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Goldman Sachs – Attractively Valued But Be Aware Of The $7.5B Risk

Goldman Sachs (GS) released better than expected Q4 and FY2018 results on January 16th. GS is currently undervalued but the Malaysian 1MDB corruption scandal in which GS is being sued for $7.5B by the Malaysian government is something investors should consider before investing in GS. Despite this overhang I am of the opinion GS is [...]

By |January 17th, 2019|General Investing|Comments Off on Goldman Sachs – Attractively Valued But Be Aware Of The $7.5B Risk

The Bank of New York Mellon Corporation – Think Buffett/Munger Are On To Something?

The Bank of New York Mellon Corporation (BK) released its Q4 and FY2018 results on January 16th in which it reported mixed underlying results. While revenue declined it benefited from strong expense control and a lower tax rate. BK rewarded common shareholders with $3.3B in common shares repurchased and $1.1B in dividends in FY2018. In [...]

By |January 16th, 2019|General Investing|Comments Off on The Bank of New York Mellon Corporation – Think Buffett/Munger Are On To Something?

Constellation Brands – And This Is Supposed To Impress Me?

On January 9th, the day I posted my most recent article on Constellation Brands (STZ), the outgoing and incoming CEOs appeared on Mad Money following the release of a disappointing 2019 forecast. STZ's current CEO Rob Sands, who will step down in March, stated the response to his company's softer guidance is a "total overreaction" [...]

By |January 13th, 2019|General Investing|Comments Off on Constellation Brands – And This Is Supposed To Impress Me?

If It Looks Too Good To Be True It Probably Is

A recent article on a highly followed investor website suggests that two small cap TSX listed companies are appropriate investments for Tax Free Savings Accounts (TFSA). For long-term risk averse investors, neither company would be an appropriate investment. In this article I compare the extent to which both companies have rewarded shareholders with two extremely [...]

By |January 12th, 2019|General Investing|Comments Off on If It Looks Too Good To Be True It Probably Is

Constellation Brands – This Is What I Get For Speculating

In August 2018 I purchased two $190 January 2019 Call contracts on Constellation Brands (STZ) in the hopes participating in any upside it might experience by reason of its investment in Canopy Growth (WEED); I fully appreciated this was a speculative investment. STZ's stock price rose following my purchase but in mid-October 2018, the share [...]

By |January 9th, 2019|General Investing|Comments Off on Constellation Brands – This Is What I Get For Speculating

Berkshire Hathaway – Adding More Shares to the FFJ Portfolio

  Berkshire Hathaway Class B shares (BRK.b) are currently held in the Core Accounts portion of the FFJ Portfolio. I will be transferring additional BRK.b shares to the Side Accounts portion of the FFJ Portfolio and will be acquiring further shares as I view them as being reasonably valued. I anticipate heightened volatility in the [...]

By |January 6th, 2019|General Investing|Comments Off on Berkshire Hathaway – Adding More Shares to the FFJ Portfolio

Apple – Put Out the Bucket and Not the Thimble

Following the market close on January 2, 2019, Apple (AAPL) informed the investment community that it was revising its Q1 2019 earnings forecast lower. On January 3rd, AAPL's share price suffered a ~10% drop at which time I took the opportunity to acquire shares for the FFJ Portfolio. In this article I explain my rationale [...]

By |January 4th, 2019|General Investing|Comments Off on Apple – Put Out the Bucket and Not the Thimble

FFJ Portfolio – December 2018 Dividend Income Report

This is my December 2018 FFJ Portfolio dividend income update. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to [...]

By |January 3rd, 2019|General Investing|Comments Off on FFJ Portfolio – December 2018 Dividend Income Report

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