S&P Global – An Impending Dividend King

  S&P Global (SPGI) is an impending Dividend King. It has paid a dividend annually since 1937 and has increased its dividend annually for at least the last 48 years. Two more consecutive years of dividend increases and SPGI will enter the exclusive Dividend King group of companies. Some investors, however, may rule it out [...]

By |September 24th, 2021|Equity Investing|Comments Off on S&P Global – An Impending Dividend King

Moelis – Stock Analysis

Through this Moelis & Company (MC) stock analysis, I intend to demonstrate why the exclusive use of stock screeners is a poor way to identify investment opportunities. Rather than rely on stock screeners to make my investment decisions, I use the free version of Finviz solely to help me create a list of companies in [...]

By |September 24th, 2021|Equity Investing|Comments Off on Moelis – Stock Analysis

Moody’s – Stock Analysis

Moody's - Stock Analysis On October 25, 2018, I initiated a position in S&P Global (SPGI) within one of the ‘Side’ accounts in the FFJ Portfolio. I subsequently initiated a position in Moody's (MCO) in the same account on October 26, 2018. My rationale for having a position in both companies is: they are leading [...]

JNJ ‘AAA’ Dividend Safety

  Johnson & Johnson's (JNJ) 'AAA' dividend safety makes it a candidate for investors with a low tolerance for risk who are looking for a reliable source of income. Having increased its dividend for 58 consecutive years, JNJ meets the Dividend King criteria; a Dividend King is an S&P 500 company with a market capitalization [...]

By |September 7th, 2021|Equity Investing|Comments Off on JNJ ‘AAA’ Dividend Safety

Visa and Mastercard – Added to My Largest Positions

I have covered both companies in multiple posts with the most recent being: Visa (V) - July 11th and July 16th Mastercard (MA) - July 12th The primary purpose of this post is to disclose the purchase of additional shares in my largest (V) and second-largest (MA) holdings. On September 2, I acquired another 50 [...]

By |September 3rd, 2021|Equity Investing|Comments Off on Visa and Mastercard – Added to My Largest Positions

FFJ Portfolio – August 2021 Report

This is my FFJ Portfolio - August 2021 Report. In addition to writing posts on this site, my guest post about BCE was published at Dividend Power. FFJ Portfolio Holdings Monthly FFJ Portfolio holdings reports from December 2018 to August 2021 are found here. During the month of August I purchased: Blackstone (BX) - 500 [...]

By |September 1st, 2021|FFJ Portfolio Holdings|Comments Off on FFJ Portfolio – August 2021 Report

Blackstone – Stock Analysis

In my August 14th Brookfield Asset Management (BAM) stock analysis I disclose the purchase of additional BAM shares through various accounts. I conclude that post stating: 'I have no interest in investing in cryptocurrencies, SPACs, or complex derivative products. I do, however, want exposure to alternative assets thus my reason for investing in BAM.' Having [...]

By |August 27th, 2021|Equity Investing|Comments Off on Blackstone – Stock Analysis

Brookfield Asset Management – Stock Analysis

Brookfield Asset Management (BAM) released Q2 and YTD results on August 12, 2021. Based on this stock analysis, I deem BAM's current valuation to be attractive. NOTE: Brookfield Asset Management is listed on the TSX (BAM-a) and the NYSE (BAM). The company is authorized to issue an unlimited number of Class A Limited Voting Shares [...]

By |August 14th, 2021|Equity Investing|Comments Off on Brookfield Asset Management – Stock Analysis

BCE – Dividend Income Appeal

Many investors gravitate to high-yield high-risk companies in the current low-interest-rate environment because they fixate on the dividend yield. More often than not, however, the potential reward is not commensurate with the risk being assumed and this investment approach could very well haunt these investors. Historically, high-yield high-risk companies have been susceptible to swift stock [...]

By |August 12th, 2021|Equity Investing|Comments Off on BCE – Dividend Income Appeal

Tyson Foods – Stock Analysis

Investing in a company that develops the most successful drug to combat COVID and its variants or a company that will provide people with a means to travel into space might be exciting. Not all investors, however, seek that level of risk and excitement. In my case, I have dialled back my risk and excitement [...]

By |August 11th, 2021|Equity Investing|Comments Off on Tyson Foods – Stock Analysis
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