I last reviewed Paychex (PAYX) in this June 30, 2022 post following the release of Q4 and FY2022 results. At the time, I deemed shares to be fairly valued and increased my exposure within one of the 'Core' accounts in the FFJ Portfolio. Following the December 22 release of Q2 and YTD2023 results and another [...]
Looking to invest in a company with a successful track record, a bright long-term outlook, and low risk? HEICO fits the bill and offers investors peace of mind. I last reviewed HEICO (HEI) in this May 24 2022 post at which time it had just released Q2 and YTD2022 results. With the December 19 release [...]
In my December 2, 2021 Visa (V) post at Dividend Power, I lay out why I considered it to be an attractive long-term investment. I followed up this post with my April 27, 2022 post on this site where I suggest accumulating V shares on pullbacks. I once again revisit my largest holding in this [...]
I last reviewed Genuine Parts Company (GPC) in my guest post at Dividend Power. At the time, GPC had recently released FY2020 results and FY2021 guidance. In that post, I concluded GPC was a slightly overvalued Dividend King. We now have Q3 and YTD2022 results. With just under a month before FYE2022, I revisit GPC [...]
In this brief post, I explain why Blackstone's (BX) headwinds make it a buy. I last wrote about BX in this October 24 post at which time it had just released Q3 and YTD results. BX has been in the 'penalty box' of late and Blackstone Real Estate Income Trust Inc.'s (BREIT) challenges are likely [...]
Between early May and mid-July, investors had a window of opportunity to acquire reasonably valued Broadridge (BR) shares; I added to my exposure on May 9 @ $138.43 in a 'Core' account in the FFJ Portfolio. On August 12, however, BR released its Q4 and FY2022 results and in my post of the same date, [...]
I last reviewed West Pharmaceutical (WST) in this April 11, 2018 post. It is perpetually overvalued but within the last couple of months, it has fallen out of favour with investors. I now consider out of favour West Pharmaceutical to be a buy. In recent posts, I mention the purchase of a second home and [...]
In January 2022, Church & Dwight (CHD) became a member of the S&P 500® Dividend Aristocrats® Index; the S&P 500 Dividend Aristocrats are high-quality companies that have grown their dividends for at least 25 consecutive years. Church & Dwight’s Dividend Aristocrat status is irrelevant, however, because it is a past performance metric. While it is [...]
Low-risk Rollins (ROL) is a pest control industry leader with ~80% recurring revenue and 20+ years of growth regardless of the economic cycle. I last reviewed the company in this July 29 post at which time it had just reported Q2 and YTD2022 results. While ROL released Q3 and YTD2022 results on October 26, our [...]
Following the spin-off of the slower-growth Diabetes Care business, you can expect more rapid growth from undervalued Becton Dickinson (BDX). I caution you not to compare the current and historical BDX because the company is much different from recent prior years and its credit risk is much improved. I last reviewed BDX in this August [...]