Achieving Freedom 55, Give or Take a Few Years – Follow Up

This is what you can achieve when you set well defined Goals and Objectives. You most certainly can 'retire TO something versus retire FROM something'.   On March 16, 2018 I posted a Guest Post from Richard Cleaver entitled Achieving Freedom 55, Give or Take a Few Years. If you have previously read it, it [...]

By |July 30th, 2018|Guest Posts|Comments Off on Achieving Freedom 55, Give or Take a Few Years – Follow Up

Don’t Rely on Dividend Yield on Cost

Relying on dividend yield on cost as part of your analysis and investment decision making process leads to decisions being made on irrelevant information. It can also lead to extremely poor investment decisions as borne out by the example I provide about a company which has destroyed shareholder value over the past several years.   [...]

By |July 29th, 2018|General Investing|Comments Off on Don’t Rely on Dividend Yield on Cost

Passive Dividend Income Growth

The purpose of this article is to stress the importance of creating a stream of ever increasing passive dividend income. In order to help you in this regard you need to take the advantage of TIME hence the importance of starting early in life on your Journey to Financial Freedom.   I have absolutely no [...]

By |July 27th, 2018|General Investing|Comments Off on Passive Dividend Income Growth

CN Rail – Back on Track

Summary CNR is one my top 15 holdings overall (within and outside the FFJ Portfolio). CNR’s relationship with certain segments of its customer base took a severe hit late 2017 and early 2018 which led to the ousting of CNR’s CEO. Under the new CEO, CNR has taken significant steps to repair these relationships of [...]

By |July 25th, 2018|Equity Investing|Comments Off on CN Rail – Back on Track

One of My Top 5 Largest Holdings Helps Me Sleep Well

This is a classic example of why I focus on investing for the long-term. This company released its Q2 2018 results and Mr. Market immediately lopped $4.83B from this company's market cap relative to the previous business day's market cap. By market close, this company's market value exceeded that of the prior business day.   [...]

By |July 24th, 2018|General Investing|Comments Off on One of My Top 5 Largest Holdings Helps Me Sleep Well

3M – One of My Top 5 Largest Holdings Helps Me Sleep Well

Summary Skip excitement when it comes to investing. Hold shares in dependable companies with competitive advantages such as this company. Markets are irrational in the short-term. ~$4.83B in market value was lopped off this company’s market cap the morning of July 24th but that was fully recovered by the end of the trading day. Shares [...]

By |July 24th, 2018|Equity Investing|Comments Off on 3M – One of My Top 5 Largest Holdings Helps Me Sleep Well

Illinois Tool Works – Treat the Pullback as a Buying Opportunity

Summary This fairly recently acquired member of the FFJ Portfolio just reported Q2 2018 results  wherein Total Revenue increased 7% of which 4% was organic growth. All 7 of the company’s business segments delivered positive YoY organic revenue growth but 5 of the business segments missed quarterly revenue expectations and only 2 units beat expectations. [...]

By |July 23rd, 2018|Equity Investing|Comments Off on Illinois Tool Works – Treat the Pullback as a Buying Opportunity

Stanley Black & Decker – Stock Analysis

Stanley Black & Decker is currently fairly valued and I view it as an attractive investment for disciplined investors with a long-term investment horizon. It is a member of the exclusive Dividend Kings group of companies. These are companies which have a 50+ year of uninterrupted dividend increases.   Members of the FFJ community can [...]

By |July 22nd, 2018|General Investing|Comments Off on Stanley Black & Decker – Stock Analysis

Genuine Parts – Fairly Valued Dividend King

Summary Strong Q2 results recently reported and projected earnings for FY2018 reaffirmed. Shareholder returns on the basis of dividends reinvested over the past 20 years are almost double that of the S&P500. Share price has risen ~10% from the level at which my previous article indicated shares were attractively valued. Despite this increase, shares are [...]

By |July 20th, 2018|Equity Investing|Comments Off on Genuine Parts – Fairly Valued Dividend King

My Favorite Investors Really Like This Company

This company is the largest player in a highly regulated industry and is deemed to be a Global Systemically Important entity. My favorite investors have invested billions in this company and have been significantly increasing their holdings over the past several quarters. Summary Dividend distributions and share repurchases come from profits generated from normal business [...]

By |July 19th, 2018|General Investing|Comments Off on My Favorite Investors Really Like This Company
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