividend then. Just a FYI.
    Jun 11, 2015. 10:46 PM | 7 Likes Like |Link to Comment
  • Court hands win to FCC, refusing to block net neutrality rules [View news story]
    Part of me wonders if we have reached a point that broadband should indeed be classified as a telecom service. It seems that traditional landline service is being replaced with VOIP lines. In some areas (like here in Michigan), telecoms have been given permission by the legislature to phase out POTS in certain circumstances.

    To some extent, broadband seems to be a requirement of everyday life. Some of our local schools have students using tablets. Assignments are being delivered online. Communication with parents is going online.

    Overall, broadband is becoming the new POTS. I don't know where the line should be drawn, but IMHO the cable companies have run roughshod over consumers for a long time. Perhaps further regulation is appropriate.
    Jun 11, 2015. 06:12 PM | 23 Likes Like |Link to Comment
  • Why Has Wal-Mart Underperformed So Pronouncedly? [View article]
    Mike,

    "I don't have to work too hard to find companies with 2.6% yields and 2.1% dividend growth."

    I suppose that's true. You could probably throw darts at the CCC list and come up with better numbers than that.

    Steve
    Jun 10, 2015. 03:10 PM | Likes Like |Link to Comment
  • McDonald's Turnaround Will Happen, But Take Years [View article]
    Indeed, Dana. That's why I'm in no particular rush to add.
    Jun 10, 2015. 10:25 AM | Likes Like |Link to Comment
  • McDonald's Turnaround Will Happen, But Take Years [View article]
    I sure don't expect a lot capital appreciation from MCD for a while. The current yield is as high as it's ever been, but DG will likely be pretty lethargic by my guesstimates. I suspect that as long as interest rates remain low, the yield will help support the stock price. If the price starts edging into the $90 range, I might add a bit more but I'm just holding for now.

    Steve
    Jun 10, 2015. 09:50 AM | 1 Like Like |Link to Comment
  • Anti-soda push picks up in San Francisco [View news story]
    Let's not forget booze. Warning label... "if you drink this, you could become drunk and obnoxious and/or crash your car... and by the way we have to increase the taxes on this."
    Jun 10, 2015. 09:36 AM | 2 Likes Like |Link to Comment
  • Anti-soda push picks up in San Francisco [View news story]
    "Do they really think we are all idiots?"

    Yes, they do...obviously. Is there any food that is "perfect". Nope. By their logic, every food item should contain warnings as to what it might do to you if you consume too much of it. They could then tax everything we eat or drink. Tax revenue is likely their goal anyway.
    Jun 10, 2015. 09:34 AM | 9 Likes Like |Link to Comment
  • The Biggest Threat To Your Retirement Portfolio: Mild Dementia [View article]
    I tend to side with you, RAS. I want my investment accounts to remain untouched for as long as possible. We have two Roth accounts and one IRA from a 401K rollover. Our state law shields those from creditors, etc. I'm not too sure about SS income when it comes to creditors/lawsuits. One never knows what might happen, so I do what I can to keep the hounds at bay and provide protection for whatever assets I can.

    Second, should I die before my DW, she will not receive any of my SS payments. So, I guess I'll grab the SS while I can and then she can have the IRA accounts at full value.

    Steve
    Jun 9, 2015. 10:06 PM | 4 Likes Like |Link to Comment
  • 3 Keys Why Retired Investors Should Put Maximum Focus And Weight On Dividends [View article]
    For once.... an honest campaign slogan.
    Jun 8, 2015. 10:13 PM | 6 Likes Like |Link to Comment
  • Investing In One Sucker Yield REIT Can Sink The Fleet [View article]
    Perhaps I need more caffeine, but I'll need to read this article over a couple times before my brain will grasp the entire situation, though I understand enough to stay away. :-)

    Thanks for writing such a thorough piece, Brad. People like me depend on people like you to sort this stuff out.

    Steve
    Jun 8, 2015. 08:04 AM | 22 Likes Like |Link to Comment
  • The Biggest Threat To Your Retirement Portfolio: Mild Dementia [View article]
    L1329-8,

    That's truly a horrible story. I don't know what to say.
    Jun 7, 2015. 07:23 PM | 1 Like Like |Link to Comment
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