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Diligence is the mother of good luck

Benjamin Franklin

Building Benjamins

Russia-Ukraine, peak commodity inflation may dictate 2022

February 7, 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

September 1, 2021

● 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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This article or video features Benjamin C. Halliburton, CFA or an investment idea(s) that Mr. Halliburton or Tradition Investment Management, LLC (Tradition) may invest in. Mr. Halliburton is the founder and owner of Tradition Investment Management, LLC, a registered investment adviser. Tradition is doing business as (DBA) Building Benjamins in the publishing, email, and website space. All material on the website should be considered paid advertising by Tradition. This article is a financial publication and is provided for educational purposes only. It is not an investment recommendation nor investment advice. It does not take into account your personal circumstances and whether this investment is appropriate for you, your objectives, or your risk tolerance. Under no circumstance is Building Benjamins or Tradition Investment Management LLC responsible for any actions that you may take after reading this educational information. Nothing from Building Benjamins should be considered personal investment advice. Building Benjamins and Tradition Investment Management LLC, the website, emails, interviews, social media pages, and other materials are published by Building Benjamins and do not necessarily match the opinions of the individuals or companies published or quoted herein. Investing, particularly stock or ETF investing, is risky and may result in losses and sometimes loss of your entire investment. Stock investing has company-specific operational risks like demand, competition, legal and regulatory, and broader financial market risks like liquidity, economic cycle, and government policy. You may lose money in any stock investment or other investments and are solely responsible for those decisions.

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