Can Nike Overcome Its Challenges?

There is no disputing that Nike (NKE) has experienced its fair share of challenges in recent years. Soft demand for sportswear in key markets and an increasingly competitive industry has resulted in lacklustre top line growth. In FY2020 and FY2024, for example, NKE reported a decline in YoY sales growth. On the Q4 2024 earnings [...]

FFJ Portfolio – June 2024

This FFJ Portfolio - June 2024 report recaps my investment activity during the month. In my June 11 FFJ Portfolio Adjustments Before Capital Gains Tax Changes Arrive, I disclose multiple changes to the FFJ Portfolio. After these changes, drawing a direct comparison with prior periods is of little value. I, therefore,  am no longer providing [...]

Brown-Forman – Nothing Better?

My analysis of Brown-Forman is accessible through my guest post at Dividend Power. When I wrote my December 13, 2016 Brown-Forman Corporation Stock Analysis: Enriching Life? Not Lately! post, the company's slogan was Enriching Life. Now, the company's slogan is Nothing Better. If Brown-Forman (BF) is talking about its investment performance, nothing could be further [...]

Increase In West Pharmaceutical Exposure

In my May 20 West Pharmaceutical (WST) post, I disclosed the purchase of an additional 100 shares @ ~$345.56 in the FFJ Portfolio on May 20 after listening to WST's presentation at BofA's Health Care Conference 2024. Nothing has materially changed following that purchase. WST's share price has, however, experienced subsequent weakness thus leading me [...]

FFJ Portfolio Adjustments Before Capital Gains Tax Changes Arrive

The purpose of this brief post is to disclose the FFJ Portfolio adjustments I have made before capital gains tax changes arrive in Canada. In addition, I disclose the purchase of additional CME Group (CME) shares. On April 16, 2024, the Canadian federal government proposed an increase to the capital gains inclusion rate as part [...]

By |June 11th, 2024|Equity Investing|Comments Off on FFJ Portfolio Adjustments Before Capital Gains Tax Changes Arrive

I Will Not Touch TransDigm Group

I will not touch TransDigm Group (TDG) despite it having been an immensely rewarding investment since going public in 2006. Not only is its lofty valuation an area of concern, its liberal use of debt is well beyond my risk tolerance. On occasion, I will invest in a company whose leverage is elevated because it [...]

By |June 4th, 2024|Equity Investing|Comments Off on I Will Not Touch TransDigm Group

FFJ Portfolio – May 2024

This FFJ Portfolio - May 2024 report recaps my investment activity during the month. In several recent posts that are accessible through the FFJ Archives, I have disclosed my decision to drastically reduce my exposure to Canadian companies. This will lead to a perfectly acceptable significant reduction in my Canadian dividend income starting in June. [...]

By |June 3rd, 2024|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – May 2024
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