I last reviewed Veeva Systems (VEEV) in this August 29, 2024 post at which time the most current financial information was for Q2 and YTD2025. Based on my analysis I opted not to immediately add to my exposure. On November 7, VEEV held its 2024 Investor Day at which time management disclosed its ambitious target [...]
I initiated a CME Group Inc. (CME) position on June 29, 2020 and have increased my exposure over the years. Several aspects of this business appeal to me one of which is that CME is the world's leading derivatives marketplace. In essence, CME is a key provider of products for the purpose of increasing or [...]
Nike (NKE) releases its Q2 and YTD 2025 results on December 19 at which time I intend to revisit this existing holding. The purpose of this brief post, therefore, is merely to disclose that my NKE exposure increased on December 3 with the purchase of 200 shares @ $78.4769 through a 'Core' account within [...]
I last reviewed Agilent (A) in this August 23, 2024 post at which time the most current financial information was for Q3 and YTD2024. With the release of Q4 and FY2024 results and FY2025 outlook after the November 25 market close, I revisit this existing holding. Business Overview When I wrote my prior post, A [...]
The company has been renamed to Zoom Communications, Inc. from Zoom Video Communications, Inc. effective November 25, 2024. Valuing a company based on GAAP and non-GAAP EPS can sometimes lead to poor investment decisions. It is for this reason that I like to look at a company's valuation based on Free Cash Flow (FCF). [...]
Companies with an investor base that expects annual dividend increases are, in my opinion, trapped and should be avoided. Emerson Electric (EMR), a Dividend King because it has consistently increased its annual dividend for at least 50 consecutive years, is a good example. I suspect many of us have investment holdings we rarely/never look at. [...]
Copart (CPRT) is a great company but I can't say the same for its valuation. I last reviewed CPRT in my September 5 post at which time, the most currently available financial information was for Q4 and FY2024. Following the November 21 market close, CPRT released its Q1 2025 results thus prompting me to revisit [...]
Due to family commitments, I have been unable to provide timely updates of my investment activity subsequent to my November 4 Paycom post. The purpose of this brief post is merely to disclose recent increases in my Thermo Fisher, Danaher, and Veeva exposure. Thermo Fisher Scientific (TMO) When I wrote my November 3 TMO post, [...]
In my May 2 2024 post, I disclosed that Paycom's (PAYC) attractive valuation prompted me to acquire additional shares @ ~$163 thus bringing my exposure to 700 shares in a 'Core' account within the FFJ Portfolio. At the time of that post, the most currently available financial information was for Q1 2024 and the Q2 [...]
I have Thermo Fisher Scientific (TMO) exposure but it is on my 'Watch' list since I think there will be an opportunity to acquire shares at a more favorable valuation within the next 12 months. I last reviewed TMO in this July 26, 2024 post at which time I concluded that shares were overvalued. Now [...]