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Options – SOLD Out of the Money July 17 2020 Covered Calls on BMO, BNS, CM, RY, and TD

I periodically employ a conservative 'out of the money covered call' option strategy when I think I can generate some option premium income and I have a strong probability of retaining the underlying security. As a long-term investor I generally do not exit a position even if I think there is a strong probability a [...]

By |May 22nd, 2020|Equity Investing|Comments Off on Options – SOLD Out of the Money July 17 2020 Covered Calls on BMO, BNS, CM, RY, and TD

3M – Initiated Position For Daughter’s Investment Portfolio

The Fed is currently supporting the US economy which has led to the share price/valuation of many companies to be at levels which are unsustainable if Fed support is ever reduced/withdrawn. In my opinion, investors would be wise to dial back risk. 3M (MMM) is profitable and generates positive Free Cash Flow. Its current valuation [...]

By |May 21st, 2020|Equity Investing|Comments Off on 3M – Initiated Position For Daughter’s Investment Portfolio

Options – SOLD Out of the Money June 19 2020 Covered Calls on CVX, WMT, V, and BDX

I periodically employ a conservative 'out of the money covered call' option strategy when I think I can generate some option premium income and I have a strong probability of retaining the underlying security. In recent articles I have expressed my concern with respect to the behavior of the North American equity markets during this [...]

By |May 4th, 2020|Equity Investing|Comments Off on Options – SOLD Out of the Money June 19 2020 Covered Calls on CVX, WMT, V, and BDX

E-L Financial Corporation Limited – Often Overlooked

E-L Financial Corporation Limited (ELF.to) is traded on the TSX. It is thinly traded because the majority of the shares are held by one of Canada's wealthiest families. Furthermore, shares trade at $680 as I compose this article. I am in agreement with management that shares are currently undervalued. An announcement was made March 4, [...]

By |April 18th, 2020|Equity Investing|Comments Off on E-L Financial Corporation Limited – Often Overlooked

Exxon Mobil Corporation – In the Doghouse So I Acquired More Shares

I have never quite figured out how to generate reasonable long-term returns by acquiring shares at lofty valuations. I am of the opinion we will continue to witness a broad market pullback and strongly suspect many investors who were tripping over themselves to acquire shares regardless of valuation (the greater fool theory) will see their [...]

By |February 25th, 2020|Equity Investing|Comments Off on Exxon Mobil Corporation – In the Doghouse So I Acquired More Shares

Becton, Dickinson and Company – I Have Added to My Position

Becton, Dickinson and Company (BDX) released Q1 2020 results on February 6th in which FY2020 guidance was lowered because of challenges experienced with its Alaris Infusion product. BDX's share price took a hit following the release of Q1 results and I acquired additional shares. Regrettably I was unable to provide a timely update since I [...]

By |February 16th, 2020|Equity Investing|Comments Off on Becton, Dickinson and Company – I Have Added to My Position

Chevron Corporation – Current Valuation is Blue-Chip Investing

I continue to have a positive outlook on Chevron Corporation's (CVX) long-term potential. Based on management's guidance for FY2020 and CVX's current valuation I have acquired additional shares for one of the 'core' accounts within the FFJ Portfolio. Summary CVX released Q4 and FY2019 results on January 31, 2020 in which it reported in excess [...]

By |February 4th, 2020|Equity Investing|Comments Off on Chevron Corporation – Current Valuation is Blue-Chip Investing

Intact Financial Corporation – Why I Have Acquired Richly Valued Shares

Intact Financial Corporation (IFC) is a high quality Canadian based P&C insurance company with a ~17% market share. IFC held its Investor Day on November 19, 2019 at which time management provided its strategic roadmap for the next decade. Although I view shares as currently being richly valued I have acquired shares for an undisclosed [...]

By |January 23rd, 2020|Equity Investing|Comments Off on Intact Financial Corporation – Why I Have Acquired Richly Valued Shares

Chevron Corporation – Attractive Long-Term Investor Return Potential

I have a positive outlook on Chevron Corporation's (CVX) long-term potential in that in recent years CVX has been repositioned to deliver long-term value to investors. There is growing demand for its products and efficient capital employment should enable it to continue to generate superior returns relative to its largest competitors. CVX generates strong cash [...]

By |November 29th, 2019|Equity Investing|Comments Off on Chevron Corporation – Attractive Long-Term Investor Return Potential

Stryker Corporation – Option Trade

I recently disclosed that I have initiated a position in Stryker Corporation (SYK). I have a long-term positive outlook on the company but am not ruling out the potential for a broad market pullback which would likely result in a drop in SYK's share price. In this brief article I explain the option trade I [...]

By |November 15th, 2019|Equity Investing|Comments Off on Stryker Corporation – Option Trade
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