In my August 27, 2021 Blackstone post I disclose initiating a 300 BX share position through one of the 'Core' accounts in the FFJ Portfolio. I have periodically added to my exposure and in my FFJ Portfolio – December 2021 Report, I reveal that my BX exposure has risen to 800 shares; I acquired an [...]
This is my FFJ Portfolio - December 2021 Report; previous monthly reports are accessible in the Archives. The actual monthly reports are accessible here. In 2021, I transferred holdings between tax-advantaged and taxable accounts for tax planning purposes. One such transfer is addressed in my December 20, 2021 BMO’s Bank of the West Acquisition Bulks [...]
The Bank of Montreal's (BMO) Bank of the West acquisition from BNP Paribas was announced on December 20, 2021. The last time I reviewed BMO was in my BMO – High Dividend Yield and Safety from Canada’s Oldest Bank guest post at Dividend Power. I concluded that post stating that I view The Royal Bank [...]
After my August 11, 2021 Tyson Foods (TSN) stock analysis, the company: released Q4 and FY2021 results and FY2022 guidance on November 15; and held its Investor Day on December 9. I now take a brief look at TSN's valuation. Prior TSN posts are accessible in the FFJ Archives. Tyson Foods - Stock Analysis - [...]
On May 5, 2021, I wrote a Broadridge Financial Solutions (BR) stock analysis. For whatever reason, I decided to keep it in 'draft' format and completely forgot about it; at the time, BR had just reported Q3 2021 results. Fast forward to December 4, 2021, and BR is currently in Q2 2022; the company's fiscal [...]
Many countries were beginning to loosen their border restrictions which would have resulted in an increase in business and personal travel thus benefiting Visa (V) and its competitors. Now, however, reports of the Omicron coronavirus variant have led to many countries closing their borders to international travel. While countries and territories are taking different [...]
This is my FFJ Portfolio - November 2021 Report; previous monthly reports are accessible through the Archives. I readily admit that identifying attractively valued shares in high-quality companies has been a challenge for me throughout 2021. In addition, on multiple occasions, my analysis has led me to conclude a company's valuation is unreasonable and to [...]
Following my October 20, 2021 Intuitive Surgical, Inc. stock analysis, the share price jumped from my ~$336 purchase price to ~$365 on November 8. Fortunately, the share price has recently pulled back. As far as I can tell, no news has led to this price fluctuation. With the share price having retraced to ~$340, I [...]
In my November 10, 2019, Stryker Corporation stock analysis I discuss SYK's agreement to acquire Wright Medical and disclose that I initiated a position in one of the 'Core' accounts within the FFJ Portfolio and in an account for which I do not disclose details. I followed up this post with another on November 15, [...]
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. I subsequently reviewed ROL's Q2 and YTD2021 results in my August 7th post. I now revisit ROL following the October 27th release of Q3 and YTD2021 results. Rollins - [...]