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 [...]
S&P Global (SPGI) shareholders should welcome periods of market turmoil. Even if economic conditions deteriorate dramatically, the probability of SPGI having to declare insolvency is extremely low. Given this, we can focus on opportunistic share acquisitions. In my March 5, 2025 post, I disclosed the purchase of a 100 shares @ ~$518.76 on March 4 [...]
I last reviewed Moody's (MCO) in my July 26, 2024 post at which time I considered shares to be richly valued. With the April 22 release of Q1 2025 results and revised FY2025 guidance, I revisit this existing holding. Business Overview Details of MCO's operations are found in Part 1 Item 1 in the FY2024 [...]
I last reviewed CME Group Inc. (CME) in this December 5, 2024 post at which time the Q3 2024 results were the most current. With the release of the Q1 2025 financial results on April 23, 2025, I revisit this existing holding. On April 23, CME entered into a new multi-currency revolving credit facility maturing [...]