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 [...]
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 [...]
Between early May and mid-July, investors had a window of opportunity to acquire reasonably valued Broadridge (BR) shares; I added to my exposure on May 9 @ $138.43 in a 'Core' account in the FFJ Portfolio. On August 12, however, BR released its Q4 and FY2022 results and in my post of the same date, [...]
I last reviewed West Pharmaceutical (WST) in this April 11, 2018 post. It is perpetually overvalued but within the last couple of months, it has fallen out of favour with investors. I now consider out of favour West Pharmaceutical to be a buy. In recent posts, I mention the purchase of a second home and [...]
In January 2022, Church & Dwight (CHD) became a member of the S&P 500® Dividend Aristocrats® Index; the S&P 500 Dividend Aristocrats are high-quality companies that have grown their dividends for at least 25 consecutive years. Church & Dwight’s Dividend Aristocrat status is irrelevant, however, because it is a past performance metric. While it is [...]
Low-risk Rollins (ROL) is a pest control industry leader with ~80% recurring revenue and 20+ years of growth regardless of the economic cycle. I last reviewed the company in this July 29 post at which time it had just reported Q2 and YTD2022 results. While ROL released Q3 and YTD2022 results on October 26, our [...]
Following the spin-off of the slower-growth Diabetes Care business, you can expect more rapid growth from undervalued Becton Dickinson (BDX). I caution you not to compare the current and historical BDX because the company is much different from recent prior years and its credit risk is much improved. I last reviewed BDX in this August [...]
On August 2, 2022 I added to my The Home Depot (HD) exposure with the purchase of shares @ $301.64. Following this recent purchase and the automatic reinvestment of dividends, there are currently 252 HD shares in a 'Side' account within the FFJ Portfolio. I last reviewed HD in my August 16, 2022 post in [...]
I last reviewed McDonald's (MCD) in this March 19, 2022 post. In that post, I disclose my March 7 purchase of an additional 100 shares at ~$226 in a 'Side' account in the FFJ Portfolio while on a ski trip. At the time, the most recently available financial results were those for FY2021. Now that [...]
Unfortunately, the number of bargains presented to investors from mid-September through mid-October has diminished of late. However, CME Group (CME) is low-risk and attractively valued. This makes it an attractive investment at a time when investors should reduce risk. In addition to this piece of good news, CME is scheduled to declare its 'special annual [...]