HEICO Is A Long Term Wealth Generator

HEICO Corporation's (HEI and HEI.a) total shareholder return over the past decade is very impressive. Although there is no assurance HEI can replicate what it has accomplished over the past decade, it has demonstrated that it has a winning formula. I am, therefore, willing to 'hitch my wagon to this horse'. Source: Tickertech.com [...]

Added Agilent To The FFJ Portfolio

I regret not having requested approval from my employers' compliance teams to permit me to invest in many of the companies with which I had dealings over the years as many of these companies have gone on to generate extremely attractive total investment returns. Agilent Technologies (A) is one such company. I initially became aware [...]

West Pharmaceutical Is Too Richly Valued

In my November 25, 2022 West Pharmaceutical (WST) post, I disclosed a new position in WST with the purchase of 100 shares @ ~$225/share in one of the 'Core' accounts within the FFJ Portfolio. I would have acquired a larger number of shares, however, I stated: 'In recent posts, I mention the purchase of a [...]

By |May 1st, 2023|Equity Investing|Comments Off on West Pharmaceutical Is Too Richly Valued

FFJ Portfolio – April 2023 Report

This brief FFJ Portfolio - April 2023 Report is an overview of recent activity. Purchases Danaher I last reviewed Danaher (DHR) in this January 6 post at which time I disclosed the purchase of an additional 50 shares @ ~$246.18 in the FFJ Portfolio thus bringing my total exposure to 335 shares. On April 25, [...]

By |April 30th, 2023|FFJ Portfolio|Comments Off on FFJ Portfolio – April 2023 Report
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