Copart – The Epitome Of A Safe Investment

As explained in my recent 3M (MMM) Is A Toxic Dividend King To Avoid guest post at Dividend Power, many investors gravitate to investments that offer attractive dividend metrics. Because of this, these same investors will automatically ignore Copart (CPRT) because it does not distribute a dividend. Unlike MMM, however, CPRT is rapidly growing (~$0.924B [...]

FFJ Portfolio – August 2022 Report

This FFJ Portfolio - August 2022 Report discloses my investment activity. Purchases Up until the last few days of August, the valuation of several holdings was less attractive than in May - July. I, therefore, limited my purchases to the addition of 50 Home Depot (HD) shares on August 2 @ ~$301.64. On August 16, [...]

Avoid Scotiabank Despite Its Attractive Valuation

Scotiabank (BNS) is an investment holding to which I pay very little attention. Quite frankly, if: I did not receive restricted share units as part of my employee compensation package an Employee Share Ownership Plan (ESOP) did not exist in which employees receive a 50% match up to a specific amount it likely would not [...]

By |August 25th, 2022|Equity Investing|Comments Off on Avoid Scotiabank Despite Its Attractive Valuation

Exit Cisco Systems (CSCO)

In my May 29, 2022 post, I recommend investors pass on Cisco Systems (CSCO) despite its attractive valuation. I now disclose my exit since there are companies that can produce superior long-term investment returns. CSCO's credit risk is acceptable but its top-line growth is negligible despite having spent over $12B on acquisitions in the last [...]

By |August 18th, 2022|Equity Investing|Comments Off on Exit Cisco Systems (CSCO)

Chevron (CVX) – Oil and Gas Demise Is Overblown

In my Chevron Corporation (CVX) guest post at Dividend Power, I touch upon why I think expectations of the demise of the oil and gas industry are overblown. This post is the 3rd in a series of guest posts on integrated oil and gas producers. In my July 7 Imperial Oil (IMO) Is Gushing Free [...]

By |August 18th, 2022|Equity Investing|Comments Off on Chevron (CVX) – Oil and Gas Demise Is Overblown

Home Depot Share Price Surge Reduces Its Attractiveness

The Home Depot (HD) share price surge reduces its attractiveness. I suspect this surge is likely partially attributed to irrational exuberance! In my April 4, 2022 Home Depot (HD) post, I disclose the purchase of 200 shares @ ~$303.36 in a 'Side' account within the FFJ Portfolio. At that time, the most current financial information [...]

By |August 16th, 2022|Equity Investing|Comments Off on Home Depot Share Price Surge Reduces Its Attractiveness

Exited TELUS International (TIXT)

I first reviewed TELUS International (Cda) Inc. (TIXT) in my February 16, 2021 post at which time I disclosed a new 400-share position @ ~$39.48 in one of the 'Core' accounts in the FFJ Portfolio. Following the release of Q2 and YTD2021 results, I revisited TIXT  in my August 1, 2021 post. Now that TIXT [...]

By |August 15th, 2022|Equity Investing|Comments Off on Exited TELUS International (TIXT)

Brookfield Generates Strong Distributable Earnings

Brookfield Asset Management (BAM-a.TO and BAM) generates strong Distributable Earnings. This makes it a great long-term investment for investors seeking exposure to asset managers. I have reviewed it several times with my most recent post being a May 20 guest post at Dividend Power. In that post, I touch upon its intent to transition to [...]

By |August 13th, 2022|Equity Investing|Comments Off on Brookfield Generates Strong Distributable Earnings

Broadridge’s Window Of Opportunity Is Closed

My last Broadridge Financial Solutions (BR) review was on May 11, 2022. At the time I considered its valuation to be attractive so I added to my exposure @ $138.43/share in a 'Core' account within the FFJ Portfolio. Now, however, Broadridge's window of opportunity is closed. Now that BR has released Q4 and FY2022 results [...]

By |August 12th, 2022|Equity Investing|Comments Off on Broadridge’s Window Of Opportunity Is Closed
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