Investing/

Becton, Dickinson and Company – I Have Added to My Position

Becton, Dickinson and Company (BDX) released Q1 2020 results on February 6th in which FY2020 guidance was lowered because of challenges experienced with its Alaris Infusion product. BDX's share price took a hit following the release of Q1 results and I acquired additional shares. Regrettably I was unable to provide a timely update since I [...]

By |February 16th, 2020|Equity Investing|Comments Off on Becton, Dickinson and Company – I Have Added to My Position

Chevron Corporation – Current Valuation is Blue-Chip Investing

I continue to have a positive outlook on Chevron Corporation's (CVX) long-term potential. Based on management's guidance for FY2020 and CVX's current valuation I have acquired additional shares for one of the 'core' accounts within the FFJ Portfolio. Summary CVX released Q4 and FY2019 results on January 31, 2020 in which it reported in excess [...]

By |February 4th, 2020|Equity Investing|Comments Off on Chevron Corporation – Current Valuation is Blue-Chip Investing

FFJ Portfolio – January 2020 Report

This is my January 2020 FFJ Portfolio update. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend [...]

By |February 2nd, 2020|FFJ Portfolio|Comments Off on FFJ Portfolio – January 2020 Report

Intact Financial Corporation – Why I Have Acquired Richly Valued Shares

Intact Financial Corporation (IFC) is a high quality Canadian based P&C insurance company with a ~17% market share. IFC held its Investor Day on November 19, 2019 at which time management provided its strategic roadmap for the next decade. Although I view shares as currently being richly valued I have acquired shares for an undisclosed [...]

By |January 23rd, 2020|Equity Investing|Comments Off on Intact Financial Corporation – Why I Have Acquired Richly Valued Shares

FFJ Portfolio – December 2019 Report

This is my December 2019 FFJ Portfolio update. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend [...]

By |January 4th, 2020|FFJ Portfolio|Comments Off on FFJ Portfolio – December 2019 Report

FFJ Portfolio – November 2019 Report

This is my November 2019 FFJ Portfolio update. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend [...]

By |November 30th, 2019|FFJ Portfolio|Comments Off on FFJ Portfolio – November 2019 Report

Chevron Corporation – Attractive Long-Term Investor Return Potential

I have a positive outlook on Chevron Corporation's (CVX) long-term potential in that in recent years CVX has been repositioned to deliver long-term value to investors. There is growing demand for its products and efficient capital employment should enable it to continue to generate superior returns relative to its largest competitors. CVX generates strong cash [...]

By |November 29th, 2019|Equity Investing|Comments Off on Chevron Corporation – Attractive Long-Term Investor Return Potential

Stryker Corporation – Option Trade

I recently disclosed that I have initiated a position in Stryker Corporation (SYK). I have a long-term positive outlook on the company but am not ruling out the potential for a broad market pullback which would likely result in a drop in SYK's share price. In this brief article I explain the option trade I [...]

By |November 15th, 2019|Equity Investing|Comments Off on Stryker Corporation – Option Trade

Automatic Data Processing, Inc. – Option Update

The Automatic Data Processing, Inc. (ADP) November 2019 $180 covered calls have just expired worthless meaning I retain the underlying shares and 100% of the option premium (net of nominal trading commission) I collected when I wrote the covered calls in August. In this brief article I look at whether I should write new covered [...]

By |November 15th, 2019|Equity Investing|Comments Off on Automatic Data Processing, Inc. – Option Update

Stryker Corporation – ‘Striking’ With the Long-Term In Mind

Stryker Corporation (SYK) has disclosed its intent to acquire Wright Medical Group Inc. (WMGI) with a closing schedule for September 30, 2020. Although this acquisition is larger than the several acquisitions SYK has successfully completed in recent years, I fully expect SYK will achieve the targets it expects to achieve with the acquisition. I expect [...]

By |November 10th, 2019|Equity Investing|Comments Off on Stryker Corporation – ‘Striking’ With the Long-Term In Mind