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Brown-Forman – Patiently Waiting for a Better Entry Point

Brown-Forman (BF) released its Q4 and FY 2018 results June 6, 2018. FY2019 projections were also provided but management has indicated it is difficult at this juncture to provide a precise full year outlook given retaliatory action foreign governments are likely to take in response to tariffs imposed on goods imported to the US. Summary [...]

FedEx – Looking at the Big Picture

FedEx (FDX) released its Q4 and FY2018 results on June 19, 2018. The heightened risk of protectionism is counterproductive to economic growth and could negatively impact FDX's business in the short-term. In addition, Amazon's entry into the package delivery service industry is a risk FDX must contend with. FDX, however, is a well run company [...]

By |June 20th, 2018|General Investing|Comments Off on FedEx – Looking at the Big Picture

Offering Hope to Those Less Fortunate

“You have not lived today until you have done something for someone who can never repay you.” - John Bunyan   My articles typically revolve around investing money to create more wealth. Today’s article, however, touches upon the meaningful ways of sharing the wealth you create with those less fortunate. I share my family’s story [...]

By |June 14th, 2018|Miscellaneous|Comments Off on Offering Hope to Those Less Fortunate

Automatic Data Processing – Great Company, Lofty Valuation

Automatic Data Processing (ADP) released its Q3 2018 results May 2, 2018. It also held its Investor Day June 12, 2018. In this article I analyze whether ADP presents a sound investment based on projections and current valuation. Summary ADP reported Q3 results May 2 in which it announced an upward revision in its FY2018 [...]

By |June 13th, 2018|General Investing|Comments Off on Automatic Data Processing – Great Company, Lofty Valuation

The J.M. Smucker Company – Priced Right But I Am Not Adding to My Position

The J.M. Smucker Company  is facing headwinds. Revenue growth and profit margins are expected to remain under pressure amid a competitive environment and challenging retailer dynamics. The stock price has dropped ~18.5% from recent highs and in this article I look at whether SJM currently presents an attractive buying opportunity. Summary SJM is facing headwinds [...]

By |June 12th, 2018|General Investing|Comments Off on The J.M. Smucker Company – Priced Right But I Am Not Adding to My Position

Cummins Inc. – Tempting But I Will Pass For Now

Cummins has pulled back ~26% from its $194 high set in late January 2018. This analysis looks at whether CMI would be an attractive addition to the FFJ Portfolio. Summary Cummins has retraced ~26% from a high of ~$194 set at the end of January 2018. The company is forecasting strong revenue growth but warranty [...]

By |June 11th, 2018|General Investing|Comments Off on Cummins Inc. – Tempting But I Will Pass For Now

The Importance of Positive Personal Free Cash Flow

I can not stress enough as to the importance of personally being in a positive free cash flow position. This article provides tips on how to achieve and remain in this state. Introduction Recent statistics show the consumer credit debt of households and non-profit organizations in the US amounted to ~$3.74T in Q3 2017. Judging [...]

By |June 8th, 2018|Budgeting and Debt|Comments Off on The Importance of Positive Personal Free Cash Flow

Hershey – Beaten Down….Sweet!

HSY has retraced further subsequent to my February 3, 2018 article.  In this article I share my thoughts on HSY's current valuation. Summary Hershey’s current valuation is similar to that evidenced in FY2009 at which time we were experiencing that ‘little event’ called The Financial Crisis. HSY is unlikely to appeal to investors seeking companies [...]

By |June 6th, 2018|General Investing|Comments Off on Hershey – Beaten Down….Sweet!

What to Invest In? – Open Your Wallet

If you're struggling to find decent companies in which to invest look no further than these two companies. They might be a bit rich at the moment but put them on your radar so you can take action if they pullback. I am often astounded to learn of some of the companies in which people [...]

By |June 4th, 2018|General Investing|Comments Off on What to Invest In? – Open Your Wallet

Really Embrace Lower Stock Prices

Many investors root for higher stock prices. If you are a long-term investor, however, you should really embrace lower stock prices if the lower prices are not a result of a permanent impairment to the company. I recognize why, if you are a short-term ‘investor’, you get excited when a company’s stock price in which [...]

By |June 3rd, 2018|General Investing|Comments Off on Really Embrace Lower Stock Prices

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