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 [...]
I have minimal exposure to Carrier Global Corporation (CARR) and pay virtually no attention to this holding. In fact, my last review was in this August 3, 2021 post at which time the most current financial information was for Q2 2021! With the release of Q1 2025 results on May 5, 2025 I revisit this [...]
This FFJ Portfolio - April 2025 report provides a high-level recap of the activity during the month in which I increased exposure to various holdings when the broad market was in turmoil. Despite a slight recovery from the broad market sell-off in early April, I anticipate that we will continue to witness market turmoil for, [...]