Summary Strategy is to be "the" networking company rather than a maker of individual products. Shift to more of a software and subscription-based offering strategy improves revenue predictability. Customers exposed to high switching costs which increases CSCO product/service stickiness. Strong Balance Sheet and strong Free Cash Flow (~$12.4B, ~$12.9B, and ~$12.8B in FY2016 – FY2018). [...]
After having read a post I wrote about Brookfield Asset Management (TSX: BAM.a), Larry Macdonald of The Globe and Mail reached out to me inquiring whether I would be interested in being featured in his weekly column. Here is the link to his column in which I am featured. You may want to check out [...]
The Big 5 Canadian Banks have a track record of rewarding long-term investors despite continually changing industry, business, and economic environments. Summary The Big 5 Canadian banks have recently released their Q1 2019 results and have reiterated that business conditions are challenging. Short sellers who have renewed their Big 5 bets in early 2019 [...]
This is my February 2019 FFJ Portfolio dividend income update. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to [...]
Some investors will overlook Berkshire Hathaway (BRK-a and BRK-b) as a potential high quality investment because they strictly adhere to rigid dividend related criteria. A great many investors focus exclusively on investing in companies that have a dividend yield of X% or greater. Other investors refrain from investing in companies unless they have a [...]
Hormel Foods Corporation (HRL) is a member of the exclusive group of Dividend Kings (dividend increases for at least 50 consecutive years). This article looks at valuation based on Q1 2019 results and FY2019 guidance. Summary Hormel Foods has just released Q1 2019 results and has reaffirmed FY2019 guidance of $1.77 - $1.91 per share. [...]
Genuine Parts Company (GPC) has increased its dividend for 63 consecutive years. This article looks at valuation based on FY2018 results and FY2019 guidance. Summary GPC has just released Q4 and FY2018 results, provided FY2019 guidance, and has increased its dividend for the 63rd consecutive year. GPC failed in its efforts to extricate itself from [...]
Enbridge Inc. (ENB) is a value stock investors should consider as a long-term investment. It has significantly de-leveraged, it offers an attractive dividend yield, and it has promising long-term prospects. Summary ENB recently released Q4 and FY2018 results and provided guidance for FY2019 and FY2020. The company has made considerable progress in deleveraging its balance [...]
Value and Growth Investing can be achieved by holdings positions in Brookfield Asset Management (BAM) and its various limited partnerships. Summary Brookfield Asset Management helped launch Brazil’s first electrical and transport utility in 1899 and listing it on the Toronto Stock Exchange in 1912. BAM and its limited partnerships have $350B+ in assets under management, [...]
Investors should consider Moody's Corporation (MCO) if interested in a high quality growth stock in which to invest for the long-term. Summary Moody’s (MCO) occupies an enviable position with S&P Global at the heart of global financial markets. MCO lowered its guidance in Q3 2018 for the remainder of FY2018 and yet did not meet [...]
