I last reviewed West Pharmaceutical (WST) in this July 27, 2024 post in which my Final Thoughts included: I am looking to increase my exposure in great companies that appear to have fallen out of favor. WST certainly falls in this group! WST's business remains fundamentally sound and it is still the industry leader. Despite [...]
Thermo Fisher's (TMO) share price surge is disappointing for investors wishing to acquire grossly undervalued shares in this high quality company. In recent TMO posts with the most recent being that on July 7, 2025, I suggest that negative investor sentiment presents an investment opportunity. Following the July 23, 2025 Q2 and YTD2025 earnings release, [...]
I last reviewed Intuitive Surgical (ISRG) in this June 10, 2025 post at which time the most currently available financial information was for Q1 2025. With the recent release of Q2 and YTD2025 results, I revisit this existing holding. Business Overview The Overview section commencing on page 26 of 58 in the Q2 2025 Form [...]
I last reviewed Danaher Corporation (DHR) in this April 25, 2025 post at which time the most current financial information was for Q1 2025. On July 21, 2025, I acquired an additional 100 shares @ $188.30 in a 'Core' account in the FFJ Portfolio bringing my exposure to 901 shares. As I finalize this post [...]
I last reviewed Genuine Parts Company (GPC) at which time I recommended that its status as a Dividend King not influence investment decisions. Fixating on dividend metrics is a fundamentally flawed way of investing. The focus should be on a company's total potential shareholder return. On July 24, 2017, I initiated a 300 share GPC [...]
At the time of my prior Cintas post (CTAS), the most currently available financial information was for Q3 and YTD2025. Fast forward and we now have Q4 and FY2025 results and FY2026 outlook thus prompting me to revisit this existing holding. Business Overview Part 1 Item 1 in the FY2024 Form 10-K and the [...]
In the past several months I have read an increasing number of on-line posts in which people complain about their employer's return to office policy. I might sound like a crusty and ornery old geezer but during my career which started in mid-1980, working from home was not an option. Quite frankly, depending on your [...]
At the time of my April 25, 2025 Thermo Fisher (TMO) – Headwinds Present A Buying Opportunity post, it had just released its Q1 2025 results and FY2025 guidance. In that post, I disclosed the purchase of: a few TMO shares @ ~$431.03/share in a 'Core' account in the FFJ Portfolio on April 17, 2025; [...]
On January 4 2025, I published my 2024 Year End Portfolio Review. I never disclose details of what I hold in retirement accounts. I do, however, include these holdings in determining my exposure to various companies. My prior semi-annual reviews have, therefore, been incorrectly labelled as FFJ Portfolio reviews. The monthly recaps, however, only include [...]
This FFJ Portfolio - June 2025 report is a high-level recap of my activity during the month. Looking at the Financial Industry Regulatory Authority, Inc. (FINRA) monthly margin statistics, we see a return in investors' willingness to borrow for investment purposes (Debit Balances in Customers' Securities Margin Accounts). Despite the return of irrational exuberance, I [...]