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FFJ Portfolio – November 2019 Report

This is my November 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 30th, 2019|FFJ Portfolio|Comments Off on FFJ Portfolio – November 2019 Report

Chevron Corporation – Attractive Long-Term Investor Return Potential

I have a positive outlook on Chevron Corporation's (CVX) long-term potential in that in recent years CVX has been repositioned to deliver long-term value to investors. There is growing demand for its products and efficient capital employment should enable it to continue to generate superior returns relative to its largest competitors. CVX generates strong cash [...]

By |November 29th, 2019|Equity Investing|Comments Off on Chevron Corporation – Attractive Long-Term Investor Return Potential

Stryker Corporation – Option Trade

I recently disclosed that I have initiated a position in Stryker Corporation (SYK). I have a long-term positive outlook on the company but am not ruling out the potential for a broad market pullback which would likely result in a drop in SYK's share price. In this brief article I explain the option trade I [...]

By |November 15th, 2019|Equity Investing|Comments Off on Stryker Corporation – Option Trade

Automatic Data Processing, Inc. – Option Update

The Automatic Data Processing, Inc. (ADP) November 2019 $180 covered calls have just expired worthless meaning I retain the underlying shares and 100% of the option premium (net of nominal trading commission) I collected when I wrote the covered calls in August. In this brief article I look at whether I should write new covered [...]

By |November 15th, 2019|Equity Investing|Comments Off on Automatic Data Processing, Inc. – Option Update

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