The Becton Dickinson Transition Approaches An End

  In 2020, Becton Dickinson (BDX) embarked on its 5-year BD2025 strategy. Although BDX's total investment return over the past ~8 - ~9 years is disappointing, its transition into a pure-play medtech company is approaching an end. I am, therefore, sticking with this investment since I think future performance will be superior to that of [...]

By |February 7th, 2025|Equity Investing|Comments Off on The Becton Dickinson Transition Approaches An End

Expect Robust Blackstone Results In 2025

I last reviewed Blackstone (BX) in this post following the release of Q3 and YTD2024 results. Now that we have BX's Q4 and FY2024 results, I revisit this existing holding. Coincidentally, the account in which I hold BX shares unexpectedly reported multiple entries with a February 5, 2025 trade date but back dated settlement dates. [...]

By |February 6th, 2025|Equity Investing|Comments Off on Expect Robust Blackstone Results In 2025

The Impact Of Brain Health On Our Finances

  The impact of brain health on our finances is a follow up to my February 5 Setting Financial Goals: Your Path To Financial Freedom post in which I use the analogy of physical exercise challenges when it comes to setting objectives and goals. Shortly after composing that post I stumbled upon a presentation entitled [...]

By |February 6th, 2025|Education|Comments Off on The Impact Of Brain Health On Our Finances

Setting Financial Goals: Your Path To Financial Freedom

Setting financial goals is a critical first step on your path to financial freedom. The subject of objectives/goals was last covered in a couple of 2017 posts that are accessible here and here. Some people have the misconception that objectives and goals are the same. Let's dispel this misconception right now. What Is A Goal? [...]

By |February 5th, 2025|Education|Comments Off on Setting Financial Goals: Your Path To Financial Freedom

Microsoft Is A Safe Bet For Conservative Investors In An Uncertain Market

With all the changes brought on by artificial intelligence, I have no idea which companies are likely to be long-term winners. Microsoft (MSFT) has a proven track record to navigate the tech sector safely. As a result, it suits my relatively conservative investor profile. Despite not having written about MSFT since my November 11, 2021 [...]

By |February 4th, 2025|Equity Investing|Comments Off on Microsoft Is A Safe Bet For Conservative Investors In An Uncertain Market

FFJ Portfolio – January 2025

Another month has flown by thus triggering this FFJ Portfolio - January 2025 report; all monthly reports are accessible here. Purchases I increased my exposure to 3 existing holdings in 'Core' accounts in the FFJ Portfolio. Lockheed Martin (LMT) 50 shares @ ~$457.75 on January 28. My LMT exposure within the FFJ Portfolio is 620 [...]

By |February 3rd, 2025|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – January 2025

Buy Undervalued Danaher Shares Amid Market Challenges

Buy undervalued Danaher (DHR) shares amid market challenges. In my December 8, 2024 Danaher (DHR) post, I disclose the purchase of an additional 100 shares in a 'Core' account in the FFJ Portfolio. My ~$233.97 purchase price was just a shade above the ~$229 price I paid to acquire 100 additional shares on November 18. [...]

By |January 30th, 2025|Equity Investing|Comments Off on Buy Undervalued Danaher Shares Amid Market Challenges

Lockheed Martin’s Share Price Weakness Is A Buying Opportunity

On January 27, Lockheed Martin's (LMT) shares closed at ~$503.70. Following the release of Q4 and FY2024 results and FY2025 outlook on January 28, 2025, the share price plunged ~$46. I now view Lockheed Martin's share price weakness as a buying opportunity and acquired an additional 50 shares @ $457.75 in one of the 'Core' [...]

By |January 29th, 2025|Equity Investing|Comments Off on Lockheed Martin’s Share Price Weakness Is A Buying Opportunity

10 Investment Misconceptions

These 10 investment misconceptions impact our ability to make rational investment decisions. Predict Share Price Behavior Making investment decisions based on share price behavior is a fool's game. Before retirement, I would walk through the concourse that ran beneath my office tower and that of adjoining office towers. More often than not, groups of people [...]

By |January 27th, 2025|Education|Comments Off on 10 Investment Misconceptions

Investment Success Requires The Right Temperament

In several recent posts accessible through the Archives section of this site, I present my thoughts on what it takes to be a successful investor. In this post, I share that investment success requires the right temperament. Psychological Resilience and Emotional Stability At its core, being a business owner (investor) is a test of temperament. [...]

By |January 26th, 2025|Education|Comments Off on Investment Success Requires The Right Temperament
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