McDonald’s – Good Company but Overvalued

This is an introduction to my McDonald's (MCD) stock analysis which is based on Q1 2018 results and projections for FY2018. MCD has experienced significant price fluctuation subsequent to the last week of January 2018. I currently view MCD as overvalued. Summary MCD has significantly re-energized its business in the last few years under new [...]

By |May 2nd, 2018|General Investing|Comments Off on McDonald’s – Good Company but Overvalued

McDonald’s – Good Company but Overvalued

Summary MCD has significantly re-energized its business in the last few years under new leadership. The refranchising strategy has yielded significant cost savings to date. I am bullish on MCD but view it as being currently overvalued at ~$164. I would add to my existing position if it retraces to ~$144. Introduction McDonald’s (NYSE: MCD) [...]

By |May 2nd, 2018|Equity Investing|Comments Off on McDonald’s – Good Company but Overvalued

FFJ Portfolio – April 2018 Dividend Income Report

Another month gone by and time for another FFJ Portfolio status report. A few stocks I viewed as overvalued in recent months have retraced to fairly valued levels based on analyses I conducted in April. As a result, in the ‘side accounts’ I acquired: 217 shares of 3M (NYSE: MMM) 300 shares of Stanley Black [...]

By |April 30th, 2018|General Investing|Comments Off on FFJ Portfolio – April 2018 Dividend Income Report

Illinois Tool Works – Now Priced Fairly

This is an introduction to my Illinois Tool Works (ITW) stock analysis which is based on Q1 2018 results and revised projections for FY2018. After the ~$36 pullback in price subsequent to late January 2018 and the 2nd upward revision in projected FY2018 earnings subsequent to the company's December 1, 2017 Investor Day presentation, I [...]

By |April 28th, 2018|General Investing|Comments Off on Illinois Tool Works – Now Priced Fairly

Illinois Tool Works – Now Priced Fairly

Summary In an effort to increase my exposure to the Industrial Goods sector, I have recently increased my 3M (NYSE: MMM) exposure and have initiated a position in Stanley Black & Decker (NYSE: SWK). I am looking to increase my exposure further and have identified Illinois Tool Works (NYSE: ITW) as a candidate. I viewed [...]

By |April 28th, 2018|Equity Investing|Comments Off on Illinois Tool Works – Now Priced Fairly

3M – Pullback Has Prompted Me to Increase My Position

This is an introduction to my 3M stock analysis which is based on Q1 2018 results and revised projections for FY2018. In my October 9, 2017 article I viewed MMM as being overvalued. I now view MMM as fairly valued and have increased my position in the company. Summary MMM released its Q1 2018 results [...]

By |April 26th, 2018|General Investing|Comments Off on 3M – Pullback Has Prompted Me to Increase My Position

3M – Pullback Has Prompted Me to Increase My Position

Summary MMM released its Q1 2018 results on April 24, 2018 and revised its projected FY2018 GAAP EPS while leaving its adjusted projected EPS estimate unchanged. In my opinion, MMM was overvalued earlier in 2018 and the recent pullback has prompted me to increase my position. The company’s stock price could certainly pullback further but [...]

By |April 26th, 2018|Equity Investing|Comments Off on 3M – Pullback Has Prompted Me to Increase My Position

Taylan and Tanya – Practicing Discipline on Their Journey to Financial Freedom

Financial freedom does not need to forever remain a dream. Financial freedom is achievable if you set realistic goals and objectives, you educate yourself, and you are disciplined.   Today’s Guest Post is from Taylan and Tanya (last name protected at their request). I stumbled upon Taylan’s Retire via Dividends blog several months ago and [...]

By |April 24th, 2018|Guest Posts|Comments Off on Taylan and Tanya – Practicing Discipline on Their Journey to Financial Freedom

Avoid Market-Linked GICs and Principal Protected Notes

Financial institutions promote Market-Linked GICs and Principal Protected Notes touting risk mitigation and attractive return potential. Readers are very strongly encouraged to read the fine print when researching these products. Initial appearances are very deceiving. A subscriber recently had a discussion with a broker in which the topic about safety of principal was a topic [...]

By |April 23rd, 2018|General Investing|Comments Off on Avoid Market-Linked GICs and Principal Protected Notes

Stanley Black & Decker – Attractive After Recent Pullback

This is an introduction to my Stanley Black & Decker stock analysis. It is a follow up to my January 31, 2018 article at which time I viewed SWK as being overvalued. I now view SWK as an attractive long-term investment following the recent pullback in SWK's stock price. Summary In my January 31, 2018 [...]

By |April 22nd, 2018|General Investing|Comments Off on Stanley Black & Decker – Attractive After Recent Pullback
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