Showing posts with label CVS. Show all posts
Showing posts with label CVS. Show all posts

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. 

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**