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Moody's - Stock Analysis On October 25, 2018, I initiated a position in S&P Global (SPGI) within one of the ‘Side’ accounts in the FFJ Portfolio. I subsequently initiated a position in Moody's (MCO) in the same account on October 26, 2018. My rationale for having a position in both companies is: they are leading [...]
This is my FFJ Portfolio - July 2021 Report. In addition to writing posts on this site, my guest post about The Bank of Montreal was published at Dividend Power. FFJ Portfolio Holdings Monthly FFJ Portfolio holdings from December 2018 to July 2021 are found here. During the month I made the following purchases: Visa [...]
NKE was our 29th largest position when I analyzed our holdings in my FFJ Portfolio Holdings Review: April 2021 post. Shares are held in a 'Core' account within the FFJ Portfolio. On May 27, 2021, I wrote 5 NKE out-of-the-money covered call options contracts and collected $1.29/share or $645 before fees; I disclosed this trade [...]
This is my FFJ Portfolio - June 2021 Report. During the month I initiated positions in Rollins (500 shares) and Viatris (400 shares). I also added 200 Vontier shares and 100 Heico shares to increase my exposure to these companies. Details about these purchases are found in articles within the FFJ Archives. In addition to [...]
This is my FFJ Portfolio - May 2021 Report. All articles posted in May can be accessed from this site's Archives. There were no sales in May and the only lump-sum purchase was the purchase of an additional 100 Merck (MRK) shares on May 3, 2021. MRK is spinning off a segment of its business [...]
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 [...]
Given the current market conditions in which the likes of Robinhood have helped turn the stock market into a casino, I find it to be invaluable to re-read The Intelligent Investor by Benjamin Graham. I highly recommend Chapter 20 which covers the importance of margin of safety. Chief Hazard Of A Buyer Of Securities The [...]
This is my FFJ Portfolio - April 2021 Report. The portfolio was created in January 2017 to demonstrate how investing in reasonably valued high-quality companies with competitive advantages can assist investors in reaching their long-term financial goals without the need to speculate or chase dividend yield. Skimming Additional Income With Covered Calls Articles posted in [...]
There is a host of possible investing mistakes. Avoid these 25 investing mistakes to improve your investment returns and enhance your investing experience. Investing In Stocks Is Like Gambling This is a common myth among people who know little about stocks. Because they know so little about equity investing they choose to believe it is [...]