West Pharmaceutical Stock Analysis

This is an introduction to my West Pharmaceutical stock analysis which is based on FY2017 results and FY2018 guidance provided by management. Introduction A reader recently inquired about my opinion on West Pharmaceutical Services, Inc. (NYSE: WST). This reader was of the opinion the stock might be a worthwhile addition to his portfolio because: the [...]

By |April 11th, 2018|General Investing|Comments Off on West Pharmaceutical Stock Analysis

RPM International – I See Some Red Flags

Summary This RPM stock analysis is based on Q3 2018 results released on April 5, 2018. RPM increased its dividend in October 2017 thus marking its 44th consecutive year of dividend increases. The dividend compound annual growth rate for the 2001 – 2018, however, is only ~5.7%. RPM’s returns since May 31, 2007 have outperformed [...]

By |April 6th, 2018|Equity Investing|Comments Off on RPM International – I See Some Red Flags

How to Handle Heightened Volatility

North American equity markets are certainly experiencing some interesting times of late. Volatility has picked up and we are now experiencing triple digit intra-day swings in the S&P 500. Many investors who started investing subsequent to the Financial Crisis have never experienced this level of volatility. If you started investing subsequent to 2009, market conditions [...]

By |April 4th, 2018|General Investing|Comments Off on How to Handle Heightened Volatility

FFJ Portfolio – March 2018 Dividend Income Report

Another month has gone by and time for a very quick update on the FFJ Portfolio’s dividend income and changes I made to the FFJ Portfolio in March 2018. In the February 2018 report I reflected 400 Canadian National Railway (TSX: CNR) shares and 400 Walmart (NYSE: WMT) shares under investment account #6. These shares [...]

By |April 2nd, 2018|General Investing|Comments Off on FFJ Portfolio – March 2018 Dividend Income Report
Go to Top