Home » Archives for March 2017

BCE Inc. Stock Analysis – An Attractive Long-Term Investment

Summary This BCE Inc. stock analysis is based on Q4 and FY2016 financial results and outlook for FY2017. BCE Inc. is Canada’s largest telecommunications company. It has expanded its position through the very recent acquisition of Manitoba Telecom Services Inc.. BCE reported solid results for FY2016 and FCF and EPS projections for FY2017 are such [...]

By |March 31st, 2017|Equity Investing|Comments Off on BCE Inc. Stock Analysis – An Attractive Long-Term Investment

McCormick & Company Stock Analysis – An Overpriced Dividend Aristocrat

Summary This McCormick & Company Stock Analysis is based on Q1 FY2017 financial results and outlook for the remainder of FY2017. MKC has increased its annual dividend for at least 30 consecutive years. It is the leader within the $10B global spices and seasonings industry. Adjusted EPS of $0.76 in Q1 2017 recently released with [...]

By |March 30th, 2017|Equity Investing|Comments Off on McCormick & Company Stock Analysis – An Overpriced Dividend Aristocrat

FedEx Stock Analysis – A Lesson in Long-Term versus Short-Term Thinking

Summary This FedEx Stock Analysis is based on Q3 FY2016 financial results and outlook for the remainder of FY2017. The integration of TNT is proceeding as planned but management has accelerated the implementation of activities which were to have taken place later in the integration process. FedEx shares have increased dramatically in recent months but [...]

By |March 23rd, 2017|General Investing|Comments Off on FedEx Stock Analysis – A Lesson in Long-Term versus Short-Term Thinking

Kellogg Stock Analysis – An Overpriced Dividend Achiever

Summary This Kellogg stock analysis is based Q4 and FY2016 results and forecast presented February 9, 2017 which reflects continued struggles. It does not have an enviable Revenue, FCF, Gross and Operating margins, and Debt/Equity track record. Kellogg has not had a wide economic moat for years. Kellogg does not satisfy several of my Stock [...]

By |March 22nd, 2017|Equity Investing|Comments Off on Kellogg Stock Analysis – An Overpriced Dividend Achiever

Stock Picking Rules to Follow

I crafted the following list of stock picking rules to follow because selecting companies in which to invest can be a daunting undertaking. There are so many companies from which to choose which is why it is wise to pay heed to what Warren Buffett wrote in the 1977 Berkshire Hathaway annual report. Berkshire Hathaway [...]

Bank of New York Mellon Stock Analysis – Currently Too Expensive

Summary This Bank of New York Mellon (NYSE: BK) stock analysis is based on Q4 and FY2016 results reported on January 19, 2017. BK does not have a record of steadily increasing its dividends annually. The number of shares outstanding as at FYE2016 exceeded that as at FYE2007! Shares are currently overpriced. I would not [...]

By |March 7th, 2017|Equity Investing|Comments Off on Bank of New York Mellon Stock Analysis – Currently Too Expensive

FFJ Portfolio – February 2017 Dividend Income Report

The purpose of this short post is to provide an update of the dividend income generated in the FFJ Portfolio during the month of February 2017. The total dividend income received was pretty meager but fortunately the vast majority of our investments are not held in this portfolio. We generated CDN $152.15 from Smart REIT [...]

By |March 5th, 2017|FFJ Portfolio|Comments Off on FFJ Portfolio – February 2017 Dividend Income Report