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Cisco – Transforming to Drive Sustainable Shareholder Value

This is an introduction to my Cisco Systems, Inc. (CSCO) stock analysis which is based on Q3 2018 results and management's guidance for Q4. Summary CSCO continues to shift toward the development and sale of more software and subscription-based offerings so as to improve the predictability of its revenue. It has an extremely strong balance [...]

By |May 19th, 2018|General Investing|Comments Off on Cisco – Transforming to Drive Sustainable Shareholder Value

Berkshire Hathaway – Added to the FFJ Portfolio

Typically I will write an article in which I analyze a company and indicate in advance what investment action I intend to take. In the case of my Berkshire Hathaway (BRK) investment, however, this is an 'after the fact' article; I acquired 200 Class B shares (NYSE: BRK-b) for the FFJ Portfolio on May 16, [...]

By |May 16th, 2018|General Investing|Comments Off on Berkshire Hathaway – Added to the FFJ Portfolio

General Mills – Too Many Headwinds

This is an introduction to my General Mills (GIS) stock analysis which is based on Q3 2018 results and the relatively recent ~$8B acquisition of Blue Buffalo Pet Products which is part of GIS's transformation. Summary GIS’s revenue has been on the decline for the last few years due to changing consumer preferences. High growth [...]

By |May 14th, 2018|General Investing|Comments Off on General Mills – Too Many Headwinds

Brookfield Asset Management – My Way of Having Exposure to Alternative Assets

This is an introduction to my Brookfield Asset Management (BAM) stock analysis which is based on Q1 2018 results. My exposure to BAM allows me to benefit from its expertise and success with alternative asset investments. Summary BAM reported strong Q1 2018 results on May 10, 2018. At the end of Q1 2018 (March 31st), [...]

By |May 11th, 2018|General Investing|Comments Off on Brookfield Asset Management – My Way of Having Exposure to Alternative Assets

Church & Dwight – A Better Option Than P&G

This is an introduction to my Church & Dwight (CHD) stock analysis which is based on Q1 2018 results and projections for the remainder of FY2018. I view CHD as having better potential to provide superior long-term investor returns than its much larger peer - Procter & Gamble. Summary CHD released its Q1 2018 results [...]

By |May 8th, 2018|General Investing|Comments Off on Church & Dwight – A Better Option Than P&G

High-Yield Corporate Bond ETFs – Understand the Risks

Some investors have gravitated toward High-yield corporate bond ETFs in an effort to generate additional income. There is nothing wrong with investing a component of your portfolio in such an investment on the condition you are fully aware of the risk exposure you are taking on and can withstand a permanent impairment to your capital [...]

By |May 7th, 2018|General Investing|Comments Off on High-Yield Corporate Bond ETFs – Understand the Risks

Procter & Gamble – I Am Not Interested In This Turnaround Story

This is an introduction to my Procter & Gamble (PG) stock analysis which is based on Q3 2018 results and projections for the remainder of FY2018. PG is a company that generates strong free cash flow and showers investors with dividends and share repurchases. It, however, faces intense competitive pressure and is being pressed by [...]

By |May 4th, 2018|General Investing|Comments Off on Procter & Gamble – I Am Not Interested In This Turnaround Story

McDonald’s – Good Company but Overvalued

This is an introduction to my McDonald's (MCD) stock analysis which is based on Q1 2018 results and projections for FY2018. MCD has experienced significant price fluctuation subsequent to the last week of January 2018. I currently view MCD as overvalued. Summary MCD has significantly re-energized its business in the last few years under new [...]

By |May 2nd, 2018|General Investing|Comments Off on McDonald’s – Good Company but Overvalued

FFJ Portfolio – April 2018 Dividend Income Report

Another month gone by and time for another FFJ Portfolio status report. A few stocks I viewed as overvalued in recent months have retraced to fairly valued levels based on analyses I conducted in April. As a result, in the ‘side accounts’ I acquired: 217 shares of 3M (NYSE: MMM) 300 shares of Stanley Black [...]

By |April 30th, 2018|General Investing|Comments Off on FFJ Portfolio – April 2018 Dividend Income Report

Illinois Tool Works – Now Priced Fairly

This is an introduction to my Illinois Tool Works (ITW) stock analysis which is based on Q1 2018 results and revised projections for FY2018. After the ~$36 pullback in price subsequent to late January 2018 and the 2nd upward revision in projected FY2018 earnings subsequent to the company's December 1, 2017 Investor Day presentation, I [...]

By |April 28th, 2018|General Investing|Comments Off on Illinois Tool Works – Now Priced Fairly

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