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Broadridge Financial Solutions – Don’t Jump to Quick Conclusions

Summary BR’s shares were grossly overvalued in August/September 2018 and the share price has subsequently retraced by just over 30% from the 52 week high. Q2 2019 and 1H 2019 results were released February 7th and the share price took a ~6.7% hit from the previous day’s close. The vast majority of investors make investment [...]

By |February 7th, 2019|Equity Investing|Comments Off on Broadridge Financial Solutions – Don’t Jump to Quick Conclusions

The Art of Investing In International Equities – Interview with Magellan Financial Group (Australia) Chief Investment Officer Hamish Douglass

Courtesy of a Financial Freedom is a Journey follower in Australia I previously provided a link to an interview he conducted with Magellan Financial Group's (Australia) Chief Investment Officer Hamish Douglass. In that interview, Hamish shared 4 of his best high quality US publicly traded investment ideas. In this article I provide a link to [...]

By |February 6th, 2019|General Investing|Comments Off on The Art of Investing In International Equities – Interview with Magellan Financial Group (Australia) Chief Investment Officer Hamish Douglass

Becton Dickinson – Short-Term Out of the Money Covered Call Opportunity

Summary Becton Dickinson released its Q1 2019 results and held FY2019 guidance steady from that released November 6th when Q4 and FY2018 results were released. BDX’s credit rating was revised lower by Moody’s and S&P Global as a result of the debt taken on for the Carefusion and CR Bard acquisitions. BDX, however, continues to [...]

By |February 6th, 2019|Equity Investing|Comments Off on Becton Dickinson – Short-Term Out of the Money Covered Call Opportunity

Church & Dwight – Be Thankful When Good Companies Are Punted To The Curb

Church & Dwight (CHD) released Q4 and FY2018 results and provided FY2019 guidance on February 5, 2019. The investment community promptly knocked ~7.50% from CHD's previous day's closing share price. I previously reviewed CHD's Q3 2018 results on November 1, 2018 and concluded that investors would be better off being patient and to wait for [...]

By |February 5th, 2019|Equity Investing|Comments Off on Church & Dwight – Be Thankful When Good Companies Are Punted To The Curb

Options – SOLD April and May 2019 Covered Calls on NKE, MA, and ADP

I periodically employ a conservative 'out of the money covered call' option strategy when I think I can generate some option premium income and I have a strong probability of retaining the underlying security. Within the last few months I have written articles in which I have disclosed that I have initiated short-term out-of-the-money covered [...]

By |February 4th, 2019|Equity Investing|Comments Off on Options – SOLD April and May 2019 Covered Calls on NKE, MA, and ADP

Illinois Tool Works – Invest in Great Companies When Out of Favor

Summary ITW released Q4 and FY2018 results and FY2019 guidance on February 1, 2019 and held its Investor Day on December 7, 2018. Excluding a one-time $0.658B charge associated with the passage of the ‘Tax Cuts and Jobs Act’ in FY2017, ITW grew EPS by 15%, expanded operating margin by 60 bps to a record [...]

By |February 3rd, 2019|Equity Investing|Comments Off on Illinois Tool Works – Invest in Great Companies When Out of Favor

Automatic Data Processing – Generate Additional Income Using This Conservative Option Strategy

Summary ADP reported Q2 2019 results on January 30th and raised its guidance for the remainder of FY2019. ADP continues to richly reward shareholders but shares appear to be overvalued. I plan to employ the conservative option strategy I successfully used in November 2018 to enhance my investment returns. Introduction Following Automatic Data Processing’s (NADAQ: [...]

By |February 2nd, 2019|Equity Investing|Comments Off on Automatic Data Processing – Generate Additional Income Using This Conservative Option Strategy

FFJ Portfolio – January 2019 Dividend Income Report

This is my January 2019 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 |February 1st, 2019|FFJ Portfolio|Comments Off on FFJ Portfolio – January 2019 Dividend Income Report

UPS – Fairly Valued

Summary UPS reported Q4 and FY2018 results on January 31, 2019 and provided guidance for FY2019. In FY2018, UPS generated $6.1B of Free Cash Flow, reinvested $6.6B into its global network, and returned $4.2B to shareowners through $1B in share repurchases and $3.2B in dividends. In September 2018 UPS held its 2018 Transformation Conference in [...]

By |February 1st, 2019|Equity Investing|Comments Off on UPS – Fairly Valued