This is an introduction to my Genuine Parts stock analysis in which I provide my opinion on what I intend to do once I receive shares of the combined Essendant and S.P. Richards entities later in 2018. Summary On April 12, 2018, Genuine Parts (GPC) and Essendant (ESND) announced that the companies had entered into [...]
In a recent interview with Nick McCullum from Sure Dividend I share my opinion on the future for my Top 10 holdings. Visa The Bank of Nova Scotia 3M The Royal Bank of Canada Church & Dwight Johnson & Johnson Chevron Walmart Canadian National Railway The Canadian Imperial Bank of Commerce Becton Dickinson Have a [...]
This is an introduction to my Parker-Hannifin stock analysis which is based on Q2 2018 results and projections for the remainder of FY2018. Summary Parker-Hannifin is a Dividend King having increased its annual dividend for at least 50 consecutive years. While the diluted - weighted-average common shares outstanding has been reduced dramatically since FY2008 and [...]
In order to attain a reasonable level of wealth you must avoid the seductive trap of a poverty mindset. Today’s Guest Post is from Henry (last name protected at Henry’s request). I encourage you to read this September 21, 2017 article in which Henry outlined the steps he and his better 50% are taking [...]
This is an introduction to my Prestige Brands stock analysis which is based on Q3 2018 results and projections for the remainder of FY2018. Summary Prestige Brands is a small cap company engaged in the business of marketing, sales, manufacturing and distribution of well-recognized, brand name, over-the-counter (“OTC”) healthcare and household cleaning products. It crossed [...]
This is an introduction to my Altra Industrial Motion stock analysis which is based on FY2017 results and the proposed terms and conditions of the pending amalgamation with 4 operating companies within Fortive Corporation’s Automation and Specialty Components business. Introduction Altra Industrial Motion Corp. (NASDQ: AIMC) is a leading global designer, producer and marketer of [...]
This is an introduction to my West Pharmaceutical stock analysis which is based on FY2017 results and FY2018 guidance provided by management. Introduction A reader recently inquired about my opinion on West Pharmaceutical Services, Inc. (NYSE: WST). This reader was of the opinion the stock might be a worthwhile addition to his portfolio because: the [...]
Many members of the younger generations are of the opinion US Social Security and the Canada Pension Plan and Old Age Security will not be around by the time they are eligible to collect. I am confident they will be around even though there are some minor imbalances. Even if these imbalances are not fixed, [...]
North American equity markets are certainly experiencing some interesting times of late. Volatility has picked up and we are now experiencing triple digit intra-day swings in the S&P 500. Many investors who started investing subsequent to the Financial Crisis have never experienced this level of volatility. If you started investing subsequent to 2009, market conditions [...]
Another month has gone by and time for a very quick update on the FFJ Portfolio’s dividend income and changes I made to the FFJ Portfolio in March 2018. In the February 2018 report I reflected 400 Canadian National Railway (TSX: CNR) shares and 400 Walmart (NYSE: WMT) shares under investment account #6. These shares [...]
