The Bank of Montreal's (BMO) Bank of the West acquisition from BNP Paribas was announced on December 20, 2021. The last time I reviewed BMO was in my BMO – High Dividend Yield and Safety from Canada’s Oldest Bank guest post at Dividend Power. I concluded that post stating that I view The Royal Bank [...]
After my August 11, 2021 Tyson Foods (TSN) stock analysis, the company: released Q4 and FY2021 results and FY2022 guidance on November 15; and held its Investor Day on December 9. I now take a brief look at TSN's valuation. Prior TSN posts are accessible in the FFJ Archives. Tyson Foods - Stock Analysis - [...]
On May 5, 2021, I wrote a Broadridge Financial Solutions (BR) stock analysis. For whatever reason, I decided to keep it in 'draft' format and completely forgot about it; at the time, BR had just reported Q3 2021 results. Fast forward to December 4, 2021, and BR is currently in Q2 2022; the company's fiscal [...]
Many countries were beginning to loosen their border restrictions which would have resulted in an increase in business and personal travel thus benefiting Visa (V) and its competitors. Now, however, reports of the Omicron coronavirus variant have led to many countries closing their borders to international travel. While countries and territories are taking different [...]
This is my FFJ Portfolio - November 2021 Report; previous monthly reports are accessible through the Archives. I readily admit that identifying attractively valued shares in high-quality companies has been a challenge for me throughout 2021. In addition, on multiple occasions, my analysis has led me to conclude a company's valuation is unreasonable and to [...]