Intact Financial Corporation – Building a Leading P&C Insurer

I was recently asked to provide a guest post on the Value of Stocks website and selected Intact Financial Corporation as the company to cover. My article can be found here. I wish you much success on your journey to financial freedom. Thanks for reading! Note: I sincerely appreciate the time you took to read [...]

By |February 14th, 2021|Equity Investing|Comments Off on Intact Financial Corporation – Building a Leading P&C Insurer

Broadridge Financial Solutions – Patiently Waiting for a Better Valuation

Broadridge Financial Solutions, Inc. (BR) is a capital light business in which ~65% of its revenue is recurring. It has a track record of generating strong Free Cash Flow (FCF) although the second half of the fiscal year is when BR generates the bulk of its annual FCF. The bulk of a BR investor's long-term [...]

By |February 13th, 2021|Equity Investing|Comments Off on Broadridge Financial Solutions – Patiently Waiting for a Better Valuation

Merck & Co., Inc. – Organon Spin-off Should Lead to Higher Revenue and EPS Growth Rates

We are currently witnessing an environment in which the valuation of many companies has become detached from the underlying fundamentals. Even if you invest in a high quality company it is important to remember that if you grossly overpay you are most likely to experience substandard investment returns. Although I have indicated in recent articles [...]

By |February 8th, 2021|Equity Investing|Comments Off on Merck & Co., Inc. – Organon Spin-off Should Lead to Higher Revenue and EPS Growth Rates

Becton, Dickinson and Company – Advancing The World of Wealth

Becton, Dickinson and Company (BDX) released Q1 2021 results on February 4th in which FY2020 guidance was increased. BDX has reduced its debt to the extent where Moody's has raised the company's senior unsecured long-term debt rating to an investment grade level after it had been downgraded following two major acquisitions in 2015 and 2017. [...]

By |February 5th, 2021|Equity Investing|Comments Off on Becton, Dickinson and Company – Advancing The World of Wealth

Lockheed Martin Corporation – Highly Attractive Long-Term Shareholder Return Potential

There are several reasons to like Lockheed Martin Corporation (LMT) as a long-term investment. The company is growing, it is consistently profitable, it generates strong free cash flow, it is aggressively repurchasing shares, it has an attractive dividend yield, and it is attractively valued. As a long-term investor I see much to like about LMT [...]

By |February 4th, 2021|Equity Investing|Comments Off on Lockheed Martin Corporation – Highly Attractive Long-Term Shareholder Return Potential

Nike, Inc. – Employing a Conservative Option Strategy on Richly Valued Shares

Nike, Inc. (NKE) is a wonderful company. Shares, however, currently appear to be richly valued. I wish to retain my shares in perpetuity, and therefore, am not prepared to sell my shares at a profit, crystalize my gains, and incur the related tax liability. I am, therefore, employing a conservative short-term out-of-the-money covered call option [...]

By |February 3rd, 2021|Equity Investing|Comments Off on Nike, Inc. – Employing a Conservative Option Strategy on Richly Valued Shares

Chevron Corporation – Increase Income Using Short-Term Out-of-the-Money Covered Calls

I view Chevron Corporation (CVX) as the premier major integrated oil and gas industry participant. CVX is certainly experiencing headwinds but the company has a strong balance sheet and is being well managed to weather the difficult business environment. I anticipate that CVX's share price will trade within a narrow range in the short-term and [...]

By |February 2nd, 2021|Equity Investing|Comments Off on Chevron Corporation – Increase Income Using Short-Term Out-of-the-Money Covered Calls

Lockheed Martin Corporation – Share Price Pullback Is Wonderful

Lockheed Martin Corporation (LMT) released strong FY2020 results and encouraging FY2021 guidance on January 26th. Despite this, the share price has pulled back. It would appear that many retail investors would much rather speculate on high risk companies. The company's valuation is so attractive I have added to my existing position. In recent Lockheed Martin [...]

By |January 29th, 2021|Equity Investing|Comments Off on Lockheed Martin Corporation – Share Price Pullback Is Wonderful

Hype Versus Reality

The degree of irrational exuberance we are witnessing suggests many investors are focusing on the 'hype' and are paying little heed to reality. The 'fear of missing out' is what is likely driving many investors to 'invest' in companies or instruments which they do not fully understand. The valuation of many companies with no proven [...]

By |January 26th, 2021|Equity Investing, General Investing|Comments Off on Hype Versus Reality

The Goldman Sachs Group, Inc. – Driving a More Durable and Higher Return Business Mix

At The Goldman Sachs Group Inc.'s (GS) January 29, 2020 Investor Day, senior management laid out the company's strategic roadmap and goals. Management indicated that GS was entering an era of transformation and opportunity which required a new operating approach. Four areas of focus (Transaction Banking, Third Party Alternatives, Digital Consumer Bank, and Wealth Management) [...]

By |January 22nd, 2021|Equity Investing|Comments Off on The Goldman Sachs Group, Inc. – Driving a More Durable and Higher Return Business Mix
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