In this December 3, 2025 post, I disclose my decision to initiate a 200 share position in Arista Networks (ANET) @ $127.505/share on December 2, 2025 in one of the 'Core' accounts in the FFJ Portfolio. I acquired an additional 200 shares @ $128.01/share in the same account on December 5 bringing my ANET exposure [...]
I last reviewed HEICO (HEI and HEI-a) in this August 26, 2025 post at which time it had just released Q3 and YTD2025 results. With the release of Q4 and FY2025 results following the December 18 market close, I revisit this existing holding to gauge its valuation. I initiated a position in September 2019 and [...]
My last Accenture (ACN) review is in this September 26, 2025 post following the release of FY2025 results. In that post I disclose my September 25 purchase of 100 shares @ ~$236.25. With the release of Q1 2026 results and updated FY2026 guidance on December 18, I revisit this existing holding. Business Overview ACN is [...]
In my December 3, 2025 post, I state my preference to invest in wide moat, profitable, and 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. Such investment opportunities sometimes present themselves when great companies fall temporarily out of favor [...]
I initiated a 300 share Cintas (CTAS) position in a 'Side' account within the FFJ Portfolio in December 2024. I disclose this purchase in this December 19, 2024 post. On January 7, 2025, CTAS announced that it submitted a proposal to UniFirst Corporation's (UNF) Board to acquire all outstanding common and class B shares [...]
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 [...]
In this December 3, 2025 post, I disclose my decision to initiate a 200 share position in Arista Networks (ANET) @ $127.505/share on December 2, 2025 in one of the 'Core' accounts in the FFJ Portfolio. ANET supplies the high performance networking gear that ties AI data centres together. When Microsoft, Meta, and Google build [...]
As a risk averse investor, 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 analysis of Arista Networks (ANET), I acquired 200 shares @ $127.505 on December 2, 2025 in one [...]
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 [...]
Zoom Communications (ZM) is but one of several companies whose valuations entered the stratosphere during the COVID pandemic. Its share price briefly exceeded $500 in November 2020. Nothing in the Form 10-Q as at October 31, 2020 suggests that ZM's was reasonable. Fast forward to November 2025 and some of the investors who who foolishly [...]
