On January 9th, the day I posted my most recent article on Constellation Brands (STZ), the outgoing and incoming CEOs appeared on Mad Money following the release of a disappointing 2019 forecast. STZ's current CEO Rob Sands, who will step down in March, stated the response to his company's softer guidance is a "total overreaction" [...]
A recent article on a highly followed investor website suggests that two small cap TSX listed companies are appropriate investments for Tax Free Savings Accounts (TFSA). For long-term risk averse investors, neither company would be an appropriate investment. In this article I compare the extent to which both companies have rewarded shareholders with two extremely [...]
Summary Constellation Brands (STZ) issued Q3 2019 results and provided lower guidance. Mr. Market did not react positively and STZ’s share price dropped ~12.40% on January 9th. In August 2018 when I purchased January 2019 2 Call $190 contracts I knew I was speculating. Those contracts are now of no value. With STZ’s superior valuation [...]
Berkshire Hathaway Class B shares (BRK.b) are currently held in the Core Accounts portion of the FFJ Portfolio. I will be transferring additional BRK.b shares to the Side Accounts portion of the FFJ Portfolio and will be acquiring further shares as I view them as being reasonably valued. I anticipate heightened volatility in the [...]
Summary On January 3rd, AAPL’s share price sank ~10% after it announced on the 2nd a downward revision in its Q1 2019 guidance. AAPL is, by far, Berkshire Hathaway’s largest equity investment and ~73.3 million shares were purchased between in late 2017 and early 2018 when AAPL was trading in the $163 - $180 [...]
This is my December 2018 FFJ Portfolio dividend income 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 [...]
In a recent interview, BlackRock ETF Specialist Blair Hannon shared the asset manager’s views on the global outlook and why investors should look at quality U.S. stocks and emerging markets. Vishal Techchandani, nabtrade's Customer Insights Manager, recently interviewed BlackRock Exchange Traded Funds (ETF) Specialist Blair Hannon in Australia; Vishal was kind enough to forward [...]
In this current environment it is exceedingly important to focus on investing in fairly valued high quality companies which have long-term competitive advantages. Here is a recent interview with Magellan Financial Group's (Australia) Chief Investment Officer Hamish Douglas in which he shares 4 of his best high quality US publicly traded investment ideas. Vishal [...]
There is a big difference between investing and gambling. Do not merely look at the fluctuation in a company's stock price. Look at the underlying fundamentals of a business. The current volatile market conditions make it doubly important to adhere to the teachings of Warren Buffett. Here is a brief interview conducted in February [...]
Summary PAYX released Q2 results on December 19th and provided an update on the Oasis Outsourcing Acquisition which was announced on November 26th. Investors may be concerned about the 80+% dividend payout ratio but management has reiterated on several occasions that the company’s positive cash flows have historically allowed it to support its business and [...]
