There were no outright purchases made this week. A dividend reinvestment from Realty Income was made on Monday. The dividend received was 2% more than the same amount last month.
Shares of Realty Income finished the week at $41.10. That is a decline of $1.21 for the week. The fund will continue holding shares of Realty Income.
Shares of Ford ended the week at $15.47. That is an increase of $0.39 per share for the week. The fund will continue holding shares of Ford.
The fund is projected to make its next purchase of stock in the next 2-4 weeks. Candidates include AT&T (T), Verizon (VZ), and Starbucks (SBUX).
**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**
Showing posts with label Verizon. Show all posts
Showing posts with label Verizon. Show all posts
Saturday, March 22, 2014
Friday, March 14, 2014
Week In Review (Realty Income, Ford, KDK Options, Trade Candidates, more)
There were no new trades this week. The next trade looks to be scheduled 2-4 weeks from now.
Realty Income closed the week at $42.31. That is a rise of $0.72 for the week. The fund will continue to hold its shares. Realty Income will be raising its monthly dividend, starting in April.
Ford closed the week at $15.08. That is a drop of $0.62 for the week. The fund will continue to hold its shares.
Candidates for purchase include Verizon, Morgan Stanley, and Starbucks.
There will be an extra 3.3% (based on monthly additions) capital added to the fund due to positive returns from KDK Options.
**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**
Realty Income closed the week at $42.31. That is a rise of $0.72 for the week. The fund will continue to hold its shares. Realty Income will be raising its monthly dividend, starting in April.
Ford closed the week at $15.08. That is a drop of $0.62 for the week. The fund will continue to hold its shares.
Candidates for purchase include Verizon, Morgan Stanley, and Starbucks.
There will be an extra 3.3% (based on monthly additions) capital added to the fund due to positive returns from KDK Options.
**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**
Sunday, March 9, 2014
Week in Review (Realty Income, Ford, KDK Options, Verizon, Starbucks, more)
Here are some bullet points that happened during the week.
- There was no new purchases or sales this week for KDK Fund. The next purchase will probably happen in the next 3-5 weeks. Candidates include Verizon and Starbucks
- KDK Fund has received some revenue from a KDK Options profitable trade. This will help speed up the next purchase.
- Realty Income closed the week at $41.59. That is a decline of $2.83 per share for the week. The fund will continue holding shares. A dividend payment of $0.18 per share is due in the next couple of weeks.
- Ford shares closed the week at $15.62. That is a rise of $0.23 per share for the week. The fund will continue holding shares.
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**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**
- There was no new purchases or sales this week for KDK Fund. The next purchase will probably happen in the next 3-5 weeks. Candidates include Verizon and Starbucks
- KDK Fund has received some revenue from a KDK Options profitable trade. This will help speed up the next purchase.
- Realty Income closed the week at $41.59. That is a decline of $2.83 per share for the week. The fund will continue holding shares. A dividend payment of $0.18 per share is due in the next couple of weeks.
- Ford shares closed the week at $15.62. That is a rise of $0.23 per share for the week. The fund will continue holding shares.
Follow @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**
Friday, February 28, 2014
2/22-2/28 Week In Review (Realty Income, Ford, more)
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**
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 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**
Saturday, January 11, 2014
KDK Fund Activity for Week Ending 1/11/14 (UUP, more)
UUP Option Trade
UUP ended the week at $21.67. The Jan 24 $21.50 call option bid price is now $0.18. That is a drop of $0.08 from last week. The option trade will continue as there is still a probability that the price of the ETF will rise due to upcoming economic reports being released in the next two weeks.
KDK Stock Fund
The plan is to make a purchase next week. The Fund will be purchasing shares of the Realty ETF Realty Income Corp.. The symbol for this ETF is O. Currently, the price of O is $38.50. Reasons for the trade include a monthly dividend and decent current valuation.
Other stocks on the future purchase list include Starbucks, Verizon, Ford, and Costco. KDK is always looking investment ideas. KDK Fund can be reached at kdkfund@gmail.com.
**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.**
UUP ended the week at $21.67. The Jan 24 $21.50 call option bid price is now $0.18. That is a drop of $0.08 from last week. The option trade will continue as there is still a probability that the price of the ETF will rise due to upcoming economic reports being released in the next two weeks.
KDK Stock Fund
The plan is to make a purchase next week. The Fund will be purchasing shares of the Realty ETF Realty Income Corp.. The symbol for this ETF is O. Currently, the price of O is $38.50. Reasons for the trade include a monthly dividend and decent current valuation.
Other stocks on the future purchase list include Starbucks, Verizon, Ford, and Costco. KDK is always looking investment ideas. KDK Fund can be reached at kdkfund@gmail.com.
**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.**
Saturday, December 7, 2013
KDK Weekly Report (IAU Put Trade and More) 12/7
KDK Fund once a week will write about the week's performance, the thoughts on the future trades, and other financial information thought to be relevant to the account.
- IAU December $12.00 Put Trade - During the week, IAU dropped from a close of $12.13 last Friday to a close of $11.93 this Friday. The put price stayed the same at $0.20. There was positive news on the economic, employment, and manufacturing numbers that were instrumental in this week's drop. The likelihood of the drop continuing is high as the Federal Reserve meets on the 17th and 18th of December to discuss the possibility of tapering the $85 billion monthly QE. Gold is nearing the yearly low. There has not been a large volume day to indicate that a bottom has been reached. Technicals and fundamentals are suggesting a continuation of the down trend. There is still quite a bit of interest in the trade as the time value is higher than expected. Positives for gold include buying pressure from China. KDK Fund will continue with the trade as it is. The goal is still $1.00 for the put. The trade will end by December 20. The initial post of this trade can be found here.
- The fund is gearing up to make its first trade of 2014. It will be made in either the first or second week of January. The plan is to buy Verizon, Ford, Google, United Healthcare, and Costco (not order specific) during the year.
** This blog is just information and opinion regarding a particular fund. It is not to be taken as a recommendation to buy or sell any security. Do your own due diligence before trading or investing.**
- IAU December $12.00 Put Trade - During the week, IAU dropped from a close of $12.13 last Friday to a close of $11.93 this Friday. The put price stayed the same at $0.20. There was positive news on the economic, employment, and manufacturing numbers that were instrumental in this week's drop. The likelihood of the drop continuing is high as the Federal Reserve meets on the 17th and 18th of December to discuss the possibility of tapering the $85 billion monthly QE. Gold is nearing the yearly low. There has not been a large volume day to indicate that a bottom has been reached. Technicals and fundamentals are suggesting a continuation of the down trend. There is still quite a bit of interest in the trade as the time value is higher than expected. Positives for gold include buying pressure from China. KDK Fund will continue with the trade as it is. The goal is still $1.00 for the put. The trade will end by December 20. The initial post of this trade can be found here.
- The fund is gearing up to make its first trade of 2014. It will be made in either the first or second week of January. The plan is to buy Verizon, Ford, Google, United Healthcare, and Costco (not order specific) during the year.
** This blog is just information and opinion regarding a particular fund. It is not to be taken as a recommendation to buy or sell any security. Do your own due diligence before trading or investing.**
Tuesday, October 29, 2013
Long Term Investments For 2014
Hello all
The fund has spent the last couple of months looking at what to invest in for 2014 and has come away with 5 companies. As of right now, the list includes Ford, Verizon, Costco, Google, and United Healthcare. The feeling is that this group of stocks provide a mix of strong dividend and stock price appreciation.
The fund is looking to invest in Ford primarily for its growth prospects. North American sales are good and Europe seems to be bottoming out. Ford also continues to be led by a very good management team and gives a 2%+ dividend (annual) in the third month of the quarter.
The fund is looking to invest in Verizon because of its leadership in the communications sector. It gives a 4%+ dividend (annual) in the second month of the quarter.
The fund is looking to invest in Costco because of its outstanding leadership and steady stock price growth. Costco gives a 1%+ dividend (annual) on the second month of the quarter.
The fund is looking to invest in Google because of its growth prospects in most of its product areas. Their innovative processes combined with their business plan execution shows a large promise of profit.
The fund is looking to invest in United Healthcare because of its growth prospects. The Affordable Care Act should help with new enrollment. The company gives a 1.5%+ dividend (annual) on the third month of the quarter.
All five of these companies have at least what can be considered strong balance sheets.
The trailing PE ratios are 11 for Ford, 20 for Verizon, 29 for Google, 13 for United Healthcare, and 26 for Costco.
Purchases will begin in January of next year. Purchases and sales of stock will go through Sharebuilder.
The fund has spent the last couple of months looking at what to invest in for 2014 and has come away with 5 companies. As of right now, the list includes Ford, Verizon, Costco, Google, and United Healthcare. The feeling is that this group of stocks provide a mix of strong dividend and stock price appreciation.
The fund is looking to invest in Ford primarily for its growth prospects. North American sales are good and Europe seems to be bottoming out. Ford also continues to be led by a very good management team and gives a 2%+ dividend (annual) in the third month of the quarter.
The fund is looking to invest in Verizon because of its leadership in the communications sector. It gives a 4%+ dividend (annual) in the second month of the quarter.
The fund is looking to invest in Costco because of its outstanding leadership and steady stock price growth. Costco gives a 1%+ dividend (annual) on the second month of the quarter.
The fund is looking to invest in Google because of its growth prospects in most of its product areas. Their innovative processes combined with their business plan execution shows a large promise of profit.
The fund is looking to invest in United Healthcare because of its growth prospects. The Affordable Care Act should help with new enrollment. The company gives a 1.5%+ dividend (annual) on the third month of the quarter.
All five of these companies have at least what can be considered strong balance sheets.
The trailing PE ratios are 11 for Ford, 20 for Verizon, 29 for Google, 13 for United Healthcare, and 26 for Costco.
Purchases will begin in January of next year. Purchases and sales of stock will go through Sharebuilder.
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