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Brown-Forman – Patiently Waiting for a Better Entry Point

Brown-Forman (BF) released its Q4 and FY 2018 results June 6, 2018. FY2019 projections were also provided but management has indicated it is difficult at this juncture to provide a precise full year outlook given retaliatory action foreign governments are likely to take in response to tariffs imposed on goods imported to the US. Summary [...]

FedEx – Looking at the Big Picture

FedEx (FDX) released its Q4 and FY2018 results on June 19, 2018. The heightened risk of protectionism is counterproductive to economic growth and could negatively impact FDX's business in the short-term. In addition, Amazon's entry into the package delivery service industry is a risk FDX must contend with. FDX, however, is a well run company [...]

By |June 20th, 2018|General Investing|Comments Off on FedEx – Looking at the Big Picture

Automatic Data Processing – Great Company, Lofty Valuation

Automatic Data Processing (ADP) released its Q3 2018 results May 2, 2018. It also held its Investor Day June 12, 2018. In this article I analyze whether ADP presents a sound investment based on projections and current valuation. Summary ADP reported Q3 results May 2 in which it announced an upward revision in its FY2018 [...]

By |June 13th, 2018|General Investing|Comments Off on Automatic Data Processing – Great Company, Lofty Valuation

The J.M. Smucker Company – Priced Right But I Am Not Adding to My Position

The J.M. Smucker Company  is facing headwinds. Revenue growth and profit margins are expected to remain under pressure amid a competitive environment and challenging retailer dynamics. The stock price has dropped ~18.5% from recent highs and in this article I look at whether SJM currently presents an attractive buying opportunity. Summary SJM is facing headwinds [...]

By |June 12th, 2018|General Investing|Comments Off on The J.M. Smucker Company – Priced Right But I Am Not Adding to My Position

Cummins Inc. – Tempting But I Will Pass For Now

Cummins has pulled back ~26% from its $194 high set in late January 2018. This analysis looks at whether CMI would be an attractive addition to the FFJ Portfolio. Summary Cummins has retraced ~26% from a high of ~$194 set at the end of January 2018. The company is forecasting strong revenue growth but warranty [...]

By |June 11th, 2018|General Investing|Comments Off on Cummins Inc. – Tempting But I Will Pass For Now

Hershey – Beaten Down….Sweet!

HSY has retraced further subsequent to my February 3, 2018 article.  In this article I share my thoughts on HSY's current valuation. Summary Hershey’s current valuation is similar to that evidenced in FY2009 at which time we were experiencing that ‘little event’ called The Financial Crisis. HSY is unlikely to appeal to investors seeking companies [...]

By |June 6th, 2018|General Investing|Comments Off on Hershey – Beaten Down….Sweet!

What to Invest In? – Open Your Wallet

If you're struggling to find decent companies in which to invest look no further than these two companies. They might be a bit rich at the moment but put them on your radar so you can take action if they pullback. I am often astounded to learn of some of the companies in which people [...]

By |June 4th, 2018|General Investing|Comments Off on What to Invest In? – Open Your Wallet

Really Embrace Lower Stock Prices

Many investors root for higher stock prices. If you are a long-term investor, however, you should really embrace lower stock prices if the lower prices are not a result of a permanent impairment to the company. I recognize why, if you are a short-term ‘investor’, you get excited when a company’s stock price in which [...]

By |June 3rd, 2018|General Investing|Comments Off on Really Embrace Lower Stock Prices

FFJ Portfolio – May 2018 Dividend Income Report

This past week my wife and I were out of town clearing out my in-law's principal residence in which they have resided since the early 1960s. Unfortunately, they have reached the stage where remaining in their principal residence is no longer a viable option even though my father-in-law went through the significant expense of retrofitting [...]

By |June 3rd, 2018|General Investing|Comments Off on FFJ Portfolio – May 2018 Dividend Income Report

Hormel – A Fairly Valued Consumer Staples Sector Member

This is an introduction to my Hormel Foods Corporation (HRL) stock analysis which is based on Q2 2018 results and management's guidance for the second half of FY2018. Summary HRL, as with other companies in the Consumer Staples sector, is experiencing headwinds such as changing consumer tastes. Its stock price has not been negatively impacted [...]

By |May 24th, 2018|General Investing|Comments Off on Hormel – A Fairly Valued Consumer Staples Sector Member

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