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 [...]
This Cisco Dividend Achiever review looks at whether Cisco, a company that has increased its dividend annually since April 20, 2011, 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 a nutshell, however, a Dividend [...]
In this Visa options trade review, I provide an update on the status of the Visa covered call option trade I disclosed in my April 8, 2021 Skim Additional Income With Covered Calls post. RRSP 'Melt Down' Strategy We hold the bulk of our V shares in a Registered Retirement Savings Plan (RRSP); I do [...]
In my April 8, 2021 Skim Additional Income with Covered Calls post I disclose the use of out-of-the-money covered calls to generate additional income. In this post, I disclose my intent to once again generate income with out-of-the-money covered calls using my underlying Mastercard (MA) shares now that my covered call option contracts expired worthless [...]
Not all investors seek excitement and volatility from their investments and look to Hormel Foods Corporation (HRL) for its low volatility, stability, and dependability. Although HRL is a high-quality company, the current issue as I see it is that HRL is an overvalued Dividend King. A Dividend King is a US public company with a [...]
On May 17th I wrote an article in which I analyzed Lockheed Martin. On May 18th, Raytheon Technologies (RTX) held its 2021 Investor Day; it is a significant Lockheed Martin competitor. At this Investor Day, members of senior management outlined how Raytheon Technologies is investing for growth and profitability to generate attractive shareholder returns. In [...]
Lockheed Martin Corporation's (LMT) share price has appreciated substantially after my Lockheed Martin Corporation – A Low Risk, Reasonably Valued High-Quality Defense Prime Contractor article and December - February follow-up articles. Looking at LMT's share price in isolation, however, does not enable investors to properly assess the company's current valuation. In this article, I look [...]
My most recent guest post entitled ADP - An Overvalued Dividend Aristocrat at Dividend Power - The Power of Dividend Growth Investing is based on Q3 2021 and YTD results and guidance. I will now be periodically contributing guest posts for Dividend Power. Previous article contributions are Genuine Parts Company – A Slightly Overvalued Dividend King [...]
As a long-term investor seeking to invest in undervalued/fairly valued high-quality companies, investment opportunities that meet my investment criteria are currently few and far between. Following Alimentation Couche-Tard's (ATD-a.TO and ATD-b.TO) recent $1B private debt offering Press Release, however, I now revisit this existing holding to determine if I should increase my ATD exposure. Based [...]