Alimentation Couche-Tard – An Appealing Valuation

As a long-term investor seeking to invest in undervalued/fairly valued high-quality companies, investment opportunities that meet my investment criteria are currently few and far between. Following Alimentation Couche-Tard's (ATD-a.TO and ATD-b.TO) recent $1B private debt offering Press Release, however, I now revisit this existing holding to determine if I should increase my ATD exposure. Based [...]

By |May 15th, 2021|Equity Investing|Comments Off on Alimentation Couche-Tard – An Appealing Valuation

Merck – Reasonably Valued and Poised for More Rapid Growth

On April 29th, Merck & Co., Inc. (MRK) released Q1 2021 results and on May 3rd it held its Merck/Organon Investor Day. I continue to think Merck is reasonably valued and is poised for more rapid growth following my review of the material presented at both events. This brief article is a follow-up to my [...]

By |May 3rd, 2021|Equity Investing|Comments Off on Merck – Reasonably Valued and Poised for More Rapid Growth

The Importance Of Margin Of Safety

Given the current market conditions in which the likes of Robinhood have helped turn the stock market into a casino, I find it to be invaluable to re-read The Intelligent Investor by Benjamin Graham. I highly recommend Chapter 20 which covers the importance of margin of safety. Chief Hazard Of A Buyer Of Securities The [...]

By |May 2nd, 2021|General Investing|Comments Off on The Importance Of Margin Of Safety

FFJ Portfolio – April 2021 Report

This is my FFJ Portfolio - April 2021 Report. The portfolio was created in January 2017 to demonstrate how investing in reasonably valued high-quality companies with competitive advantages can assist investors in reaching their long-term financial goals without the need to speculate or chase dividend yield. Skimming Additional Income With Covered Calls Articles posted in [...]

By |May 1st, 2021|FFJ Portfolio|Comments Off on FFJ Portfolio – April 2021 Report
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