I am looking to increase exposure to Intuitive Surgical (ISRG) and its robust growth potential; it was my 15th largest holding when I completed my 2023 Year End FFJ Portfolio Review. In addition, it is currently the largest holding in a portfolio held by a young investor I am helping on their journey to [...]
I last reviewed BlackRock (BLK) in this October 15, 2023 post at which time I stated this is an asset manager in which to invest if you want exposure to the asset management industry. On January 12, 2024, BLK: released its Q4 and FY2023 results; and announced the proposed acquisition of Global Infrastructure Partners, a [...]
On December 19, I published Create Wealth With A Long Term HEICO Investment on this site. Dividend Power subsequently requested I also cover HEICO in a guest post; it is accessible here. For the sake of full disclosure, HEI.a was my 25th largest holding when I completed my 2023 Year End FFJ Portfolio Review. In [...]
In this brief post I disclose minor changes to investment holdings after publishing my 2023 Year End FFJ Portfolio Review. The changes were made as part of our Registered Retirement Savings Plan (RRSP) meltdown strategy. I do not disclose details surrounding our investment holdings in registered accounts, and therefore, make no mention of how many [...]
In my August 23 Zoom Video Communications (ZM) post, I disclosed my rationale for initiating a position in this company. Part of my analysis included a review of ZM's proxy. On Page 16, I noted that one of the continuing Directors (Peter Gassner) is the CEO and a member of the board of directors of [...]
Even if we invest in a great company, not every investment decision we make ends up being a wise one. We should, however, at least give ourselves a fighting chance of generating a decent investment return. Case in point? Nike (NKE). Pay attention to Nike's valuation otherwise you risk disappointment. NKE is a great company [...]
Paychex (PAYX) should appeal to risk-averse investors given its strong recurring revenue, and operating and free cash flow. I last reviewed it in this September 28 post at which time it had just released Q1 2024 results and raised its FY2024 outlook for the adjusted diluted EPS and Interest on Funds Held for Clients metrics. [...]
In my September 15, 2019 HEICO Corporation (HEI and HEI-a) post, I disclosed the purchase of 300 shares @ ~$99/share in one of the 'Side' accounts in the FFJ Portfolio. Subsequently, I have increased my exposure to 400 shares in a 'Core' account and 400 shares in a 'Side' account. What initially peaked my interest [...]
Income seeking investors who prioritize dividend metrics in their investment decision making process should consider CME Group (CME) as a potential investment. While it has consistently increased its dividend payout for 13 consecutive years, the real 'kicker' is the variable component. CME's dividend policy targets a regular quarterly dividend of between 50% - 60% of [...]
In my December 8 guest post at Dividend Power, I outline how Thermo Fisher Scientific consistently creates shareholder value and why I think this is an opportune time to acquire shares despite its valuation is not as attractive as in late October/early November. Thermo Fisher's share price can be volatile. Just before Christmas 2021, for [...]