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. [...]
The recent Thomson Reuters (TRI) sell-off has sent shockwaves through the professional services sector. TRI's share price has tumbled just over 50% in the last 6 months! Despite Q4 and FY2025 results beating analyst expectations and posting solid growth, many investors are gripped by a sudden bout of AI anxiety which is largely fueled by [...]
In this December 7, 2024 post I disclose the sale of 162 Broadridge Financial Solutions (BR) shares @ $231.4316/share on December 3, 2024 as part of our Registered Retirement Savings Plans (RRSP) meltdown strategy. I sold shares because I considered them to be richly valued. Following this sale, BR went from being my 9th largest [...]
I last reviewed Danaher (DHR) in this October 22, 2025 post following the release of Q3 and YTD2025 results. Despite the recent surge in the share price, I deemed shares to still be undervalued. I did not, however, add to my exposure. My last purchase, therefore, is 100 shares @ $188.30 on July 21, [...]
I last reviewed Blackstone (BX) in this October 25, 2025 post at which time it had released its Q3 and YTD2025 results on October 23. In that post I disclose the October 24 purchase of 100 shares @ ~$155 in a 'Core' account. This increased my BX exposure to 1737 shares in a 'Core' [...]
This FFJ Portfolio - January 2026 report is a high-level recap of my activity during the month. All monthly reports are accessible here. Recent Activity One of the discount brokers I employ recently introduced Partial Shares Dividend Reinvestment Plans. Going forward, partial shares will be acquired for the holdings in my investment accounts at this [...]
My last Thermo Fisher (TMO) review was in this October 31, 2025 post at which time the most recent financial information was for Q3 and YTD2025. When I composed that post, shares were trading at ~$565 and I considered shares to be undervalued. When I completed my 2025 Year-End Investment Holdings Review, TMO was my [...]
When I reviewed Lockheed Martin (LMT) in this January 29, 2025 post, the most current financial information was for FY2024. On January 27, 2025, LMT's shares closed at ~$503.70. Following the release of Q4 and FY2024 results and FY2025 outlook on January 28, 2025, the share price plunged ~$46. My conclusion was that LMT's share [...]
In multiple prior posts accessible through the Archives I touch upon why I like to acquire shares in great companies when they temporarily fall out of favor with the broad investment community. Nasdaq (NDAQ) is such an example. In my June 13, 2023 post, I disclose initiating a 500 share position in a 'Core' account [...]
When I reviewed Automatic Data Processing (ADP) in this October 30, 2025 post, it had just released Q1 2026 results and a very moderate revision to its FY2026 outlook. In that post I disclose the purchase of 200 shares @ $269.78 in a ‘Core’ account in the FFJ Portfolio on October 29. I also state [...]
