In this post, I present my thoughts on why I think Copart (CPRT) offers attractive return potential with low risk. Based on my analysis I have initiated a position in an account for which I do not disclose details. Copart - Business Overview This Dallas-based firm dominates the market for processing and reselling salvage cars [...]
Investors who look for attractive total potential long-term investment opportunities may want to consider the following 3 great growth stocks: Danaher Corporation (DHR) Intuitive Surgical (ISRG) Stryker Corporation (SYK) I have covered all 3 companies in recent posts. When I make investment suggestions, I typically 'put my money on the line'; I acquire shares in [...]
In my recent FFJ Portfolio – December 2021 Report I mention that the weightings of our investment holdings have changed from the time of my April 2021 review. In this post, I compare our top 30 holdings (held within the FFJ Portfolio and in accounts for which I do not disclose details) relative to the [...]
In this Danaher Corporation stock analysis, I disclose why I have initiated a small position in one of the 'Core' accounts within the FFJ Portfolio; I acquired 50 shares on January 4, 2022 at ~$307/share. In previous posts, I have stated that the vast majority of my investment errors over the years are errors of [...]
In my August 27, 2021 Blackstone post I disclose initiating a 300 BX share position through one of the 'Core' accounts in the FFJ Portfolio. I have periodically added to my exposure and in my FFJ Portfolio – December 2021 Report, I reveal that my BX exposure has risen to 800 shares; I acquired an [...]
This is my FFJ Portfolio - December 2021 Report; previous monthly reports are accessible in the Archives. The actual monthly reports are accessible here. In 2021, I transferred holdings between tax-advantaged and taxable accounts for tax planning purposes. One such transfer is addressed in my December 20, 2021 BMO’s Bank of the West Acquisition Bulks [...]
The Bank of Montreal's (BMO) Bank of the West acquisition from BNP Paribas was announced on December 20, 2021. The last time I reviewed BMO was in my BMO – High Dividend Yield and Safety from Canada’s Oldest Bank guest post at Dividend Power. I concluded that post stating that I view The Royal Bank [...]
After my August 11, 2021 Tyson Foods (TSN) stock analysis, the company: released Q4 and FY2021 results and FY2022 guidance on November 15; and held its Investor Day on December 9. I now take a brief look at TSN's valuation. Prior TSN posts are accessible in the FFJ Archives. Tyson Foods - Stock Analysis - [...]
On May 5, 2021, I wrote a Broadridge Financial Solutions (BR) stock analysis. For whatever reason, I decided to keep it in 'draft' format and completely forgot about it; at the time, BR had just reported Q3 2021 results. Fast forward to December 4, 2021, and BR is currently in Q2 2022; the company's fiscal [...]
Many countries were beginning to loosen their border restrictions which would have resulted in an increase in business and personal travel thus benefiting Visa (V) and its competitors. Now, however, reports of the Omicron coronavirus variant have led to many countries closing their borders to international travel. While countries and territories are taking different [...]