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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 [...]
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 [...]
Alimentation Couche-Tard (ATD.to) is arguably the best operator in the highly fragmented convenience store industry. Despite being a wonderful company, however, shares are currently fairly valued. I am not, therefore, currently adding to my exposure. I think we are once again experiencing a period of irrational exuberance. In late October/early November, it was easy to [...]
I last reviewed Abbvie (ABBV) in my November 12, 2022 post at which time I expressed my relief that ABBV was deleveraging. Now, however, ABBV's debt will increase because of its recently announced ImmunoGen (IMGN) acquisition. I am, therefore, not increasing my Abbvie exposure for reasons presented herein. In my previous post, I also commented [...]
This FFJ Portfolio - November 2023 report is an overview of my recent investment activity. What a difference in less than a month! The value of the holdings within the FFJ Portfolio increased ~$94,609 CDN and ~$363,753 USD from the end of October to the end of November. I, however, did not acquire additional shares [...]
Following the November 20 market close, A released its Q4 and FY2023 results and Q1 and FY2024 guidance. Despite the challenging market conditions, Agilent forecasts strong cash flow in FY2024. When I reviewed Agilent Technologies (A) in my August 16 post, it had just released its Q3 and YTD2023 results and revised FY2023 guidance. At [...]
I reviewed Q2 and YTD2023 results in this July 19 post. I now quickly revisit Lockheed Martin (LMT) given: the release of its Q3 and YTD2023 results; revised FY2023 outlook; the declaration of a dividend increase; and an increase in its share repurchase authorization. Business Overview Investors unfamiliar with LMT should review its website, Part [...]
I last reviewed Paychex (PAYX) in this June 30 post at which time I determined shares were attractively valued. This was encouraging considering that for the past several months I struggled to identify fairly or attractively valued high-quality companies. Fortunately, the valuation pendulum has swung significantly of late thus presenting investors with a larger pool [...]
In my August 16 Agilent Technologies (A) post, I disclosed the following purchases: 100 shares @ ~$115.96/share on June 9; the forward adjusted diluted PE level was ~20.6. 100 shares @ ~$118.48/share on July 6; the forward adjusted diluted PE level was ~21.1. With the recent weakness in A's share price, I deem A's valuation [...]
Fortive (FTV) was spun off from Danaher (DHR) on July 2, 2016; my recent DHR post is accessible here. I last reviewed FTV in this October 29, 2022 post at which time Q3 and YTD2022 results had just been released. While I wanted to add to my exposure, I had depleted my liquidity because we [...]