Viatris (VTRS) was formed through the combination of Mylan N.V. and Pfizer's Upjohn business. In my June 3, 2021 post, I explain my reasoning for taking a position in this company. I now revisit VTRS given the August 9 release of Q2 and YTD2021 results and guidance. Viatris - Stock Analysis - Business Overview VTRS's [...]
Intercontinental Exchange (ICE) might not be a familiar name to many investors. Most investors, however, recognize The New York Stock Exchange (NYSE); ICE purchased the NYSE as part of the NYSE Euronext acquisition in November 2013 for $11B. The NYSE, however, is just one regulated marketplace that falls within the Exchanges segment of ICE. In [...]
On June 5, 2021, I published this Vontier stock analysis in which I disclose a position within one of the 'Side' accounts in the FFJ Portfolio. This position originated by way of the Vontier (VNT) spin-off from Fortive Corporation (FTV) on October 9, 2020. Following that post, VNT: made a major acquisition announcement on July [...]
On June 10, 2021, I initiated a 500 Rollins (ROL) shares position @ ~$33.15/share and explained my rationale for doing so in this Rollins stock analysis. With the release of Q2 and YTD2021 results I now provide an update. Rollins - Stock Analysis - Business Overview Please refer to my June 10, 2021 post in [...]
I last reviewed Becton Dickinson in this February 5, 2021 post at which time Q1 2021 results and increased adjusted diluted EPS guidance had just been released. Fast forward to August 5, 2021, and BDX has released Q3 and YTD2021 results and increased FY2021 guidance. Following the release of these results, BDX's share price has [...]
I have recently reviewed Northrop Grumman (NOC) in this June 21 post and Lockheed Martin (LMT) on July 14 and July 26. In keeping with the Aerospace and Defense sector theme, my Raytheon Technologies (RTX) guest post can be viewed at Dividend Power. Stay safe. Stay focused. I wish you much success on your journey [...]
When I initially invested in United Technologies Corporation (now Raytheon Technologies Corporation (RTX)) on April 18, 2008, I never quite understood the synergies between the Carrier and Otis divisions with the remainder of United Technologies. Following the April 3, 2020 divestiture of these two divisions and the creation of Carrier Global Corporation (CARR) Otis Worldwide [...]
When I disclosed a position in TELUS International (Cda) Inc. (TIXT) in my February 16, 2021 post, I envisioned innumerable artificial intelligence (AI) powered services and solutions opportunities for TIXT to partner with clients to achieve game-changing, industry-disrupting and market-leading brand experiences. In this brief post, I examine what has transpired after my February purchase. [...]
This is my FFJ Portfolio - July 2021 Report. In addition to writing posts on this site, my guest post about The Bank of Montreal was published at Dividend Power. FFJ Portfolio Holdings Monthly FFJ Portfolio holdings from December 2018 to July 2021 are found here. During the month I made the following purchases: Visa [...]
I last reviewed Goldman Sachs (GS) in this January 22, 2021 post at which time I included a link to GS's Strategic Update. In that post, I also disclose the purchase of additional shares within one of the 'Side' accounts in the FFJ Portfolio. Looking at GS's YTD2021 results, I see that GS has made, [...]