Some investors rely exclusively on stock screeners to make investment decisions. CME Group, with its unique dividend policy, is a good example of the risk of relying on stock screeners to make investment decisions. Looking at several different stock screeners in preparation for this post, I see not one that accurately reflects CME's dividend yield! [...]
Raytheon Technologies (RTX), a defense and commercial aerospace powerhouse, is benefitting from an increasingly hostile global political climate. I last reviewed RTX in my January 26, 2022 post at which time it had just released its Q4 and FY2021 results and FY2022 outlook. RTX has now released Q2 and YTD2022 results and its FY2022 outlook [...]
Investors should invest in great companies, such as Moody's Corporation (MCO), when they temporarily fall out of favour. I have been increasing my exposure to wide moat MCO on weakness. I last reviewed MCO in my May 4, 2022 Moody's Current Headwinds Present a Buying Opportunity post. At the time, it had just reported Q1 [...]
I last reviewed Intuitive Surgical (ISRG) in my April 23, 2022 post at which time it had just released Q1 2022 results. Following the July 21 market close, ISRG released Q2 results. It continues to experience headwinds from: COVID-driven lockdowns in China, ISRG's 2nd largest market; supply chain disruptions with semiconductor component delays impacting the [...]
Portfolio Insight asked authors of leading investing websites to share the 10 best dividend stocks now. I recommend Blackstone Inc. (BX) and Brookfield Asset Management (BAM-a.TO and BAM). The remaining 8 companies are recommendations by other guest contributors. My reasons for liking these two asset managers are found in the following posts: Blackstone Should Richly [...]
Based on my analysis, Blackstone Inc. (BX) should richly reward long-term shareholders. Investors should consider the current share price weakness as a window of opportunity. I last reviewed BX in my April 25, 2022 Consider Blackstone For Alternative Asset Exposure guest post at Dividend Power; prior BX posts are accessible in the Archives section of [...]
Wealth creation through Danaher (DHR) share ownership is possible. Share price weakness despite strong results and a somewhat more favourable valuation relative to the last several months of 2021, provides investors with a window of opportunity. I last wrote about Danaher (DHR) in my April 21, 2022 post following the release of Q1 2022 results. [...]
I have reviewed Lockheed Martin (LMT) in several previous posts accessible through the FFJ Archives. My most recent post was on April 19, 2022 at which time I considered LMT to be unattractively valued. I now revisit LMT following the July 19, 2022 release of Q2 2022 results. Financials Q2 2022 Results LMT's Q2 2022 [...]
In my recent Imperial Oil (IMO) Is Gushing Free Cash Flow guest post at Dividend Power, I explain why I am not initiating a position in the company. Instead, I am increasing my exposure to Exxon Mobil Corporation (XOM) which owns 69.6% of IMO; my Exxon Mobil (XOM) Shareholders Are Finally Being Rewarded guest post [...]
Profit From PepsiCo's Addictive Products Many investors are undoubtedly familiar with PepsiCo, Inc. (PEP); its product offerings can be viewed here. It is, after all, a company which sold consumable products in more than 200 countries and territories in FY2021. While PEP has an entire section on its website devoted to Health & [...]