Dividend Stock Thoughts
AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST ~ Benjamin Franklin
Dividend Growth Powers Lincoln’s Value
• Increased dividends for 11 straight years.
• 12.7% 5-year dividend growth rate.
• Best-in-class balance sheet fundamentals.
• Cost-saving measures have netted $100 million in savings during the COVID-19 pandemic, expected to remain.
• Industry-leading digitization initiatives to increase customer satisfaction and outcomes.
• Compelling (low) valuation for a steady dividend grower.
Novel Drug Pipeline Expanding for Novartis
• Extensive portfolio of drugs in development.
• Modest growth, with global reach.
• Acquisition of promising drug candidates.
• Flagship drugs do not begin to expire until the late 2020s.
Merck Advances Mean a Bright Future for All
• 130 years of experience in the United States.
• A strong list of patents spanning into the late 2020s.
• Oncology and Vaccine breakthroughs.
• Focusing on fewer products poised for growth.
• Dividend Yield of 3.3%
Gold Fields Harvests a Golden Cornucopia with Salares Norte Project
• Powerful production growth to drive dividend higher.
• Cashflows increase dividend payout ratio to over 30% of earnings.
• Gold output expected to jump by 405kOz a year when the Salares Norte project comes online in FY2023.
• Investments to extend longevity of mines in Ghana and Chile help maintain production.
• Bonus production on the probable reopening of closed Philippine mine.
• Socially and environmentally responsible leader in the mining sector.
• Socially and environmental management drives efficiencies in both physical and human capital thus driving improved profitability and revenue growth.
Toyota Charges into the Future with a Jolt from Electric Sales
• Diverse plans for the future of traditional and green vehicles.
• Fantastic financial health and a history of innovative consumer success.
• Plans spanning decades involving environmental and manufacturing pledges.
• Massive product depth and reach, with brand recognition spanning the entire globe.
Kimberly-Clark’s Products are a Global Consumer Staple
• Compelling Valuation and 3.5% Dividend Yield
• The top seller in 80 countries, with products sold in over 175.
• Global manufacturing and distribution capacity.
• ESG initiatives to improve the lives of 1 billion people.
• A long history of innovation in a traditionally low R&D sector.
• Weakness post COVID demand surge is opportunity.
Antero Midstream’s Impressive 9% Yield is Set to Grow
• Antero is set to grow its already impressive 9% yield.
•Incremental volumes over existing infrastructure will cause free cash to explode.
• We see the likelihood that that dividend will be 25% higher in 5 years.
• Dividend growth and revaluation should drive double-digit total returns over the next few years.
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.