I recently covered Cintas (CTAS) in this my September 24, 2025 post. The reason for revisiting CTAS so soon is to disclose that on November 3, 2025 I acquired an additional 100 shares @ ~$181.455 in a 'Side' account in the FFJ Portfolio. My total exposure is now 700 shares. On October 28, CTAS released [...]
I last reviewed Rollins (ROL) in this June 27, 2025 post in which I state: Rollins (ROL) may not appeal to some investors because the nature of its business is not 'sexy'. Sometimes, however, 'ho hum' businesses can offer investors the potential for very reasonable long-term total shareholder returns. Through its family of brands, ROL [...]
This FFJ Portfolio - October 2025 report is a high-level recap of my activity during the month. All monthly reports are accessible here. Recent Activity Purchases Automatic Data Processing (ADP) On October 29 I acquired 200 shares @ ~$269.78 in a 'Core' account in the FFJ Portfolio and disclose this purchase in my October 30 [...]
