I periodically employ a conservative 'out of the money covered call' option strategy when I think I can generate some option premium income and I have a strong probability of retaining the underlying security. In recent articles I have expressed my concern with respect to the behavior of the North American equity markets during this [...]
This is my April 2020 FFJ Portfolio update. 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 [...]
COVID-19 has only recently been declared a pandemic yet within a very short timeframe, the personal financial situation of many people has been completely upended. In my June 8, 2018 'The Importance of Positive Personal Free Cash Flow' article I discussed my thoughts on this subject matter never having expected the circumstances we currently face. [...]
E-L Financial Corporation Limited (ELF.to) is traded on the TSX. It is thinly traded because the majority of the shares are held by one of Canada's wealthiest families. Furthermore, shares trade at $680 as I compose this article. I am in agreement with management that shares are currently undervalued. An announcement was made March 4, [...]
The broad market pullback we are currently experiencing has presented buying opportunities. In this brief article I disclose my recent purchases. The FFJ 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 [...]
This is my March 2020 FFJ Portfolio update. 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 [...]
The broad market pullback we are currently experiencing has presented buying opportunities. In this 2nd brief interim article during the month of March I disclose further recent purchases. The FFJ 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 [...]
The broad market pullback we are currently experiencing has presented buying opportunities. In this brief article I disclose my recent purchases. The FFJ 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 [...]
This is my February 2020 FFJ Portfolio update. 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 [...]
I have never quite figured out how to generate reasonable long-term returns by acquiring shares at lofty valuations. I am of the opinion we will continue to witness a broad market pullback and strongly suspect many investors who were tripping over themselves to acquire shares regardless of valuation (the greater fool theory) will see their [...]
