Focused Stock Research Profile Picture

Focused Stock Research

Individual Investor

Jennifer K. Sokira is editor and Walter J. Sokira is publisher of subscription service Focused Stock Research. Walt Sokira is also an entrepreneur, money manager, educator and public speaker. Walt earned his MBA from Kent State University. He currently teaches undergraduate and MBA courses at Case Western Reserve University's Weatherhead School of Management.

Investment process

We will invest in the best ideas from the Focused Stock Research buy list. You can find more information on Focused Stock Research at https://fsr.bloomfire.com/.

Our Focused Stock model invests in common stocks of companies with wide economic moats. These companies are financially powerful and have attractive stock valuations. All securities are evaluated using a blend of value and growth principles. The portfolio is updated continuously to reflect the best ideas and recommendations of Focused Stock Research.

Our High-Yield Equity Income model invests in common stocks, preferred stocks, MLPs and REITs. Stocks are evaluated using a blend of value and growth principles, however the main emphasis is yield. Therefore, the majority of this model's return is expected to come from the holdings high-yields. While seeking some appreciation potential the model assumes that the investment capital can be recovered over time as securities are sold. Simply, winners and losers will net-out.

Company background

Focused Stock Research is a multidimensional investment research and investment education solution that enables both new and experienced investors to make timely, better-informed decisions when investing in individual stocks. It provides a wealth of focused financial information, intelligently presented online, plus objective research, insightful commentary, price projections, and other insightful analysis.


Investment models

Model commentary

  1. Apple and Starbucks are just getting started

    20 March 2012

    A few times in each generation, a transformational company emerges with innovative strategies that reject existing ideas, and presents a way to do things radically different from the way they were …

  2. You have to keep it simple 14 February 2012
  3. Low expectations set the stage for a 2012 market rally 17 January 2012

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Important Information

Important Information

Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.

The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.