Summary MSCI has recently released Q1 2019 results and updated guidance for FY2019. Following the ~65% increase in share price from the ~$137 December 2018 low I view shares to be richly valued. Rather than wait for MSCI to become more favorably valued before you initiate exposure, you can employ the use of the proposed [...]
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 FY2011 – FY2018 timeframe suggests ADP continues to be overvalued. Shares have pulled back from a 52 week high following the recent release of [...]
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 [...]
