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In this Mastercard Incorporated (MA) article I provide an example where, through the use of options, it is possible to come out ahead even if your original call is wrong. In my February 4, 2019 article I provided details on covered call transactions I had initiated; I generated $2.43/share on the MA options. Mastercard Incorporated’s [...]
Mastercard (NYSE: MA) released its Q3 2018 results October 30, 2018. Mastercard and VISA have recently agreed to pay $5.54B - $6.24B to a class of more than 12 million merchants who accept the payment networks’ cards in the largest-ever class-action settlement of a U.S. antitrust case. This brings to an end one litigation matter [...]
Summary MasterCard released its Q4 and FY2017 results February 1, 2018. Shareholders have been richly rewarded since MasterCard became a publicly listed entity in 2006. MA is one of my highest conviction stocks but I am of the opinion its price has risen beyond levels that are deemed reasonable. [...]
Summary This MasterCard stock analysis is based on Q3 2017 results released October 31, 2017 and the September 7, 2017 Investor Day presentation. MA and V are the two highest convictions stocks amongst the ~50 companies in which my wife/I own shares. MA likely gets overlooked by many investors because of its sub 1% dividend [...]
Summary This MasterCard stock analysis is based on Q2 2017 results released July 27, 2017. MA’s projected EPS for FY 2017 and FY 2018 from multiple analysts have been revised upward subsequent to my February 1, 2017 post. MA recently received a favorable ruling from the Competition Appeal Tribunal (CAT) and no longer faces the [...]
Summary This MasterCard (NYSE: MA) stock analysis is based on Q4 and FY 2016 results reported January 31, 2017. MA continues to perform well but lofty expectations resulted in a small pullback in the stock price. While MA's PE is just shy of 30, I am willing to pay up for high growth and will [...]
Canadian National Railway (CNR) is perennially overvalued. I, therefore, pay very little attention to it despite it being my 19th largest holding at the time of my 2023 Year End FFJ Portfolio Review. Railroads are attractive in that the barriers to entry are so high; it is cost prohibitive to establish a new Class 1 [...]
This FFJ Portfolio - February 2024 report recaps my investment activity during the month and in the first few days of March while I was on a ski trip. A snapshot of the holdings within the portfolio at the end of each month from December 2018 to February 29 is accessible here. In December 2018, [...]
My underlying reason for performing this portfolio review is to get a high level overview of all our investments. When I include retirement accounts for which I do not disclose details, I manage a total of 18; this is an increase from 17 when I completed my June 30 review. Each account has CDN and [...]
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 [...]
