Paychex Should Benefit From A Rising Rate Environment

Much like Automatic Data Processing (ADP) which I analyzed in this January 27 2022 post, Paychex should benefit from a rising rate environment. This is because it often holds over $4.5B in funds held for clients, cash and cash equivalents, restricted cash, and corporate investments. Management's FY2023 projection is for $85 - $95 million of [...]

By |June 30th, 2022|Equity Investing|Comments Off on Paychex Should Benefit From A Rising Rate Environment

I Am Not Adding To My FedEx Exposure Despite Its Attractive Valuation

Following the completion of its TNT acquisition in May 2016, FedEx (FDX) realized the TNT business was severely under-invested. While the investment community did not respond kindly to this revelation, I considered this to be an opportunity to initiate a position through a retirement account for which I do not disclose details. In my June [...]

By |June 25th, 2022|Equity Investing|Comments Off on I Am Not Adding To My FedEx Exposure Despite Its Attractive Valuation

5 Low P/E Stocks Investors Should Overlook

In a recent post on a popular investment website, readers are presented with 5 low P/E stocks that investors must not overlook. Within minutes, however, it is readily apparent these are 5 low P/E stocks investors should overlook. The 5 companies ranked from highest to lowest risk, are as follows. Although the major rating agencies [...]

By |June 10th, 2022|Equity Investing|Comments Off on 5 Low P/E Stocks Investors Should Overlook

Pass On Stanley Black and Decker

In my June 9, 2022 Pass On Stanley Black and Decker guest post at Dividend Power, I present why investors would be wise to look at other potential investments. Although its: dividend has increased for 55 consecutive years; dividend yield is ~2.76% (based on a ~$116.60 share price when I composed this guest post); valuation [...]

By |June 9th, 2022|Dividend King, Equity Investing|Comments Off on Pass On Stanley Black and Decker

FFJ Portfolio – June 2022 Interim Report

Following the recent release of my FFJ Portfolio - May 2022 Report, I have decided to exit 4 small positions to increase portfolio concentration and quality. The value of my exposure to each is insignificant. The first 3 companies are companies in which I received shares because of spinoffs. Embecta Corp. (EMBC) In early April [...]

By |June 7th, 2022|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – June 2022 Interim Report

Hormel – Pass on This Dividend King

I last reviewed Hormel (HRL) in this May 21, 2021 post at which time I concluded it was an overvalued Dividend King. This Dividend King has a history of 375 consecutive quarters of dividend payments and dividend increases of 56 consecutive years; it has paid a regular quarterly dividend without interruption since becoming a public [...]

By |June 3rd, 2022|Dividend King, Equity Investing|Comments Off on Hormel – Pass on This Dividend King

FFJ Portfolio – May 2022 Report

This is my FFJ Portfolio - May 2022 Report. In late 2021, it was very difficult to identify reasonably valued or undervalued companies. In the first 2/3rds of May, however, it was like shooting for fish in a barrel. Then, toward the tail end of May, it looked like we might be witnessing a return [...]

By |June 1st, 2022|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – May 2022 Report
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