This brief FFJ Portfolio - April 2023 Report is an overview of recent activity. Purchases Danaher I last reviewed Danaher (DHR) in this January 6 post at which time I disclosed the purchase of an additional 50 shares @ ~$246.18 in the FFJ Portfolio thus bringing my total exposure to 335 shares. On April 25, [...]
While Canada has a relatively strong banking system, not all Canadian banks warrant consideration as a long-term investment. In January, I suggested investors pass on Scotiabank in my Scotiabank (BNS) Is A Terrible Long-Term Investment guest post published at Dividend Power. I subsequently wrote my TD Bank (TD) guest post at Dividend Power in which [...]
I last reviewed Intuitive Surgical (ISRG) in this October 19, 2022 post at which time I concluded that: A drawback with ISRG is that its valuation is rarely attractive. While its current valuation appears high, this is a high-growth company (~$2.2B of annual revenue in FY2012 versus ~$4.6B in the first 3 quarters of FY2022). [...]
Before initiating a position in Lockheed Martin (LMT), I had exposure to the aerospace and defence industry through share ownership in Raytheon Technologies (RTX) and Heico Corporation (HEI-a). However, I expected the number of global 'hot spots' to increase and wanted more exposure to this industry. Looking at The Council on Foreign Relations website's Global [...]
This brief FFJ Portfolio - March 2023 Report is an overview of recent activity. New Positions I have been investing in equities since the late 1980s. In the span of ~3.5 decades, I have made my share of errors of omission and commission. One such error of omission is my failure to invest in BlackRock [...]