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SteveTheHawk

SteveTheHawk
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Latest comments  |  Highest rated
  • A 2015 Review Of The Dividend Safety Superstars [View article]
    Zeus,
    Wow.... you have an excellent memory. Yes, I did sell COP some time ago. I needed to lighten up on oil and that was my sell choice. I even managed to get out of it while still in the black (by a tiny bit).

    I'm still too heavy in oil, so won't be adding more. My plan for now is to continue holding our XOM and CVX stock with the idea that they won't go out of business and will continue paying the dividend. Just hoping that my faith has not been misplaced.

    Steve
    Jul 31, 2015. 09:14 PM | 2 Likes Like |Link to Comment
  • 3M Is Getting Whacked By The Strong Dollar; Get Out While You Can [View article]
    Grisly,

    MMM is currently absent from my portfolio, and I definitely want it in there. I wish the sellers would just get on with it and push the price down a bit more.

    Steve
    Jul 31, 2015. 05:27 PM | 3 Likes Like |Link to Comment
  • Portfolio Business Plan - 2015 [View article]
    The link doesn't work for me either. Apparently Mr. Fish has friends that I don't have. :-)
    Jul 31, 2015. 05:24 PM | Likes Like |Link to Comment
  • A 2015 Review Of The Dividend Safety Superstars [View article]
    Bob,
    Thank you for an excellent article (as they always are). I was curious how you begin your process when it comes to using the CCC list. Do you use the Excel version? Filter it? Just sort and delete? Thanks.

    Steve
    Jul 31, 2015. 03:35 PM | 1 Like Like |Link to Comment
  • A 2015 Review Of The Dividend Safety Superstars [View article]
    I certainly understand the temptation to dump CVX. It's a large holding for me and after the crash today, I'm down about 20% on paper. Rather unnerving to say the least.

    I started looking at DGI in 2011. This is my first big dive for one of my holdings. Here is where I decide if CVX will still be here (and paying growing dividends) 10 and 20 years from now. My current mindset is that they will be here and will be profitable again. So, I'm just sucking up the paper loss and holding tight. Am I just being stupid? Time will tell.

    Steve
    Jul 31, 2015. 03:31 PM | 5 Likes Like |Link to Comment
  • The Restaurant Business Is Too Competitive: Buy The Supplier Instead [View article]
    stalekar,

    Thank you for the insight. I feel enlightened after reading it.
    Jul 29, 2015. 09:40 PM | Likes Like |Link to Comment
  • Is Hasbro Seriously Overvalued? Should I Trim It Or Sell It? [View article]
    DVK,

    Thanks for your analysis. I also bought HAS in 2012 at $34 and change, and have been pondering the same question. I enjoyed the process you use in making a decision. I could certainly put the funds elsewhere at a higher yield, but the bargains aren't exactly plentiful these days. HAS seems to be a quality company and I'm already very heavy in cash. If I were to invest in another company, the funds should come from cash rather than a company like HAS.

    Steve
    Jul 28, 2015. 10:01 AM | 2 Likes Like |Link to Comment
  • 3M: Three Things To Monitor [View article]
    Mike,

    "I hope I wasn't giving the impression that I was "endorsing" the purchase of MMM at any of those price points."

    Nope... I didn't take it that way at all. I want to buy after a correction, and take a full position at that time. I may however be tempted to start a rather small position at a 2.75% current yield. Whether or not I actually do it is another thing.

    Steve
    Jul 23, 2015. 09:43 PM | 1 Like Like |Link to Comment
  • 3M: Three Things To Monitor [View article]
    Let us not forget about SHAZAM!
    Jul 23, 2015. 08:34 PM | 1 Like Like |Link to Comment
  • 3M: Three Things To Monitor [View article]
    Sleuth,

    Can't say as I have ever heard of the Gomer Pyle test. In thinking about it, I believe I'll go with your approach of using the averages. :-)
    Jul 23, 2015. 08:18 PM | 1 Like Like |Link to Comment
  • 3M: Three Things To Monitor [View article]
    Mike,

    I've wanted this stock in my portfolio for some time. Believe me when I say that I'm getting tempted. I'm trying to be patient though. MMM has a pretty high beta (about 1.3 I think). If we get a decent market correction (no clue when that will be), I'll feel better about buying it. It seems that it will take a correction to get the yield to 3% though, so in the end I might settle for a 2.75% current yield. It's getting close.

    Quite a disparity between FV at M* and S&P. It's $160 for the former and $138 (with a Sell rating) for the latter. Hard to say who is correct.

    Steve
    Jul 23, 2015. 06:41 PM | Likes Like |Link to Comment
  • Apple: The Stark Contrast Between iPad And Surface Sales [View article]
    Dennis:

    "Office is a relic of old world computing. If you want to run Office, a notebook is pretty much ideal for it. I suggest a MacBook, but if want the real old world feel, Windows 7 should be fine."

    It is painfully obvious that your allegiance lies with Apple, so I'm not going to debate the issue with you. Neither one of us will convince the other. Just for the record though, I'm not a noob and have used computers heavily for 30 years.

    You have what works for you, and I'm happy for you. However, just to be blunt.... you haven't slightest clue what works for me. I've used Windows. I've used Android. I've used Apple. The only thing I haven't tinkered with is Linux. I go back to what works best for me and the tasks I perform (and that's Windows). In the end, what works for me is all that matters and we can disagree, no problem. Have a good day.

    Steve
    Jul 23, 2015. 06:19 PM | 2 Likes Like |Link to Comment
  • Apple: The Stark Contrast Between iPad And Surface Sales [View article]
    giofls,

    I agree with you. My wife has had an iPad for a few years. Kind of a handy little device at times, but I don't view it as a "real" computer. Even though retired, I'm deeply entrenched in a Windows based world and I love their office software.

    I own an Android tablet, and view it in the same light as an iPad. It does stuff, but for many of the tasks I want to perform there are simply too many compatibility issues. Comparing Surface sales to other tablets does have some validity in my view. You can still use the Surface for social media, though the Surface is the logical choice for anyone that enjoys using the Microsoft Office suite.

    If I were to buy another tablet, it would certainly be a Surface. The only downside to the Surface is the price. I don't know if they can figure out a way to bring the price down, but if they can, I think it will push sales even higher.
    Jul 23, 2015. 12:49 PM | 25 Likes Like |Link to Comment
  • National Oilwell Varco Shareholders Should Be Patient [View article]
    I have yet to buy any NOV. Back in March, when it was around $50, I put in a limit order to buy at $41.50. Never thought it would hit but put it out there anyway. Now we are mere cents away from that price.

    I canceled the order and dropped it back to $40. I'm thinking that I want to wait for the earnings report and may have to keep lowering my limit order until then. I don't expect great things from the stock price. It would be a simple dividend play. Still, I'm left to wonder how safe the dividend is if NOV gets spanked badly for the next quarter or two. I suspect the payout ratio will jump significantly quarter over quarter. We shall see I guess.

    I guess if my smallish limit order hits, then so be it. I'll try to hold off until earnings are announced though.
    Jul 22, 2015. 09:28 PM | Likes Like |Link to Comment
  • Emerson Electric: Not A Utility, Not A Radio Company [View article]
    I finally gave in to temptation. Bought a few more shares today @$51.88. Bumped the weight up from 3.4% to 4.2%. I've got room to add just a little more if it keeps sinking.

    Steve
    Jul 22, 2015. 12:33 PM | Likes Like |Link to Comment
COMMENTS STATS
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