Home/2020/January

Intact Financial Corporation – Why I Have Acquired Richly Valued Shares

Intact Financial Corporation (IFC) is a high quality Canadian based P&C insurance company with a ~17% market share. IFC held its Investor Day on November 19, 2019 at which time management provided its strategic roadmap for the next decade. Although I view shares as currently being richly valued I have acquired shares for an undisclosed [...]

By |January 23rd, 2020|Equity Investing|Comments Off on Intact Financial Corporation – Why I Have Acquired Richly Valued Shares

FFJ Portfolio – December 2019 Report

This is my December 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 |January 4th, 2020|FFJ Portfolio|Comments Off on FFJ Portfolio – December 2019 Report