In my August 27, 2021 Blackstone (BX) stock analysis, I disclose the purchase of 500 BX shares on August 19 @ ~$110/share within one of the 'Core' accounts in the FFJ Portfolio. I subsequently acquired another 100 shares @ ~$121.91/share on September 27 and disclosed this purchase in my FFJ Portfolio – September 2021 Report. [...]
This Nasdaq, Inc. (NDAQ) stock analysis is the second in my series of analyses of Financial Data & Stock Exchanges industry participants. My FactSet Research Systems Inc. (FDS) analysis is the first article within this series. As indicated in my FDS post, I view the Financial Data & Stock Exchanges industry as an attractive industry [...]
Intuitive Surgical, Inc. (ISRG) was founded in 1995 and went public in 2000. The company came to my attention very shortly thereafter. I have, however, always viewed ISRG's valuation to be excessive and never initiated a position. This is, without a doubt, my most significant investment mistake. How significant? A $10,000 investment at the [...]
I view the Financial Data & Stock Exchanges industry as an attractive industry in which to invest for the long-term. I currently have exposure to the following in retirement accounts, for which I do not disclose details, and/or in the FFJ Portfolio: S&P Global (SPGI) - guest post at Dividend Power Moody's (MCO) CME [...]
On July 28, 2021, I followed up my January 22, 2021 Goldman Sachs (GS) post with this stock analysis. With the release of Q3 and YTD results on October 15, 2021, I once again revisit GS. I initiated a GS position on November 19, 2018 and acquired additional shares on January 22, 2021; shares are [...]
My recently published Cisco (CSCO) – Driving Profitable Growth Strategy guest post can be read at Dividend Power. CSCO, having raised its dividend 11 consecutive years, is a Dividend Contender. The company designs and sells a broad range of technologies that power the Internet. It integrates its platforms across networking, security, collaboration, applications and the [...]
S&P Global (SPGI) is an impending Dividend King. It has paid a dividend annually since 1937 and has increased its dividend annually for at least the last 48 years. Two more consecutive years of dividend increases and SPGI will enter the exclusive Dividend King group of companies. Some investors, however, may rule it out [...]
Through this Moelis & Company (MC) stock analysis, I intend to demonstrate why the exclusive use of stock screeners is a poor way to identify investment opportunities. Rather than rely on stock screeners to make my investment decisions, I use the free version of Finviz solely to help me create a list of companies in [...]
Moody's - Stock Analysis On October 25, 2018, I initiated a position in S&P Global (SPGI) within one of the ‘Side’ accounts in the FFJ Portfolio. I subsequently initiated a position in Moody's (MCO) in the same account on October 26, 2018. My rationale for having a position in both companies is: they are leading [...]
Johnson & Johnson's (JNJ) 'AAA' dividend safety makes it a candidate for investors with a low tolerance for risk who are looking for a reliable source of income. Having increased its dividend for 58 consecutive years, JNJ meets the Dividend King criteria; a Dividend King is an S&P 500 company with a market capitalization [...]
