Paychex Exposure Increased

  I last reviewed Paychex (PAYX) in this December 21, 2023 post at which time Q2 and YTD2024 results and an update to the FY2024 outlook had just been released. With the release of Q3 results and updated FY2024 outlook on April 2, I revisit this existing holding. Business Overview A Business Overview is provided [...]

FFJ Portfolio – March 2024

This FFJ Portfolio - March 2024 report recaps my investment activity during the month of March. A snapshot of the holdings within the portfolio at the end of each month from December 2018 to March 2024 is accessible here. In December 2018, the FFJ Portfolio totals were: Core Accounts:  ~$350,809 CDN and ~$418,907 USD Side [...]

Mastercard Is Unreasonably Valued

I last reviewed Mastercard (MA) in my June 8, 2023 guest post at Dividend Power. At the time, the most recently available financial results were for Q1 2023. Now, based on my analysis of Q4 and FY2023 results and FY2024 outlook that were released on January 31, I conclude that Mastercard is unreasonably valued. In [...]

By |February 20th, 2024|Equity Investing|Comments Off on Mastercard Is Unreasonably Valued

West Pharmaceutical Expects A Challenging FY2024

I initiated a West Pharmaceutical (WST) position on November 25, 2022 with the purchase of 100 shares @ ~$225 in a 'Core' account within the FFJ Portfolio. I would have acquired more shares but we had just closed the purchase of an additional property which put a dent in my liquidity. By the time I [...]

By |February 17th, 2024|Equity Investing|Comments Off on West Pharmaceutical Expects A Challenging FY2024
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