This is my February 2020 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 [...]
I have never quite figured out how to generate reasonable long-term returns by acquiring shares at lofty valuations. I am of the opinion we will continue to witness a broad market pullback and strongly suspect many investors who were tripping over themselves to acquire shares regardless of valuation (the greater fool theory) will see their [...]
Becton, Dickinson and Company (BDX) released Q1 2020 results on February 6th in which FY2020 guidance was lowered because of challenges experienced with its Alaris Infusion product. BDX's share price took a hit following the release of Q1 results and I acquired additional shares. Regrettably I was unable to provide a timely update since I [...]
I continue to have a positive outlook on Chevron Corporation's (CVX) long-term potential. Based on management's guidance for FY2020 and CVX's current valuation I have acquired additional shares for one of the 'core' accounts within the FFJ Portfolio. Summary CVX released Q4 and FY2019 results on January 31, 2020 in which it reported in excess [...]
This is my January 2020 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 [...]
