When I last reviewed Visa (V) in my October 25, 2023 post, it had just released its Q4 and FY2023 results and FY2024 outlook. With the release of Q1 2024 results and revised FY2024 outlook following the January 25 market close, I provide this brief update. I have been a V shareholder almost from the [...]
I last reviewed Blackstone (BX) in this October 22, 2023 post at which time it had just released its Q3 and YTD2023 results. Now that BX has released its Q4 and FY2023 results on January 25, I take this opportunity to revisit this existing holding. Business Overview I encourage you to review the company's website [...]
Intuitive Surgical (ISRG) is a richly valued magnificent growth stock I last reviewed in this January 17, 2024 post following the January 9, 2024 release of certain unaudited preliminary Q4 and FY2023 financial results. In addition, it presented to the investment community at the 42nd Annual J.P. Morgan Healthcare Conference on January 10, 2024. Now [...]
I last reviewed RTX Corporation (RTX) in this October 29, 2023 post at which time it had just released its Q3 and YTD 2023 results. After reviewing the Q4 and FY2023 results and FY2024 outlook, I conclude RTX Corporation's valuation is not justified. When I completed my 2023 Year End FFJ Portfolio Review, RTX was [...]
Lockheed Martin (LMT) is advancing 21st Century security. This is one reason why it was my 7th largest holdings when I completed my 2023 Year End FFJ Portfolio Review; I hold shares in one of the 'Core' accounts within the FFJ Portfolio. In addition, LMT benefits from the U.S. Department of Defense and U.S. federal [...]
I am looking to increase exposure to Intuitive Surgical (ISRG) and its robust growth potential; it was my 15th largest holding when I completed my 2023 Year End FFJ Portfolio Review. In addition, it is currently the largest holding in a portfolio held by a young investor I am helping on their journey to [...]
I last reviewed BlackRock (BLK) in this October 15, 2023 post at which time I stated this is an asset manager in which to invest if you want exposure to the asset management industry. On January 12, 2024, BLK: released its Q4 and FY2023 results; and announced the proposed acquisition of Global Infrastructure Partners, a [...]
On December 19, I published Create Wealth With A Long Term HEICO Investment on this site. Dividend Power subsequently requested I also cover HEICO in a guest post; it is accessible here. For the sake of full disclosure, HEI.a was my 25th largest holding when I completed my 2023 Year End FFJ Portfolio Review. In [...]
In this brief post I disclose minor changes to investment holdings after publishing my 2023 Year End FFJ Portfolio Review. The changes were made as part of our Registered Retirement Savings Plan (RRSP) meltdown strategy. I do not disclose details surrounding our investment holdings in registered accounts, and therefore, make no mention of how many [...]
On December 30, I posted my 2023 Year End FFJ Portfolio Review. In this FFJ Portfolio - December 2023 report, I provide a recap of my recent investment activity during the month and a snapshot of the holdings within the FFJ Portfolio on the last trading day in December (December 29). Short term price gyrations are [...]