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General Mills – I am NOT Biting Despite Attractive Valuation

General Mills (GIS) is scheduled to release Q2 FY2019 results shortly. While the ~5.1% dividend yield and current attractive valuation will appeal to many investors I see far too many headwinds. Investors should be investing in companies which provide products/services that are growing in demand. Looking at GIS’s suite of products and considering that the [...]

By |December 9th, 2018|General Investing|Comments Off on General Mills – I am NOT Biting Despite Attractive Valuation

Korn/Ferry International – Attractively Valued

Korn Ferry International (KFY) shares pulled back ~$19 in early September when the company took a sizable Goodwill writedown as part of its strategic reorganization. This resulted in KFY shares becoming fairly valued. KFY has now just reported the best quarterly top line and bottom line results in the company's history. Shares have pulled back [...]

By |December 7th, 2018|General Investing|Comments Off on Korn/Ferry International – Attractively Valued

Korn/Ferry International – Attractively Valued

Summary Korn/Ferry released Q2 results and reported the best top line and bottom line results in the company’s history. Many investors will likely shy away from a KFY investment because of its sub 1% dividend yield and stagnant quarterly dividend. I view shares as being attractively valued and am currently employing a conservative covered Call [...]

By |December 7th, 2018|Equity Investing|Comments Off on Korn/Ferry International – Attractively Valued

Stock Price Pullbacks – You Should be Excited

Many investors worry about stock price pullbacks. Don't be like the masses. Invest in good solid companies which have (1) competitive advantages, (2) are profitable, and (3) which generate strong Free Cash Flow (FCF). If you do this then you will have a greater appreciation for lower stock prices.   Worldwide equity markets are certainly [...]

By |December 6th, 2018|General Investing|Comments Off on Stock Price Pullbacks – You Should be Excited

Annual Variable Dividend Just Announced

Stock screeners can be misleading. In the case of this company, in 2012 it introduced a variable dividend component to its dividend policy. This variable dividend is not picked up by stock screeners which likely results in many investors completely overlooking this company as a worthwhile long-term investment.   On August 5, 2018 I wrote [...]

By |December 5th, 2018|General Investing|Comments Off on Annual Variable Dividend Just Announced

CME Group Inc. – Annual Variable Dividend Just Announced

On August 5, 2018 I wrote this article in which I indicated that relying solely on stock screeners to identify investment opportunities has its shortcomings. At the time of that article CME was trading just shy of ~$162 and stock screeners reflected a dividend yield of ~1.73%. Fast forward to December 5 and the stock [...]

By |December 5th, 2018|Equity Investing|Comments Off on CME Group Inc. – Annual Variable Dividend Just Announced

The Bank of Montreal – Added to the FFJ Portfolio on Weakness

This article on The Bank of Montreal (BMO) is the fifth of a 5 part series on 'The Big 5' Schedule A Canadian banks. At the time of my September 5th article, I viewed BMO shares as being overvalued. Shares have subsequently retraced ~11.3% and I now view them as being fairly valued. Investors seeking [...]

By |December 4th, 2018|General Investing|Comments Off on The Bank of Montreal – Added to the FFJ Portfolio on Weakness

The Bank of Montreal – Added to the FFJ Portfolio on Weakness

Summary BMO recently reported FY2018 which reflected the benefit of a 21% YoY reduction in the provisions for credit losses as well as a low tax rate. Canadian and US operations benefited from solid loan growth with strong Q4 performance evidenced in Personal and Commercial banking and accelerated growth in its U.S. segment. Senior management [...]

By |December 4th, 2018|Equity Investing|Comments Off on The Bank of Montreal – Added to the FFJ Portfolio on Weakness

The Canadian Imperial Bank of Commerce – Attractive Valuation and Dividend Yield

This article on The Canadian Imperial Bank of Commerce (CM) is the fourth of a 5 part series on 'The Big 5' Schedule A Canadian banks. I do not view CM as having the same pedigree as The Royal Bank of Canada (RY) and The Toronto-Dominion Bank (TD). Nevertheless, I view CM as currently being [...]

By |December 3rd, 2018|General Investing|Comments Off on The Canadian Imperial Bank of Commerce – Attractive Valuation and Dividend Yield

The Canadian Imperial Bank of Commerce – Attractive Valuation and Dividend Yield

Summary CM recently reported FY2018 results and senior management indicated it is confident it can continue to deliver EPS growth within the 5% - 10% medium-term target range. CM is focused on expanding in the U.S. and gains from the PrivateBancorp acquisition are exceeding expectations. With the highest concentration of the Big 5 in Canadian [...]

By |December 3rd, 2018|Equity Investing|Comments Off on The Canadian Imperial Bank of Commerce – Attractive Valuation and Dividend Yield