Paychex Should Appeal To Risk Averse Investors

Paychex (PAYX) should appeal to risk-averse investors given its strong recurring revenue, and operating and free cash flow. I last reviewed it in this September 28 post at which time it had just released Q1 2024 results and raised its FY2024 outlook for the adjusted diluted EPS and Interest on Funds Held for Clients metrics. [...]

By |December 21st, 2023|Equity Investing|Comments Off on Paychex Should Appeal To Risk Averse Investors

Create Wealth With A Long Term HEICO Investment

In my September 15, 2019 HEICO Corporation (HEI and HEI-a) post, I disclosed the purchase of 300 shares @ ~$99/share in one of the 'Side' accounts in the FFJ Portfolio. Subsequently, I have increased my exposure to 400 shares in a 'Core' account and 400 shares in a 'Side' account. What initially peaked my interest [...]

By |December 19th, 2023|Equity Investing|Comments Off on Create Wealth With A Long Term HEICO Investment

Income Seeking Investors Should Consider CME Group

Income seeking investors who prioritize dividend metrics in their investment decision making process should consider CME Group (CME) as a potential investment. While it has consistently increased its dividend payout for 13 consecutive years, the real 'kicker' is the variable component. CME's dividend policy targets a regular quarterly dividend of between 50% - 60% of [...]

By |December 10th, 2023|Equity Investing|Comments Off on Income Seeking Investors Should Consider CME Group

Thermo Fisher Scientific Consistently Creates Shareholder Value

In my December 8 guest post at Dividend Power, I outline how Thermo Fisher Scientific consistently creates shareholder value and why I think this is an opportune time to acquire shares despite its valuation is not as attractive as in late October/early November. Thermo Fisher's share price can be volatile. Just before Christmas 2021, for [...]

By |December 8th, 2023|Equity Investing|Comments Off on Thermo Fisher Scientific Consistently Creates Shareholder Value

Exxon Mobil Has Attractive Growth Prospects

In late October/early November, identifying attractively valued wonderful companies was reasonably easy. Irrational exuberance, however, returned part way through November. This has me thinking that many investors are making emotional investment decisions. This is a terrible way to invest since our emotions have a tremendous influence over our expectations. When we neglect to look at [...]

By |December 8th, 2023|Equity Investing|Comments Off on Exxon Mobil Has Attractive Growth Prospects

AbbVie – Exit Stage Right

The phrase 'exit stage right' is a playwright's way of giving clear directions for a character to leave the stage. This is exactly what I have done with my Abbvie (ABBV) exposure. In my December 2 Why I Am Not Increasing My AbbVie Exposure post, I explain my decision not to add to my ABBV [...]

By |December 7th, 2023|Equity Investing|Comments Off on AbbVie – Exit Stage Right

Why I Am Not Currently Adding To My Alimentation Couche-Tard Exposure

Alimentation Couche-Tard (ATD.to) is arguably the best operator in the highly fragmented convenience store industry. Despite being a wonderful company, however, shares are currently fairly valued. I am not, therefore, currently adding to my exposure. I think we are once again experiencing a period of irrational exuberance. In late October/early November, it was easy to [...]

By |December 7th, 2023|Equity Investing|Comments Off on Why I Am Not Currently Adding To My Alimentation Couche-Tard Exposure

Why I Am Not Increasing My AbbVie Exposure

I last reviewed Abbvie (ABBV) in my November 12, 2022 post at which time I expressed my relief that ABBV was deleveraging. Now, however, ABBV's debt will increase because of its recently announced ImmunoGen (IMGN) acquisition. I am, therefore, not increasing my Abbvie exposure for reasons presented herein. In my previous post, I also commented [...]

By |December 2nd, 2023|Equity Investing|Comments Off on Why I Am Not Increasing My AbbVie Exposure

FFJ Portfolio – November 2023

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 [...]

By |November 30th, 2023|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – November 2023

Agilent Forecasts Strong Cash Flow In FY2024

Following the November 20 market close, A released its Q4 and FY2023 results and Q1 and FY2024 guidance. Despite the challenging market conditions, Agilent forecasts strong cash flow in FY2024. When I reviewed Agilent Technologies (A) in my August 16 post, it had just released its Q3 and YTD2023 results and revised FY2023 guidance. At [...]

By |November 22nd, 2023|Equity Investing|Comments Off on Agilent Forecasts Strong Cash Flow In FY2024
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