In this HEICO stock analysis, I intend to demonstrate the dividend yield fixation many investors have is short-sighted. In my recent Rollins stock analysis, we see how a very low dividend yield investment generates a total investment return that far outstrips the S&P500 return over a 10-year timeframe. Information Sources The following are links to [...]
This Rollins stock analysis explains why I have initiated a position in one of the 'Core' accounts within the FFJ Portfolio. In ROL, we have a company with over 20 years of improved earnings. It had also increased its regular quarterly dividend for 18 consecutive years when it made its January 28, 2020 dividend announcement. [...]
This Home Depot Dividend Achiever review looks at whether Home Depot (HD) is reasonably valued so as to initiate a position in the FFJ Portfolio. There has been an evolution in the term Dividend Achiever. We now have multiple Dividend Achiever Indexes. In a nutshell, however, a Dividend Achiever is a company with a history [...]
In July 2016, Danaher Corporation (DHR) separated into DHR and Fortive Corporation (FTV); here is my recent DHR post and my recent FTV post. On October 9, 2020, FTV spun off the portion of its business that focuses on critical technical equipment, components, and software and services for manufacturing, repair and servicing in the global [...]
The acquisition of shares in an overvalued company creates the potential risk for poor investment returns. At the other end of the spectrum is a company trading at a ridiculously low valuation. One company with a ridiculously low valuation is Viatris Inc. (VTRS). In this article, I look at Viatris' risks and upside potential. Viatris [...]
This is my FFJ Portfolio - May 2021 Report. All articles posted in May can be accessed from this site's Archives. There were no sales in May and the only lump-sum purchase was the purchase of an additional 100 Merck (MRK) shares on May 3, 2021. MRK is spinning off a segment of its business [...]
My recent Church & Dwight (CHD) – A Dividend Aristocrat guest post at Dividend Power is based on Q1 2021 results and FY2021 guidance. A Dividend Aristocrat is a component of the S&P 500 Index with at least 25 consecutive years of dividend increases. On January 29, 2021, CHD announced an increase in its quarterly [...]
This Jack Henry Dividend Achiever review looks at whether Jack Henry & Associates, Inc. (JKHY), a company that has increased its dividend annually since February 2004, is currently an attractive investment. Over the course of several years, there has been an evolution in the term Dividend Achiever. We now have multiple Dividend Achiever Indexes. In [...]
CME Group (CME) is a holding within a 'Core' account and a 'Side' account of the FFJ Portfolio that I intend to hold for the long term. I want, however, to generate additional income from some of my holdings when the underlying fundamentals and short-term earnings expectations do not support the current valuation. In this [...]
I think NKE is a wonderful company. However, the underlying fundamentals and short-term earnings expectations do not support the current valuation. In this Nike options trade review, I explain my thought process as to why I have written out-of-the-money covered calls to generate options income. This options trade is similar to my Mastercard and Visa [...]