This company has transformed itself radically over the past few years having gone from a predominantly Canadian exposure to one where the majority of revenue is derived from the US. Based on current metrics, investors can earn a ~6% dividend yield if they participate in the company’s dividend reinvestment program. Summary This company has more [...]
Companies in which investment in growth has been performed wisely over a prolonged period are oftentimes family-controlled companies for which the street and activists cannot interfere. This is one of those companies. Summary Majority ownership in this company is held by one of Canada’s top 100 wealthiest families. This company has generated a 12.7% compound [...]
There should be no need to speculate by investing in less than stellar companies. Invest in good solid companies and approach your investments like you are a business owner. Summary This company recently released its Q4 and FY2018 results and Mr. Market responded with a +11% increase in the company’s stock price. The Board [...]
Make the creation of a stream of sustainable PASSIVE income which increases faster than the rate of inflation one of your goals. If you are reading this, chances are controlling your financial future is either a top priority or, at the very least, pretty darn close to the top of your priority list. Congratulations! [...]
This company recently released Q2 2018 results. It is a leader amongst its peer group. The company's dividend policy was amended in 2012 which results in the payment of 'special dividends' in addition to its regular quarterly dividends. Investors who rely exclusively on stock screeners could end up overlooking this company depending on the search [...]
This company recently released Q2 2018 results. Within the past month it also presented to the investment community 5 strategic priorities which should add shareholder value. Shares have risen ~23% from recent lows but I still view the shares as undervalued. While you wait for the share price to appreciate to Fair Value you get [...]
I have absolutely NO desire to ever re-enter the workforce to generate income to sustain our family's lifestyle. Dividend increases of the magnitude recently announced by two companies held in the FFJ Portfolio give me confidence my days of employment are a thing of the past. In the subscriber version of my July 23, [...]
This company is the world leader in the discovery and delivery of products and services in its field. This has not occurred overnight and, in fact, this company is building on more than 60 years of experience. It has, however, only been a publicly traded company since 2013 when it was spun off from a [...]
This is my July 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. In my July 14th ‘Price [...]
Relying on dividend yield on cost as part of your analysis and investment decision making process leads to decisions being made on irrelevant information. It can also lead to extremely poor investment decisions as borne out by the example I provide about a company which has destroyed shareholder value over the past several years. [...]
