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 [...]
NKE was our 29th largest position when I analyzed our holdings in my FFJ Portfolio Holdings Review: April 2021 post. Shares are held in a 'Core' account within the FFJ Portfolio. On May 27, 2021, I wrote 5 NKE out-of-the-money covered call options contracts and collected $1.29/share or $645 before fees; I disclosed this trade [...]
In this Mastercard stock analysis I: disclose my July 12th purchase of 137 additional Mastercard (MA) shares in a 'Core' and a 'Side' account within the FFJ Portfolio; and provide an update on the status of the $405 July 16 2021 covered call option contracts I disclosed in my May 22nd Mastercard – Generate Income [...]
In this Visa stock analysis I: disclose my July 12th purchase of 100 additional Visa shares; and provide an update on the status of the $250 July 16 2021 covered call option contracts I disclosed in my May 26th Visa - Options Trade Review post. V is our largest holding (FFJ Portfolio Holdings Review: April [...]
I recently analyzed The Canadian Imperial Bank of Commerce (CM) and have written a guest post for Dividend Power about The Bank of Montreal (BMO) which should be posted within the next couple of weeks. I will not increase my position in either bank based on my analyses. Like CM and BMO, The Royal Bank [...]
The irrational exuberance we are currently witnessing has led to a significant reduction in the number of attractively valued high-quality companies. Despite this challenge, however, there are some companies with the potential to generate an attractive total return. This Bristol-Myers Squibb stock analysis explains why BMY is one such company. Despite its attractiveness, I do [...]
On May 18, 2021, Walmart Inc. (WMT) released its Q1 2022 earnings and held its earnings call. With the release of its quarterly results and updated FY2022 guidance, my recent Walmart (WMT) – A Dividend Aristocrat guest post at Dividend Power looks at whether this is an opportune time to acquire shares of this Dividend [...]
In this CIBC Stock Analysis, I look at whether The Canadian Imperial Bank of Commerce is currently an attractive investment opportunity. NOTE: (CIBC) reports in Canadian dollars and is listed on the TSX and the NYSE. All financial information in this post is expressed in Canadian dollars. Information Sources The following are links to a [...]
In this Northrop Grumman Stock Analysis, I look at whether NOC is currently an attractive investment opportunity. Information Sources The following are links to my sources to aid in your own analysis. Part 1 of the FY2020 10-K has a good overview of NOC's major businesses, customers, business strategy, solutions and risks. Additional information is [...]
In this Honeywell International Stock Analysis, I look at whether HON is currently an attractive investment opportunity. One of HON's competitors in the Performance Materials and Technologies space is Emerson Electric (EMR); I recently analyzed EMR in a guest post at Dividend Power. EMR appeals to many investors because of 65 consecutive years of dividend [...]