I consider West Pharmaceutical (WST) to be the silent winner of the GLP-1 obesity drug boom. Novo Nordisk (NVO) and Eli Lilly (LLY) may grab the headlines. WST, however, is the 'picks and shovels' play in this space. I last reviewed WST in this October 24, 2025 post at which time the share price had [...]
At the time of my July 30, 2025 post, Intact Financial's (IFC.to) most current financial information was for Q2 and YTD2025. In my October 20, 2025 post, I disclose the purchase of an additional 100 shares @ ~$259.85 in a ‘Core’ account in the FFJ Portfolio. On January 19, 2026, I increased my exposure [...]
I last reviewed SPGI in my August 1, 2025 post at which time the most current financial information was for Q2 and YTD2025. I, however, published a brief post on September 18, 2025 in which I disclose the purchase of additional shares in the FFJ Portfolio. On February 10, 2026, S&P Global (SPGI) released its [...]
I initiated a Becton Dickinson (BDX) position on February 11, 2009 @ ~$70.55 in a retirement account. I gradually increased my exposure over the years while the company performed well. In October 2022, I exited 100% of my BDX exposure in the retirement account as part of our Registered Retirement Savings Plan (RRSP) meltdown strategy. [...]
The recent Thomson Reuters (TRI) sell-off has sent shockwaves through the professional services sector. TRI's share price has tumbled just over 50% in the last 6 months! Despite Q4 and FY2025 results beating analyst expectations and posting solid growth, many investors are gripped by a sudden bout of AI anxiety which is largely fueled by [...]
In this December 7, 2024 post I disclose the sale of 162 Broadridge Financial Solutions (BR) shares @ $231.4316/share on December 3, 2024 as part of our Registered Retirement Savings Plans (RRSP) meltdown strategy. I sold shares because I considered them to be richly valued. Following this sale, BR went from being my 9th largest [...]
I last reviewed Danaher (DHR) in this October 22, 2025 post following the release of Q3 and YTD2025 results. Despite the recent surge in the share price, I deemed shares to still be undervalued. I did not, however, add to my exposure. My last purchase, therefore, is 100 shares @ $188.30 on July 21, [...]
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 [...]
