In my December 20, 2025 post I look at Cintas' (CTAS) Q2 and YTD2026 results. I also reference my December 8, 2025 post in which I raise the question of whether CTAS could take another run at trying to acquire Unifirst (UNF) - its largest US competitor. On December 22, 2025, CTAS disclosed its proposal [...]
When I reviewed CME Group (CME) in my October 25, 2025 post, it had recently released its Q3 and YTD2025 results. In that post I express my optimism that CME will start repurchasing shares. Given this optimism I purchased an additional 100 shares @ $266.875 on January 6, 2026 in a ‘Core’ account in [...]
My last Accenture (ACN) review is in this December 19, 2025 post. With the release of Q2 and YTD2026 results and updated FY2026 guidance on March 19, I revisit this existing holding. Business Overview I reference my prior post in which I provide a very high level overview. The best way to learn about ACN, [...]
Prior to the end of February I departed for a ski trip to several ski resorts in British Columbia. Having recently returned, I now provide this brief belated February month end report. All previous monthly reports are accessible here. Recent Activity One of the discount brokers I employ now provides Partial Shares Dividend Reinvestment Plans. [...]
I initiated a Zoom Communications (ZM) position on August 22, 2023 with the purchase of 400 shares @ $64.58 in a 'Core' account in the the FFJ Portfolio. Another 600 shares were acquired at later dates bringing my current exposure to 1000 shares at an average cost of ~$64.38. I last reviewed ZM in this [...]
When I completed my 2025 Mid-Year Portfolio Review I held 410 Moody's (MCO) shares in a 'Core' account in the FFJ Portfolio and it was my 18th largest holding; the share price was $453.12. At the time of my 2025 Year-End Investment Holdings Review I still held 410 shares and it was my 21st largest [...]
In January - March 2025, I published several posts touching upon the need to invest in great companies for the very long-term. These posts are accessible through the The FFJ Archives. One year later and we are experiencing more market turmoil. Looking at the Financial Industry Regulatory Authority, Inc.'s Margin Statistics over the past few [...]
I last reviewed Intercontinental Exchange (ICE) in this October 31, 2025 post. I considered its valuation to be attractive and acquired an additional 100 shares in a 'Core' account in the FFJ Portfolio @ ~$145.245/share on October 31, 2025. With the February 5, 2026 release of Q4 and FY2025 results, this is an opportune time [...]
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 December 2025 analysis of Arista Networks (ANET), I acquired 200 shares @ $127.505 on December 2, 2025 in one of the 'Core' [...]
I last reviewed Rollins (ROL) in this November 2, 2025 post at which time the most current financial information was for Q3 and YTD2025. This is an opportune time to revisit this existing holding given the release of Q4 and FY2025 results following the February 11, 2026 market close. Business Overview The best way to [...]
