Low or No Dividend Yield Companies Belong in Your Portfolio
The purpose of this post is to explain why I think low or no dividend yield companies belong in your portfolio. […]
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Zoom Communications – Strong Free Cash Flow And Fortress Balance Sheet
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 [...]
Thomson Reuters Sell-Off Overblown
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 [...]
Danaher – Low ROIC Metric Is Misleading
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, [...]
Blackstone Benefits From Ongoing Demand For Nontraditional Products
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' [...]
I Am Not Immediately Increasing My Intuitive Surgical Exposure
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. [...]
No Immediate Plan To Initiate A DocuSign Position
Prior to our lawyer and accountant subscribing to DocuSign (DOCU), we had to attend their offices to execute documents. Fortunately, COVID changed the manner in which business was conducted. I say fortunately because many businesses were forced to make their processes more efficient (eg. implementation of DOCU services for e-signature purposes). I initially looked at [...]
FFJ Portfolio – November 2025
I can't believe another month has flown by! This FFJ Portfolio - November 2025 report is a high-level recap of my activity during the month. All monthly reports are accessible here. My average cost for a few holdings is below the current share price. This is of no concern to me. On the contrary, I [...]
Wide Moat Agilent Is Currently No Longer Undervalued
I last reviewed Agilent (A) in this August 28, 2025 post, at which time the most current financial information was for Q3 and YTD2025. I now revisit this existing holding given the release of Q4 and FYE2025 results and Q1 and FY2026 outlook on November 24. Business Overview A has the following 3 reportable business [...]
CME Group – Capital Return Now Includes Share Repurchases
In my July 26, 2025 CME Group Inc. (CME) post, I state that CME's Board authorized up to $3B in opportunistic share buybacks. On October 10, 2025, CME and S&P Global (SPGI) announced the completion of the sale of their 50/50 OSTTRA joint venture to KKR for ~$3.1B. Given these two events, I envision [...]