Home/2018/June

FFJ Portfolio – Semi-Annual Update and June 2018 Dividend Income Report

This is my 2018 semi-annual recap and June 2018 dividend income update on the FFJ Portfolio. This 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 [...]

By |June 30th, 2018|General Investing|Comments Off on FFJ Portfolio – Semi-Annual Update and June 2018 Dividend Income Report

Paychex – Will It Be Negatively Impacted by US Protectionism?

Paychex (PAYX) released its Q4 and FY 2018 results and FY2019 guidance on June 27, 2018. This is a follow up to my March 27, 2018 article at which time I indicated I would initiate a position and hold the shares in the FFJ Portfolio. Introduction My wife and I had the good fortune of [...]

By |June 27th, 2018|General Investing|Comments Off on Paychex – Will It Be Negatively Impacted by US Protectionism?

Ingredion – Further Pullback Likely

Ingredion (INGR) released its Q1 2018 results May 3, 2018 and provided revised guidance for FY2018. The stock price has dropped ~25% since late January 2018 and in this article I provide my opinion on whether INGR now presents an attractive buying opportunity. Summary Ingredion has pulled back ~25% from its 1 year high of [...]

By |June 25th, 2018|General Investing|Comments Off on Ingredion – Further Pullback Likely

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 [...]

By |June 23rd, 2018|General Investing|Comments Off on Brown-Forman – Patiently Waiting for a Better Entry Point

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

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