The fund did not buy or sell anything for the week.
Shares of Realty Income Corp (symbol O) closed the week at $44.42. That is a rise of $1.01 for the week. The fund will continue to hold shares into the future. Shares of Realty Income will be ex-dividend next week.
Shares of Ford (symbol F) closed the week at $15.39. That is a rise of $0.23 for the week. The fund will continue to hold shares into the future. A dividend of Ford shares is expected next month.
There is no planned activity for the fund next week. The next planned large purchase will be at the end of March at the earliest. Candidates for investment include Verizon, Starbucks, and Morgan Stanley.
KDK Fund is looking for companies that find the right balance of the following:
- providing a service or product for a profit that comes from product or service sales (not from tax deductions)
- provide living wages to all of their employees
- consistently improve their resource (environmental, etc.) impact policies
**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**
Friday, February 28, 2014
Friday, February 21, 2014
Weekly Report 2/16-2/21 (Realty Income, Ford, Starbucks, Verizon, more)
The account was able to purchase shares of Realty Income from a dividend received this week. The purchase was made at no additional cost through a dividend reinvestment program the account is part of. Dividend reinvestment should be a pillar of anyone's wealth building strategy.
Shares of Realty Income Corp. (symbol O) finished the week at $43.41. That is a rise of $1.69 for the week. KDK Fund will continue to hold the shares.
Shares of Ford (symbol F) finished the week at $15.16. That is a decline of $0.08 for the week. KDK Fund will continue to hold the shares.
Prospects for the next purchase (likely sometime in late March or April) from the fund include Starbucks (symbol SBUX) and Verizon (symbol VZ).
KDK Fund is looking for companies that find the right balance of the following:
- providing a service or product for a profit that comes from product or service sales (not from tax deductions)
- provide living wages to all of their employees
- consistently improve their resource (environmental, etc.) impact policies
**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**
Shares of Realty Income Corp. (symbol O) finished the week at $43.41. That is a rise of $1.69 for the week. KDK Fund will continue to hold the shares.
Shares of Ford (symbol F) finished the week at $15.16. That is a decline of $0.08 for the week. KDK Fund will continue to hold the shares.
Prospects for the next purchase (likely sometime in late March or April) from the fund include Starbucks (symbol SBUX) and Verizon (symbol VZ).
KDK Fund is looking for companies that find the right balance of the following:
- providing a service or product for a profit that comes from product or service sales (not from tax deductions)
- provide living wages to all of their employees
- consistently improve their resource (environmental, etc.) impact policies
**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**
Tuesday, February 18, 2014
Realty Income Corp Upgraded and Dividend Received
It's dividend day! It's dividend day! A dividend of $0.18 per share was received by KDK Fund from Realty Income Corporation. The funds have been reinvested into purchasing more shares of Realty Income Corporation.
Dividend payouts are little rewards and reminders to keep the faith and to keep going with wealth building. Because the dividends are being reinvested, forward dividends will be that much more than before.
Realty Income Corporation was also upgraded to buy from thestreet.com. The story from ARN is here.
KDK Fund is looking for companies that find the right balance of the following:
- providing a service or product for a profit that comes from product or service sales (not from tax deductions)
- provide living wages to all of their employees
- consistently improve their resource (environmental, etc.) impact policies
**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**
Dividend payouts are little rewards and reminders to keep the faith and to keep going with wealth building. Because the dividends are being reinvested, forward dividends will be that much more than before.
Realty Income Corporation was also upgraded to buy from thestreet.com. The story from ARN is here.
KDK Fund is looking for companies that find the right balance of the following:
- providing a service or product for a profit that comes from product or service sales (not from tax deductions)
- provide living wages to all of their employees
- consistently improve their resource (environmental, etc.) impact policies
**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**
Monday, February 17, 2014
Weekly Report 2-8/2-15 (Realty Income, Ford, more)
This week KDK Fund purchased shares of Ford. The fund now owns shares of Realty Income Corporation and Ford. Quarterly dividends will now be
Shares of Realty Income Corp (symbol O) closed the week at $41.72. That is a gain of $1.16 per share for the week. Shares of Ford (symbol F) closed the week at $15.24. That is a gain of $0.34 per share since the shares were purchased earlier in the week.
The only expected activity next week is the Realty Income dividend receipt of $0.18 per share on Tuesday, February 18. The funds will be automatically reinvested at no cost or commission. Total quarterly dividend receipts will now be $0.54 per share for Realty Income and $0.125 per share for Ford.
The next large purchase of shares will probably happen in late March or April. Candidates right now include Starbucks and CVS.
KDK Fund is looking for companies that find the right balance of the following:
- providing a service or product for a profit that comes from product or service sales (not from tax deductions)
- provide living wages to all of their employees
- consistently improve their resource (environmental, etc.) impact policies
**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**
Shares of Realty Income Corp (symbol O) closed the week at $41.72. That is a gain of $1.16 per share for the week. Shares of Ford (symbol F) closed the week at $15.24. That is a gain of $0.34 per share since the shares were purchased earlier in the week.
The only expected activity next week is the Realty Income dividend receipt of $0.18 per share on Tuesday, February 18. The funds will be automatically reinvested at no cost or commission. Total quarterly dividend receipts will now be $0.54 per share for Realty Income and $0.125 per share for Ford.
The next large purchase of shares will probably happen in late March or April. Candidates right now include Starbucks and CVS.
KDK Fund is looking for companies that find the right balance of the following:
- providing a service or product for a profit that comes from product or service sales (not from tax deductions)
- provide living wages to all of their employees
- consistently improve their resource (environmental, etc.) impact policies
**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**
Tuesday, February 11, 2014
Fund Adds Ford Shares Today
KDK Fund purchased shares of Ford today. The shares were purchased at a price of $14.90 per share. The reason why Ford shares were purchased other than satisfying the parameters below include:
- A decent outlook on the company and its profits
- A P/E ratio under 10
- A good dividend which will be in the third month of every quarter
- A solid management team
KDK Fund now owns shares of Realty Income Corporation (symbol O), and Ford (symbol F). Dividends will be received in every month of each quarter with the third month of the quarter being the most. All dividends are scheduled to be reinvested. Candidates for future purchases include Starbucks (symbol SBUX) and CVS (symbol CVS).
KDK Fund is looking for companies that find the right balance of the following:
- providing a service or product for a profit that comes from product or service sales (not from tax deductions)
- provide living wages to all of their employees before non founding management become millionaires through company wages
- consistently improve their resource (environmental, etc.) impact policies
KDK Fund can also be followed on Twitter @kdkfund.
- A decent outlook on the company and its profits
- A P/E ratio under 10
- A good dividend which will be in the third month of every quarter
- A solid management team
KDK Fund now owns shares of Realty Income Corporation (symbol O), and Ford (symbol F). Dividends will be received in every month of each quarter with the third month of the quarter being the most. All dividends are scheduled to be reinvested. Candidates for future purchases include Starbucks (symbol SBUX) and CVS (symbol CVS).
KDK Fund is looking for companies that find the right balance of the following:
- providing a service or product for a profit that comes from product or service sales (not from tax deductions)
- provide living wages to all of their employees before non founding management become millionaires through company wages
- consistently improve their resource (environmental, etc.) impact policies
KDK Fund can also be followed on Twitter @kdkfund.
Friday, February 7, 2014
KDK Fund Weekly Report 1/31 - 2/7 (Realty Income, Ford, Starbucks, CVS, more)
KDK Fund did not make any new investments this week. It currently has Realty Income Corporation stock and cash. The shares of O closed the week at $40.56. That is a loss of the week of $0.16 for the week. The shares are higher by $1.93 since the shares were purchased.
The fund will be making a purchase next week. It will be buying shares of Ford unless something drastic happens to Ford or other opportunities.
The fund will be receiving dividends ($0.18 per share) from its shares of Realty Income Corp. as it went ex dividend on February 3. The dividends will be reinvested.
KDK Fund is currently looking at Starbucks and CVS as its next purchase targets after the Ford purchase.
KDK Fund is looking for companies that find the right balance of the following:
- providing a service or product for a profit that comes from product or service sales (not from tax deductions)
- provide living wages to all of their employees
- consistently improve their resource (environmental, etc.) impact policies
**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**
The fund will be making a purchase next week. It will be buying shares of Ford unless something drastic happens to Ford or other opportunities.
The fund will be receiving dividends ($0.18 per share) from its shares of Realty Income Corp. as it went ex dividend on February 3. The dividends will be reinvested.
KDK Fund is currently looking at Starbucks and CVS as its next purchase targets after the Ford purchase.
KDK Fund is looking for companies that find the right balance of the following:
- providing a service or product for a profit that comes from product or service sales (not from tax deductions)
- provide living wages to all of their employees
- consistently improve their resource (environmental, etc.) impact policies
**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**
Monday, February 3, 2014
Why Wal-Mart Won't Be In KDK Fund (for now)
One of the reasons why KDK Fund is being created is that there are companies that the fund does not want its capital to go to., One of those companies is Wal-Mart. The main reason that KDK Fund will not be investing in Wal-Mart is due to the company's employee wage policy. Recently, Wal-Mart's wage policy weaknesses have started to show up and they are affecting earnings for investors in a negative way.
There is a Yahoo Finance story (link here) that shows some cracks in Wal-Mart's fiscal situation. In the story, analysts estimate that low income workers make up 20% of Wal-Mart's revenue. Because of this, the recent decrease in food stamp funding by the US Government has negatively affected Wal-Mart's earnings. That tells KDK that the government is subsidizing a percentage of Wal-Mart's earnings. It also means Wal-Mart is depending on other companies along with its own to keep wages at a level so that food stamps are continuously needed. Wal-Mart sees a lower minimum wage as beneficial because it then receives massive amounts of revenue from the US Government covering the costs of groceries that should otherwise be covered by higher wages. Knowing that, KDK feels that Wal-Mart's policy of both paying a lower wage to keep costs down and then pining for US food stamp revenue to boost its earnings is not something to support.
KDK feels that if a company is sufficiently profitable, employees should be at the least given wages that can sustain life without government assistance like food stamps. Wage policies like Wal-Mart's inhibit the value created otherwise for investors. If Wal-Mart and other companies in the same position would execute a better wage policy, it not only would help the workers, it would help lessen the burden put on the US Government and taxpayers. When a company has both employees that are deca-millionaires and employees that require food stamps, KDK Fund knows to stay away.
If Wal-Mart were able to show that all of their employees are given a living wage, the positive effects would far outweigh the minimal loss in dividends or stock appreciation shown to investors. It would now give people that boycott the store to now shop there. Other models within Wal-Mart are genius and do great things for the company. Fix this and investors like KDK Fund will reassess whether or not Wal-Mart will receive some of its capital. Don't fix it and possibly continue the downtrend.
What would happen if large money sources like pension funds decided to do the same thing and remove their capital from reaching Wal-Mart's balance sheet? Would Wal-Mart change? If you are under a pension fund system, give your rep a call and find out where your retirement funds are going.
There is a Yahoo Finance story (link here) that shows some cracks in Wal-Mart's fiscal situation. In the story, analysts estimate that low income workers make up 20% of Wal-Mart's revenue. Because of this, the recent decrease in food stamp funding by the US Government has negatively affected Wal-Mart's earnings. That tells KDK that the government is subsidizing a percentage of Wal-Mart's earnings. It also means Wal-Mart is depending on other companies along with its own to keep wages at a level so that food stamps are continuously needed. Wal-Mart sees a lower minimum wage as beneficial because it then receives massive amounts of revenue from the US Government covering the costs of groceries that should otherwise be covered by higher wages. Knowing that, KDK feels that Wal-Mart's policy of both paying a lower wage to keep costs down and then pining for US food stamp revenue to boost its earnings is not something to support.
KDK feels that if a company is sufficiently profitable, employees should be at the least given wages that can sustain life without government assistance like food stamps. Wage policies like Wal-Mart's inhibit the value created otherwise for investors. If Wal-Mart and other companies in the same position would execute a better wage policy, it not only would help the workers, it would help lessen the burden put on the US Government and taxpayers. When a company has both employees that are deca-millionaires and employees that require food stamps, KDK Fund knows to stay away.
If Wal-Mart were able to show that all of their employees are given a living wage, the positive effects would far outweigh the minimal loss in dividends or stock appreciation shown to investors. It would now give people that boycott the store to now shop there. Other models within Wal-Mart are genius and do great things for the company. Fix this and investors like KDK Fund will reassess whether or not Wal-Mart will receive some of its capital. Don't fix it and possibly continue the downtrend.
What would happen if large money sources like pension funds decided to do the same thing and remove their capital from reaching Wal-Mart's balance sheet? Would Wal-Mart change? If you are under a pension fund system, give your rep a call and find out where your retirement funds are going.
Saturday, February 1, 2014
Weekly Report for 1/25-1/31 (Realty Income Corp., Next Investment Schedule, more)
During the week of 1/25-1/31, there was no activity for KDK Fund. The plan is to have another investment made the week of Feb 16-22. The options right now for the next investment are Ford (symbol F) and Starbucks (symbol SBUX).
The fund still owns shares of Realty Income Corp.. The shares (symbol O) ended the week at $40.78. A dividend for February of $0.18 per share was declared and will be received on Feb 18. The dividends are set to be reinvested.
**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**
The fund still owns shares of Realty Income Corp.. The shares (symbol O) ended the week at $40.78. A dividend for February of $0.18 per share was declared and will be received on Feb 18. The dividends are set to be reinvested.
**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to kdkfund@gmail.com**
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