In my March 31, 2022 Why I Exited My Colgate Position post at Dividend Power, I share why I am no longer a Colgate (CL) shareholder. CL is a company that has exhibited virtually no top-line growth in a decade. Its Operating income and Net income growth have not fared any better over the same [...]
As recently as mid-March 2022, Nike (NKE) shares were reasonably valued. Therefore, I acquired 100 additional shares at ~$123/share on March 11. Following this purchase, however, NKE's share price has run-up. I am now of the opinion Nike is slightly overvalued. I last reviewed NKE in this July 13 2021 post at which time I [...]
In my FFJ Portfolio – February 2022 Report, I list the companies in which I acquired additional shares in February. This monthly update was delayed until mid-March because I was away on a ski trip. Therefore, I also listed purchases made in the first half of March while on vacation. In this post, I explain [...]
This is my FFJ Portfolio - February 2022 Report. Previous monthly reports are accessible in the Archives and the month-end portfolio holdings are accessible here. On February 27th, I departed for a ski trip to various resorts in British Columbia. I did not return home until March 14th thus the reason for the delay in [...]