Week 2/20 In Review (Ford, AT&T, Sysco, more)

There were no new purchases or sales. There was a dividend received by Realty Income. It was reinvested for free. The next purchase will happen next week. The leading candidate is AT&T. Some metrics of the current holdings are below.

Company	Current Price	Purchase Dates (not including dividend reinvestment purchases)	Cost Basis (includes dividend purchases)	Dividends Received from Reinvested Dividends	Current Profit/Loss	Date Sold
Realty Income	$51.97	1/14/2014, 7/29/2014	$43.39	$0.09	19.77%	Current Holding
Ford	$16.40	2/11/2014, 1/13/2015	$15.12	$0.01	8.47%	Current Holding
AT&T	$34.08	3/28/2014, 9/12/2014	$34.85	$0.12	-2.21%	Current Holding
Sysco	$39.66	5/7/2014	$36.76	$0.01	7.89%	Current Holding
Powershares BAB	$29.66	6/23/2014	$28.78	$0.03	3.06%	Current Holding
Nuveen Comm	$16.79	10/22/2014	$14.97	$0.05	12.16%	Current Holding
GE	$25.21	12/3/2014	$26.10	$0.00	-3.41%	Current Holding
Average					8.17%

 **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 or on twitter @kdkfund.

Walmart's Rising Wages

This week, Walmart announced that it is raising the wages on about 500,000 of its employees. This action brings the fund closer to removing it from our do not invest list. Some thoughts on the move:

- By doing this, Walmart policy decision makers are improving (if only slightly) their image when it comes to wages.
- This should be just a start. $9.00 an hour is not sufficient in 2015 for a company that has averaged an annual net profit of $16,000,000,000 over the last 3 years. Adding $800,000,000 ($1.00 wage at 40 hours a week) to the wage structure would not scare off investors (regardless of what CNBC talking heads say). It would actually bring new investment into the company.
- How many people will now lessen their stance on shopping at Walmart because they are now paying higher wages? How many employees can now spend more for their families at Walmart because of this raise? The fund is thinking that the raise will actually help on the top line revenue wise.  
- The raise removes some employees from the welfare system. When making $16,000,000,000 a year, a company should not have the amount of employees that Walmart has receiving welfare benefits. This move helps reduce that number. The taxpayers of KDK Fund are thankful.

As much as the raise is not as much as the fund would like to see, it is a step in the right direction.  Once some time has passed and numbers can be crunched, the company should see that they made the right decision for their employees, customers, and investors.

KDK Fund does not have any relationship with Walmart.


 **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 or on twitter @kdkfund.

Week 2/13 In Review (Realty Income, AT&T, more)

There were no purchases or sales during the week. The next purchase will be in the next 1-2 weeks. The main candidate for the purchase is currently AT&T. There were no dividends received during the week. The next dividend will be received on Monday from Realty Income.

Some metrics of the current holdings are as follows:

Company	Current Price	Purchase Dates (not including dividend reinvestment purchases)	Cost Basis (includes dividend purchases)	Dividends Received from Reinvested Dividends	Current Profit/Loss	Date Sold
Realty Income	$52.01	1/14/2014, 7/29/2014	$43.39	$0.07	19.87%	Current Holding
Ford	$16.30	2/11/2014, 1/13/2015	$16.47	$0.01	-1.03%	Current Holding
AT&T	$34.66	3/28/2014, 9/12/2014	$36.50	$0.12	-5.04%	Current Holding
Sysco	$39.54	5/7/2014	$36.76	$0.01	7.56%	Current Holding
Powershares BAB	$30.44	6/23/2014	$28.78	$0.03	5.77%	Current Holding
Nuveen Comm	$16.78	10/22/2014	$14.97	$0.05	12.09%	Current Holding
GE	$25.13	12/3/2014	$26.10	$0.00	-3.72%	Current Holding
Average					5.96%

  **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 or on twitter @kdkfund.

Week 2/6 In Review (Nuveen, AT&T, Ford, more)

There were no new purchases or sales during the week. Dividends from Nuveen and AT&T were received during the week (post link here). The next scheduled purchase will be in the next 1-3 weeks. Bullet points for the week are below.

- Ford reports great January (Bloomberg story here). 

Company	Current Price	Purchase Dates (not including dividend reinvestment purchases)	Cost Basis (includes dividend purchases	Dividends Received Per Non Dividend Share Since Purchase	Dividends Received from Reinvested Dividends	Current Profit/Loss	Date Sold
Realty Income	$50.83	1/14/2014, 7/29/2014	$43.39	$1.4365	$0.07	17.15%	Current Holding
Ford	$15.85	2/11/2014, 1/13/2015	$15.17	$0.3750	$0.01	4.48%	Current Holding
AT&T	$34.87	3/28/2014, 9/12/2014	$34.87	$1.3800	$0.12	0.00%	Current Holding
Sysco	$40.26	5/7/2014	$36.66	$0.8850	$0.01	9.82%	Current Holding
Powershares BAB	$30.60	6/23/2014	$29.06	$0.9300	$0.03	5.30%	Current Holding
Nuveen Comm	$16.65	10/22/2014	$14.77	$0.5400	$0.05	12.73%	Current Holding
GE	$24.52	12/3/2014	$26.10	$0.0000	$0.00	-6.05%	Current Holding
Average						7.23%

  **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 or on twitter @kdkfund.

Dividends Received from AT&T and Nuveen Commodity CTF

This week, the fund received dividends from both Nuveen and AT&T. Both dividends were higher than last quarter (month in CTF's case) due to dividend raises and reinvestment compounding.

Dividends and dividend reinvestment continue to be a growing part of the fund. Dividend reinvestment this month will be about 5% of the capital invested in the fund, the highest so far.

 **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 or on twitter @kdkfund.