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Lockheed Martin Corporation – A Low Risk, Reasonably Valued High Quality Defense Prime Contractor

Regretably, the world in which we live is one in which Lockheed Martin Corporation's (LMT) capabilities will continually be required. I like LMT's risk profile and its long-term prospects. I currently view its shares as being resonably valued. Based on my outlook for LMT and my desire to increase my exposure to the Aerospace and [...]

By |November 20th, 2020|Equity Investing|Comments Off on Lockheed Martin Corporation – A Low Risk, Reasonably Valued High Quality Defense Prime Contractor

Intact Financial Corporation – I Have Added to My Exposure

Intact Financial Corporation (IFC), a high quality Canadian based P&C insurance company, released Q3 2020 results on November 4th. On November 9th it disclosed that it and Tryg A/S had formed a consortium for the purpose of making an offer to acquire RSA Insurance Group plc. I view IFC shares as being reasonably valued based [...]

By |November 11th, 2020|Equity Investing|Comments Off on Intact Financial Corporation – I Have Added to My Exposure

3M Company – Recent Purchase

Based on YTD results released October 27th and my outlook for the remainder of the current fiscal year I am of the opinion 3M Company (MMM) is currently fairly valued. I have acquired additional shares within our daugther's non-registered account. Summary MMM released Q3 and YTD results on October 27th which exceeded my estimates used [...]

By |November 4th, 2020|Equity Investing|Comments Off on 3M Company – Recent Purchase

TD Bank and Brookfield Asset Management – Recent Purchases

I am helping two young investors build equity portfolios which will consist of shares in high quality companies. On November 2nd, one of these young investors acquired shares in The Toronto-Dominion Bank (TD) and Brookfield Asset Management (BAM-a). Summary An investment in The Toronto-Dominion Bank and Brookfield Asset Management is unlikely to keep you awake [...]

By |November 2nd, 2020|Equity Investing|Comments Off on TD Bank and Brookfield Asset Management – Recent Purchases

FFJ Portfolio – October 2020 Report

This is my October 2020 FFJ Portfolio report. 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, 2020|FFJ Portfolio|Comments Off on FFJ Portfolio – October 2020 Report

Church & Dwight Co., Inc. – Added to My Second Largest Holding

On October 29, 2020, Church & Dwight Co., Inc. (CHD) released Q3 and YTD 2020 results and included raised growth guidance for FY2020 Reported Sales, Organic Sales, Adjusted EPS, and Cash from Operations. CHD's valuation is currently elevated. On the bright side, it continues to maintain an impressive Cash Flow Conversion Cycle relative to its [...]

By |October 29th, 2020|Equity Investing|Comments Off on Church & Dwight Co., Inc. – Added to My Second Largest Holding

Berkshire Hathaway Inc. and Johnson & Johnson – Recent Purchases

I have just acquired additional shares in Berkshire Hathaway Inc. (BRK-B) and Johnson & Johnson (JNJ) in one of our daughter's investment accounts. Both are very high quality companies which I think are currently reasonably valued. On the rare occasion I sell shares but in early October I liquidated my positions in Stanley Black & [...]

By |October 28th, 2020|Equity Investing|Comments Off on Berkshire Hathaway Inc. and Johnson & Johnson – Recent Purchases

Suncor Energy Inc. – There Are Far Better Investment Opportunities Than This

Suncor Energy Inc. (SU.to) is one of Canada's leading integrated energy companies who business has been decimated in recent months. Its future oil sands growth projects are not economical in the current low-oil-price environment and the timing of expansion is highly uncertain. I am a strong proponent of spreading money across 5 main economic sectors: [...]

By |October 4th, 2020|Equity Investing|Comments Off on Suncor Energy Inc. – There Are Far Better Investment Opportunities Than This

Raytheon Technologies Corporation – Added to Existing Position on Weakness

Raytheon Technologies Corporation's (RTX) share price has been under pressure since early June 2020. Challenges experienced in its commercial aerospace business resulted in the company incurring a $3.18B goodwill impairment and a $3.835B Q2 loss. I view the current headwinds as being short-term in nature and expect that business conditions in the commercial aerospace segment [...]

By |October 1st, 2020|Equity Investing|Comments Off on Raytheon Technologies Corporation – Added to Existing Position on Weakness

FFJ Portfolio – September 2020 Report

This is my September 2020 FFJ Portfolio report. 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 |October 1st, 2020|FFJ Portfolio|Comments Off on FFJ Portfolio – September 2020 Report
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