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Mastercard Incorporated – Additional Purchase on the Basis of a Very Long-Term Investment Time Horizon

I view Mastercard Incorporated (MA) as a core long-term investment. Given my long-term outlook for the company, I have acquired additional MA shares for our daughter on the basis of a very long-term investment time horizon. Further to my August 6th Mastercard Incorporated (MA) article, I decided today to acquire additional MA shares in an [...]

By |October 2nd, 2019|Equity Investing|Comments Off on Mastercard Incorporated – Additional Purchase on the Basis of a Very Long-Term Investment Time Horizon

TOTAL S.A. – An Oil & Gas Supermajor Worthy of Consideration

TOTAL S.A. (TOT) is a company headquartered in France which is engaged in the exploration and production of oil and gas, refining, petrochemicals, and the distribution of energy in various forms to the end customer. On September 24, 2019, it held its 2019 Investor Day at which time it provided an update on its strategy [...]

By |September 25th, 2019|Equity Investing|Comments Off on TOTAL S.A. – An Oil & Gas Supermajor Worthy of Consideration

FedEx Corporation – Short-Term Headwinds Create A Long-Term Investment Opportunity

FedEx Corporation (FDX) released Q1 2020 results following the September 17, 2019 market close which came in below guidance and it also lowered FY2020 adjusted EPS guidance. Following this earnings release, FDX's share price plunged ~13% from the September 17, 2019 closing share price. FDX does face formidable headwinds in the form of weakening global [...]

By |September 18th, 2019|Equity Investing|Comments Off on FedEx Corporation – Short-Term Headwinds Create A Long-Term Investment Opportunity

HEICO Corporation – Prepared to Initiate a Position Despite Lofty Valuation

HEICO Corporation (HEI) is overshadowed by larger players in the aerospace industry. It has, however, consistently generated impressive operating metrics and plenty of cash flow. A key component of HEI's growth strategy is the acquisition of companies (~71 since 1990) in niche segments of the aviation, defense, space, medical, telecommunications and electronics industries in which [...]

By |September 15th, 2019|Equity Investing|Comments Off on HEICO Corporation – Prepared to Initiate a Position Despite Lofty Valuation

AT&T Inc. – Activist Investor Challenges Strategy

On September 9, 2019, activist shareholder Elliott Management Corporation issued a letter to AT&T Inc.'s (T) Board of Directors. In this letter, Elliott shares its thoughts on how T can improve its business and realize a historic increase in value for its shareholders. Elliott believes T can achieve a $60+/share value by the end of [...]

By |September 14th, 2019|Equity Investing|Comments Off on AT&T Inc. – Activist Investor Challenges Strategy

Fortive Corporation – Promising Long-Term Outlook

Fortive Corporation (FTV) announced its intention to separate into two independent, publicly traded companies with the transaction expected to be completed the 2nd half of 2020. Summary Fortive was spun off from Danaher Corporation on July 2, 2016 and adopted Danaher’s philosophy underpinning the proven Danaher Business System. Recurring revenue as a percentage of total [...]

By |September 4th, 2019|Equity Investing|Comments Off on Fortive Corporation – Promising Long-Term Outlook

Chevron Corporation – I Have Acquired More Shares

Further to my August 17th Chevron Corporation (CVX) article, I have acquired another 300 shares for one of the 'side accounts' within the FFJ Portfolio. In my FFJ Portfolio - August 2019 Report I mentioned that due to my aging mother's health issues I had to go out of town August 18 - 28 and [...]

By |September 3rd, 2019|Equity Investing|Comments Off on Chevron Corporation – I Have Acquired More Shares

Chevron Corporation – I Will Be Acquiring More Shares

Chevron Corporation (CVX) released its Q2 and YTD2019 results and provided Q3 2019 guidance on August 2, 2019. Management demonstrated cost and capital discipline when it withdrew its offer to acquire Anadarko Petroleum Corporation. Management has communicated its decision to resume its $5B annual share buyback program. Long-term investors would be wise to closely look [...]

By |August 17th, 2019|Equity Investing|Comments Off on Chevron Corporation – I Will Be Acquiring More Shares

Automatic Data Processing, Inc. – Option Update

This brief Automatic Data Processing, Inc. (ADP) article provides an update on the  August 2019 covered call option contracts I wrote in May 2019. In my August 4th Automatic Data Processing, Inc. (ADP) article I mentioned I would provide a brief update on the August 2019 $165 covered call contracts I had sold May 15th [...]

By |August 16th, 2019|Equity Investing|Comments Off on Automatic Data Processing, Inc. – Option Update

Cisco Systems, Inc. – ~8.6% Share Price Pullback? Be Thankful.

Cisco Systems, Inc. (CSCO) is a dominant supplier of switches, routers, firewalls, and complementary networking products. Its products are mission critical for network performance, stability, and security. It released its Q4 and FY2019 results and provided Q1 2020 guidance following the August 14, 2019 market close. The broad investment community was not pleased with results [...]

By |August 15th, 2019|Equity Investing|Comments Off on Cisco Systems, Inc. – ~8.6% Share Price Pullback? Be Thankful.