In my May 20 West Pharmaceutical (WST) post, I disclosed the purchase of an additional 100 shares @ ~$345.56 in the FFJ Portfolio on May 20 after listening to WST's presentation at BofA's Health Care Conference 2024. Nothing has materially changed following that purchase. WST's share price has, however, experienced subsequent weakness thus leading me [...]
The purpose of this brief post is to disclose the FFJ Portfolio adjustments I have made before capital gains tax changes arrive in Canada. In addition, I disclose the purchase of additional CME Group (CME) shares. On April 16, 2024, the Canadian federal government proposed an increase to the capital gains inclusion rate as part [...]
I will not touch TransDigm Group (TDG) despite it having been an immensely rewarding investment since going public in 2006. Not only is its lofty valuation an area of concern, its liberal use of debt is well beyond my risk tolerance. On occasion, I will invest in a company whose leverage is elevated because it [...]
This FFJ Portfolio - May 2024 report recaps my investment activity during the month. In several recent posts that are accessible through the FFJ Archives, I have disclosed my decision to drastically reduce my exposure to Canadian companies. This will lead to a perfectly acceptable significant reduction in my Canadian dividend income starting in June. [...]