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Lockheed Martin Corporation – I Have Once Again Added To My Position

On November 20th I initiated a position in Lockheed Martin Corporation (LMT). I then acquired additional shares on December 15th at a slightly more favorable price. LMT's share price has subsequently pulled back slightly and since my underlying thesis for investing in the company has not changed, I have acquired additional shares on December 31st. [...]

By |December 31st, 2020|Equity Investing|Comments Off on Lockheed Martin Corporation – I Have Once Again Added To My Position

goeasy Ltd. – I Would Never Invest in This Company

goeasy Ltd.'s (GSY.to) stock price has more than tripled since mid-March 2020. This has attracted considerable investor interest. I think many investors may not have taken into consideration the degree of risk they are assuming by investing in a company which is in the business of providing loans to financially challenged individuals/small businesses. Two major [...]

By |December 27th, 2020|Equity Investing|Comments Off on goeasy Ltd. – I Would Never Invest in This Company

Hormel Foods – Great Company But Richly Valued

When I initiated a position in Hormel Foods Corporation (HRL) in June 2017, one of the factors I took into consideration was that The Hormel Foundation controls more than 48% of HRL's stock. While some investors may have a negative opinion of the Foundation's degree of control, I viewed this as a 'positive'. HRL is [...]

By |December 26th, 2020|Equity Investing|Comments Off on Hormel Foods – Great Company But Richly Valued

Tyson Foods – Attractive Despite Legal Issues

Subsequent to posting my December 17th Tyson Foods, Inc. (TSN) article in which I disclosed that I had initiated a position, TSN disclosed that an internal review determined that one of its beef suppliers made 'misrepresentations regarding the number of cattle the supplier purchased on behalf of TSN's beef segment.' I stand by my decision [...]

By |December 24th, 2020|Equity Investing|Comments Off on Tyson Foods – Attractive Despite Legal Issues

Tyson Foods – New Position Initiated At An Attractive Valuation

A great many companies in which I wish to increase my exposure or to initiate a position are currently trading at unrealistic valuations which does not bode well for the purpose of generating attractive long-term investment returns. Tyson Foods, Inc. (TSN), however, is currently attractively valued. I have, therefore, initiated a position within one of [...]

By |December 17th, 2020|Equity Investing|Comments Off on Tyson Foods – New Position Initiated At An Attractive Valuation

Lockheed Martin Corporation – Added To My Position

On November 20th I initiated a position in Lockheed Martin Corporation (LMT) so as to increase my exposure to the Aerospace and Defense industry. LMT's share price has pulled back subsequent to this November purchase. My underlying thesis for investing in LMT has not changed so on December 15th I acquired additional shares in one [...]

By |December 15th, 2020|Equity Investing|Comments Off on Lockheed Martin Corporation – Added To My Position

Enbridge Inc. – Recent Purchase

I am helping two young investors build equity portfolios which will consist of shares in high quality companies. On December 9th, following my review of Enbridge Inc.'s (ENB.TO) December 8th Investor Day material, shares in the company were acquired for one of these young investors. Summary On December 8th, Enbridge Inc. held its Investor Day [...]

By |December 9th, 2020|Equity Investing|Comments Off on Enbridge Inc. – Recent Purchase

FFJ Portfolio – November 2020 Report

This is my November 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 |December 8th, 2020|FFJ Portfolio|Comments Off on FFJ Portfolio – November 2020 Report
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