Home » Archives for October 2020

Church & Dwight Co., Inc. – Added to My Second Largest Holding

On October 29, 2020, Church & Dwight Co., Inc. (CHD) released Q3 and YTD 2020 results and included raised growth guidance for FY2020 Reported Sales, Organic Sales, Adjusted EPS, and Cash from Operations. CHD's valuation is currently elevated. On the bright side, it continues to maintain an impressive Cash Flow Conversion Cycle relative to its [...]

By |October 29th, 2020|Equity Investing|Comments Off on Church & Dwight Co., Inc. – Added to My Second Largest Holding

Berkshire Hathaway Inc. and Johnson & Johnson – Recent Purchases

I have just acquired additional shares in Berkshire Hathaway Inc. (BRK-B) and Johnson & Johnson (JNJ) in one of our daughter's investment accounts. Both are very high quality companies which I think are currently reasonably valued. On the rare occasion I sell shares but in early October I liquidated my positions in Stanley Black & [...]

By |October 28th, 2020|Equity Investing|Comments Off on Berkshire Hathaway Inc. and Johnson & Johnson – Recent Purchases

Suncor Energy Inc. – There Are Far Better Investment Opportunities Than This

Suncor Energy Inc. (SU.to) is one of Canada's leading integrated energy companies who business has been decimated in recent months. Its future oil sands growth projects are not economical in the current low-oil-price environment and the timing of expansion is highly uncertain. I am a strong proponent of spreading money across 5 main economic sectors: [...]

By |October 4th, 2020|Equity Investing|Comments Off on Suncor Energy Inc. – There Are Far Better Investment Opportunities Than This

Raytheon Technologies Corporation – Added to Existing Position on Weakness

Raytheon Technologies Corporation's (RTX) share price has been under pressure since early June 2020. Challenges experienced in its commercial aerospace business resulted in the company incurring a $3.18B goodwill impairment and a $3.835B Q2 loss. I view the current headwinds as being short-term in nature and expect that business conditions in the commercial aerospace segment [...]

By |October 1st, 2020|Equity Investing|Comments Off on Raytheon Technologies Corporation – Added to Existing Position on Weakness

FFJ Portfolio – September 2020 Report

This is my September 2020 FFJ Portfolio report. 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, 2020|FFJ Portfolio|Comments Off on FFJ Portfolio – September 2020 Report
Go to Top