I last reviewed Blackstone (BX) in this October 25, 2025 post at which time it had released its Q3 and YTD2025 results on October 23. In that post I disclose the October 24 purchase of 100 shares @ ~$155 in a 'Core' account. This increased my BX exposure to 1737 shares in a 'Core' [...]
This FFJ Portfolio - January 2026 report is a high-level recap of my activity during the month. All monthly reports are accessible here. Recent Activity One of the discount brokers I employ recently introduced Partial Shares Dividend Reinvestment Plans. Going forward, partial shares will be acquired for the holdings in my investment accounts at this [...]
My last Thermo Fisher (TMO) review was in this October 31, 2025 post at which time the most recent financial information was for Q3 and YTD2025. When I composed that post, shares were trading at ~$565 and I considered shares to be undervalued. When I completed my 2025 Year-End Investment Holdings Review, TMO was my [...]
When I reviewed Lockheed Martin (LMT) in this January 29, 2025 post, the most current financial information was for FY2024. On January 27, 2025, LMT's 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. My conclusion was that LMT's share [...]
In multiple prior posts accessible through the Archives I touch upon why I like to acquire shares in great companies when they temporarily fall out of favor with the broad investment community. Nasdaq (NDAQ) is such an example. In my June 13, 2023 post, I disclose initiating a 500 share position in a 'Core' account [...]
When I reviewed Automatic Data Processing (ADP) in this October 30, 2025 post, it had just released Q1 2026 results and a very moderate revision to its FY2026 outlook. In that post I disclose the purchase of 200 shares @ $269.78 in a ‘Core’ account in the FFJ Portfolio on October 29. I also state [...]
In my January 13, 2026 post I disclose the purchase of 45 shares @ ~$535.7467 in a 'Core' account in the FFJ Portfolio. The sole purpose of this post is to disclose the purchase of 55 shares @ ~$522.2094 in a 'Side' account in the FFJ Portfolio. Valuation Using my January 27 ~$522.2094 purchase price [...]
My last RTX Corporation (RTX) review was in this in this July 29, 2024 post at which time my conclusion was that shares were no longer on sale. At the time of that post, the Q2 and YTD2024 results were the most current. With the release of Q4 and FY2025 results on January 27, I [...]
In my September 3, 2025 Intuitive Surgical (ISRG) post, I disclose the purchase of an additional 194 shares @ $447.26 in 2 different ‘Core’ accounts within the FFJ Portfolio. Following the release of Q3 and YTD2025 results, I published my October 23, 2025 post at which time I conclude shares are richly valued @ ~$543. [...]
The purpose of this brief post is to disclose the purchase of an additional 200 Thomson Reuters Corporation (TRI) shares on January 20, 2026 @ $USD122.72 in one of the 'Core' accounts in the FFJ Portfolio. In my December 15, 2025 post I disclose my rationale for initiating a new position. I conclude that post [...]
