HEICO Corporation's (HEI and HEI.a) total shareholder return over the past decade is very impressive. Although there is no assurance HEI can replicate what it has accomplished over the past decade, it has demonstrated that it has a winning formula. I am, therefore, willing to 'hitch my wagon to this horse'. Source: Tickertech.com [...]
In this May 10, 2023 Agilent Technologies (A) post, I disclose the addition of this Diagnostic & Research company to the FFJ Portfolio to go along with my exposure to Danaher Corporation (DHR); DHR posts are accessible through the Archives section of this site. I like the long-term outlook of the Diagnostic and Research industry. [...]
In previous posts, I have explained my rationale for investing in BlackRock (BLK) and Blackstone (BX) for the long term. I, therefore, dispense with a review of these two companies and merely provide this brief post to disclose the following additional purchases on May 9: BLK - acquired 30 shares @ $635.349 bringing my total [...]
This JP Morgan (JPM) post is my 4th guest post about North American banks at Dividend Power. The following are links to the previous 3 posts. Scotiabank (BNS) Is A Terrible Long-Term Investment TD Bank Is A Top 10 North American Bank CIBC Is An Accident Waiting To Happen All investments require the assessment [...]
I regret not having requested approval from my employers' compliance teams to permit me to invest in many of the companies with which I had dealings over the years as many of these companies have gone on to generate extremely attractive total investment returns. Agilent Technologies (A) is one such company. I initially became aware [...]
In my November 25, 2022 West Pharmaceutical (WST) post, I disclosed a new position in WST with the purchase of 100 shares @ ~$225/share in one of the 'Core' accounts within the FFJ Portfolio. I would have acquired a larger number of shares, however, I stated: 'In recent posts, I mention the purchase of a [...]
While Canada has a relatively strong banking system, not all Canadian banks warrant consideration as a long-term investment. In January, I suggested investors pass on Scotiabank in my Scotiabank (BNS) Is A Terrible Long-Term Investment guest post published at Dividend Power. I subsequently wrote my TD Bank (TD) guest post at Dividend Power in which [...]
I last reviewed Intuitive Surgical (ISRG) in this October 19, 2022 post at which time I concluded that: A drawback with ISRG is that its valuation is rarely attractive. While its current valuation appears high, this is a high-growth company (~$2.2B of annual revenue in FY2012 versus ~$4.6B in the first 3 quarters of FY2022). [...]
Before initiating a position in Lockheed Martin (LMT), I had exposure to the aerospace and defence industry through share ownership in Raytheon Technologies (RTX) and Heico Corporation (HEI-a). However, I expected the number of global 'hot spots' to increase and wanted more exposure to this industry. Looking at The Council on Foreign Relations website's Global [...]
In times of uncertainty, it helps if we use common sense when it comes to investing. Before I delve into why Paychex (PAYX) should appeal to risk-averse investors, I provide goeasy Ltd. (GSY.to) as an example of a company that should alarm investors; I touched upon this company in my December 27, 2020 post. GSY [...]