Income seeking investors who prioritize dividend metrics in their investment decision making process should consider CME Group (CME) as a potential investment. While it has consistently increased its dividend payout for 13 consecutive years, the real 'kicker' is the variable component. CME's dividend policy targets a regular quarterly dividend of between 50% - 60% of [...]
In my December 8 guest post at Dividend Power, I outline how Thermo Fisher Scientific consistently creates shareholder value and why I think this is an opportune time to acquire shares despite its valuation is not as attractive as in late October/early November. Thermo Fisher's share price can be volatile. Just before Christmas 2021, for [...]
In late October/early November, identifying attractively valued wonderful companies was reasonably easy. Irrational exuberance, however, returned part way through November. This has me thinking that many investors are making emotional investment decisions. This is a terrible way to invest since our emotions have a tremendous influence over our expectations. When we neglect to look at [...]
The phrase 'exit stage right' is a playwright's way of giving clear directions for a character to leave the stage. This is exactly what I have done with my Abbvie (ABBV) exposure. In my December 2 Why I Am Not Increasing My AbbVie Exposure post, I explain my decision not to add to my ABBV [...]
Alimentation Couche-Tard (ATD.to) is arguably the best operator in the highly fragmented convenience store industry. Despite being a wonderful company, however, shares are currently fairly valued. I am not, therefore, currently adding to my exposure. I think we are once again experiencing a period of irrational exuberance. In late October/early November, it was easy to [...]
I last reviewed Abbvie (ABBV) in my November 12, 2022 post at which time I expressed my relief that ABBV was deleveraging. Now, however, ABBV's debt will increase because of its recently announced ImmunoGen (IMGN) acquisition. I am, therefore, not increasing my Abbvie exposure for reasons presented herein. In my previous post, I also commented [...]
This FFJ Portfolio - November 2023 report is an overview of my recent investment activity. What a difference in less than a month! The value of the holdings within the FFJ Portfolio increased ~$94,609 CDN and ~$363,753 USD from the end of October to the end of November. I, however, did not acquire additional shares [...]
Following the November 20 market close, A released its Q4 and FY2023 results and Q1 and FY2024 guidance. Despite the challenging market conditions, Agilent forecasts strong cash flow in FY2024. When I reviewed Agilent Technologies (A) in my August 16 post, it had just released its Q3 and YTD2023 results and revised FY2023 guidance. At [...]
Zoom Video Communications (ZM) raises guidance for the 3rd time in FY24. With the release of Q3 and YTD2024 results on November 20 and revised guidance, I revisit ZM and disclose the purchase of additional shares in one of the 'Core' accounts within the FFJ Portfolio. NOTE: Do not confuse ZM with ZoomInfo Technologies Inc. [...]
After several suggestions over a few years (I work quickly), I have added a 'Books' page. On this page, I share a selection of books I have found to be entertaining and/or thought-provoking. I have also added FFJ Portfolio Holdings and FFJ Portfolio Monthly Dividend Income links at the top of the website. I try [...]