Microsoft Is A Safe Bet For Conservative Investors In An Uncertain Market

With all the changes brought on by artificial intelligence, I have no idea which companies are likely to be long-term winners. Microsoft (MSFT) has a proven track record to navigate the tech sector safely. As a result, it suits my relatively conservative investor profile. Despite not having written about MSFT since my November 11, 2021 [...]

By |February 4th, 2025|Equity Investing|Comments Off on Microsoft Is A Safe Bet For Conservative Investors In An Uncertain Market

FFJ Portfolio – January 2025

Another month has flown by thus triggering this FFJ Portfolio - January 2025 report; all monthly reports are accessible here. Purchases I increased my exposure to 3 existing holdings in 'Core' accounts in the FFJ Portfolio. Lockheed Martin (LMT) 50 shares @ ~$457.75 on January 28. My LMT exposure within the FFJ Portfolio is 620 [...]

By |February 3rd, 2025|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – January 2025

Buy Undervalued Danaher Shares Amid Market Challenges

Buy undervalued Danaher (DHR) shares amid market challenges. In my December 8, 2024 Danaher (DHR) post, I disclose the purchase of an additional 100 shares in a 'Core' account in the FFJ Portfolio. My ~$233.97 purchase price was just a shade above the ~$229 price I paid to acquire 100 additional shares on November 18. [...]

By |January 30th, 2025|Equity Investing|Comments Off on Buy Undervalued Danaher Shares Amid Market Challenges

Lockheed Martin’s Share Price Weakness Is A Buying Opportunity

On January 27, Lockheed Martin's (LMT) shares closed at ~$503.70. Following the release of Q4 and FY2024 results and FY2025 outlook on January 28, 2025, the share price plunged ~$46. I now view Lockheed Martin's share price weakness as a buying opportunity and acquired an additional 50 shares @ $457.75 in one of the 'Core' [...]

By |January 29th, 2025|Equity Investing|Comments Off on Lockheed Martin’s Share Price Weakness Is A Buying Opportunity

10 Investment Misconceptions

These 10 investment misconceptions impact our ability to make rational investment decisions. Predict Share Price Behavior Making investment decisions based on share price behavior is a fool's game. Before retirement, I would walk through the concourse that ran beneath my office tower and that of adjoining office towers. More often than not, groups of people [...]

By |January 27th, 2025|Education|Comments Off on 10 Investment Misconceptions

Investment Success Requires The Right Temperament

In several recent posts accessible through the Archives section of this site, I present my thoughts on what it takes to be a successful investor. In this post, I share that investment success requires the right temperament. Psychological Resilience and Emotional Stability At its core, being a business owner (investor) is a test of temperament. [...]

By |January 26th, 2025|Education|Comments Off on Investment Success Requires The Right Temperament

Beware Of Intuitive Surgical’s Valuation

After ~38 years of investing, I have lost count of my errors of omission and commission. Intuitive Surgical (ISRG) has to rank amongst one of my biggest errors! On October 20, 2021, I initiated a 30 share position in one of the 'Core' accounts within the FFJ Portfolio. I subsequently acquired another 30 shares on [...]

By |January 25th, 2025|Equity Investing|Comments Off on Beware Of Intuitive Surgical’s Valuation

High Entry Barriers Fortify Union Pacific

High entry barriers fortify Union Pacific (UNP). My UNP exposure, however, is minimal with my only purchase being 200 shares @ $142.17 on March 9, 2020 while I was on a ski vacation in British Columbia; we were days from experiencing a 'shut down' of the North American economy because of the COVID pandemic. My [...]

By |January 24th, 2025|Equity Investing|Comments Off on High Entry Barriers Fortify Union Pacific

Johnson & Johnson Is Virtually Irrelevant To My Investment Strategy

  Johnson & Johnson (JNJ) is virtually irrelevant to my investment strategy, and therefore, I rarely look at this investment. With the release of the Q4 and FY2024 financial results on January 22, 2025, I figure this is the opportunity to look at it more closely. Twice a year I disclose which companies are my [...]

By |January 23rd, 2025|Equity Investing|Comments Off on Johnson & Johnson Is Virtually Irrelevant To My Investment Strategy

Optimize Capital Allocation To Create Long-Term Shareholder Value

During the last several years of my career, my round-trip work/home train commute was ~2 hours. At 5 days/week, that would have been 10 hours/week where I could have read material to improve my knowledge. In hindsight, I did not use my time wisely. On my morning commute, I would be sound asleep within minutes [...]

By |January 20th, 2025|Education|Comments Off on Optimize Capital Allocation To Create Long-Term Shareholder Value
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