Young Investor Increases Copart Exposure

I last reviewed Copart (CPRT) in this February 21, 2025 post where I disclose the purchase of an additional 400 shares @ ~$56.29 in a 'Side' account within the FFJ Portfolio. On May 22, 2025, CPRT released its Q3 and YTD2025 results. Despite reporting strong results, the company's share price has fallen from ~$64 in [...]

By |May 28th, 2025|Equity Investing|Comments Off on Young Investor Increases Copart Exposure

Debt-Free Zoom Communications Is Attractively Valued

I last reviewed Zoom Communications (ZM) in this February 25, 2025 post at which time the company had just released its Q4 and FY2024 results and Q1 and FY2026 outlook. Following the May 21 market close, however, it released its Q1 2026 results and Q2 and FY2026 outlook thus prompting me to revisit this existing [...]

By |May 27th, 2025|Equity Investing|Comments Off on Debt-Free Zoom Communications Is Attractively Valued

How Parents Can Help Young Adults Achieve Financial Freedom

This post is written from the perspective of a Canadian resident/taxpayer. I also have no knowledge of your circumstances, risk tolerance, goal, and objectives. You should, therefore, not rely on my recommendations without advice from legal and financial professionals who understand your specific circumstances. My examples reflected below are based on a family with 1 [...]

By |May 14th, 2025|Education|Comments Off on How Parents Can Help Young Adults Achieve Financial Freedom

Paycom Regains Investor Confidence

In my February 8, 2024 and May 2 2024 Paycom (PAYC) posts, I noted that shares were considerably undervalued and disclosed additional share purchases. When I last reviewed PAYC in my November 4, 2024 post following the release of Q3 and YTD2024 results, I felt shares were almost fairly valued. With the surge in PAYC's share price [...]

By |May 8th, 2025|Equity Investing|Comments Off on Paycom Regains Investor Confidence

Wealth-Destroying Mistakes To Avoid

My primary reason for sharing my thoughts on wealth-destroying mistakes to avoid is to ultimately help you improve your financial well-being. What I provide is not an all-encompassing list of wealth-destroying mistakes nor are they in any order of severity. Some mistakes can be corrected more easily than others. Much depends, however, on your unique [...]

By |May 7th, 2025|Education|Comments Off on Wealth-Destroying Mistakes To Avoid

Can Becton Dickinson Regain Investor Confidence?

    Can Becton Dickinson (BDX) regain investor confidence? Although I reviewed this existing holding as recently as this February 7, 2025 post, it is worth revisiting given the ~18% share price plunge following the release of Q2 and YTD2025 results and revised FY2025 guidance on May 1. My medical instruments and supplies (BDX) and [...]

By |May 2nd, 2025|Equity Investing|Comments Off on Can Becton Dickinson Regain Investor Confidence?

Carrier Global Risk Profile Is Much Improved

I have minimal exposure to Carrier Global Corporation (CARR) and pay virtually no attention to this holding. In fact, my last review was in this August 3, 2021 post at which time the most current financial information was for Q2 2021! With the release of Q1 2025 results on May 5, 2025 I revisit this [...]

By |May 2nd, 2025|Equity Investing|Comments Off on Carrier Global Risk Profile Is Much Improved

FFJ Portfolio – April 2025

This FFJ Portfolio - April 2025 report provides a high-level recap of the activity during the month in which I increased exposure to various holdings when the broad market was in turmoil. Despite a slight recovery from the broad market sell-off in early April, I anticipate that we will continue to witness market turmoil for, [...]

By |May 1st, 2025|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – April 2025

S&P Global Shareholders Should Welcome Periods Of Turmoil

S&P Global (SPGI) shareholders should welcome periods of market turmoil. Even if economic conditions deteriorate dramatically, the probability of SPGI having to declare insolvency is extremely low. Given this, we can focus on opportunistic share acquisitions. In my March 5, 2025 post, I disclosed the purchase of a 100 shares @ ~$518.76 on March 4 [...]

By |April 30th, 2025|Equity Investing|Comments Off on S&P Global Shareholders Should Welcome Periods Of Turmoil

Wide-Moat Moody’s Is Almost Fairly Valued

I last reviewed Moody's (MCO) in my July 26, 2024 post at which time I considered shares to be richly valued. With the April 22 release of Q1 2025 results and revised FY2025 guidance, I revisit this existing holding. Business Overview Details of MCO's operations are found in Part 1 Item 1 in the FY2024 [...]

By |April 27th, 2025|Equity Investing|Comments Off on Wide-Moat Moody’s Is Almost Fairly Valued
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