At the time of my prior Cintas post (CTAS), the most currently available financial information was for Q3 and YTD2025. Fast forward and we now have Q4 and FY2025 results and FY2026 outlook thus prompting me to revisit this existing holding. Business Overview Part 1 Item 1 in the FY2024 Form 10-K and the [...]
In the past several months I have read an increasing number of on-line posts in which people complain about their employer's return to office policy. I might sound like a crusty and ornery old geezer but during my career which started in mid-1980, working from home was not an option. Quite frankly, depending on your [...]
At the time of my April 25, 2025 Thermo Fisher (TMO) – Headwinds Present A Buying Opportunity post, it had just released its Q1 2025 results and FY2025 guidance. In that post, I disclosed the purchase of: a few TMO shares @ ~$431.03/share in a 'Core' account in the FFJ Portfolio on April 17, 2025; [...]
On January 4 2025, I published my 2024 Year End Portfolio Review. I never disclose details of what I hold in retirement accounts. I do, however, include these holdings in determining my exposure to various companies. My prior semi-annual reviews have, therefore, been incorrectly labelled as FFJ Portfolio reviews. The monthly recaps, however, only include [...]
This FFJ Portfolio - June 2025 report is a high-level recap of my activity during the month. Looking at the Financial Industry Regulatory Authority, Inc. (FINRA) monthly margin statistics, we see a return in investors' willingness to borrow for investment purposes (Debit Balances in Customers' Securities Margin Accounts). Despite the return of irrational exuberance, I [...]