With Goldman Sachs' (GS) share price pullback following the release of Q4 and FY2021 earnings on January 18, 2022, investors might be wondering if it is an attractive investment. I last covered GS in this October 15, 2021 post at which time GS was trading at ~$400. Based on my analysis, I concluded: 'Given my [...]
In my Is Merck a Good Stock to Buy? guest post published on January 13, 2022 at Dividend Power, I share my thoughts on why investors may no longer want to look at MRK through the same lens as in the past. The current Merck & Co., Inc. (MRK) is much different from that [...]
In this post, I present my thoughts on why I think Copart (CPRT) offers attractive return potential with low risk. Based on my analysis I have initiated a position in an account for which I do not disclose details. Copart - Business Overview This Dallas-based firm dominates the market for processing and reselling salvage cars [...]
Investors who look for attractive total potential long-term investment opportunities may want to consider the following 3 great growth stocks: Danaher Corporation (DHR) Intuitive Surgical (ISRG) Stryker Corporation (SYK) I have covered all 3 companies in recent posts. When I make investment suggestions, I typically 'put my money on the line'; I acquire shares in [...]
In my recent FFJ Portfolio – December 2021 Report I mention that the weightings of our investment holdings have changed from the time of my April 2021 review. In this post, I compare our top 30 holdings (held within the FFJ Portfolio and in accounts for which I do not disclose details) relative to the [...]
In this Danaher Corporation stock analysis, I disclose why I have initiated a small position in one of the 'Core' accounts within the FFJ Portfolio; I acquired 50 shares on January 4, 2022 at ~$307/share. In previous posts, I have stated that the vast majority of my investment errors over the years are errors of [...]
In my August 27, 2021 Blackstone post I disclose initiating a 300 BX share position through one of the 'Core' accounts in the FFJ Portfolio. I have periodically added to my exposure and in my FFJ Portfolio – December 2021 Report, I reveal that my BX exposure has risen to 800 shares; I acquired an [...]
This is my FFJ Portfolio - December 2021 Report; previous monthly reports are accessible in the Archives. The actual monthly reports are accessible here. In 2021, I transferred holdings between tax-advantaged and taxable accounts for tax planning purposes. One such transfer is addressed in my December 20, 2021 BMO’s Bank of the West Acquisition Bulks [...]
The Bank of Montreal's (BMO) Bank of the West acquisition from BNP Paribas was announced on December 20, 2021. The last time I reviewed BMO was in my BMO – High Dividend Yield and Safety from Canada’s Oldest Bank guest post at Dividend Power. I concluded that post stating that I view The Royal Bank [...]
After my August 11, 2021 Tyson Foods (TSN) stock analysis, the company: released Q4 and FY2021 results and FY2022 guidance on November 15; and held its Investor Day on December 9. I now take a brief look at TSN's valuation. Prior TSN posts are accessible in the FFJ Archives. Tyson Foods - Stock Analysis - [...]
