Intuitive Surgical Is A Richly Valued Magnificent Growth Stock

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 [...]

By |January 24th, 2024|Equity Investing|Comments Off on Intuitive Surgical Is A Richly Valued Magnificent Growth Stock

RTX Corporation’s Valuation Is Not Justified

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 [...]

By |January 24th, 2024|Equity Investing|Comments Off on RTX Corporation’s Valuation Is Not Justified

Lockheed Martin Is Advancing 21st Century Security

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 [...]

By |January 24th, 2024|Equity Investing|Comments Off on Lockheed Martin Is Advancing 21st Century Security

Intuitive Surgical – Robust Growth Potential But Overvalued

  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 [...]

By |January 17th, 2024|Equity Investing|Comments Off on Intuitive Surgical – Robust Growth Potential But Overvalued

Consider BlackRock For Asset Management Exposure

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 [...]

By |January 13th, 2024|Equity Investing|Comments Off on Consider BlackRock For Asset Management Exposure

HEICO Is Cash Flow Focused

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 [...]

By |January 11th, 2024|Equity Investing|Comments Off on HEICO Is Cash Flow Focused

Minor Changes To Investment Holdings

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 [...]

By |January 9th, 2024|Equity Investing|Comments Off on Minor Changes To Investment Holdings

FFJ Portfolio – December 2023

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 [...]

By |January 2nd, 2024|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – December 2023

2023 Year End FFJ Portfolio Review

My underlying reason for performing this portfolio review is to get a high level overview of all our investments. When I include retirement accounts for which I do not disclose details, I manage a total of 18; this is an increase from 17 when I completed my June 30 review. Each account has CDN and [...]

By |December 30th, 2023|FFJ Portfolio Holdings|Comments Off on 2023 Year End FFJ Portfolio Review

Veeva Systems Is On My Watch List

In my August 23 Zoom Video Communications (ZM) post, I disclosed my rationale for initiating a position in this company. Part of my analysis included a review of ZM's proxy. On Page 16, I noted that one of the continuing Directors (Peter Gassner) is the CEO and a member of the board of directors of [...]

By |December 26th, 2023|Equity Investing|Comments Off on Veeva Systems Is On My Watch List
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