Goldman Sachs – High Expenses and Weak Investment Banking Revenue

  On January 17, 2023, Goldman Sachs (GS) reported weaker-than-anticipated Q4 and FY2022 results because of high expenses and weak Investment Banking revenue. Despite measures having been implemented to improve results, I am cautiously optimistic GS will experience further short-term share price weakness. I last reviewed this holding in my July 8, 2022 post at [...]

FFJ Portfolio – December 2022 Report

This FFJ Portfolio - December 2022 Report provides an overview of what transpired during the month. The broad market pullback in late September/early October allowed investors to acquire shares in great companies at reasonable valuations. November was somewhat disheartening as valuations started to creep higher. By mid-December, however, market sentiment had changed. Therefore, I took [...]

By |January 3rd, 2023|FFJ Portfolio|Comments Off on FFJ Portfolio – December 2022 Report

Apple – Low Risk And A Reasonable Valuation

On January 3, 2019, I acquired 300 Apple (AAPL) shares @ $143.6168 (1200 shares and ~$36/share when we account for the end of August 2020 4:1 stock split). I disclosed this purchase in my January 4, 2019 post at which time I suggested investors load up on AAPL shares. Following that post, AAPL's share price [...]

By |December 23rd, 2022|Equity Investing|Comments Off on Apple – Low Risk And A Reasonable Valuation

Highly Disciplined Paychex Is Fairly Valued

I last reviewed Paychex (PAYX) in this June 30, 2022 post following the release of Q4 and FY2022 results. At the time, I deemed shares to be fairly valued and increased my exposure within one of the 'Core' accounts in the FFJ Portfolio. Following the December 22 release of Q2 and YTD2023 results and another [...]

By |December 23rd, 2022|Equity Investing|Comments Off on Highly Disciplined Paychex Is Fairly Valued

HEICO Offers Investors Peace Of Mind

Looking to invest in a company with a successful track record, a bright long-term outlook, and low risk? HEICO fits the bill and offers investors peace of mind. I last reviewed HEICO (HEI) in this May 24 2022 post at which time it had just released Q2 and YTD2022 results. With the December 19 release [...]

By |December 20th, 2022|Equity Investing|Comments Off on HEICO Offers Investors Peace Of Mind

Visa’s Attractive Valuation Makes It A Buy

In my December 2, 2021 Visa (V) post at Dividend Power, I lay out why I considered it to be an attractive long-term investment. I followed up this post with my April 27, 2022 post on this site where I suggest accumulating V shares on pullbacks. I once again revisit my largest holding in this [...]

By |December 15th, 2022|Equity Investing|Comments Off on Visa’s Attractive Valuation Makes It A Buy

Pass on Richly Valued Genuine Parts

I last reviewed Genuine Parts Company (GPC) in my guest post at Dividend Power. At the time, GPC had recently released FY2020 results and FY2021 guidance. In that post, I concluded GPC was a slightly overvalued Dividend King. We now have Q3 and YTD2022 results. With just under a month before FYE2022, I revisit GPC [...]

By |December 3rd, 2022|Equity Investing|Comments Off on Pass on Richly Valued Genuine Parts

Blackstone’s Headwinds Make It A Buy

In this brief post, I explain why Blackstone's (BX) headwinds make it a buy. I last wrote about BX in this October 24 post at which time it had just released Q3 and YTD results. BX has been in the 'penalty box' of late and Blackstone Real Estate Income Trust Inc.'s (BREIT) challenges are likely [...]

By |December 1st, 2022|Equity Investing|Comments Off on Blackstone’s Headwinds Make It A Buy

FFJ Portfolio – November 2022 Report

This brief FFJ Portfolio - November 2022 Report recaps what occurred with this investment portfolio during the month. Looking for attractively valued companies was like shooting fish in a barrel in late September/early October. Unfortunately, the tide turned after this timeframe thereby making it more difficult to identify attractive investment opportunities. New Positions I have [...]

By |November 30th, 2022|FFJ Portfolio|Comments Off on FFJ Portfolio – November 2022 Report
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