The Basics of Investing

As a follow up to my Constructing a Dividend Portfolio post I thought I would touch upon my position as it relates to the basics of investing. What I share below are observations and findings based on my personal experiences over the course of many years as an investor in individual companies. [...]

How To Bridge The Gap Between Your Financial Goals And Real Life

By Stacy B. Miller Our personal financial goals are sky-high. Our goal is to be someone like Bill Gates or Warren Buffett, but the reality is something different. Most of us fail to reach 50% of our personal financial goals at the end of the year. We write our goals on a piece of paper [...]

By |September 5th, 2017|Guest Posts|Comments Off on How To Bridge The Gap Between Your Financial Goals And Real Life

FFJ Portfolio – August 2017 Dividend Income Report

I have recently modified the site’s format. You can now access my FFJ Portfolio and the FFJ Portfolio Dividend Income reports from the menu at the top of this site. I have also modified the reporting format of the monthly dividend income report in an effort to make it easier to read. During the month [...]

By |September 3rd, 2017|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – August 2017 Dividend Income Report

Constructing a Dividend Portfolio

I have received a few inquiries of late as to: how much should an investor have before beginning to invest in individual equities; what is a reasonable number of equities to hold in a portfolio for proper diversification; how to construct a diversified dividend income producing portfolio. I don’t think there is a definitive answer [...]

Dividend Yield Should Not Drive Your Stock Selection Process

I received an email from a new follower asking me for my opinion regarding Southern Company (NYSE: SO) given that it has a dividend yield of ~4.75%. I quickly looked at the 5 year compound average dividend growth rate (“CADGR”) and noticed an anemic 3.50%. This brings me to the objective of this post which [...]

By |August 15th, 2017|General Investing|Comments Off on Dividend Yield Should Not Drive Your Stock Selection Process

Broadridge Financial Solutions Stock Analysis – It Continues to Meet My Expectations

Summary As a long-term Broadridge investor I am pleased with its FY2017 results and optimistic it will meet its FY2018 projections. Both were released August 10, 2017. Broadridge continues to make bolt-on acquisitions to enhance its product/service offering with the Spence Johnson acquisition being the most recent. The repurchase of Issued and Outstanding shares and [...]

By |August 11th, 2017|Equity Investing|Comments Off on Broadridge Financial Solutions Stock Analysis – It Continues to Meet My Expectations

ADP Stock Analysis FY2017 – Pershing Square’s Interference is Not Warranted

Summary This ADP Stock Analysis is based on FY 2017 results as at June 30, 2017 and FY2018 projections. ADP is currently the 3rd most heavily shorted company in the data processing and outsourced services sector. Pershing Square Capital Management L.P. has accumulated an 8% stake and has put forth an amended proposal in an [...]

By |August 11th, 2017|Equity Investing|Comments Off on ADP Stock Analysis FY2017 – Pershing Square’s Interference is Not Warranted

Enbridge Inc. Stock Analysis – An Investment Opportunity Right Under My Nose

Summary This Enbridge stock analysis is based on Q2 2017 results and management's forecast for the remainder of fiscal 2017 which was presented August 3, 2017. Enbridge has excellent long-term growth opportunities and currently has one of the strongest portfolios of in-service and future growth pipeline projects. It currently has $31B of diversified low-risk projects [...]

By |August 7th, 2017|General Investing|Comments Off on Enbridge Inc. Stock Analysis – An Investment Opportunity Right Under My Nose
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