Stock Thoughts


VIDEO: TDK To Grow on Solid State Batteries.


VIDEO: Trulieve Posied to Grow with Cannabis Legalization and the Market Grows Exponentially.


Microsoft Sees Big Future in the Cloud

• 2nd largest company in the world.
• Extensive product offerings, from cloud computing to software, to hardware.
• Large network of relationships, pulling in diverse clients away from competitors.
• Leverage economies of scale to implement massive amounts of new data centers for Azure.
• Regulatory and legislative scrutiny could slow growth and increase costs.


Alphabet Sees Future Beyond Google

• 4th largest company in the world.
• 1st and 2nd most visited websites yearly, with both Google and YouTube dominating global web traffic.
• Extensive R&D, history of delivering new and successful products.
• Increasing shift away from just ad revenue, breaking into the internet service provider market, cloud computing, AI, phones, and others.
• Regulatory and legislative scrutiny could slow growth and increase costs.


VIDEO: Bonanza Creek Drills out Winning Position


VIDEO: Azarga poised for growth as Uranium radiates green energy


Facebook Pushes for 2 Billion Daily Active Users

• Facebook has 1.9 billion daily users.
• Owns Instagram and WhatsApp.
• Rapid growth and free cash generation.
• Tax code changes will dampen the growth rate in 2022.
• Regulatory and legislative scrutiny could slow growth and increase costs.


FSK Lends Itself to Attractive Returns

• High 10.5% dividend yield.
• Compelling valuation, large institutional backing.
• 64% of investment portfolio is senior secured debt, with an average yield of 8.6%.
• >95% of investments are lead or co-lead lender, across 152 companies.


FNF Insures Its Position at Top of Real Estate and Title Insurance Market

• 3.4% dividend yield is the highest in the sector.
• Top provider of title insurance and real estate settling services in 42 states.
• F&G partnership with Blackstone to enhance portfolio value and provide further financial stability.
• Total revenue up 72.4% in 1H 2021, indicating strong real estate recovery and reduction in COVID-19 morbidity from 2020.


ACADIA Seeks Renewal After Regulatory Setback

• NUPLAZID is slated to be approved for uses outside of Parkinson-related psychosis.
• Drug pipeline of traditionally under-addressed CNS disorders, including those without an existing treatment.
• New patients have increased compared to pre-pandemic numbers despite long-term care occupancy and doctors’ visits still down since before the pandemic.

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.