FFJ Portfolio – May 2021 Report

This is my FFJ Portfolio - May 2021 Report. All articles posted in May can be accessed from this site's Archives. There were no sales in May and the only lump-sum purchase was the purchase of an additional 100 Merck (MRK) shares on May 3, 2021. MRK is spinning off a segment of its business [...]

By |June 2nd, 2021|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – May 2021 Report

Church & Dwight – A Dividend Aristocrat

My recent Church & Dwight (CHD) – A Dividend Aristocrat guest post at Dividend Power is based on Q1 2021 results and FY2021 guidance. A  Dividend Aristocrat is a component of the S&P 500 Index with at least 25 consecutive years of dividend increases. On January 29, 2021, CHD announced an increase in its quarterly [...]

By |June 2nd, 2021|Dividend Aristocrat, Equity Investing|Comments Off on Church & Dwight – A Dividend Aristocrat

Jack Henry – Dividend Achiever Review

This Jack Henry Dividend Achiever review looks at whether Jack Henry & Associates, Inc. (JKHY), a company that has increased its dividend annually since February 2004, is currently an attractive investment. Over the course of several years, there has been an evolution in the term Dividend Achiever. We now have multiple Dividend Achiever Indexes. In [...]

By |May 30th, 2021|Dividend Achiever, Equity Investing|Comments Off on Jack Henry – Dividend Achiever Review

CME Group – Options Trade Review

CME Group (CME) is a holding within a 'Core' account and a 'Side' account of the FFJ Portfolio that I intend to hold for the long term. I want, however, to generate additional income from some of my holdings when the underlying fundamentals and short-term earnings expectations do not support the current valuation. In this [...]

By |May 29th, 2021|Options|Comments Off on CME Group – Options Trade Review

Nike – Options Trade Review

I think NKE is a wonderful company. However, the underlying fundamentals and short-term earnings expectations do not support the current valuation. In this Nike options trade review, I explain my thought process as to why I have written out-of-the-money covered calls to generate options income. This options trade is similar to my Mastercard and Visa [...]

By |May 28th, 2021|Options|Comments Off on Nike – Options Trade Review

Cisco – Dividend Achiever Review

This Cisco Dividend Achiever review looks at whether Cisco, a company that has increased its dividend annually since April 20, 2011, is currently an attractive investment. Over the course of several years, there has been an evolution in the term Dividend Achiever. We now have multiple Dividend Achiever Indexes. In a nutshell, however, a Dividend [...]

By |May 27th, 2021|Dividend Achiever, Equity Investing|Comments Off on Cisco – Dividend Achiever Review

Visa – Options Trade Review

In this Visa options trade review, I provide an update on the status of the Visa covered call option trade I disclosed in my April 8, 2021 Skim Additional Income With Covered Calls post. RRSP 'Melt Down' Strategy We hold the bulk of our V shares in a Registered Retirement Savings Plan (RRSP); I do [...]

By |May 26th, 2021|Options|Comments Off on Visa – Options Trade Review

Mastercard – Generate Income With Out-of-the-Money Covered Calls

In my April 8, 2021 Skim Additional Income with Covered Calls post I disclose the use of out-of-the-money covered calls to generate additional income. In this post, I disclose my intent to once again generate income with out-of-the-money covered calls using my underlying Mastercard (MA) shares now that my covered call option contracts expired worthless [...]

By |May 22nd, 2021|Options|Comments Off on Mastercard – Generate Income With Out-of-the-Money Covered Calls

Hormel – An Overvalued Dividend King

Not all investors seek excitement and volatility from their investments and look to Hormel Foods Corporation (HRL) for its low volatility, stability, and dependability. Although HRL is a high-quality company, the current issue as I see it is that HRL is an overvalued Dividend King. A Dividend King is a US public company with a [...]

By |May 21st, 2021|Dividend King, Equity Investing|Comments Off on Hormel – An Overvalued Dividend King

Raytheon Technologies – Investing For Growth And Profitability

On May 17th I wrote an article in which I analyzed Lockheed Martin. On May 18th, Raytheon Technologies (RTX) held its 2021 Investor Day; it is a significant Lockheed Martin competitor. At this Investor Day, members of senior management outlined how Raytheon Technologies is investing for growth and profitability to generate attractive shareholder returns. In [...]

By |May 18th, 2021|Equity Investing|Comments Off on Raytheon Technologies – Investing For Growth And Profitability
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