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Fairly Valued Dividend King

This company 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. Summary Strong Q2 results recently reported and projected earnings [...]

By |July 20th, 2018|General Investing|Comments Off on Fairly Valued Dividend King

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

Bank of New York Mellon Stock Analysis

Summary This company is the largest player in a highly regulated industry and is deemed to be a Global Systemically Important entity. Dividend distributions and share repurchases come from profits generated from normal business operations as opposed to the issuance of debt. The barriers to entry are very high to the extent where the probability [...]

By |July 19th, 2018|Equity Investing|Comments Off on Bank of New York Mellon Stock Analysis

Berkshire Hathaway Amends Stock Buyback Policy

Just a quick note as a follow up to my May 16th article in which I indicated I had acquired 200 Class B shares (NYSE: BRK-b) for the FFJ Portfolio. The stock price has trended lower subsequent to my purchase but I see the company’s stock has popped in this morning’s pre-market trading and that [...]

By |July 18th, 2018|General Investing|Comments Off on Berkshire Hathaway Amends Stock Buyback Policy

Messing with the “Canada Revenue Agency”

Okay. Not really the Canada Revenue Agency (CRA) hence the quotation marks. I strongly suspect most people have received some (several) scam calls. The scam might differ but the end game is the same. I share my recent experiences because I want to warn as many people as possible not to fall for these con [...]

By |July 17th, 2018|Miscellaneous|Comments Off on Messing with the “Canada Revenue Agency”

Sometimes You Just Have to be Patient

This global fintech leader provides investor communications and technology-driven solutions to banks, broker-dealers, mutual funds and corporate issuers. Long-term shareholders have generated significant returns but its current valuation appears to be somewhat stretched. Summary This company has doubled its revenue since being spun off as a separate legal entity in 2007. Growth has been such [...]

By |July 16th, 2018|General Investing|Comments Off on Sometimes You Just Have to be Patient

Broadridge – Sometimes You Just Have to be Patient

Summary This company has doubled its revenue since being spun off as a separate legal entity in 2007. Growth has been such that within a span of 11 years this company has reached the stage where it recently became a member of the S&P500 (SPY). There is not much variance between Free Cash Flow and [...]

By |July 16th, 2018|Equity Investing|Comments Off on Broadridge – Sometimes You Just Have to be Patient

Price is What You Pay. Value is What You Get.

This company has increased its dividend for 35 consecutive years and its total return to shareholders over the 10 year period ending December 31, 2017, including reinvested dividends, was 80.2%. An investor who acquired 100 shares for $1,110 when the company was founded in 1955 and never sold them would now have 375,960 shares. Summary [...]

By |July 14th, 2018|General Investing|Comments Off on Price is What You Pay. Value is What You Get.

Aflac – Price is What You Pay. Value is What You Get.

Summary This company has increased its dividend for 35 consecutive years. An investor who acquired 100 shares for $1,110 when the company was founded in 1955 and never sold them you would now have 375,960 shares. The company’s total return to shareholders over the 10 year period ending December 31, 2017, including reinvested dividends, was [...]

By |July 14th, 2018|Equity Investing|Comments Off on Aflac – Price is What You Pay. Value is What You Get.