FFJ Portfolio – July 2022 Report

This FFJ Portfolio - July 2022 Report discloses my investment activity. Purchases During the month, we had a window of opportunity to acquire reasonably valued shares. Altogether I deployed ~$52,500 USD and ~$943 CDN by adding to several positions. July 4 - In conjunction with my Goldman Sachs’ Earnings Are Becoming More Resilient and Diversified [...]

Rollins Is Richly Valued

In my recent CME Group – The Risk Of Relying On Stock Screeners post, I disclose that all the stock screeners I have reviewed reflect incorrect dividend metrics when a company has a special variable dividend policy. Rollins, Inc. (ROL), like CME, has a special variable dividend policy. I last reviewed ROL in my April [...]

Intuitive Surgical Remains Hyper Focused On Capital Allocation

I last reviewed Intuitive Surgical (ISRG) in my April 23, 2022 post at which time it had just released Q1 2022 results. Following the July 21 market close, ISRG released Q2 results. It continues to experience headwinds from: COVID-driven lockdowns in China, ISRG's 2nd largest market; supply chain disruptions with semiconductor component delays impacting the [...]

The 10 Best Dividend Stocks Now

Portfolio Insight asked authors of leading investing websites to share the 10 best dividend stocks now. I recommend Blackstone Inc. (BX) and Brookfield Asset Management (BAM-a.TO and BAM). The remaining 8 companies are recommendations by other guest contributors. My reasons for liking these two asset managers are found in the following posts: Blackstone Should Richly [...]

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