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Stryker Corporation – ‘Striking’ With the Long-Term In Mind

Stryker Corporation (SYK) has disclosed its intent to acquire Wright Medical Group Inc. (WMGI) with a closing schedule for September 30, 2020. Although this acquisition is larger than the several acquisitions SYK has successfully completed in recent years, I fully expect SYK will achieve the targets it expects to achieve with the acquisition. I expect [...]

By |November 10th, 2019|Equity Investing|Comments Off on Stryker Corporation – ‘Striking’ With the Long-Term In Mind

Broadridge Financial Solutions, Inc. – Great Growth Opportunities

Broadridge Financial Solutions, Inc. (BR) released Q1 2020 results and reiterated FY2020 guidance on November 6, 2019. At the time of my August 7, 2019 article I suggested investors might want to wait for BR's share price to pullback further before acquiring shares. With the pullback on November 6th I have taken the opportunity to [...]

By |November 7th, 2019|Equity Investing|Comments Off on Broadridge Financial Solutions, Inc. – Great Growth Opportunities

Becton, Dickinson and Company – Added to the FFJ Portfolio

Becton, Dickinson and Company (BDX) released Q4 and YTD 2019 results which came in at the low end of guidance. Following this earnings release and FY2020 guidance, BDX's share price has pulled back prompting me to acquire shares for the FFJ Portfolio which are in addition to shares held in undisclosed accounts. Summary BDX released [...]

By |November 6th, 2019|Equity Investing|Comments Off on Becton, Dickinson and Company – Added to the FFJ Portfolio

Church & Dwight Co., Inc. – Added to a Top 10 Holding

Church & Dwight Co., Inc.'s (CHD) share price is off ~15.3% from its 52 week high set in August and it has dropped ~$6.50/share following the release of Q3 and YTD2019 results on October 31, 2019. I view CHD as an attractive long-term investment and have acquired additional shares despite CHD already being a Top [...]

By |November 1st, 2019|Equity Investing|Comments Off on Church & Dwight Co., Inc. – Added to a Top 10 Holding

FFJ Portfolio – October 2019 Report

This is my October 2019 FFJ Portfolio update. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend [...]

By |November 1st, 2019|FFJ Portfolio|Comments Off on FFJ Portfolio – October 2019 Report

Alimentation Couche-Tard Inc. – The Future Looks Bright

Alimentation Couche-Tard (TSX: ATD.b) is the 2nd largest participant in the highly fragmented convenience store industry behind Japan's Seven & I Holdings Co. (7-Eleven chain). ATD is consistently profitable, generates strong Free Cash Flow, and intends to double in size within the next 5 years. ATD will appeal to investors seeking growth versus dividend income. [...]

By |October 24th, 2019|Equity Investing|Comments Off on Alimentation Couche-Tard Inc. – The Future Looks Bright

McDonald’s Corporation – Pullback Has Presented A Buying Opportunity

McDonald's Corporation (MCD) released Q3 and YTD results on October 22, 2019. At the time of my August 3rd article my analysis suggested that MCD shares were somewhat expensive. I indicated that I would be open to acquiring additional shares if the valuation were to retrace to a more acceptable level. MCD's valuation has recently [...]

By |October 24th, 2019|Equity Investing|Comments Off on McDonald’s Corporation – Pullback Has Presented A Buying Opportunity

Mastercard Incorporated – More Shares Acquired on Pullback

I have indicated in previous articles that I view Mastercard Incorporated (MA) as a core long-term investment. Following the very recent pullback in MA's share price I have acquired additional shares for one of the Core Accounts within the FFJ Portfolio. This additional purchase is in addition to the purchase made in early October for [...]

By |October 23rd, 2019|Equity Investing|Comments Off on Mastercard Incorporated – More Shares Acquired on Pullback

FFJ Portfolio – October 2019 Interim Report

For the sake of timely and full disclosure I provide this interim report in which I touch upon recent trades made within the FFJ Portfolio and in accounts for which I do not disclose details. In addition, we have an impending sale of a rental property. Sale proceeds will be deployed toward the purchase of [...]

By |October 16th, 2019|FFJ Portfolio|Comments Off on FFJ Portfolio – October 2019 Interim Report

Brookfield Asset Management Inc. – Positioned for Strong Growth

Brookfield Asset Management Inc. (BAM.a) (BAM) held its Investor Day on September 26th at which time management stressed now is the time to be even more cautious than usual. With the recent acquisition of 61.2% of Oaktree Capital Management, BAM is now positioned to capitalize in a distressed environment. Management also indicated that conditions are [...]

By |October 3rd, 2019|Equity Investing|Comments Off on Brookfield Asset Management Inc. – Positioned for Strong Growth