I initiated a Zoom Communications (ZM) position on August 22, 2023 with the purchase of 400 shares @ $64.58 in a 'Core' account in the the FFJ Portfolio. Another 600 shares were acquired at later dates bringing my current exposure to 1000 shares at an average cost of ~$64.38. I last reviewed ZM in this [...]
When I completed my 2025 Mid-Year Portfolio Review I held 410 Moody's (MCO) shares in a 'Core' account in the FFJ Portfolio and it was my 18th largest holding; the share price was $453.12. At the time of my 2025 Year-End Investment Holdings Review I still held 410 shares and it was my 21st largest [...]
In January - March 2025, I published several posts touching upon the need to invest in great companies for the very long-term. These posts are accessible through the The FFJ Archives. One year later and we are experiencing more market turmoil. Looking at the Financial Industry Regulatory Authority, Inc.'s Margin Statistics over the past few [...]
I last reviewed Intercontinental Exchange (ICE) in this October 31, 2025 post. I considered its valuation to be attractive and acquired an additional 100 shares in a 'Core' account in the FFJ Portfolio @ ~$145.245/share on October 31, 2025. With the February 5, 2026 release of Q4 and FY2025 results, this is an opportune time [...]
I like to invest in highly profitable undervalued/fairly valued growing companies that generate strong earnings and free cash flow. Companies with no debt (or exceptionally low debt levels) are particularly attractive. Following my December 2025 analysis of Arista Networks (ANET), I acquired 200 shares @ $127.505 on December 2, 2025 in one of the 'Core' [...]
I last reviewed Rollins (ROL) in this November 2, 2025 post at which time the most current financial information was for Q3 and YTD2025. This is an opportune time to revisit this existing holding given the release of Q4 and FY2025 results following the February 11, 2026 market close. Business Overview The best way to [...]
I consider West Pharmaceutical (WST) to be the silent winner of the GLP-1 obesity drug boom. Novo Nordisk (NVO) and Eli Lilly (LLY) may grab the headlines. WST, however, is the 'picks and shovels' play in this space. I last reviewed WST in this October 24, 2025 post at which time the share price had [...]
At the time of my July 30, 2025 post, Intact Financial's (IFC.to) most current financial information was for Q2 and YTD2025. In my October 20, 2025 post, I disclose the purchase of an additional 100 shares @ ~$259.85 in a ‘Core’ account in the FFJ Portfolio. On January 19, 2026, I increased my exposure [...]
I last reviewed SPGI in my August 1, 2025 post at which time the most current financial information was for Q2 and YTD2025. I, however, published a brief post on September 18, 2025 in which I disclose the purchase of additional shares in the FFJ Portfolio. On February 10, 2026, S&P Global (SPGI) released its [...]
I initiated a Becton Dickinson (BDX) position on February 11, 2009 @ ~$70.55 in a retirement account. I gradually increased my exposure over the years while the company performed well. In October 2022, I exited 100% of my BDX exposure in the retirement account as part of our Registered Retirement Savings Plan (RRSP) meltdown strategy. [...]
