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 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

  • Focused Stock Focused Stock Equity Income

    See full details
    • Allocation Strategy Long-Only
    • Approach Fundamental
    • Asset Class Multi Asset Class
    • Geography US
    • Style Yield
    Performance
    • 5.4%
      90 day
    • 27.9%
      365 day
    Avg. Sub.
    • -
      90 day
    Monthly vs S&P500
    focused stock research - focused stock equity income
    5.0% 12 months
    3
    1.5% fee

Model commentary

  1. Covestor managers buy retail stocks despite scary headlines

    10 July 2012

    Covestor managers are still scooping up select retail stocks -- doubling down in some instances-- despite a new landslide of worrying data for the group.

  2. Ignore the market swings and stay focused on value 2 June 2012
  3. Beware of mindless diversification when it comes to stock picking 11 April 2012
  4. Apple and Starbucks are just getting started 20 March 2012
  5. You have to keep it simple 14 February 2012

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Important Information

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

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. 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.