KDK Fund purchased more shares of Realty Income (symbol O). The price of the shares paid was $44.84. The average cost of the shares held by KDK Fund are now $41.64. The fund has now doubled its position in the stock. The reasons for the purchase are below.
- Continued strength in monthly dividend payments. Each month will not only see growth in the money received, it will spur more growth as the dividends are reinvested.
- General economic growth continues
- Stock appreciation still available
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
Wednesday, July 30, 2014
Monday, July 28, 2014
Week ending 7/26 In Review (Realty Income, Ford, AT&T, Sysco, Powershares BAB, Dividends, more)
There were no purchases or sales this week. There were earnings from Ford, AT&T, and Realty Income this week. A dividend from Sysco was received this week. There is a spreadsheet below with some of the fund's holdings information. Based on the information, the fund will continue to hold onto shares. There is a planned purchase of shares next week.
The earnings reports received were generally inline with expectations.
The dividend received from Sysco was the first received. The fund received $0.29 per share. The dividends were reinvested. Almost 1% of the portfolio has been invested at no cost due to dividend reinvestment program.
The earnings reports received were generally inline with expectations.
The dividend received from Sysco was the first received. The fund received $0.29 per share. The dividends were reinvested. Almost 1% of the portfolio has been invested at no cost due to dividend reinvestment program.
| Security | Last Friday's Closing Price | Purchase Dates (Dividend purchases not included) | Cost Basis (Dividend purchases not included) | Dividends Received Per Share Since Purchase | Current Profit/Loss | Date Sold | Ending Profit/Loss |
| Realty Income | $44.69 | 1/14/2014 | $38.45 | $1.105 | 19.10% | Current Holding | |
| Ford | $17.62 | 2/11/2014 | $14.90 | $0.13 | 19.09% | Current Holding | |
| AT&T | $35.54 | 3/28/2014 | $35.10 | $0.46 | 2.56% | Current Holding | |
| Sysco | $36.75 | 5/7/2014 | $36.74 | $0.29 | 0.82% | Current Holding | |
| Powershares BAB | $29.62 | 6/23/2014 | $29.08 | $0.00 | 1.86% | Current Holding |
Friday, July 25, 2014
60% of KDK Fund Companies Release Earnings on same day (yesterday)
Hey
So Ford, AT&T, and Realty Income all released their quarterly earnings yesterday. A short synopsis would be that Ford did well due to US results, Realty Income earnings were in line, and AT&T did fine.
You can check out more information on each of the companies earnings by going to Yahoo! Finance and typing in the symbol (F, T, O).
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
So Ford, AT&T, and Realty Income all released their quarterly earnings yesterday. A short synopsis would be that Ford did well due to US results, Realty Income earnings were in line, and AT&T did fine.
You can check out more information on each of the companies earnings by going to Yahoo! Finance and typing in the symbol (F, T, O).
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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, July 21, 2014
Week In Review (Realty Income, Ford, AT&T, Sysco, Powershares BAB ETF, New Format)
There were no new purchases or sales this week. The fund received a dividend payment from Realty Income that was fully reinvested. The next purchase is planned to happen in the next couple of weeks. There is one planned dividend payment expected from Sysco next week. Some elements of the current holdings are in a spreadsheet below.
| Security | Current Price | Purchase Dates (Dividend purchases not included) | Cost Basis (Dividend purchases not included) | Dividends Received Per Share Since Purchase | Current Profit/Loss | Date Sold | Ending Profit/Loss | Time Held |
| Realty Income | $45.79 | 1/14/2014 | $38.45 | $1.105 | 21.96% | Current Holding | 6 Months | |
| Ford | $17.72 | 2/11/2014 | $14.90 | $0.13 | 19.77% | Current Holding | 5 Months | |
| AT&T | $36.17 | 3/28/2014 | $35.10 | $0.46 | 4.36% | Current Holding | 3 Months | |
| Sysco | $36.75 | 5/7/2014 | $36.74 | $0.00 | 0.03% | Current Holding | 2 Months | |
| Powershares BAB | $29.41 | 6/23/2014 | $29.08 | $0.00 | 1.13% | Current Holding | 1 Month |
The fund received a dividend payment from Realty Income last week. It was reinvested. The most recent dividend payment has increased the fund's shares of Realty Income by 2.8%.
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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**
If you have any stocks that you think KDK Fund would be interested in researching, let us know at kdkfund@gmail.com or twitter @kdkfund.
**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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