Why I Exited My Colgate Position

  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 [...]

By |March 31st, 2022|Equity Investing|Comments Off on Why I Exited My Colgate Position

Nike Is Slightly Overvalued

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 [...]

By |March 22nd, 2022|Equity Investing|Comments Off on Nike Is Slightly Overvalued

Why I Acquired Additional McDonald’s Shares

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 [...]

By |March 19th, 2022|Equity Investing|Comments Off on Why I Acquired Additional McDonald’s Shares

FFJ Portfolio – February 2022 Report

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 [...]

By |March 16th, 2022|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – February 2022 Report
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