ADP – An Overvalued Dividend Aristocrat

My most recent guest post entitled ADP - An Overvalued Dividend Aristocrat at Dividend Power - The Power of Dividend Growth Investing is based on Q3 2021 and YTD results and guidance. I will now be periodically contributing guest posts for Dividend Power. Previous article contributions are Genuine Parts Company – A Slightly Overvalued Dividend King [...]

By |May 15th, 2021|Equity Investing|Comments Off on ADP – An Overvalued Dividend Aristocrat

Alimentation Couche-Tard – An Appealing Valuation

As a long-term investor seeking to invest in undervalued/fairly valued high-quality companies, investment opportunities that meet my investment criteria are currently few and far between. Following Alimentation Couche-Tard's (ATD-a.TO and ATD-b.TO) recent $1B private debt offering Press Release, however, I now revisit this existing holding to determine if I should increase my ATD exposure. Based [...]

By |May 15th, 2021|Equity Investing|Comments Off on Alimentation Couche-Tard – An Appealing Valuation

Merck – Reasonably Valued and Poised for More Rapid Growth

On April 29th, Merck & Co., Inc. (MRK) released Q1 2021 results and on May 3rd it held its Merck/Organon Investor Day. I continue to think Merck is reasonably valued and is poised for more rapid growth following my review of the material presented at both events. This brief article is a follow-up to my [...]

By |May 3rd, 2021|Equity Investing|Comments Off on Merck – Reasonably Valued and Poised for More Rapid Growth

The Importance Of Margin Of Safety

Given the current market conditions in which the likes of Robinhood have helped turn the stock market into a casino, I find it to be invaluable to re-read The Intelligent Investor by Benjamin Graham. I highly recommend Chapter 20 which covers the importance of margin of safety. Chief Hazard Of A Buyer Of Securities The [...]

By |May 2nd, 2021|General Investing|Comments Off on The Importance Of Margin Of Safety

FFJ Portfolio – April 2021 Report

This is my FFJ Portfolio - April 2021 Report. The portfolio was created in January 2017 to demonstrate how investing in reasonably valued high-quality companies with competitive advantages can assist investors in reaching their long-term financial goals without the need to speculate or chase dividend yield. Skimming Additional Income With Covered Calls Articles posted in [...]

By |May 1st, 2021|FFJ Portfolio|Comments Off on FFJ Portfolio – April 2021 Report

SPGI – A Richly Valued Dividend Aristocrat

S&P Global Inc. (SPGI) is a high-quality company that has amply rewarded long-term shareholders. Acquiring grossly overvalued shares, however, can result in inferior investment returns even if the company happens to be high-quality. I think SPGI is a richly valued Dividend Aristocrat after reviewing Q1 2021 results and FY2021 guidance. A Dividend Aristocrat is a [...]

By |April 30th, 2021|Equity Investing|Comments Off on SPGI – A Richly Valued Dividend Aristocrat

UPS – Reaping the Benefits of the American Rescue Plan Act

I suspect many of us have equity holdings to which we pay little if any, attention. In my case, United Parcel Service, Inc. (UPS) is such a holding. On April 27, 2021, however, it released Q1 results and the share price closed ~$18 higher than the prior day's closing share price. This is puzzling since [...]

By |April 28th, 2021|Equity Investing|Comments Off on UPS – Reaping the Benefits of the American Rescue Plan Act

3M Company – A Slightly Expensive Dividend King

In this brief May 21, 2020 article, I analyze and disclose a new position in 3M Company (MMM) for our daughter's taxable account. I subsequently analyze and disclose in this November 4, 2020 article the purchase of additional shares for that account. In both instances, I conclude MMM shares are undervalued. Fast forward to the [...]

By |April 27th, 2021|Equity Investing|Comments Off on 3M Company – A Slightly Expensive Dividend King

OTIS – A Dividend Aristocrat In Its Infancy?

Hidden gems are often lost when part of a conglomerate. This appears to have been the case with Otis Worldwide Corporation (OTIS). For more than 15 years, it was used as a cash cow to fund capital expenditures at United Technologies' two aerospace divisions (now Raytheon Technologies Corporation (RTX)). OTIS is now a stand-alone entity [...]

By |April 26th, 2021|Equity Investing|Comments Off on OTIS – A Dividend Aristocrat In Its Infancy?

Charlie Munger’s 13 Personal Attributes To Improve Investment Success

When I retired early a few years ago I had visions of being able to regularly travel and to exercise a few hours a day when at home. All was going according to plan until the COVID-19 pandemic hit. Now, we have provincial quarantine restrictions. Couple these restrictions with less than pleasant weather conditions and [...]

By |April 23rd, 2021|General Investing|Comments Off on Charlie Munger’s 13 Personal Attributes To Improve Investment Success
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