In a recent interview with Nick McCullum from Sure Dividend I share my opinion on the future for my Top 10 holdings. Visa The Bank of Nova Scotia 3M The Royal Bank of Canada Church & Dwight Johnson & Johnson Chevron Walmart Canadian National Railway The Canadian Imperial Bank of Commerce Becton Dickinson Have a [...]
Summary Parker-Hannifin is a Dividend King having increased its annual dividend for at least 50 consecutive years. While the diluted - weighted-average common shares outstanding has been reduced dramatically since FY2008 and EPS has grown significantly since such time, there are other metrics that suggest PH is an unsuitable investment for me at this juncture. [...]
In order to attain a reasonable level of wealth you must avoid the seductive trap of a poverty mindset. Today’s Guest Post is from Henry (last name protected at Henry’s request). I encourage you to read this September 21, 2017 article in which Henry outlined the steps he and his better 50% are taking [...]
Summary Prestige Brands is a small cap company engaged in the business of marketing, sales, manufacturing and distribution of well-recognized, brand name, over-the-counter (“OTC”) healthcare and household cleaning products. It crossed my radar in December 2011 when it acquired 17 over-the-counter medicine brands sold in North America from GlaxoSmithKline Plc for $660 million cash. I [...]
Summary Altra is a small cap company which does not fit my investor profile. Some readers, however, have requested I conduct the occasional review on small cap investment opportunities hence this analysis. Altra released its Q4 and FY2017 results on February 21, 2018 and within days it announced a proposal to amalgamate with 4 operating [...]
Summary WST has been in business for 95 years and has developed a strong reputation. The top 50 injectable biologics rely on WST and also supplies the top 75 pharmaceutical and biotech injectable companies. The company’s common stock cumulative total return has far exceeded the cumulative total return of the following Standard & Poor's (“S&P”) [...]
Many members of the younger generations are of the opinion US Social Security and the Canada Pension Plan and Old Age Security will not be around by the time they are eligible to collect. I am confident they will be around even though there are some minor imbalances. Even if these imbalances are not fixed, [...]
Summary This RPM stock analysis is based on Q3 2018 results released on April 5, 2018. RPM increased its dividend in October 2017 thus marking its 44th consecutive year of dividend increases. The dividend compound annual growth rate for the 2001 – 2018, however, is only ~5.7%. RPM’s returns since May 31, 2007 have outperformed [...]
North American equity markets are certainly experiencing some interesting times of late. Volatility has picked up and we are now experiencing triple digit intra-day swings in the S&P 500. Many investors who started investing subsequent to the Financial Crisis have never experienced this level of volatility. If you started investing subsequent to 2009, market conditions [...]
Another month has gone by and time for a very quick update on the FFJ Portfolio’s dividend income and changes I made to the FFJ Portfolio in March 2018. In the February 2018 report I reflected 400 Canadian National Railway (TSX: CNR) shares and 400 Walmart (NYSE: WMT) shares under investment account #6. These shares [...]
