I am helping two young investors build equity portfolios which will consist of shares in high quality companies. On November 2nd, one of these young investors acquired shares in The Toronto-Dominion Bank (TD) and Brookfield Asset Management (BAM-a). Summary An investment in The Toronto-Dominion Bank and Brookfield Asset Management is unlikely to keep you awake [...]
This is my October 2020 FFJ Portfolio report. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend [...]
On October 29, 2020, Church & Dwight Co., Inc. (CHD) released Q3 and YTD 2020 results and included raised growth guidance for FY2020 Reported Sales, Organic Sales, Adjusted EPS, and Cash from Operations. CHD's valuation is currently elevated. On the bright side, it continues to maintain an impressive Cash Flow Conversion Cycle relative to its [...]
I have just acquired additional shares in Berkshire Hathaway Inc. (BRK-B) and Johnson & Johnson (JNJ) in one of our daughter's investment accounts. Both are very high quality companies which I think are currently reasonably valued. On the rare occasion I sell shares but in early October I liquidated my positions in Stanley Black & [...]
Suncor Energy Inc. (SU.to) is one of Canada's leading integrated energy companies who business has been decimated in recent months. Its future oil sands growth projects are not economical in the current low-oil-price environment and the timing of expansion is highly uncertain. I am a strong proponent of spreading money across 5 main economic sectors: [...]
Raytheon Technologies Corporation's (RTX) share price has been under pressure since early June 2020. Challenges experienced in its commercial aerospace business resulted in the company incurring a $3.18B goodwill impairment and a $3.835B Q2 loss. I view the current headwinds as being short-term in nature and expect that business conditions in the commercial aerospace segment [...]
This is my September 2020 FFJ Portfolio report. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend [...]
This is my August 2020 FFJ Portfolio report. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend [...]
On August 6th, Intercontinental Exchange, Inc. (ICE) a leading operator of global exchanges and clearing houses and provider of mortgage technology, data and listing services, announced that it has entered into a definitive agreement to acquire Ellie Mae, the leading cloud-based platform provider for the mortgage finance industry. The transaction values Ellie Mae at ~$11B. [...]
In this article I disclose our Top 30 holdings and compare same with our Top 30 holdings of February 2019. This includes holdings in accounts held within the FFJ Portfolio and accounts for which I do not disclose details. Interestingly, the 2 largest holdings have a current dividend yield of 1% or less, constitute ~14% [...]
