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 [...]
While FY2018 EPS has been revised downward ever so slightly, this company continues to generate strong Free Cash Flow on an annual basis. It has repurchased $1B of its shares in the first half of the current fiscal year and has indicated it intends to repurchase another $0.5B in the 2nd half of the year. [...]
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. [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
