I initiated a 300 share Cintas (CTAS) position in a 'Side' account within the FFJ Portfolio in December 2024. I disclose this purchase in this December 19, 2024 post. On January 7, 2025, CTAS announced that it submitted a proposal to UniFirst Corporation's (UNF) Board to acquire all outstanding common and class B shares [...]
Prior to our lawyer and accountant subscribing to DocuSign (DOCU), we had to attend their offices to execute documents. Fortunately, COVID changed the manner in which business was conducted. I say fortunately because many businesses were forced to make their processes more efficient (eg. implementation of DOCU services for e-signature purposes). I initially looked at [...]
In this December 3, 2025 post, I disclose my decision to initiate a 200 share position in Arista Networks (ANET) @ $127.505/share on December 2, 2025 in one of the 'Core' accounts in the FFJ Portfolio. ANET supplies the high performance networking gear that ties AI data centres together. When Microsoft, Meta, and Google build [...]
As a risk averse investor, I like to invest in highly profitable undervalued/fairly valued growing companies that generate strong earnings and free cash flow. Companies with no debt (or exceptionally low debt levels) are particularly attractive. Following my analysis of Arista Networks (ANET), I acquired 200 shares @ $127.505 on December 2, 2025 in one [...]
I can't believe another month has flown by! This FFJ Portfolio - November 2025 report is a high-level recap of my activity during the month. All monthly reports are accessible here. My average cost for a few holdings is below the current share price. This is of no concern to me. On the contrary, I [...]
