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FFJ Portfolio – October 2019 Interim Report

For the sake of timely and full disclosure I provide this interim report in which I touch upon recent trades made within the FFJ Portfolio and in accounts for which I do not disclose details. In addition, we have an impending sale of a rental property. Sale proceeds will be deployed toward the purchase of [...]

By |October 16th, 2019|General Investing|Comments Off on FFJ Portfolio – October 2019 Interim Report

Brookfield Asset Management Inc. – Positioned for Strong Growth

Brookfield Asset Management Inc. (BAM.a) (BAM) held its Investor Day on September 26th at which time management stressed now is the time to be even more cautious than usual. With the recent acquisition of 61.2% of Oaktree Capital Management, BAM is now positioned to capitalize in a distressed environment. Management also indicated that conditions are [...]

By |October 3rd, 2019|General Investing|Comments Off on Brookfield Asset Management Inc. – Positioned for Strong Growth

Mastercard Incorporated – Additional Purchase on the Basis of a Very Long-Term Investment Time Horizon

I view Mastercard Incorporated (MA) as a core long-term investment. Given my long-term outlook for the company, I have acquired additional MA shares for our daughter on the basis of a very long-term investment time horizon. Further to my August 6th Mastercard Incorporated (MA) article, I decided today to acquire additional MA shares in an [...]

By |October 2nd, 2019|General Investing|Comments Off on Mastercard Incorporated – Additional Purchase on the Basis of a Very Long-Term Investment Time Horizon

FFJ Portfolio – September 2019 Report

This is my September 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 |October 1st, 2019|General Investing|Comments Off on FFJ Portfolio – September 2019 Report