This FFJ Portfolio - May 2025 report is a high-level recap of my activity during the month. Several buying opportunities presented themselves in April. May, however, was a very different story with the return of irrational exuberance. Looking at the Financial Industry Regulatory Authority, Inc. (FINRA) monthly margin statistics, I suspect some investors experienced a [...]
I last reviewed Agilent (A) in this February 28, 2025 post at which time the most current financial information was for Q1 2025. With the recent release of Q2 and YTD2025 results and an update to the FY2025 outlook, I revisit this existing holding. Business Overview A has the following 3 reportable business segments: life [...]
I last reviewed HEICO (HEI-a) in this February 27, 2025 post but disclosed the additional purchase of HEI-a shares for a young investor in this brief April 7, 2025 post. Subsequent to the April 7 purchase of additional shares @ $190.3351/share, the share price has surged to ~$300 and ~$237.50 for the HEI and HEI-a [...]
Veeva Systems (VEEV) is no longer a bargain unlike when I wrote various previous posts that are accessible through the Archives section of this site. In several of those posts, I disclosed my decision to acquire undervalued VEEV shares within a 'Core' account in the FFJ Portfolio. When I published my most recent VEEV [...]
I last reviewed Copart (CPRT) in this February 21, 2025 post where I disclose the purchase of an additional 400 shares @ ~$56.29 in a 'Side' account within the FFJ Portfolio. On May 22, 2025, CPRT released its Q3 and YTD2025 results. Despite reporting strong results, the company's share price has fallen from ~$64 in [...]
I last reviewed Zoom Communications (ZM) in this February 25, 2025 post at which time the company had just released its Q4 and FY2024 results and Q1 and FY2026 outlook. Following the May 21 market close, however, it released its Q1 2026 results and Q2 and FY2026 outlook thus prompting me to revisit this existing [...]
This post is written from the perspective of a Canadian resident/taxpayer. I also have no knowledge of your circumstances, risk tolerance, goal, and objectives. You should, therefore, not rely on my recommendations without advice from legal and financial professionals who understand your specific circumstances. My examples reflected below are based on a family with 1 [...]
In my February 8, 2024 and May 2 2024 Paycom (PAYC) posts, I noted that shares were considerably undervalued and disclosed additional share purchases. When I last reviewed PAYC in my November 4, 2024 post following the release of Q3 and YTD2024 results, I felt shares were almost fairly valued. With the surge in PAYC's share price [...]
My primary reason for sharing my thoughts on wealth-destroying mistakes to avoid is to ultimately help you improve your financial well-being. What I provide is not an all-encompassing list of wealth-destroying mistakes nor are they in any order of severity. Some mistakes can be corrected more easily than others. Much depends, however, on your unique [...]
Can Becton Dickinson (BDX) regain investor confidence? Although I reviewed this existing holding as recently as this February 7, 2025 post, it is worth revisiting given the ~18% share price plunge following the release of Q2 and YTD2025 results and revised FY2025 guidance on May 1. My medical instruments and supplies (BDX) and [...]