I invest in Paychex (PAYX) for peace of mind and have been a shareholder in one investment account or another since July 8, 2009. This post reviews PAYX's results for the first half of FY2022 and guidance for FY2022. Business Overview PAYX, founded in 1979, is a human resource (HR) software and services company. It [...]
In my October 20, 2021 post, I disclose that I had initiated a 30 share position in Intuitive Surgical (ISRG) @ $336/share in a 'Core' account in the FFJ Portfolio. In my 3 Great Growth Stocks For Long-Term Investors, I disclose a couple of additional purchases. These purchases were initiated despite my opinion that shares [...]
With Goldman Sachs' (GS) share price pullback following the release of Q4 and FY2021 earnings on January 18, 2022, investors might be wondering if it is an attractive investment. I last covered GS in this October 15, 2021 post at which time GS was trading at ~$400. Based on my analysis, I concluded: 'Given my [...]
In my Is Merck a Good Stock to Buy? guest post published on January 13, 2022 at Dividend Power, I share my thoughts on why investors may no longer want to look at MRK through the same lens as in the past. The current Merck & Co., Inc. (MRK) is much different from that [...]
In this post, I present my thoughts on why I think Copart (CPRT) offers attractive return potential with low risk. Based on my analysis I have initiated a position in an account for which I do not disclose details. Copart - Business Overview This Dallas-based firm dominates the market for processing and reselling salvage cars [...]
Investors who look for attractive total potential long-term investment opportunities may want to consider the following 3 great growth stocks: Danaher Corporation (DHR) Intuitive Surgical (ISRG) Stryker Corporation (SYK) I have covered all 3 companies in recent posts. When I make investment suggestions, I typically 'put my money on the line'; I acquire shares in [...]
In my recent FFJ Portfolio – December 2021 Report I mention that the weightings of our investment holdings have changed from the time of my April 2021 review. In this post, I compare our top 30 holdings (held within the FFJ Portfolio and in accounts for which I do not disclose details) relative to the [...]
In this Danaher Corporation stock analysis, I disclose why I have initiated a small position in one of the 'Core' accounts within the FFJ Portfolio; I acquired 50 shares on January 4, 2022 at ~$307/share. In previous posts, I have stated that the vast majority of my investment errors over the years are errors of [...]
In my August 27, 2021 Blackstone post I disclose initiating a 300 BX share position through one of the 'Core' accounts in the FFJ Portfolio. I have periodically added to my exposure and in my FFJ Portfolio – December 2021 Report, I reveal that my BX exposure has risen to 800 shares; I acquired an [...]
This is my FFJ Portfolio - December 2021 Report; previous monthly reports are accessible in the Archives. The actual monthly reports are accessible here. In 2021, I transferred holdings between tax-advantaged and taxable accounts for tax planning purposes. One such transfer is addressed in my December 20, 2021 BMO’s Bank of the West Acquisition Bulks [...]