The irrational exuberance we are currently witnessing has led to a significant reduction in the number of attractively valued high-quality companies. Despite this challenge, however, there are some companies with the potential to generate an attractive total return. This Bristol-Myers Squibb stock analysis explains why BMY is one such company. Despite its attractiveness, I do [...]
This is my FFJ Portfolio - June 2021 Report. During the month I initiated positions in Rollins (500 shares) and Viatris (400 shares). I also added 200 Vontier shares and 100 Heico shares to increase my exposure to these companies. Details about these purchases are found in articles within the FFJ Archives. In addition to [...]
On May 18, 2021, Walmart Inc. (WMT) released its Q1 2022 earnings and held its earnings call. With the release of its quarterly results and updated FY2022 guidance, my recent Walmart (WMT) – A Dividend Aristocrat guest post at Dividend Power looks at whether this is an opportune time to acquire shares of this Dividend [...]
In this CIBC Stock Analysis, I look at whether The Canadian Imperial Bank of Commerce is currently an attractive investment opportunity. NOTE: (CIBC) reports in Canadian dollars and is listed on the TSX and the NYSE. All financial information in this post is expressed in Canadian dollars. Information Sources The following are links to a [...]
In this Northrop Grumman Stock Analysis, I look at whether NOC is currently an attractive investment opportunity. Information Sources The following are links to my sources to aid in your own analysis. Part 1 of the FY2020 10-K has a good overview of NOC's major businesses, customers, business strategy, solutions and risks. Additional information is [...]
In this Honeywell International Stock Analysis, I look at whether HON is currently an attractive investment opportunity. One of HON's competitors in the Performance Materials and Technologies space is Emerson Electric (EMR); I recently analyzed EMR in a guest post at Dividend Power. EMR appeals to many investors because of 65 consecutive years of dividend [...]
My recent Emerson Electric – A Repositioned Dividend King guest post at Dividend Power is based on Q2 and YTD2021 results and FY2021 guidance. A Dividend King is a US public company with a history of dividend increases of at least 50 consecutive years. EMR meets this criterion in that it has increased its dividend [...]
Campbell Soup's enticing dividend yield might tempt some investors. Investing on the basis of a stock's dividend yield is, in my opinion, flawed. Investors would be wise to analyze a company based on overall potential investment return. In this Campbell Soup stock analysis, I conclude this is a company to avoid. I do not base [...]
In my opinion, Berkshire Hathaway is about as close as you get to an ideal investment. It might not be exciting but an investment need not be exciting! What appeals to me about Berkshire Hathaway is diversification, excellent management, and a reasonable investment return in exchange for minimal risk and cost. Factors to Consider When [...]
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 [...]