There Is No Justification For A Genuine Parts Investment

I last reviewed Genuine Parts Company (GPC) at which time I recommended that its status as a Dividend King not influence investment decisions. Fixating on dividend metrics is a fundamentally flawed way of investing. The focus should be on a company's total potential shareholder return. On July 24, 2017, I initiated a 300 share GPC [...]

By |July 23rd, 2025|Equity Investing|Comments Off on There Is No Justification For A Genuine Parts Investment

Cintas Remains Richly Valued Despite A Favorable Outlook

  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 [...]

By |July 18th, 2025|Equity Investing|Comments Off on Cintas Remains Richly Valued Despite A Favorable Outlook

Don’t Let Life Pass You By

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 [...]

By |July 17th, 2025|General Investing|Comments Off on Don’t Let Life Pass You By

Thermo Fisher – Negative Investor Sentiment Presents A Buying Opportunity

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; [...]

By |July 7th, 2025|Equity Investing|Comments Off on Thermo Fisher – Negative Investor Sentiment Presents A Buying Opportunity

2025 Mid-Year Portfolio Review

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 [...]

By |July 5th, 2025|FFJ Portfolio Holdings|Comments Off on 2025 Mid-Year Portfolio Review

FFJ Portfolio – June 2025

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 [...]

By |July 4th, 2025|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – June 2025

Rollins Avoids Tariff Headwinds

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 provides pest control, termite services and wildlife removal to residential and commercial customers. Looking at [...]

By |June 27th, 2025|Equity Investing|Comments Off on Rollins Avoids Tariff Headwinds

Why I Added Accenture To The FFJ Portfolio

Following the release of Accenture's (ACN) Q3 and YTD2025 results on June 20, 2025, the share price plunged to ~$284 from the prior day's ~$306.50 closing share price. This prompted me to look at its results and outlook. Based on my analysis, I initiated a 200 share position @ ~$284.58 in one of the 'Core' [...]

By |June 27th, 2025|Equity Investing|Comments Off on Why I Added Accenture To The FFJ Portfolio

Copart’s Valuation Improves

Copart's valuation improves despite no fundamental change in the company's long term outlook. I have, therefore, acquired an additional 200 shares @ ~$48.12 in a 'Core' account in the FFJ Portfolio on June 18. This is a brief post because I covered CPRT as recently as May 28, 2025 where I disclose the purchase of [...]

By |June 18th, 2025|Equity Investing|Comments Off on Copart’s Valuation Improves

Intuitive Surgical – Redefining The Future of Surgery with Innovation

Intuitive Surgical (ISRG) is redefining the future of surgery with innovation. Its da Vinci platform ranks as being one of the most disruptive technologies in medtech history thus leading to the company's remarkable success in rewarding long-term shareholders. I last reviewed ISRG in this January 25, 2025 post at which time shares were trading at [...]

By |June 10th, 2025|Equity Investing|Comments Off on Intuitive Surgical – Redefining The Future of Surgery with Innovation
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