When I initially invested in United Technologies Corporation (now Raytheon Technologies Corporation (RTX)) on April 18, 2008, I never quite understood the synergies between the Carrier and Otis divisions with the remainder of United Technologies. Following the April 3, 2020 divestiture of these two divisions and the creation of Carrier Global Corporation (CARR) Otis Worldwide [...]
When I disclosed a position in TELUS International (Cda) Inc. (TIXT) in my February 16, 2021 post, I envisioned innumerable artificial intelligence (AI) powered services and solutions opportunities for TIXT to partner with clients to achieve game-changing, industry-disrupting and market-leading brand experiences. In this brief post, I examine what has transpired after my February purchase. [...]
I last reviewed Goldman Sachs (GS) in this January 22, 2021 post at which time I included a link to GS's Strategic Update. In that post, I also disclose the purchase of additional shares within one of the 'Side' accounts in the FFJ Portfolio. Looking at GS's YTD2021 results, I see that GS has made, [...]
In my July 14, 2021 Lockheed Martin (LMT) post, I disclose the purchase of an additional 50 shares in one of the Core accounts within the FFJ Portfolio. Now that LMT has: reported Q2 and YTD results on July 26; increased its FY2021 guidance; and investors have not reacted kindly to LMT's strong results I [...]
I encourage you to read my July 22, 2021 Chevron Corporation – Buy While Undervalued post. In that post, I touch upon my outlook for oil and gas and why I acquired an additional 100 CVX shares on July 22 within a 'Core' account in the FFJ Portfolio. On July 22, I also acquired another [...]
In my January 12, 2021 Chevron Corporation (CVX) post, I disclose my periodic acquisition of CVX shares. In this post, I disclose the purchase of an additional 100 CVX shares within a 'Core' account in the FFJ Portfolio. CVX is scheduled to release Q2 and YTD results on July 30th so there is little point [...]
My recent posts about The Canadian Imperial Bank of Commerce (CM), The Royal Bank of Canada (RY) and The Toronto-Dominion Bank (TD) are accessible through The FFJ Archives. I have also analyzed The Bank of Montreal (BMO) in a guest post at Dividend Power. BMO's investment-grade credit ratings, attractive valuation, and enticing dividend yield provide [...]
In my recent RBC and TD – Dividend Boost and Share Repurchases on the Horizon post, I indicate my intent to acquire additional shares in The Royal Bank of Canada (RY) and The Toronto-Dominion Bank (TD) despite a slightly higher valuation than their smaller peers; I acquired additional shares on July 5. In this TD [...]
I have initiated a few Visa related transactions subsequent to my July 11th Visa stock analysis and through this Visa stock analysis update I disclose the following: purchased 100 additional V shares on July 12th in a taxable account; closed my $250 July 16, 2021, covered calls on July 14th; and purchased additional shares to [...]
In this November 20 2020 post, I disclose that I initiated a position in Lockheed Martin (LMT) to increase my exposure to the aerospace and defense industry. Within the FFJ Archives are posts in December 2020 and January 2021 in which I disclose the purchase of additional LMT shares when the share price came under [...]