Enbridge Inc. – Value Stock In Focus

Enbridge Inc. (ENB) is a value stock investors should consider as a long-term investment. It has significantly de-leveraged, it offers an attractive dividend yield, and it has promising long-term prospects. Summary ENB recently released Q4 and FY2018 results and provided guidance for FY2019 and FY2020. The company has made considerable progress in deleveraging its balance [...]

By |February 18th, 2019|Equity Investing|Comments Off on Enbridge Inc. – Value Stock In Focus

The Brookfield Group of Companies – Value AND Growth Investing!

Value and Growth Investing can be achieved by holdings positions in Brookfield Asset Management (BAM) and its various limited partnerships. Summary Brookfield Asset Management helped launch Brazil’s first electrical and transport utility in 1899 and listing it on the Toronto Stock Exchange in 1912. BAM and its limited partnerships have $350B+ in assets under management, [...]

By |February 18th, 2019|Equity Investing|Comments Off on The Brookfield Group of Companies – Value AND Growth Investing!

Moody’s Corporation – Growth Stock In Focus

Investors should consider Moody's Corporation (MCO) if interested in a high quality growth stock in which to invest for the long-term. Summary Moody’s (MCO) occupies an enviable position with S&P Global at the heart of global financial markets. MCO lowered its guidance in Q3 2018 for the remainder of FY2018 and yet did not meet [...]

By |February 16th, 2019|Equity Investing|Comments Off on Moody’s Corporation – Growth Stock In Focus

CME Group Inc. – Growth Stock In Focus

CME Group Inc. (CME) is an appealing long-term growth stock with a unique attractive dividend which is missed by stock screeners. Summary CME reported Q4 and FY2018 results on February 7, 2018. Despite strong results, its share price continues to be bid lower having dropped from a ~$196 high set in November. Its unique dividend [...]

By |February 15th, 2019|Equity Investing|Comments Off on CME Group Inc. – Growth Stock In Focus

S&P Global Inc. – Growth Stock In Focus

Investors should consider S&P Global Inc. (SPGI) if interested in a high quality growth stock in which to invest for the long-term. Summary SPGI released its Q4 and FY2018 results and provided FY2019 guidance on February 7th. It benefits from a wide economic moat and an asset-light business model. SPGI is one of very few [...]

By |February 14th, 2019|Equity Investing|Comments Off on S&P Global Inc. – Growth Stock In Focus

Do It Yourself Investing – Nick’s Story

  Do It Yourself Investing does not need to be complicated but it can be disastrous when you do not know what you are doing. Nick shares his story. Nick is a subscriber to the site and based on our correspondence I thought his background and investment experience would be well worth sharing with you. [...]

By |February 13th, 2019|General Investing|Comments Off on Do It Yourself Investing – Nick’s Story

A Great Investment Portfolio Example of Diversification

A great investment portfolio example of diversification does not mean having an inordinate number of individual holdings in an investment portfolio.   Summary Have our investments led us to become a ‘fly in a bottle’? Follow 6 simple guiding principles when it comes to investing. Review your investment holdings at least annually to ensure the [...]

By |February 9th, 2019|General Investing|Comments Off on A Great Investment Portfolio Example of Diversification

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
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