In my UPS is Unattractively Valued guest post published on February 10, 2022 at Dividend Power, I share my thoughts on why investors might want to wait for UPS's valuation to retrace to a more reasonable level. On February 1, 2022, UPS announced record results, strong FY2022 guidance, and a ~49% increase in the [...]
Intact Financial (IFC), Canada's largest provider of property and casualty (P&C) insurance with an estimated market share of 21%, has generated a 14% CAGR total shareholder return between 2010 - 2020. Intact Financial continues to impress having posted strong Q4 and FY2021 financial results. NOTE: All dollar values expressed in this post are Canadian currency. [...]
CME Group (CME) is a high-quality company. The challenge an investor currently faces by investing in this high-quality company is that will be difficult to generate attractive long-term total investment returns because the valuation is unreasonable. I recommend you invest in CME Group when its valuation improves. Immediately following my August 5, 2018 post, I [...]
S&P Global's (SPGI) current valuation and long-term outlook are such that I recommend you invest in S&P Global (SPGI) to create long-term wealth. In my October 27, 2021 post, I conclude that SPGI is very likely to be a far more valuable company once it merges with IHS Markit (INFO). At the time, however, the [...]
Investors typically invest in BCE Inc. (BCE) for dividend income and safety. The probability of significant capital gains, however, is low. This is even more so given BCE's current valuation. I last reviewed BCE in this guest post at Dividend Power at which time its Q2 and YTD2021 results were the most current. On February [...]
Intercontinental Exchange (ICE) is attractively valued so I have acquired an additional 200 shares @ ~$127 in one of the 'Side' accounts within the FFJ Portfolio. ICE did not fall within my top 30 holdings when I completed my January 2022 Investment Holdings Review. With this recent purchase, I now hold 600 shares but ICE [...]
In my October 31, 2021 post, I disclosed a new 200 share Abbvie Inc. (ABBV) position; I acquired shares @ $108.70/share on October 22, 2021 in one of the 'Core' accounts in the FFJ Portfolio. ABBV subsequently released Q3 and YTD2021 results on October 29 by which time its share price had run up to [...]
After an attractive share price pullback and the release of Q2 and YTD results on February 1, 2022, Broadridge (BR) is reasonably valued. In my December 4, 2021 Broadridge Financial Solutions (BR) stock analysis I conclude that: 'As recently as late October, BR's share price was ~$185. Based on current FY2022 earnings estimates from 8 [...]
This is my FFJ Portfolio - January 2022 Report; previous monthly reports are accessible in the Archives. The actual monthly reports are accessible here. Purchases During January, the decline in the share price of many high-quality companies resulted in somewhat more attractive valuations than in recent months. I, therefore, took the opportunity to initiate positions [...]
Having been a shareholder since late 2005, I can attest that Church & Dwight (CHD) creates long-term wealth through the consistent appropriate prioritization of Free Cash Flow. This track record of long-term wealth creation is borne out from its 3, 5, 10, and 15-year returns of 17.4%, 20%, 18%, and 17.9%; the return in FY2021 [...]