Many investors have exposure to conventional investment categories. Investors seeking to diversify their investments, however, may want to invest in The Blackstone Group for exposure to alternative investments. Alternative investments can include: private equity or venture capital; hedge funds; managed futures; art and antiques; commodities; real estate; and derivatives contracts. My investor profile is such [...]
Following a recent return to a reasonable valuation, investors should consider Automatic Data Processing (ADP) for its attractive long-term investment return potential. I have covered ADP in various previous posts which are accessible through the Archives; my last ADP post was on July 29, 2020, at which time I indicated I had added to my [...]
In my January 23, 2022 Union Pacific (UNP) post, I determined that I would patiently wait for a better valuation before adding to my position in one of the 'Side' accounts within the FFJ Portfolio. With the release of Q4 and FY2021 results and FY2022 guidance on January 25, my analysis leads me to conclude [...]
Investors have witnessed a recent surge in Raytheon Technologies' share price and may wonder 'Is Raytheon Technologies a worthwhile investment?' I last reviewed Raytheon Technologies (RTX) in mid-2021 in a guest post at Dividend Power at which time I drew the following conclusion... 'As much as I think RTX is currently fairly valued and will [...]
I last reviewed Lockheed Martin (LMT) in this October 27, 2021 post. At the time, LMT had just released Q3 and YTD2021 results and FY2021 guidance. LMT shocked the investment community on August 3, 2021, when it disclosed: that its Chief Financial Officer (CFO) decided to retire immediately due to personal reasons; and FY2021 adjusted [...]
While on a ski trip in Western Canada in early March 2020, I had the good fortune of a 3 hour time zone difference between New York City and Central British Columbia. On March 9th, I awoke to several new centimetres of snow that had fallen overnight. Just looking at all that fresh powder got [...]
I invest in Paychex (PAYX) for peace of mind and have been a shareholder in one investment account or another since July 8, 2009. This post reviews PAYX's results for the first half of FY2022 and guidance for FY2022. Business Overview PAYX, founded in 1979, is a human resource (HR) software and services company. It [...]
In my October 20, 2021 post, I disclose that I had initiated a 30 share position in Intuitive Surgical (ISRG) @ $336/share in a 'Core' account in the FFJ Portfolio. In my 3 Great Growth Stocks For Long-Term Investors, I disclose a couple of additional purchases. These purchases were initiated despite my opinion that shares [...]
With Goldman Sachs' (GS) share price pullback following the release of Q4 and FY2021 earnings on January 18, 2022, investors might be wondering if it is an attractive investment. I last covered GS in this October 15, 2021 post at which time GS was trading at ~$400. Based on my analysis, I concluded: 'Given my [...]
In my Is Merck a Good Stock to Buy? guest post published on January 13, 2022 at Dividend Power, I share my thoughts on why investors may no longer want to look at MRK through the same lens as in the past. The current Merck & Co., Inc. (MRK) is much different from that [...]