Jack Henry & Associates, Inc. (JKHY) is a leading provider of technology solutions and payment processing services primarily for financial services organizations. Summary Jack Henry & Associates is a leading provider of technology solutions and payment processing services primarily for financial services organizations. Despite various general downward industry trends there are sufficient upward industry trends [...]
Copart, Inc. (CPRT) is a global leader in online vehicle auctions. Its innovative technology and online auction platform has more than 125,000 vehicles available online every day and it links sellers to more than 750,000 ‘members’ in over 170 countries. Summary The complete write-off of newer and less damaged vehicles due to rising repair costs [...]
Investors should consider Nike, Inc. (NKE) if interested in a high quality growth stock in which to invest for the long-term. It does, however, currently appear to be overvalued. Summary In early February 2019 I viewed NKE as expensive and wrote April 2019 $87.50 covered calls. NKE released strong Q3 results after the March 21st [...]
Some investors never learn that Financial Freedom can be attained by being a disciplined investor. Others, like Vishal, learn this lesson reasonably early in life. When I created this blog roughly 1.5 years ago, one of my key objectives was to interact with readers from various regions of the world so we could share investment [...]
Employing out-of-the-money short-term covered calls can help you generate additional income. This article touches upon such a strategy I have successfully employed. A significant percentage of our investments are held in accounts that are separate and distinct from those which are included in the FFJ Portfolio. While I do not disclose specific details related [...]
While Cisco Systems, Inc. (CSCO) is a high quality company, it currently appears to be richly valued. Summary Strategy is to be "the" networking company rather than a maker of individual products. Shift to more of a software and subscription-based offering strategy improves revenue predictability. Customers exposed to high switching costs which increases CSCO product/service [...]
After having read a post I wrote about Brookfield Asset Management (TSX: BAM.a), Larry Macdonald of The Globe and Mail reached out to me inquiring whether I would be interested in being featured in his weekly column. Here is the link to his column in which I am featured. You may want to check out [...]
The Big 5 Canadian Banks have a track record of rewarding long-term investors despite continually changing industry, business, and economic environments. Summary The Big 5 Canadian banks have recently released their Q1 2019 results and have reiterated that business conditions are challenging. Short sellers who have renewed their Big 5 bets in early 2019 [...]
This is my February 2019 FFJ Portfolio dividend income update. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to [...]
Some investors will overlook Berkshire Hathaway (BRK-a and BRK-b) as a potential high quality investment because they strictly adhere to rigid dividend related criteria. A great many investors focus exclusively on investing in companies that have a dividend yield of X% or greater. Other investors refrain from investing in companies unless they have a [...]
