I last reviewed Veeva Systems (VEEV) in this August 28, 2025 post at which time the Q2 and YTD2026 results were the most current. With the release of Q3 and YTD2026 results following the November 20, 2025 market close, this is an opportune time to revisit the company's valuation. For the sake of full [...]
When I retired at 56 in 2016 I was adamant that I would never return to the workforce. My plan was to focus on investing to continually increase our net worth. So far, things have gone according to plan. I do not, however, know what the future holds which is why Walmart (WMT) has been [...]
I last reviewed Home Depot (HD) in this August 21, 2025 post following the release of Q2 2025 financial results. In that post, I include metrics for prior periods so we can compare HD's performance over time. I include these previously provided results thus eliminating the need to navigate between posts. When I composed my [...]
The return on my Paycom (PAYC) investment has been less than stellar. The company's underlying fundamentals and growth potential, however, remain sound. Given this, I acquired an additional 100 shares @ $162.1148/share on November 6, 2025 in a 'Core' account in the FFJ Portfolio. I last reviewed this existing holding in my May 8, 2025 [...]
When I last reviewed Merck & Co. (MRK) in this August 4, 2023 post, the most current results were for Q2 and YTD2023. We now have MRK's Q2 and YTD2025 results released on October 30, 2025 thus prompting me to revisit this existing holding. On October 28 I increased my exposure with the purchase of [...]
When I last reviewed Paychex (PAYX) in this March 27, 2025 post, the most current financial information was for Q3 and YTD2025. The March 26, 2025 closing share price was ~$150.20 and I thought a fair value was in the low-mid ~$130s. Fast forward to November 5, 2025. We now have PAYX's Q1 2026 results [...]
On October 30, 2025, I disclose in my Exposure Increased As ADP Valuation Improves my decision to acquire an additional 200 shares @ $269.78 in a 'Core' account in the FFJ Portfolio on October 29. I conclude that post stating: I plan to acquire additional shares if ADP's valuation remains attractive. As luck would have [...]
I recently covered Cintas (CTAS) in this my September 24, 2025 post. The reason for revisiting CTAS so soon is to disclose that on November 3, 2025 I acquired an additional 100 shares @ ~$181.455 in a 'Side' account in the FFJ Portfolio. My total exposure is now 700 shares. On October 28, CTAS released [...]
I last reviewed Rollins (ROL) in this June 27, 2025 post in which I state: Rollins (ROL) may not appeal to some investors because the nature of its business is not 'sexy'. Sometimes, however, 'ho hum' businesses can offer investors the potential for very reasonable long-term total shareholder returns. Through its family of brands, ROL [...]
This FFJ Portfolio - October 2025 report is a high-level recap of my activity during the month. All monthly reports are accessible here. Recent Activity Purchases Automatic Data Processing (ADP) On October 29 I acquired 200 shares @ ~$269.78 in a 'Core' account in the FFJ Portfolio and disclose this purchase in my October 30 [...]
