Companies in which investment in growth has been performed wisely over a prolonged period are oftentimes family-controlled companies for which the street and activists cannot interfere. This is one of those companies. Summary Majority ownership in this company is held by one of Canada’s top 100 wealthiest families. This company has generated a 12.7% compound [...]
Summary Majority ownership in this company is held by one of Canada’s top 100 wealthiest families. This company has generated a 12.7% compound annual growth in net equity value since inception (1969). The company’s stock price is ~61% of net equity value per common share. The strategy is to accumulate shareholder value through long-term [...]
There should be no need to speculate by investing in less than stellar companies. Invest in good solid companies and approach your investments like you are a business owner. Summary This company recently released its Q4 and FY2018 results and Mr. Market responded with a +11% increase in the company’s stock price. The Board [...]
Summary This company recently released its Q4 and FY2018 results and Mr. Market responded with a +11% increase in the company’s stock price. The Board approved a 33% increase in the annual dividend and the dividend’s compound annual growth rate since going public in 2007 is ~33.6%. Diluted EPS growth of 12% - 16% is [...]
Make the creation of a stream of sustainable PASSIVE income which increases faster than the rate of inflation one of your goals. If you are reading this, chances are controlling your financial future is either a top priority or, at the very least, pretty darn close to the top of your priority list. Congratulations! [...]
This company recently released Q2 2018 results. It is a leader amongst its peer group. The company's dividend policy was amended in 2012 which results in the payment of 'special dividends' in addition to its regular quarterly dividends. Investors who rely exclusively on stock screeners could end up overlooking this company depending on the search [...]
Summary Stock screeners have shortcomings which can result in investors overlooking opportunities. This company was founded in 1898 but only went public in 2002. It operates in a highly competitive industry and faces considerably regulatory scrutiny. Investors seeking to minimize credit risk will likely find this company to be appealing. This stock is certainly not [...]
This company recently released Q2 2018 results. Within the past month it also presented to the investment community 5 strategic priorities which should add shareholder value. Shares have risen ~23% from recent lows but I still view the shares as undervalued. While you wait for the share price to appreciate to Fair Value you get [...]
Summary This company has tested long-term investor patience over the past 3 years. Management has 5 strategic priorities, one of which is a simplified corporate structure. These initiatives are in various stages of progress and once completed should result in improved shareholder returns. Shareholders are rewarded with an attractive dividend that is well covered by [...]
I have absolutely NO desire to ever re-enter the workforce to generate income to sustain our family's lifestyle. Dividend increases of the magnitude recently announced by two companies held in the FFJ Portfolio give me confidence my days of employment are a thing of the past. In the subscriber version of my July 23, [...]
