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SteveTheHawk

SteveTheHawk
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Latest comments  |  Highest rated
  • American Electric upped to Buy at Deutsche Bank [View news story]
    I last bought AEP in 2011 at a 5% yield (I'm looking for div income). I'm happy to collect those dividends. Unless they plan to drastically increase the DG rate though, I think the stock is quite overpriced right now.

    Not being an expert on electric utilities, can anyone shed some light on what happens when one of these companies makes a move "toward becoming a more predictable, higher quality regulated utility"? Might it involve more focus on upping the dividend? Perhaps it just makes the dividend more dependable? Input appreciated.

    Steve
    Apr 24, 2015. 05:05 PM | Likes Like |Link to Comment
  • Microsoft +3.6%; server/cloud growth, buybacks offset Windows decline [View news story]
    Nicholas,

    We bought at exactly the same price. :-) Yes indeed, I like the direction they are heading. A little unproven but it seems to hold some promise. The Surface tablet line seems to be catching on as well. I'll be watching for weakness as well. I would like to bump it up to at least 3%.
    Apr 23, 2015. 10:22 PM | 1 Like Like |Link to Comment
  • Microsoft +3.6%; server/cloud growth, buybacks offset Windows decline [View news story]
    I added my first tech stock and made MSFT 1.5% NAV weight last month. Should have bought more. Sigh. Hindsight is so annoying.
    Apr 23, 2015. 05:24 PM | 10 Likes Like |Link to Comment
  • Johnson & Johnson Announces Dividend Increase of 7.1% [View article]
    Thanks, JNJ. I was hoping you would come through for me, and you did.
    Apr 23, 2015. 04:30 PM | Likes Like |Link to Comment
  • McDonald's: I'm Neither Buying The Burgers Nor The Stock [View article]
    As long as I believe the dividend is solid, I'll leave my next buy price set at $94. That would result in a pretty high dividend for this stock, and certainly high enough to keep me happy. I would have evaluate again at the time though. Their payout ratio is creeping higher all the time, and div growth might be depressed for a while.

    Steve
    Apr 23, 2015. 02:04 PM | 1 Like Like |Link to Comment
  • Avoid These 3 Pitfalls In Your Retirement Portfolio [View article]
    Couldn't agree more with those comments. Sadly, the recommendations and actions by these firms and others like them are structured toward revenue generation rather than client income.
    Apr 23, 2015. 09:36 AM | Likes Like |Link to Comment
  • Why 3M Shareholders Keep Building Wealth Each Decade [View article]
    ferjen,

    Thanks for the info on the charts. I'll give them a good look and see if I can make sense out of them. I appreciate your assistance.

    Steve
    Apr 22, 2015. 09:34 PM | Likes Like |Link to Comment
  • The Skewed Nature Of Dividend Growth Rates [View article]
    Mike,
    I would like to attach mine as well. I don't know if I need more or less caffeine because thinking about these numbers gets me all agitated.
    Apr 22, 2015. 10:35 AM | 2 Likes Like |Link to Comment
  • Don't Buy Procter & Gamble, Buy Microsoft Instead [View article]
    I've held PG for a number of years, and it's done okay by me, but nothing exciting. I wouldn't mind adding a little but considering the div growth, I'll need mid-70's or below.

    I recently made a small initial purchase of MSFT and plan to buy more on the dips (if we have any).
    Apr 21, 2015. 09:55 PM | 7 Likes Like |Link to Comment
  • Why 3M Shareholders Keep Building Wealth Each Decade [View article]
    ferjen,

    I don't understand the charts you linked to, but I assume that the $153.85 line is some sort of mid-point or support price? If this is TA, I'll confess to having zero skills in that area.

    Steve
    Apr 21, 2015. 06:56 PM | Likes Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    Be,

    Dumb question. Did you find the DG rates on M* or did you have to calculate the rates yourself? I've never run across DGR numbers on M*, so just wondering if I'm not going to the right pages.

    Steve
    Apr 21, 2015. 04:48 PM | Likes Like |Link to Comment
  • Why 3M Shareholders Keep Building Wealth Each Decade [View article]
    Agreed, rose. I have an alert set for $149, and I will definitely be hitting the buy button if that happens. I've wanted this puppy in my portfolio for some time, but I always thought "over-valued". I've decided to be happy with $149.
    Apr 21, 2015. 04:38 PM | 1 Like Like |Link to Comment
  • Procter & Gamble: Another Dividend Hike For This Dividend Champ [View article]
    Thanks, DVK.
    Apr 20, 2015. 08:14 PM | 1 Like Like |Link to Comment
  • Johnson & Johnson: An Excellent 3% Dividend Choice For Risk-Averse Income Investors [View article]
    In that JNJ is about 6.5% NAV weight, I can't bring myself to buy above $98. Even then, the yield would be on the low side so I would be taking small bites. It's a good company, but the bond refugees have pushed the price up too far.

    Perhaps a great buy for young investors, but as an old guy, I need a little more.
    Apr 20, 2015. 08:03 PM | 1 Like Like |Link to Comment
  • Why 3M Shareholders Keep Building Wealth Each Decade [View article]
    I have had MMM flagged for buy at $149 for quite some time. That should also give me a yield of 2.7%, which is a bare minimum. I generally look for 3% or better, but that seems very hard to come by with MMM. I want it in my portfolio though, so 2.7% it is.

    Steve
    Apr 20, 2015. 07:53 PM | 3 Likes Like |Link to Comment
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