I last reviewed Broadridge Financial Solutions (BR) in this November 29, 2022 post at which time it had recently released its Q1 2022 results. With the release of the Q4 and FY2023 results and FY2024 guidance, I take this opportunity to revisit this existing holding. Business Overview BR operates in two reportable segments, Investor Communication [...]
In my February 8, 2021 post, I disclose a new Merck & Co (MRK) position in a 'Core' account within the FFJ Portfolio with the purchase of 300 shares @ ~$75/share. I subsequently disclosed in this May 3, 2021 post the purchase of another 100 shares @ ~$75/share. Through the automatic reinvestment of the dividend [...]
I have been closely monitoring Paycom Software (PAYC) in that I have been a long-term Automatic Data Processing (ADP) and Paychex (PAYX) shareholder. I was tempted to initiate a PAYC position in early May. However, I opted to wait until the release of Q2 2023 results in early August and acquired Blackstone (BX), BlackRock (BLK), [...]
Following the release of Q1 2023 results, I analyzed West Pharmaceuticals (WST) to determine if I should increase my exposure. I conclude that WST's valuation is too rich in my May 1 post. On July 27, WST released its Q2 and YTD2023 and revised FY2023 guidance. I now revisit WST to determine if I should [...]
In my May 19 post, I disclose a new Thermo Fisher Scientific (TMO) position in the FFJ Portfolio. On May 24, I published a brief post in which I disclose an increase in my TMO exposure. I now hold 75 shares in a 'Core' account at an average cost of ~$509.61 and 52 shares in [...]
I last reviewed CME Group (CME) in this November 14, 2022 post at which time the most recently available financial information was for Q3 and YTD2022. At the time of that post, my CME exposure consisted of 382 CME shares in a 'Core' account and 321 shares in a 'Side' account within the FFJ Portfolio. [...]
This FFJ Portfolio - July 2023 report overviews my recent investment activity. Relative to July 2022, the value of the FFJ Portfolio has fallen by ~$ 27,609 CDN and increased by ~$785,022 USD. The increase is attributed to my concerted effort to increase my exposure to high-quality US companies. Purchases In The FFJ Portfolio In [...]
Fortive (FTV) was spun off from Danaher (DHR) on July 2, 2016; my recent DHR post is accessible here. I last reviewed FTV in this October 29, 2022 post at which time Q3 and YTD2022 results had just been released. While I wanted to add to my exposure, I had depleted my liquidity because we [...]
I last reviewed Danaher (DHR) in this October 21, 2022 post at which time I held 285 DHR shares in a 'Core' account in the FFJ Portfolio. In a brief January 6, 2023 post, I disclose the purchase of an additional 50 shares @ ~$246.18/share thereby increasing my exposure to 335 shares. I subsequently acquired: [...]
Some investors think the demise of oil and gas producers is on the horizon as the transition toward more environmentally friendly forms of energy gathers momentum. I completely disagree. The future supply of several metals and minerals is critical for the success of the energy transition. Any transition depends on the sustainable supply of metals [...]