In my December 3, 2025 post, I state my preference to invest in wide moat, profitable, and undervalued/fairly valued growing companies that generate strong earnings and free cash flow. Companies with no debt (or exceptionally low debt levels) are particularly attractive. Such investment opportunities sometimes present themselves when great companies fall temporarily out of favor [...]
I initiated a 300 share Cintas (CTAS) position in a 'Side' account within the FFJ Portfolio in December 2024. I disclose this purchase in this December 19, 2024 post. On January 7, 2025, CTAS announced that it submitted a proposal to UniFirst Corporation's (UNF) Board to acquire all outstanding common and class B shares [...]
Prior to our lawyer and accountant subscribing to DocuSign (DOCU), we had to attend their offices to execute documents. Fortunately, COVID changed the manner in which business was conducted. I say fortunately because many businesses were forced to make their processes more efficient (eg. implementation of DOCU services for e-signature purposes). I initially looked at [...]
In this December 3, 2025 post, I disclose my decision to initiate a 200 share position in Arista Networks (ANET) @ $127.505/share on December 2, 2025 in one of the 'Core' accounts in the FFJ Portfolio. ANET supplies the high performance networking gear that ties AI data centres together. When Microsoft, Meta, and Google build [...]
As a risk averse investor, I like to invest in highly profitable undervalued/fairly valued growing companies that generate strong earnings and free cash flow. Companies with no debt (or exceptionally low debt levels) are particularly attractive. Following my analysis of Arista Networks (ANET), I acquired 200 shares @ $127.505 on December 2, 2025 in one [...]
I last reviewed Agilent (A) in this August 28, 2025 post, at which time the most current financial information was for Q3 and YTD2025. I now revisit this existing holding given the release of Q4 and FYE2025 results and Q1 and FY2026 outlook on November 24. Business Overview A has the following 3 reportable business [...]
Zoom Communications (ZM) is but one of several companies whose valuations entered the stratosphere during the COVID pandemic. Its share price briefly exceeded $500 in November 2020. Nothing in the Form 10-Q as at October 31, 2020 suggests that ZM's was reasonable. Fast forward to November 2025 and some of the investors who who foolishly [...]
If an investor were to judge Copart (CPRT) solely on its short-term share price behavior, it would be a less than desirable investment. The company's share price, after all, is just shy of 30% lower than it was on November 21, 2024 (1 year ago). As a CPRT shareholder, I am not the least bit [...]
I last reviewed Veeva Systems (VEEV) in this August 28, 2025 post at which time the Q2 and YTD2026 results were the most current. With the release of Q3 and YTD2026 results following the November 20, 2025 market close, this is an opportune time to revisit the company's valuation. For the sake of full [...]
When I retired at 56 in 2016 I was adamant that I would never return to the workforce. My plan was to focus on investing to continually increase our net worth. So far, things have gone according to plan. I do not, however, know what the future holds which is why Walmart (WMT) has been [...]
