Monthly Review: June 2013 + MORE

That didn’t take long. I received my once-a-month commission check from my day job this morning and quickly transferred some cash over to my brokerage account to get busy shopping! Of course, I already had my list made out and checked twice so it was easy pickings. There isn’t a ton of value in the market currently, but as I wrote about recently I decided to concentrate on the energy, financial and real estate sectors…

In general, I’ve not been a big believer in Zynga (ZNGA) and I can’t imagine a complete reversal taking place.  There are a few brighter signs though. I did discuss the potential of Poker and online gambling becoming legal and how Zynga would be very well positioned which is certainly one part of the story…

The end of June and the start of July coincided with my big move, hence the delay in posting this review. I spent June 28-30 packing and loading my belongings, as well as cleaning my apartment so I can get my deposit back. I then made the 7+ hour drive to my new city and started moving into my new apartment on July 1…

In terms of the major trend, I do think we’re either just past, at, or close to a bottom in rates. Sure, maybe benchmark 10-year Treasuries will hang in there better than other rates, but it appears the peak of perception (which is what really drives prices) has passed. Going forward, it’s hard for me to predict a major bear market in all things income, mainly because the overall trend isn’t yet

Pepsico Inc. is a leading international beverage and snack-food company.

-Seven Year Revenue Growth Rate: 10.5% -Seven Year EPS Growth Rate: 7.3%-Seven Year Dividend Growth Rate: 11.2%-Current Dividend Yield: 2.84%-Balance Sheet: Stable

Overview

Pepsico Inc. (NYSE: PEP) is one of the leading beverage and food companies in the world, and has been a particularly strong dividend payer over the last four decades and counting in terms of the combination of a moderate yield and fairly high dividend growth…

Omega Healthcare Investors is a REIT that focuses on owning properties for skilled nursing facilities.
-Revenue Growth Rate: 6%
-FFO Growth Rate: 12%
-Dividend Growth Rate: 9%
-Current Dividend Yield: 5.82%
-Balance Sheet: Stable
For a decent combination of yield and growth, OHI may be a solid pick at the current price in the low $30′s…