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Diligence is the mother of good luck

Benjamin Franklin

Building Benjamins

Russia-Ukraine, peak commodity inflation may dictate 2022

Commodities and inflation measures in 2022 may run into the downside of the base effect of 2021, while industrial metals near records face the higher-price cure, a weakening China and a Federal Reserve emboldened to fight inflation. Gold appears well supported and its top competitor — rising equity prices — may be waning.

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Organon Organically Opens the Biosimilar Door

● Modest forward earnings and FCF multiples (5-6x) offer a margin of safety and opportunity for rerating.
● Competent management team with a clear strategy for capital allocation, debt reduction, and organic and acquisitive growth.
● Attractive dividend yield over 3%.
● A classic underwhelming spin-off that offers multiple catalysts to unlock fair value.

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