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SteveTheHawk

SteveTheHawk
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Latest comments  |  Highest rated
  • 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, 2014. 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, 2014. 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, 2014. 07:56 AM | 5 Likes Like |Link to Comment
  • Dividend Growth Investing: Creating A Portfolio [View article]
    Very nice work, Dave.

    I didn't start looking seriously at DGI until 2011. I curse myself at least once a month for not starting a couple years earlier. I started hiding out in cash in late 2007, so at its lowest point my portfolio was down 14%. I spent a lot of time regrouping and trying to develop a strategy. Only took me about 4 years. Slow learner I guess.
    Jun 7, 2014. 08:18 AM | Likes Like |Link to Comment
  • Pepsi: A Great Company, But Rising Payout Ratio Is Cause For Concern [View article]
    Nice article overall. Good information. PEP is almost 9% of our dividend holdings, being held at an average cost of $64/share. To date, I've been quite satisfied with the returns, especially the dividends. I'm not overly concerned about the payout ratio. If it gets closer to 60%, I'll start watching more closely but at this time I view PEP as a definite SWAN stock.
    Jun 7, 2014. 07:52 AM | 1 Like Like |Link to Comment
  • Johnson & Johnson Hasn't Been This Expensive In Years [View article]
    Though I have no extensive experience as a DG investor, I tend to agree. I have a big percentage of our holdings in cash. I want more dividends so badly that I can almost smell them (either that or I need a shower, but whatever). We have held JNJ for about 8 years and have been pleased. It's about 9% of our div portfolio, so I guess we don't need more anyway.

    So far, I have managed to restrain myself from buying merely for the sake of more dividends. Unless the market corrects significantly, the only purchases will be the result of dividend reinvestment. I have also learned that I very much dislike being patient.
    Jun 5, 2014. 10:38 AM | 3 Likes Like |Link to Comment
  • The All-Aristocrat Team: Dividend Stocks You Can Trust In An Uncertain Market (Part 3) [View article]
    ron:
    To be fair, the author does mention the need to pay close attention to valuation, and that good companies can trade at bad prices. I think the articles are very informative, even without the author's personal opinion on valuation.

    At the least, the article can help one establish a watch/research list.
    Jun 5, 2014. 10:31 AM | 1 Like Like |Link to Comment
  • McDonald's Is A Buy For Dividend Investors [View article]
    I think that MCD is currently a bit expensive. As an overall DG investment though, it seems pretty solid. I tend to ignore those that criticize their food or the poor nutrition value. Tastes and nutrition value are always a personal choice and must be kept separate from evaluating an investment.

    I am long MCD and would like to own a little more. Just waiting for a better price.
    Jun 4, 2014. 09:58 AM | 4 Likes Like |Link to Comment
  • My Dividend Growth Portfolio's 6th Birthday Report [View article]
    Indeed. I don't use YOC in evaluating a stock buy or sell. Since I invest for dividend growth though, I like the number available. It just gives me a warm fuzzy feeling when I see the number going up.
    Jun 4, 2014. 09:47 AM | 2 Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 1): Is It Possible To Build A Portfolio In This Market? [View article]
    bsfitz:
    Yup, I'm aware of HAS' situation as well. Mostly, I was just trying to avoid an overweight in that sector. Also, at this time and in the current market, I'm only adding Aristocrat type stocks. No blemishes over the last decade or so, etc. That's why I'm watching IBM. Might consider MSFT at some point, but overall I'm moving slowly. Just can't get excited about much right now.

    Steve
    Jun 3, 2014. 03:21 PM | 1 Like Like |Link to Comment
  • DIY Dividend Investors Club (Part 1): Is It Possible To Build A Portfolio In This Market? [View article]
    PIR:
    I truly wish that I had some ideas. I'm finding the pickings to be sparse these days. I have a few stocks that I'm watching, with TGT and IBM being among them. Part of my problem is that I'm still a relative newbie to DGI, with only a couple years under my belt. My screening skills are not well honed by any means.

    I'm reading articles like this one to help further my search for our next purchase. TGT is 3% of our portfolio, being held at a 10% paper loss. No holding in IBM or MAT. With TGT, I am thinking of adding a little more, but also feel like I don't need to rush into it.

    My next choice of the three would IBM. MAT has a better yield by far. However, it also has a dividend cut and a couple missed increases in the last decade or so. On top of that, HAS is already in our portfolio but tech stocks are noticeably absent. So, I'm leaning toward creeping slowly into some IBM stock.

    I appreciate the article and the information presented.
    Jun 3, 2014. 01:35 PM | 5 Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 1): Is It Possible To Build A Portfolio In This Market? [View article]
    User:
    I view all of your questions as being very worthwhile. I have to say though that coverage of these questions would create one very long article (small book?). I'm not sure I would have time to read all of it in one sitting :-).

    From my perspective, I'm glad that the author wrote to a specific audience... that being dividend growth investors. If we stray off and start up the old debate of dividends / no dividends, the point of the article would be completely lost. Just my .02.
    Jun 3, 2014. 10:27 AM | 11 Likes Like |Link to Comment
  • Wal-Mart Slammed By Institutional Shareholders Services, Time To Sell [View article]
    Agreed. And I'm still waiting for something to drive the price down. I fantasize about buying WMT at a 3%+ yield. May not ever happen, but it's nice to dream.
    Jun 2, 2014. 12:22 PM | Likes Like |Link to Comment
  • My Dividend Growth Portfolio's 6th Birthday Report [View article]
    Great article, DVK. I appreciate the sharing of your thought processes. I'm still trying to establish a solid constitution that I'm comfortable with, but much of what I have to date coincides with yours.
    Jun 1, 2014. 09:13 AM | 1 Like Like |Link to Comment
  • Retirees Please Don't Index, You Deserve Better Than Average [View article]
    NOBL may or may not be a reasonable option. It's a very new fund. I might keep my eye on it just to examine what kind of yield they provide and how much they rake in off the top.

    I'm always keeping my eye out for a decent dividend ETF as part of my backup plan for my DW in the event that something happens to me. Hard to say if NOBL will make the grade but I'll be adding it to my list of possibilities. Thanks for the heads up, Dale.
    May 29, 2014. 07:58 PM | 1 Like Like |Link to Comment
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