THE DOORS OF WISDOM ARE NEVER SHUT Benjamin Franklin
VIDEO: Ovintiv OVV $33.73 – Incredibly inexpensive 4 PE, 17% Free Cashflow Yield, Growing Shareholder Value.
• Ovintiv Enhanced by Drilling Efficiency Improvements Growing Free Cash Flow and Compelling Valuation.
• Free cash reducing debt and raising dividends.
• Aggressive efficiency campaign, which is improving profitability and cash flow.
• 540 MBOe/d portfolio of hydrocarbon wells across the US and Canada.
• Diversified product mix of crude oil, NGLs, natural gas. PE of 4 and 17% Free Cashflow Yield.
VIDEO: Himax Technologies; High growth and Tremendous Value
Growth stock and an unbelievable value. Display technology is everywhere and Himax is growing with it. Set to increase earnings and increase PE from PE of 4 to at least a PE of 12. Big dividend coming in 2022 of at least 10% dividend yield.
Petrobras Enters New Era After Scandal
• 8.8% dividend yield.
• Offshore pre-salt is one of the greatest oil fields on Earth.
• Breaking ESG, revenue, and debt reduction targets.
• 85% market share in Brazil, significant Chinese and European export market.
• First pick on government-owned oil deposits, with favorable contracts.
Suncor Drills Down its Costs and Carbon Emissions
• 5% dividend yield.
• Resilient business model, with one of the highest returns on invested capital in the sector.
• Expansion beyond hydrocarbons into biofuels, wind, and hydrogen.
• #1 consumer fuel brand in Canada, extensive portfolio of refineries and drilling operations.
• Cost savings measures deliver significant upside and lower breakeven prices.
B2Gold Reports Record Low Cost with Record High Output
• 4.3% dividend yield.
• One of the lowest AISC in history, at $788/oz.
• Significant ESG progress with >95% of the workforce is local, and solar initiatives to reduce heavy fuel consumption.
• Efficiency increases, and significant expansion opportunities are available at existing sites.
• Greenfield expansion possibilities in Finland and Uzbekistan.
Royal Dutch Shell Drops an Unforced Fumble in Integrated Gas
Royal Dutch Shell was sold as the company reported a 22% miss in earnings, primarily because of mismanagement in the Integrated Gas business. As we still believe the sector has legs, we are swapping our capital into Suncor.
Amazon Invests in Future Beyond Simple Retail
• Gargantuan global reach, with a massive, sustained in-house logistics network.
• Can consistently price out the competition, offering tens of millions of customers 2 days or less delivery on millions of products.
• Image renewal, with significant bonuses and salary increases for all employees.
• Diversifying offerings with generic SKUs, Amazon Prime Video, and Amazon Web Services offerings.
• Regulatory and legislative scrutiny could slow growth and increase costs.
Proven Portfolio Manager shares his own personal stock investments to build retirement income and build a family legacy
Benjamin C. Halliburton is faced with the same challenge as you, investing for retirement and building generational wealth. However, he is a professional investor and is going to share his portfolio and trades with you. He is going to help you navigate this investment challenge as he invests in stocks of quality businesses and guides you through the investment process.
Timely Updates and Research
Ben details stocks to own and when to buy them. The ideas here are based on his own portfolio. Ben will update you every time he buys or sells and provide you with the rationale of these moves. We keep you informed on changes in the portfolio as Ben’s research interacts with market opportunities. We will be completely transparent, and you can determine which of Ben’s investment ideas make sense for you. You will learn how a successful equity portfolio manager thinks about companies and investments, and when he buys but as importantly when and why he has decided to sell. We detail our investment philosophy here. Stock Picks to Build Income and Wealth.
Learn Before You Earn
Learn in real time and choose which ideas work for you. This is a great place to build the core of your portfolio. We provide vision among the confusion of the internet and media. Learn about companies before you invest your Benjamins. Learn before you earn.