FFJ Portfolio – July 2022 Report

This FFJ Portfolio - July 2022 Report discloses my investment activity. Purchases During the month, we had a window of opportunity to acquire reasonably valued shares. Altogether I deployed ~$52,500 USD and ~$943 CDN by adding to several positions. July 4 - In conjunction with my Goldman Sachs’ Earnings Are Becoming More Resilient and Diversified [...]

Rollins Is Richly Valued

In my recent CME Group – The Risk Of Relying On Stock Screeners post, I disclose that all the stock screeners I have reviewed reflect incorrect dividend metrics when a company has a special variable dividend policy. Rollins, Inc. (ROL), like CME, has a special variable dividend policy. I last reviewed ROL in my April [...]

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