Summary This UPS stock analysis is based on Q1 2017 results and forecast for the remainder of FY2017 which were released April 27, 2017. UPS has provided 2017 non-GAAP adjusted diluted EPS guidance of $5.80 - $6.10 with mean estimates from 26 brokers being $5.95 for FY2017. Amazon’s decision to reduce its reliance on traditional [...]
Summary This post addresses YTD changes and changes expected to occur within the next 4 - 6 weeks in the FFJ Portfolio. We have been able to transfer shares to the FFJ Portfolio as a result of a recent review of our long-term cash flow requirements. I anticipate a significant inflow of funds within the [...]
Summary This TELUS Corporation stock analysis is based on Q4 and FY 2016 financial results and 2017 projections released February 9, 2017. TELUS is Canada’s 3rd largest telecommunications company. It has outperformed its peers and the TSX from an overall return perspective over the past several years. It is currently investing heavily for sustainable L/T [...]
Summary This Nike, Inc. stock analysis is based on Q3 2017 financial results released March 21, 2017. Nike reported strong Q3 2017 results although some investors have expressed concern about the deterioration in gross profit margin. Changing consumer shopping habits is posing a huge challenge but this problem is not unique to NKE. NKE has [...]
The following is a report reflecting the monthly and YTD dividend income generated from investments held in the FFJ Portfolio. FFJ Portfolio YTD Dividend Income as at end of March 2017 I imagine March will be the last month in which we will receive a quarterly dividend from DH Corporation (TSX: DH). On [...]