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Sherwin-Williams – Approaching Fair Value

This is the second of two articles in which I look at companies within the coatings industry which have retraced from their respective 52 week highs. The first article covered PPG and this article covers Sherwin-Williams.   Summary Following the 2017 Valspar acquisition, SHW is the leader in the highly fragmented coatings industry with the [...]

PPG – I Will Pass Despite Its Attractive Valuation

Attractive buying opportunities have been hard to find and with PPG's stock price having retraced ~22% from its 52 week high I take a look at whether PPG is a worthwhile investment. Summary The news coming from PPG in recent months has been less than positive. PPG released lower earnings guidance for Q3 and Q4 [...]

Embrace Market Pullbacks

Market pullbacks are a normal part of equity investing. The pullback we are currently experiencing is not the first time this has occurred and it won't be the last. Pullbacks present you with an opportunity to enhance your wealth or you can suffer a permanent impairment to your capital. This article provides suggestions on how [...]

By |October 11th, 2018|General Investing|Comments Off on Embrace Market Pullbacks

All Companies in Which We Own Shares

During my journey to financial freedom I have continually strived to invest in high quality companies. In this post I disclose all the companies in which shares are currently held in the FFJ Portfolio and in undisclosed accounts.   In my June 24, 2018 and September 20, 2017  posts which were restricted to subscribers I [...]

By |October 9th, 2018|General Investing|Comments Off on All Companies in Which We Own Shares

Brookfield Renewable Partners L.P. – A Long-Term Growth Story

The Brookfield group of companies recently held its 2018 Investor Day. This article touches upon the content of the Brookfield Renewable Partners (BEP) presentation. I view BEP as having significant long-term growth potential and the ability to continue to generate attractive investment returns. As a result, I have acquired additional units for the FFJ Portfolio. [...]

By |October 5th, 2018|General Investing|Comments Off on Brookfield Renewable Partners L.P. – A Long-Term Growth Story

Brookfield Infrastructure Partners LP – Why I Have Acquired Units for the FFJ Portfolio

The Brookfield group of companies recently held its 2018 Investor Day. This article touches upon the content of the Brookfield Infrastructure Partners (BIP) presentation. I view BIP as having significant long-term growth potential and the ability to continue to generate attractive investment returns. As a result, I have acquired additional units for the FFJ Portfolio. [...]

By |October 4th, 2018|General Investing|Comments Off on Brookfield Infrastructure Partners LP – Why I Have Acquired Units for the FFJ Portfolio

Brookfield Property Partners LP – Won’t Remain Undervalued Forever

The Brookfield group of companies recently held its 2018 Investor Day. This article touches upon the content of the Brookfield Property Partners (BPY) presentation. What sets BPY apart from members of its small peer group is its unique ability to allocate capital into private real estate funds. Furthermore, not all peers have the expertise to [...]

By |October 3rd, 2018|General Investing|Comments Off on Brookfield Property Partners LP – Won’t Remain Undervalued Forever

FFJ Portfolio – September 2018 Dividend Income Report

This is my September 2018 FFJ Portfolio dividend income update. The portfolio was created in January 2017 for the purpose of demonstrating how investing in well managed companies with competitive advantages can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend yield.   September was an enjoyable [...]

By |October 1st, 2018|General Investing|Comments Off on FFJ Portfolio – September 2018 Dividend Income Report

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