FFJ Portfolio – April 2022 Report

This is my FFJ Portfolio - April 2022 Report. When Warren Buffett worked for Graham-Newman, his mentor (Ben Graham) advised him that: 'In the short run, the market is a voting machine. In the long run, it is a weighing machine. People have been successful investors because they've stuck with successful companies. Sooner or later [...]

Consider Blackstone For Alternative Asset Exposure

In my August 14th Brookfield Asset Management (BAM) stock analysis I disclose the purchase of additional BAM shares through various accounts. In that post, I conclude: 'I have no interest in investing in cryptocurrencies, SPACs, or complex derivative products. I do, however, want exposure to alternative assets thus my reason for investing in BAM.' After [...]

By |April 29th, 2022|Equity Investing|Comments Off on Consider Blackstone For Alternative Asset Exposure

Accumulate Visa on Pullbacks

I have been a Visa (V) shareholder almost from the day it went public on March 18, 2008. Over the years I have also increased my exposure. My most recent purchase was made in early March 2022 at which time I acquired shares at ~$195. The number of shares acquired was not meaningful so I [...]

By |April 27th, 2022|Equity Investing|Comments Off on Accumulate Visa on Pullbacks

OTIS Worldwide Is Fairly Valued

A year has elapsed since I last reviewed Otis Worldwide Corporation (OTIS). At the time, I envisioned a broad market sell-off would lead to a more attractive valuation. Following that post, OTIS's share price skyrocketed and its valuation deteriorated. In early February 2022, I took a quick look at OTIS but still did not like [...]

By |April 26th, 2022|Equity Investing|Comments Off on OTIS Worldwide Is Fairly Valued

Debt-Free Intuitive Surgical’s Valuation Continues To Improve

  In my October 20, 2021 post, I disclose a new 30 share position in Intuitive Surgical (ISRG) in a 'Core' account in the FFJ Portfolio and conclude that post by stating that 'Despite shares being grossly overvalued, I think ISRG will be a far more valuable company several years into the future.' I followed [...]

By |April 23rd, 2022|Equity Investing|Comments Off on Debt-Free Intuitive Surgical’s Valuation Continues To Improve

Invest in Danaher For The Long Term

  On April 21, 2022 I published my Danaher (DHR) - Creating Long-Term Shareholder Value post. In that post, I touch upon why I deem it to be an attractive long-term investment. I conclude by stating my intent to acquire additional shares even though its valuation is slightly less attractive than at the time of [...]

By |April 22nd, 2022|Equity Investing|Comments Off on Invest in Danaher For The Long Term

Danaher – Creating Long-Term Shareholder Value

Danaher (DHR) is creating long-term shareholder value. Over a 10-year timeframe, the average annual total return with the reinvestment of dividends is 22.07% and 21.73% without the reinvestment of dividends. In contrast, the returns from the S&P500 are 14.69% and 13.65% (source: www.tickertech.com). Despite viewing DHR's valuation to be somewhat rich, I initiated a small [...]

By |April 21st, 2022|Equity Investing|Comments Off on Danaher – Creating Long-Term Shareholder Value
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