When I last reviewed Agilent (A) in this November 22, 2023 post, it had just released its Q4 and FY2023 results and Q1 and FY2024 guidance. At the time, management had forecast strong FY2024 cashflow while navigating challenging business conditions. With the release of Q3 and YTD2024 results and FY2024 guidance on August 21, [...]
I last reviewed Zoom Video Communications (ZM) in my May 21, 2024 post. At the time, the most currently available financial information was for Q1 2025. With the release of Q2 and YTD2025 results following the August 21 market close, I revisit this existing holding. WARNING: ZM is not to be confused with ZoomInfo Technologies [...]
Cyber criminal activity is becoming increasingly common and damaging. Cybersecurity companies, therefore, have captured the interest of many investors. While investment opportunities abound, it is important not to overlook the risks when investing in this sector. This is a highly fragmented industry. While many companies offer compelling solutions, some have yet to demonstrate consistent profitability [...]
Despite Walmart (WMT) being my 3rd largest holding when I completed my 2024 Mid Year FFJ Portfolio Review, I do not actively follow it. In fact, the last time I analyzed WMT was in my June 29, 2021 guest post at Dividend Power. What I like about WMT is that I do not worry about [...]
Home Depot (HD) is perennially overvalued. If you, therefore, decide to invest in the company the decision typically comes down to how much are you willing to 'overpay'. I last reviewed HD in this February 22, 2023 post. My conclusion was that shares were still overvalued despite the recent share price pullback. At the time [...]
Brookfield Asset Management (BAM) released its Q2 2024 results on August 7 and I covered this entity in this post. In late 2022, Brookfield's reorganization resulted in the spin off of a minority stake in the asset management unit. The purpose of this transaction was to appeal to investors wanting to benefit from Brookfield's growth [...]
Much has changed following my last Brookfield post on August 13, 2022 post. On December 9th, 2022, Brookfield completed a distribution and listing of 25% of its asset management business – Brookfield Asset Management Ltd. (BAM). This distribution created two distinct businesses thus enabling shareholders to access a leading pure-play global alternative asset management [...]
I last reviewed Broadridge Financial Solutions (BR) in this August 9, 2023 post. At the time, BR had just released its Q4 and FY2023 results and FY2024 guidance. Now, we have BR's FY2024 results and FY2025 guidance which were released on August 6. Time to revisit this existing holding. Business Overview BR operates in [...]
When I last reviewed Becton Dickinson (BDX) in this May 10, 2024 post, I expressed cautious optimism that after a tumultuous few years the company was back on track; I have touched upon BDX's BD Alaris Pump issues in previous posts. I concluded that post stating that exiting my position was a consideration. After [...]
On August 1, 2024, Amazon (AMZN) released its Q2 and YTD2024 results. I have never invested in AZMN but negative investor sentiment has prompted me to review its results to determine whether I should initiate a position. Based on my analysis I conclude this post explaining why I am not initiating an Amazon position. Business [...]