If you didn't find what you were looking for, try a new search!
Genuine Parts Company (GPC) released Q2 2019 results on July 18, 2019. Guidance for FY2019 has been lowered and corrective action is being taken to improve results. With the ~$7 pullback in GPC's share price following the release of results on July 18th, I now view GPC as fairly valued despite lower earnings expectations. [...]
The J. M. Smucker Company (SJM) released Q4 and FY2019 results and FY2020 guidance on June 6, 2019. Although SJM is slowly transforming its product portfolio to better match consumer preferences it does not possess any major competitive advantages and faces significant competition. I currently view shares as richly valued and intend to once [...]
Union Pacific Corporation (UNP) is North America's largest publicly traded Class 1 railroad. Barriers to entry in this industry are extremely high. The G55+0 initiative and Unified Plan 2020 have been implemented view the objective of being able to achieve a targeted 55% Operating Ratio within the next few years. I currently view UNP as [...]
Summary PEP released its Q1 2019 results on April 17, 2019 and the share price jumped to a new 52-week high. I view PEP as richly valued considering it is a mature company in the low growth packaged foods industry. My opinion is that an overall market pullback will occur within the next 6 months. [...]
This is my March 2019 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 [...]
Some investors never learn that Financial Freedom can be attained by being a disciplined investor. Others, like Vishal, learn this lesson reasonably early in life. When I created this blog roughly 1.5 years ago, one of my key objectives was to interact with readers from various regions of the world so we could share investment [...]
This is my February 2019 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 [...]
Some investors will overlook Berkshire Hathaway (BRK-a and BRK-b) as a potential high quality investment because they strictly adhere to rigid dividend related criteria. A great many investors focus exclusively on investing in companies that have a dividend yield of X% or greater. Other investors refrain from investing in companies unless they have a [...]
Genuine Parts Company (GPC) has increased its dividend for 63 consecutive years. This article looks at valuation based on FY2018 results and FY2019 guidance. Summary GPC has just released Q4 and FY2018 results, provided FY2019 guidance, and has increased its dividend for the 63rd consecutive year. GPC failed in its efforts to extricate itself from [...]
Value and Growth Investing can be achieved by holdings positions in Brookfield Asset Management (BAM) and its various limited partnerships. Summary Brookfield Asset Management helped launch Brazil’s first electrical and transport utility in 1899 and listing it on the Toronto Stock Exchange in 1912. BAM and its limited partnerships have $350B+ in assets under management, [...]
