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Brookfield Asset Management – Durable Principles for Real Asset Investing

Brookfield Asset Management is a leading alternative asset manager, focused on investing in long-life, high-quality assets spanning over 30 countries globally. The business is organized into the following principal areas: Real Estate, Renewable Power, Infrastructure, and Infrastructure. I highly recommend you listen to Bruce Flatt's, CEO of Brookfield Asset Management, recent presentation at 'Talks at [...]

FedEx – Adding to My Existing Position

FedEx released its Q1 FY2019 results on September 17 and the stock pulled back ~5.5%. The stock price has subsequently recovered slightly but still remains in 'fairly valued' territory. Summary FDX released its Q1 2019 results on September 17th which reflected adjusted earnings of $3.46/share versus a forecast of $3.80/share. Revenue of $17.18B exceeded expectations [...]

By |September 22nd, 2018|General Investing|Comments Off on FedEx – Adding to My Existing Position

Korn/Ferry International – Stock Analysis

Korn/Ferry International released its Q1 FY2019 results on September 6 and the stock pulled back ~24%. Results were negatively impacted by $106.6 million in trade name write-offs as part of an organizational restructuring which management had communicated to the investment community in June 2018. I view Mr. Market as having presented a buying opportunity in [...]

By |September 20th, 2018|General Investing|Comments Off on Korn/Ferry International – Stock Analysis

Thermo Fisher Scientific – Stock Analysis

Thermo Fisher Scientific's annual revenue of ~$23B is nearly double that reported in FY2011. This growth has been achieved through a series of acquisitions. While there are several tailwinds supporting management's 3 - 5% annual growth projections there are various short-term headwinds. This article looks at whether Thermo Fisher is currently fairly valued and whether [...]

By |September 8th, 2018|General Investing|Comments Off on Thermo Fisher Scientific – Stock Analysis

Alimentation Couche-Tard – Stock Analysis

Alimentation Couche-Tard released its Q1 2019 results September 5th. Its stock price has surged subsequent to my March 22 and July 10 articles. This article looks at whether the shares are still fairly valued.   Summary In my March 22 article I indicated I viewed the pullback in ATD’s stock price as a window of [...]

By |September 6th, 2018|General Investing|Comments Off on Alimentation Couche-Tard – Stock Analysis

FFJ Portfolio – August 2018 Dividend Income Report

This is my August 2018 FFJ Portfolio dividend income update. The portfolio was created in January 2017 for the purpose of demonstrating how investing in well managed companies with competitive advantages can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend yield.   August was a relative [...]

By |September 4th, 2018|General Investing|Comments Off on FFJ Portfolio – August 2018 Dividend Income Report

Constellation Brands – Employing the Use of a Bullish Option Strategy

Constellation Brands is currently awaiting regulatory approval to increase its stake from ~10% to 38% in Canopy Growth, Canada's premier legal cannabis manufacturer. Due to the uncertainty as to how this industry will evolve, I am reluctant to take a direct position in any cannabis producer. I do, however, wish to have some exposure to [...]

By |August 28th, 2018|General Investing|Comments Off on Constellation Brands – Employing the Use of a Bullish Option Strategy

Hormel Foods – Stock Analysis

Hormel Foods, the maker of SPAM and Skippy Peanut Butter, released its Q3 results on August 23. This article is an update to my February 22 and May 24 articles.   Summary HRL is transitioning from low margin commodity related businesses to higher margin branded value added products. Brands with a long history in North [...]

By |August 28th, 2018|General Investing|Comments Off on Hormel Foods – Stock Analysis

The J.M. Smucker Company – How I am Juicing My Annual Income from This Holding (UPDATE)

This is a follow up to my August 21st J.M. Smucker Company article in which I explained how I am employing the use of a conservative call option strategy to generate additional income while I patiently wait for this company's restructuring efforts to pan out. My objective, albeit ambitious, is to generate ~$7,390 in dividend [...]

By |August 22nd, 2018|General Investing|Comments Off on The J.M. Smucker Company – How I am Juicing My Annual Income from This Holding (UPDATE)

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