Having been a shareholder since late 2005, I can attest that Church & Dwight (CHD) creates long-term wealth through the consistent appropriate prioritization of Free Cash Flow. This track record of long-term wealth creation is borne out from its 3, 5, 10, and 15-year returns of 17.4%, 20%, 18%, and 17.9%; the return in FY2021 [...]
Investors with a short-term mindset are likely to invest in companies that are the 'flavour of the day'. Long-term investors, however, look at a company's future potential and welcome instances when great companies fall out of favour and valuations retrace to reasonable levels. The COVID pandemic is creating ongoing nursing staffing shortages and is primarily [...]
Is Chevron (CVX) still reasonably valued following the share price run-up over recent months? In my July 22, 2021 post, I suggested investors acquire CVX shares while they were undervalued; shares were trading at ~$99. I followed up this post with another on November 1, 2021 at which time its shares were trading at [...]
With shares having become much more reasonably valued within the past month, investors might want to invest in Danaher (DHR) for sustainable long-term shareholder value creation given its promising long-term outlook. DHR's share price has been caught in a broad market sell-off; it has dropped to ~$270 on January 27, 2022 (when this post is [...]
Many investors have exposure to conventional investment categories. Investors seeking to diversify their investments, however, may want to invest in The Blackstone Group for exposure to alternative investments. Alternative investments can include: private equity or venture capital; hedge funds; managed futures; art and antiques; commodities; real estate; and derivatives contracts. My investor profile is such [...]
Following a recent return to a reasonable valuation, investors should consider Automatic Data Processing (ADP) for its attractive long-term investment return potential. I have covered ADP in various previous posts which are accessible through the Archives; my last ADP post was on July 29, 2020, at which time I indicated I had added to my [...]
In my January 23, 2022 Union Pacific (UNP) post, I determined that I would patiently wait for a better valuation before adding to my position in one of the 'Side' accounts within the FFJ Portfolio. With the release of Q4 and FY2021 results and FY2022 guidance on January 25, my analysis leads me to conclude [...]
Investors have witnessed a recent surge in Raytheon Technologies' share price and may wonder 'Is Raytheon Technologies a worthwhile investment?' I last reviewed Raytheon Technologies (RTX) in mid-2021 in a guest post at Dividend Power at which time I drew the following conclusion... 'As much as I think RTX is currently fairly valued and will [...]
I last reviewed Lockheed Martin (LMT) in this October 27, 2021 post. At the time, LMT had just released Q3 and YTD2021 results and FY2021 guidance. LMT shocked the investment community on August 3, 2021, when it disclosed: that its Chief Financial Officer (CFO) decided to retire immediately due to personal reasons; and FY2021 adjusted [...]
While on a ski trip in Western Canada in early March 2020, I had the good fortune of a 3 hour time zone difference between New York City and Central British Columbia. On March 9th, I awoke to several new centimetres of snow that had fallen overnight. Just looking at all that fresh powder got [...]