Ecolab – An Overvalued Dividend Aristocrat

In my February 24, 2022 Ecolab - An Overvalued Dividend Aristocrat post at Dividend Power, I share why I am not adding to my Ecolab (ECL) position. ECL delivers comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, optimize water and energy use, and improve operational efficiencies [...]

By |February 24th, 2022|Equity Investing|Comments Off on Ecolab – An Overvalued Dividend Aristocrat

Copart Continues To Impress

On February 16, 2022, Copart (CPRT) released Q2 and YTD2022 results. WOW! Copart continues to impress! In my January 8, 2022 post, I disclose a new CPRT position in an account for a young investor I am helping create a portfolio to achieve financial freedom. I also indicate my intent to establish a CPRT position [...]

By |February 17th, 2022|Equity Investing|Comments Off on Copart Continues To Impress

3M: This Dividend King Is A Train Wreck

3M (MMM) appeals to many investors because 64 consecutive years of dividend increases qualify it to be a Dividend King. This Dividend King is a train wreck, however, so this designation is no reason to invest in the company. Investing based on dividend yield and consecutive years of dividend increases is a fundamentally flawed method [...]

By |February 14th, 2022|Equity Investing|Comments Off on 3M: This Dividend King Is A Train Wreck

Moody’s Valuation Is Now Reasonable

I initiated a Moody's Corporation (MCO) position in October 2018 at ~$142 and disclosed this purchase here. These shares were transferred between investment accounts for tax planning purposes in mid-March 2021 at ~$290. This transfer triggered a capital gain and a new adjusted cost base. Most recently, I analyzed MCO in this October 30, 2021 [...]

By |February 12th, 2022|Equity Investing|Comments Off on Moody’s Valuation Is Now Reasonable

UPS is Unattractively Valued

  In my UPS is Unattractively Valued guest post published on February 10, 2022 at Dividend Power, I share my thoughts on why investors might want to wait for UPS's valuation to retrace to a more reasonable level. On February 1, 2022, UPS announced record results, strong FY2022 guidance, and a ~49% increase in the [...]

By |February 10th, 2022|Equity Investing|Comments Off on UPS is Unattractively Valued

Intact Financial Continues to Impress

Intact Financial (IFC), Canada's largest provider of property and casualty (P&C) insurance with an estimated market share of 21%, has generated a 14% CAGR total shareholder return between 2010 - 2020. Intact Financial continues to impress having posted strong Q4 and FY2021 financial results. NOTE: All dollar values expressed in this post are Canadian currency. [...]

By |February 10th, 2022|Equity Investing|Comments Off on Intact Financial Continues to Impress

Invest In CME Group When Its Valuation Improves

CME Group (CME) is a high-quality company. The challenge an investor currently faces by investing in this high-quality company is that will be difficult to generate attractive long-term total investment returns because the valuation is unreasonable. I recommend you invest in CME Group when its valuation improves. Immediately following my August 5, 2018 post, I [...]

By |February 9th, 2022|Equity Investing|Comments Off on Invest In CME Group When Its Valuation Improves

Invest In S&P Global To Create Long-Term Wealth

S&P Global's (SPGI) current valuation and long-term outlook are such that I recommend you invest in S&P Global (SPGI) to create long-term wealth. In my October 27, 2021 post, I conclude that SPGI is very likely to be a far more valuable company once it merges with IHS Markit (INFO). At the time, however, the [...]

By |February 8th, 2022|Equity Investing|Comments Off on Invest In S&P Global To Create Long-Term Wealth

Invest In BCE For Dividend Income And Safety

Investors typically invest in BCE Inc. (BCE) for dividend income and safety. The probability of significant capital gains, however, is low. This is even more so given BCE's current valuation. I last reviewed BCE in this guest post at Dividend Power at which time its Q2 and YTD2021 results were the most current. On February [...]

By |February 5th, 2022|Equity Investing|Comments Off on Invest In BCE For Dividend Income And Safety

Intercontinental Exchange Is Attractively Valued

Intercontinental Exchange (ICE) is attractively valued so I have acquired an additional 200 shares @ ~$127 in one of the 'Side' accounts within the FFJ Portfolio. ICE did not fall within my top 30 holdings when I completed my January 2022 Investment Holdings Review. With this recent purchase, I now hold 600 shares but ICE [...]

By |February 4th, 2022|Equity Investing|Comments Off on Intercontinental Exchange Is Attractively Valued
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