This is my FFJ Portfolio - October 2021 Report. In October, I undertook an analysis of Financial Data & Stock Exchanges industry participants. My posts are accessible through the Archives. In addition, I wrote a guest post about Cisco (CSCO) at Dividend Power. FFJ Portfolio Holdings Monthly FFJ Portfolio holdings reports from December 2018 to [...]
In my September 3, 2021 post, I disclose the purchase of additional Visa Inc. (V) shares in one of the 'Core' accounts in the FFJ Portfolio. Just before the release of Q4 and FY2021 results, V was trading at ~$234. V's share price is currently ~$212. After reviewing V's results and FY2022 outlook I have [...]
This Moody's Corporation (MCO) stock analysis is the 8th in my series of analyses of Financial Data & Stock Exchanges industry participants. Previous posts within this series are accessible here. I view the Financial Data & Stock Exchanges industry as an attractive industry in which to invest for the long term and currently have exposure [...]
This Intercontinental Exchange, Inc. (ICE) stock analysis is the 7th in my series of analyses of Financial Data & Stock Exchanges industry participants. Please access the archives to read previous posts. My most recent prior ICE post is accessible here. I view the Financial Data & Stock Exchanges industry as an attractive industry in [...]
This Morningstar, Inc. (MORN) stock analysis is the 6th in my series of analyses of Financial Data & Stock Exchanges industry participants. Please access the archives to read previous posts. I view the Financial Data & Stock Exchanges industry as an attractive industry in which to invest for the long term. I currently have exposure [...]
This CME Group Inc. (CME) stock analysis is the fifth in my series of analyses of Financial Data & Stock Exchanges industry participants. Please access the archives to read previous posts. I view the Financial Data & Stock Exchanges industry as an attractive industry in which to invest for the long term. I currently have [...]
This MSCI Inc. (MSCI) stock analysis is the 4th in my series of analyses of Financial Data & Stock Exchanges industry participants. Please click here to access previous posts within this series. I view the Financial Data & Stock Exchanges industry as an attractive industry in which to invest for the long term. I currently [...]
This S&P Global Inc. (SPGI) stock analysis is the third in my series of analyses of Financial Data & Stock Exchanges industry participants. Previous posts within this series are accessible here. I view the Financial Data & Stock Exchanges industry as an attractive industry in which to invest for the long term and currently have [...]
This Lockheed Martin (LMT) stock analysis is based on Q3 and YTD2021 results and FY2021 guidance released October 26, 2021. On August 3, 2021, LMT shocked the investment community when it disclosed that LMT's Chief Financial Officer (CFO) decided to retire immediately due to personal reasons. In conjunction with this announcement, we learned LMT: had [...]
In my August 27, 2021 Blackstone (BX) stock analysis, I disclose the purchase of 500 BX shares on August 19 @ ~$110/share within one of the 'Core' accounts in the FFJ Portfolio. I subsequently acquired another 100 shares @ ~$121.91/share on September 27 and disclosed this purchase in my FFJ Portfolio – September 2021 Report. [...]