I last reviewed Agilent (A) in this August 28, 2025 post, at which time the most current financial information was for Q3 and YTD2025. I now revisit this existing holding given the release of Q4 and FYE2025 results and Q1 and FY2026 outlook on November 24. Business Overview A has the following 3 reportable business [...]
Zoom Communications (ZM) is but one of several companies whose valuations entered the stratosphere during the COVID pandemic. Its share price briefly exceeded $500 in November 2020. Nothing in the Form 10-Q as at October 31, 2020 suggests that ZM's was reasonable. Fast forward to November 2025 and some of the investors who who foolishly [...]
If an investor were to judge Copart (CPRT) solely on its short-term share price behavior, it would be a less than desirable investment. The company's share price, after all, is just shy of 30% lower than it was on November 21, 2024 (1 year ago). As a CPRT shareholder, I am not the least bit [...]
I last reviewed Veeva Systems (VEEV) in this August 28, 2025 post at which time the Q2 and YTD2026 results were the most current. With the release of Q3 and YTD2026 results following the November 20, 2025 market close, this is an opportune time to revisit the company's valuation. For the sake of full [...]
When I retired at 56 in 2016 I was adamant that I would never return to the workforce. My plan was to focus on investing to continually increase our net worth. So far, things have gone according to plan. I do not, however, know what the future holds which is why Walmart (WMT) has been [...]
I last reviewed Home Depot (HD) in this August 21, 2025 post following the release of Q2 2025 financial results. In that post, I include metrics for prior periods so we can compare HD's performance over time. I include these previously provided results thus eliminating the need to navigate between posts. When I composed my [...]
The return on my Paycom (PAYC) investment has been less than stellar. The company's underlying fundamentals and growth potential, however, remain sound. Given this, I acquired an additional 100 shares @ $162.1148/share on November 6, 2025 in a 'Core' account in the FFJ Portfolio. I last reviewed this existing holding in my May 8, 2025 [...]
When I last reviewed Merck & Co. (MRK) in this August 4, 2023 post, the most current results were for Q2 and YTD2023. We now have MRK's Q2 and YTD2025 results released on October 30, 2025 thus prompting me to revisit this existing holding. On October 28 I increased my exposure with the purchase of [...]
When I last reviewed Paychex (PAYX) in this March 27, 2025 post, the most current financial information was for Q3 and YTD2025. The March 26, 2025 closing share price was ~$150.20 and I thought a fair value was in the low-mid ~$130s. Fast forward to November 5, 2025. We now have PAYX's Q1 2026 results [...]
On October 30, 2025, I disclose in my Exposure Increased As ADP Valuation Improves my decision to acquire an additional 200 shares @ $269.78 in a 'Core' account in the FFJ Portfolio on October 29. I conclude that post stating: I plan to acquire additional shares if ADP's valuation remains attractive. As luck would have [...]
