My interest has been piqued in that FedEx's (FDX) current ~$201.50 share price is well below the ~$320 52 week high. In this review, I touch upon why FedEx's valuation is appealing and why I acquired a few additional shares on April 8, 2022 at ~$201.50/share. I last reviewed FDX in this March 25, 2021 [...]
I last reviewed HD in this June 7, 2021 post at which time I concluded shares were too richly valued. HD's share price subsequently ballooned to ~$420 toward the end of 2021. It has, however, now retraced to ~$303. This share price pullback piqued my interest and based on my analysis, I am now an [...]
This is my FFJ Portfolio - March 2022 Report. My February 2022 Report was posted on March 16th upon my return from a ski trip to various resorts in British Columbia. Since my February report was posted in mid-March, I included a list of purchases I made in the first half of March while on [...]
In my March 31, 2022 Why I Exited My Colgate Position post at Dividend Power, I share why I am no longer a Colgate (CL) shareholder. CL is a company that has exhibited virtually no top-line growth in a decade. Its Operating income and Net income growth have not fared any better over the same [...]
As recently as mid-March 2022, Nike (NKE) shares were reasonably valued. Therefore, I acquired 100 additional shares at ~$123/share on March 11. Following this purchase, however, NKE's share price has run-up. I am now of the opinion Nike is slightly overvalued. I last reviewed NKE in this July 13 2021 post at which time I [...]
In my FFJ Portfolio – February 2022 Report, I list the companies in which I acquired additional shares in February. This monthly update was delayed until mid-March because I was away on a ski trip. Therefore, I also listed purchases made in the first half of March while on vacation. In this post, I explain [...]
This is my FFJ Portfolio - February 2022 Report. Previous monthly reports are accessible in the Archives and the month-end portfolio holdings are accessible here. On February 27th, I departed for a ski trip to various resorts in British Columbia. I did not return home until March 14th thus the reason for the delay in [...]
In my February 24, 2022 Ecolab - An Overvalued Dividend Aristocrat post at Dividend Power, I share why I am not adding to my Ecolab (ECL) position. ECL delivers comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, optimize water and energy use, and improve operational efficiencies [...]
On February 16, 2022, Copart (CPRT) released Q2 and YTD2022 results. WOW! Copart continues to impress! In my January 8, 2022 post, I disclose a new CPRT position in an account for a young investor I am helping create a portfolio to achieve financial freedom. I also indicate my intent to establish a CPRT position [...]
3M (MMM) appeals to many investors because 64 consecutive years of dividend increases qualify it to be a Dividend King. This Dividend King is a train wreck, however, so this designation is no reason to invest in the company. Investing based on dividend yield and consecutive years of dividend increases is a fundamentally flawed method [...]