Zoom Communications Accelerates Execution Of Share Buyback

I last reviewed Zoom Communications (ZM) in this May 27, 2025 post when the most current financial information was for Q1 2026. With the release of Q2 and YTD2026 results following the August 21, 2025 market close, I revisit this existing holding. Business Overview Part 1, Item 1 in ZM's FY2024 Form 10-K (see SEC [...]

By |August 22nd, 2025|Equity Investing|Comments Off on Zoom Communications Accelerates Execution Of Share Buyback

Home Depot – Strong Fundamentals But Stretched Valuation

In my last Home Depot (HD) review on August 15, 2024, I state that shares are perennially overvalued. The decision to invest in HD typically comes down to how much are you willing to 'overpay'. At the time of that review, the most current financial information was for Q2 and YTD2024. With the release of [...]

By |August 21st, 2025|Equity Investing|Comments Off on Home Depot – Strong Fundamentals But Stretched Valuation

Accenture Should Benefit From Inevitable Industry Consolidation

In my June 27, 2025 post, I disclose initiating a 200 Accenture (ACN) share position @ ~$284.58 in one of the 'Core' accounts in the FFJ Portfolio. I subsequently acquired: 100 shares @ $281.5887 on July 11; and 200 shares @ $278.5323 on July 28 and disclose these purchases in my July 29, 2025 post. [...]

By |August 13th, 2025|Equity Investing|Comments Off on Accenture Should Benefit From Inevitable Industry Consolidation

Howard Hughes Holdings Is Being Transformed Into A Diversified Holding Company

In my June 3, 2025 post, I disclose my rationale for initiating a 500 share position in Howard Hughes Holdings (HHH) in one of the 'Core' accounts in the FFJ Portfolio. I subsequently increased my exposure to 1000 shares and disclosed this in my June 9, 2025 post; my average cost is ~$67.90. In this [...]

By |August 12th, 2025|Equity Investing|Comments Off on Howard Hughes Holdings Is Being Transformed Into A Diversified Holding Company

Exxon Mobil’s Outlook Points To Stronger Future Returns

I last reviewed Exxon Mobil (XOM) in this August 2, 2024 post at which time the most current financial information was for Q2 and YTD 2024. In addition, it had relatively recently completed the Pioneer Natural Resources (Pioneer) acquisition. On August 1, 2025, XOM released its Q2 and YTD2025 results thus prompting me to revisit [...]

By |August 6th, 2025|Equity Investing|Comments Off on Exxon Mobil’s Outlook Points To Stronger Future Returns

Wide Moat S&P Global’s Valuation Is Fair

I last reviewed S&P Global (SPGI) in this April 30, 2025 post at which time the current share price was ~$492 and the most current quarterly financial information was for Q1 2025. My suggestion was that investors acquire shares in great companies during periods of turmoil. Now that SPGI has released Q2 and FY2025 results [...]

By |August 1st, 2025|Equity Investing|Comments Off on Wide Moat S&P Global’s Valuation Is Fair

FFJ Portfolio – July 2025

This FFJ Portfolio - July 2025 report is a high-level recap of my activity during the month. In an environment where much does not make sense, it is worthwhile to be prudent. In my FFJ Portfolio - June 2025 report, I note investor willingness to borrow for investment purposes (Debit Balances in Customers' Securities Margin [...]

By |July 31st, 2025|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – July 2025

Intact Financial Exposure Increased In The FFJ Portfolio

Despite being a loyal Canadian, I have very little desire to invest in Canadian companies. My reasoning is that I think I can generate superior long-term total investment returns from US companies. Secondly, most Canadian listed companies do not satisfy my risk tolerance. This is why I have made a conscious decision to limit my [...]

By |July 30th, 2025|Equity Investing|Comments Off on Intact Financial Exposure Increased In The FFJ Portfolio

Increased Accenture Exposure In The FFJ Portfolio

In my June 27, 2025 Why I Added Accenture To The FFJ Portfolio post, I disclose a new Accenture (ACN) position. Following my initial purchase, I have increased my exposure in keeping with the Final Thoughts expressed in my prior post. ACN is a new holding and my current exposure is only 200 shares. It [...]

By |July 29th, 2025|Equity Investing|Comments Off on Increased Accenture Exposure In The FFJ Portfolio
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