CME Group (CME) is a high-quality company. The challenge an investor currently faces by investing in this high-quality company is that will be difficult to generate attractive long-term total investment returns because the valuation is unreasonable. I recommend you invest in CME Group when its valuation improves. Immediately following my August 5, 2018 post, I [...]
S&P Global's (SPGI) current valuation and long-term outlook are such that I recommend you invest in S&P Global (SPGI) to create long-term wealth. In my October 27, 2021 post, I conclude that SPGI is very likely to be a far more valuable company once it merges with IHS Markit (INFO). At the time, however, the [...]
Investors typically invest in BCE Inc. (BCE) for dividend income and safety. The probability of significant capital gains, however, is low. This is even more so given BCE's current valuation. I last reviewed BCE in this guest post at Dividend Power at which time its Q2 and YTD2021 results were the most current. On February [...]
Intercontinental Exchange (ICE) is attractively valued so I have acquired an additional 200 shares @ ~$127 in one of the 'Side' accounts within the FFJ Portfolio. ICE did not fall within my top 30 holdings when I completed my January 2022 Investment Holdings Review. With this recent purchase, I now hold 600 shares but ICE [...]
In my October 31, 2021 post, I disclosed a new 200 share Abbvie Inc. (ABBV) position; I acquired shares @ $108.70/share on October 22, 2021 in one of the 'Core' accounts in the FFJ Portfolio. ABBV subsequently released Q3 and YTD2021 results on October 29 by which time its share price had run up to [...]
After an attractive share price pullback and the release of Q2 and YTD results on February 1, 2022, Broadridge (BR) is reasonably valued. In my December 4, 2021 Broadridge Financial Solutions (BR) stock analysis I conclude that: 'As recently as late October, BR's share price was ~$185. Based on current FY2022 earnings estimates from 8 [...]
Having been a shareholder since late 2005, I can attest that Church & Dwight (CHD) creates long-term wealth through the consistent appropriate prioritization of Free Cash Flow. This track record of long-term wealth creation is borne out from its 3, 5, 10, and 15-year returns of 17.4%, 20%, 18%, and 17.9%; the return in FY2021 [...]
Investors with a short-term mindset are likely to invest in companies that are the 'flavour of the day'. Long-term investors, however, look at a company's future potential and welcome instances when great companies fall out of favour and valuations retrace to reasonable levels. The COVID pandemic is creating ongoing nursing staffing shortages and is primarily [...]
Is Chevron (CVX) still reasonably valued following the share price run-up over recent months? In my July 22, 2021 post, I suggested investors acquire CVX shares while they were undervalued; shares were trading at ~$99. I followed up this post with another on November 1, 2021 at which time its shares were trading at [...]
With shares having become much more reasonably valued within the past month, investors might want to invest in Danaher (DHR) for sustainable long-term shareholder value creation given its promising long-term outlook. DHR's share price has been caught in a broad market sell-off; it has dropped to ~$270 on January 27, 2022 (when this post is [...]