Yearly Archives: 2019

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The Royal Bank of Canada – Increasing Exposure to a Top 10 Holding

The Royal Bank of Canada (RY) released Q2 2019 results May 23, 2019. Despite reasonably solid results the share price pulled back slightly. Based on RY's current valuation and my long-term positive outlook on the company I have acquired additional shares for what is already one of my top 10 holdings. Summary RY released Q2 [...]

CIBC – Suitable for Income Seeking Investors

  CIBC (CM) released Q2 2019 results May 22, 2019 which fell short of analyst estimates. Following the ~4.4% drop in CM's share price I view the current valuation and forward dividend yield as sufficiently attractive for me to increase my position within the FFJ Portfolio and in accounts for which I do not disclose [...]

Cisco Systems, Inc. – Be Wary of Valuation

  Cisco Systems, Inc. (CSCO) stands to benefit from demographic and technology macro trends. I view it as a good long-term investment but shares currently appear to be fully valued, if not slightly overvalued. I suggest investors be patient and wait for shares to retrace to more attractive valuation levels. Summary CSCO provides essential network [...]

By |May 21st, 2019|General Investing|Comments Off on Cisco Systems, Inc. – Be Wary of Valuation

Option Activity – BDX, MMM, ADP, and HSY

I will occasionally employ the use of conservative option strategies to generate additional income. This article provides an update on option positions for 4 companies in which I own the underlying shares.   I continue to be dumfounded as to the extent to which the share price of several companies have appreciated in the last [...]

By |May 15th, 2019|General Investing|Comments Off on Option Activity – BDX, MMM, ADP, and HSY

This Equity Market Upheaval is Great

Periods in which equity markets are in a state of upheaval can be a wonderful opportunity to help you build long-term wealth. The challenge some investors have, however, is that they focus on investing when all is well but panic when market conditions take a turn for the worse. Focus on investing exclusively in great [...]

By |May 13th, 2019|General Investing|Comments Off on This Equity Market Upheaval is Great

Becton, Dickinson – Pullback Presents a Buying Opportunity

Becton, Dickinson and Company (BDX) has just released Q2 results which includes lowered FY2019 earnings guidance. Based on my analysis and long-term prognosis I view BDX as currently being undervalued. Summary BDX recently released Q2 results and lowered FY2019 guidance resulting in a sudden drop in the share price. Management expects the second half of [...]

By |May 12th, 2019|General Investing|Comments Off on Becton, Dickinson – Pullback Presents a Buying Opportunity

Broadridge Financial Solutions – Expensive…Again!

As a long-term Broadridge Financial Solutions (BR) shareholder I have a positive outlook on the company's future. I recommended the purchase of shares in early February 2019 when shares retraced to ~$94. Based on Q3 2019 results and earnings guidance released May 7, 2019 and BR's current share price I suggest investors wait for a [...]

By |May 7th, 2019|General Investing|Comments Off on Broadridge Financial Solutions – Expensive…Again!

MSCI Inc.- Use Options To Potentially Profit From Overvaluation

MSCI Inc. (MSCI) appeals to me as a long-term investment. I, however, currently view shares as richly valued. This article presents an option strategy where you can profit if you think the share price will retrace at least ~7.5% before September 20, 2019. Summary MSCI has recently released Q1 2019 results and updated guidance for [...]

By |May 5th, 2019|General Investing|Comments Off on MSCI Inc.- Use Options To Potentially Profit From Overvaluation

Automatic Data Processing, Inc. – Option Update

This article is a follow up regarding the Automatic Data Processing, Inc. (ADP) out-of-the-money covered call option trade I placed in early February 2019. Summary In early February I recommended a short-term conservative option strategy on the basis that I viewed ADP as being richly valued. A comparison of ADP’s current valuation relative to the [...]

By |May 2nd, 2019|General Investing|Comments Off on Automatic Data Processing, Inc. – Option Update

FFJ Portfolio – April 2019 Report

This is my April 2019 FFJ Portfolio 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 chase dividend [...]

By |May 1st, 2019|General Investing|Comments Off on FFJ Portfolio – April 2019 Report

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