In my Why I Added Howard Hughes Holdings (HHH) To The FFJ Portfolio post, I disclose the purchase of 500 HHH shares @ $68.074 on June 3, 2025 in one of the 'Core' accounts in the FFJ Portfolio. Upon further reflection, I acquired another 500 shares on June 5 @ $67.7237. My total HHH [...]
I have previously looked at Howard Hughes Holdings (HHH) but very quickly determined I wanted no exposure. I now have a different perspective because the historical HHH will not resemble HHH of the future. So what has changed? In this May 2025 interview, Bill Ackman (the founder and CEO of Pershing Square Capital Management) provides [...]
I last reviewed Agilent (A) in this February 28, 2025 post at which time the most current financial information was for Q1 2025. With the recent release of Q2 and YTD2025 results and an update to the FY2025 outlook, I revisit this existing holding. Business Overview A has the following 3 reportable business segments: life [...]
I last reviewed HEICO (HEI-a) in this February 27, 2025 post but disclosed the additional purchase of HEI-a shares for a young investor in this brief April 7, 2025 post. Subsequent to the April 7 purchase of additional shares @ $190.3351/share, the share price has surged to ~$300 and ~$237.50 for the HEI and HEI-a [...]
Veeva Systems (VEEV) is no longer a bargain unlike when I wrote various previous posts that are accessible through the Archives section of this site. In several of those posts, I disclosed my decision to acquire undervalued VEEV shares within a 'Core' account in the FFJ Portfolio. When I published my most recent VEEV [...]
I last reviewed Copart (CPRT) in this February 21, 2025 post where I disclose the purchase of an additional 400 shares @ ~$56.29 in a 'Side' account within the FFJ Portfolio. On May 22, 2025, CPRT released its Q3 and YTD2025 results. Despite reporting strong results, the company's share price has fallen from ~$64 in [...]
I last reviewed Zoom Communications (ZM) in this February 25, 2025 post at which time the company had just released its Q4 and FY2024 results and Q1 and FY2026 outlook. Following the May 21 market close, however, it released its Q1 2026 results and Q2 and FY2026 outlook thus prompting me to revisit this existing [...]
In my February 8, 2024 and May 2 2024 Paycom (PAYC) posts, I noted that shares were considerably undervalued and disclosed additional share purchases. When I last reviewed PAYC in my November 4, 2024 post following the release of Q3 and YTD2024 results, I felt shares were almost fairly valued. With the surge in PAYC's share price [...]
Can Becton Dickinson (BDX) regain investor confidence? Although I reviewed this existing holding as recently as this February 7, 2025 post, it is worth revisiting given the ~18% share price plunge following the release of Q2 and YTD2025 results and revised FY2025 guidance on May 1. My medical instruments and supplies (BDX) and [...]
I have minimal exposure to Carrier Global Corporation (CARR) and pay virtually no attention to this holding. In fact, my last review was in this August 3, 2021 post at which time the most current financial information was for Q2 2021! With the release of Q1 2025 results on May 5, 2025 I revisit this [...]