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Don't listen to the hype around '10-bagger' stocks. You don't need them to create financial freedom. What Is A 10-Bagger Stock? A '10-bagger' is a company whose share price multiplies by a factor of 10x from your average cost. As you may well imagine, a very select few of companies globally (~2%) achieve this. Typically, [...]
This FFJ Portfolio - July 2024 report recaps my investment activity during the month. As disclosed in my FFJ Portfolio - June 2024 post, I have made multiple changes to the FFJ Portfolio because of changes to the tax treatment of capital gains in Canada. One of these changes entailed the sale of all shares [...]
West Pharmaceutical's (WST) recent share price behavior has given rise to concern by some shareholders. After reviewing the recently released Q2 and YTD2024 results and the transcript of the Q2 earnings call with analysts, my opinion about WST's long term outlook is unchanged. WST remains a good long-term investment despite weaker than expected results and [...]
I have expressed my concern in several posts in what appears an element of irrational exuberance. This has made it difficult for me to identify attractively valued companies in which I wish to deploy surplus funds. On occasion, however, a company that appeals to me reaches an attractive or reasonable valuation. Enter Visa (V). I [...]
My underlying reason for performing this 2024 Mid Year FFJ Portfolio Review is to get a high level overview of all our investments. I manage a total of 19 accounts held at two discount brokers. Unless I perform these reviews, I can not easily determine what percentage of our total holdings is held in each [...]
This FFJ Portfolio - May 2024 report recaps my investment activity during the month. In several recent posts that are accessible through the FFJ Archives, I have disclosed my decision to drastically reduce my exposure to Canadian companies. This will lead to a perfectly acceptable significant reduction in my Canadian dividend income starting in June. [...]
In my May 13 post, I disclosed that I had exited The Bank of Montreal (BMO), The Bank of Nova Scotia (BNS), and The Canadian Imperial Bank of Commerce (CM). I am now pleased to report that I have exited The Toronto-Dominion Bank (TD). My only remaining exposure to the Canadian banking sector is The [...]
Canadian National Railway (CNR) is perennially overvalued. I, therefore, pay very little attention to it despite it being my 19th largest holding at the time of my 2023 Year End FFJ Portfolio Review. Railroads are attractive in that the barriers to entry are so high; it is cost prohibitive to establish a new Class 1 [...]
This FFJ Portfolio - February 2024 report recaps my investment activity during the month and in the first few days of March while I was on a ski trip. A snapshot of the holdings within the portfolio at the end of each month from December 2018 to February 29 is accessible here. In December 2018, [...]
My underlying reason for performing this portfolio review is to get a high level overview of all our investments. When I include retirement accounts for which I do not disclose details, I manage a total of 18; this is an increase from 17 when I completed my June 30 review. Each account has CDN and [...]