On February 14, 2022, I published a post entitled 3M: This Dividend King Is A Train Wreck. MMM's situation has deteriorated further as explained in my 3M (MMM) Is A Toxic Dividend King To Avoid guest post at Dividend Power. Once upon a time, MMM was viewed to be a wonderful long-term investment. How times [...]
Scotiabank (BNS) is an investment holding to which I pay very little attention. Quite frankly, if: I did not receive restricted share units as part of my employee compensation package an Employee Share Ownership Plan (ESOP) did not exist in which employees receive a 50% match up to a specific amount it likely would not [...]
In my May 29, 2022 post, I recommend investors pass on Cisco Systems (CSCO) despite its attractive valuation. I now disclose my exit since there are companies that can produce superior long-term investment returns. CSCO's credit risk is acceptable but its top-line growth is negligible despite having spent over $12B on acquisitions in the last [...]
In my Chevron Corporation (CVX) guest post at Dividend Power, I touch upon why I think expectations of the demise of the oil and gas industry are overblown. This post is the 3rd in a series of guest posts on integrated oil and gas producers. In my July 7 Imperial Oil (IMO) Is Gushing Free [...]
The Home Depot (HD) share price surge reduces its attractiveness. I suspect this surge is likely partially attributed to irrational exuberance! In my April 4, 2022 Home Depot (HD) post, I disclose the purchase of 200 shares @ ~$303.36 in a 'Side' account within the FFJ Portfolio. At that time, the most current financial information [...]
I first reviewed TELUS International (Cda) Inc. (TIXT) in my February 16, 2021 post at which time I disclosed a new 400-share position @ ~$39.48 in one of the 'Core' accounts in the FFJ Portfolio. Following the release of Q2 and YTD2021 results, I revisited TIXT in my August 1, 2021 post. Now that TIXT [...]
Brookfield Asset Management (BAM-a.TO and BAM) generates strong Distributable Earnings. This makes it a great long-term investment for investors seeking exposure to asset managers. I have reviewed it several times with my most recent post being a May 20 guest post at Dividend Power. In that post, I touch upon its intent to transition to [...]
My last Broadridge Financial Solutions (BR) review was on May 11, 2022. At the time I considered its valuation to be attractive so I added to my exposure @ $138.43/share in a 'Core' account within the FFJ Portfolio. Now, however, Broadridge's window of opportunity is closed. Now that BR has released Q4 and FY2022 results [...]
Rating upgrades and recent acquisitions and divestiture mean Becton Dickinson (BDX) has a lower risk profile and superior growth prospects. I last reviewed Becton Dickinson (BDX) in this November 13, 2021 post. At the time, BDX had announced its intent to spin off its Diabetes Care business as part of its 2025 Strategy - Grow, [...]
In my opinion, Intercontinental Exchange (ICE) currently offers growth at a fair valuation. I last analyzed ICE in my May 6, 2022 post, at which time I provided a brief overview of the company and the proposed acquisition of Black Knight, Inc. (BKI). This $13.1B cash and stock transaction ($85/share which is in line with [...]