I periodically receive inquiries as to what books I have read/am reading, and therefore, created a page on this site in which share a selection of books I have found to be entertaining and/or thought-provoking; a few are still on my list of books to read. This page has been updated with links to [...]
This FFJ Portfolio - August 2024 report recaps my investment activity during the month. Purchases During the month of August I made the following purchases: HEICO (Class A) (HEI-a) 100 shares @ ~$189.47 on August 27 in a 'Core' account. My rationale for increasing my exposure is explained in this August 27 post. Brookfield Asset [...]
I first reviewed Veeva Systems (VEEV) in my December 26, 2023 post at which time I indicated I had placed it on my 'Watch List'. The last time I reviewed it, however, was in this March 21, 2024 post at which time I disclosed my decision to initiate a position in the FFJ Portfolio. [...]
In my December 19, 2023 post, I touched upon why I think investors can create wealth with a HEICO (HEI and HEI-a) investment. I subsequently covered HEI in a January 8, 2024 guest post at Dividend Power. When I reviewed HEI in my January 8, 2024 guest post, the most currently available financial information [...]
When I last reviewed Agilent (A) in this November 22, 2023 post, it had just released its Q4 and FY2023 results and Q1 and FY2024 guidance. At the time, management had forecast strong FY2024 cashflow while navigating challenging business conditions. With the release of Q3 and YTD2024 results and FY2024 guidance on August 21, [...]
I last reviewed Zoom Video Communications (ZM) in my May 21, 2024 post. At the time, the most currently available financial information was for Q1 2025. With the release of Q2 and YTD2025 results following the August 21 market close, I revisit this existing holding. WARNING: ZM is not to be confused with ZoomInfo Technologies [...]
Cyber criminal activity is becoming increasingly common and damaging. Cybersecurity companies, therefore, have captured the interest of many investors. While investment opportunities abound, it is important not to overlook the risks when investing in this sector. This is a highly fragmented industry. While many companies offer compelling solutions, some have yet to demonstrate consistent profitability [...]
Despite Walmart (WMT) being my 3rd largest holding when I completed my 2024 Mid Year FFJ Portfolio Review, I do not actively follow it. In fact, the last time I analyzed WMT was in my June 29, 2021 guest post at Dividend Power. What I like about WMT is that I do not worry about [...]
Home Depot (HD) is perennially overvalued. If you, therefore, decide to invest in the company the decision typically comes down to how much are you willing to 'overpay'. I last reviewed HD in this February 22, 2023 post. My conclusion was that shares were still overvalued despite the recent share price pullback. At the time [...]
Brookfield Asset Management (BAM) released its Q2 2024 results on August 7 and I covered this entity in this post. In late 2022, Brookfield's reorganization resulted in the spin off of a minority stake in the asset management unit. The purpose of this transaction was to appeal to investors wanting to benefit from Brookfield's growth [...]