The time to invest in great companies is when they fall out of favour. Buy Thermo Fisher Scientific (TMO) while it faces short-term headwinds. I last reviewed TMO in this brief September 8 post. At the time, shares were reasonably valued at ~$514 based on earnings guidance. On October 25, however, TMO released its Q3 [...]
In my November 9 guest post at Dividend Power, I suggest investors buy Nike (NKE) stock when investor fear returns. Consumers in various global economies are feeling the effects of higher inflation and the higher interest rates central banks have been using to combat higher inflation. It remains to be seen the extent to which [...]
Chevron's (CVX) share price has slid from its early November 2022 ~$190 peak to ~$147 following the release of its Q3 2023 report that showed rising expenses from overseas projects, most notably in Kazakhstan. The world, however, needs energy and CVX is positioning itself to play a key role in helping meet the world's future [...]
I last reviewed S&P Global (SPGI) in my July 29 post following the release of Q2 and YTD2023 results on July 27. With the release of Q3 and YTD2023 results and revised FY2023 guidance on November 2, I revisit this existing holding. Business Overview Please read Part 1 - Item 1 - Business in the [...]
In my August 3 Paycom Software (PAYC) post, I disclosed a new 200-share position in one of the 'Core' accounts within the FFJ Portfolio. I subsequently made a 50-share purchase on August 3 and another 50-share purchase on September 20. Fast forward to October 31 after the market close and PAYC released its Q3 and [...]
I last reviewed Fortive (FTV) in this July 31, 2023 post at which time I concluded that shares were fairly valued. Rather than add to my exposure, I expressed my interest in increasing exposure to companies facing short-term headwinds which appeared to have temporarily fallen out of favour with investors. Following a ~16% share price [...]
I last reviewed CME Group (CME) in this August 1, 2023 post at which time the most recently available financial information was for Q2 and YTD2023. With the release of Q3 and YTD2023 results on October 25, I revisit this holding. Overview A high-level overview of the company is provided in previous posts that are [...]
On July 25, RTX Corporation (RTX) surprised the investment community when it disclosed that its Pratt & Whitney (P&W) operating segment identified microscopic contaminants in a metal used in part of the Geared Turbofan (GTF) engines that power Airbus' popular A320neo jets. RTX's share price plunged following this announcement and based on my analysis I [...]
Despite Visa (V) being my largest holding, I last reviewed it in my December 15, 2022 guest post at Dividend Power. With the release of Q4 and FY2023 results and FY2024 outlook following the October 24 market close, I revisit this existing holding. Potential Exchange Offer Program for Class B Common Stock V was a [...]
When I last reviewed Danaher (DHR) in this July 31 post, it had recently released its Q2 and YTD2023 results and the spin-off of Veralto Corporation (VLTO) was on schedule to close on September 30. With the spin-off completed and the October 24 release of Q3 and YTD results and guidance for the remainder of [...]