Growth Stock Thoughts
AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST ~ Benjamin Franklin
StoneCo’s Fintech Platform Poised for Growth
• Latin American Fintech with Massive Market Opportunity.
• Explosive growth over the course of the pandemic.
• A dominant force in Brazil.
• Revenues made up of fees from customers.
• Vertically integrated, from banking to sales to logistics.
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.
Trulieve’s Proposed Acquisition set to Accelerate Growth
• Trulieve dominates the Florida cannabis market and is the second-largest in the United States.
• Legalization is growing the market exponentially.
• Banking prohibitions are set to be reduced allowing for lower taxes and more efficient financing.
• Greenfield expansion opportunities with permits in 3 states (MA, CT, WV).
• Profitable revenue growth provides capital for expansion and acquisition. Growth is sustainable.
• Most profitable company in the sector.
Landstar Continues to Deliver, Hauling in Returns
• Landstar is a free cash-generating growth machine.
• Asset light network of truckers and agents drives high returns.
• Connects trucking services with shipping customers.
• Innovative system to help maximize the utility of those on the network.
• Estimates for 2022 and 2023 need to be increased which should drive stock performance.
Bloom Energy Looks like a Winner in New Green Energy
•Biden’s Infrastructure and Green Energy plans are set to ignite the green energy market.
• Bloom expects its addressable market to explode to over $200 Billion by 2025.
• Bloom projects 25-30% revenue growth over the next 5 years.
• Bloom leads the stationary Solid Oxide Fuel Cell (SOFC) industry.
• We expect Bloom Energy Stock (BE) to appreciate in line with revenue growth as more scale drives increased profitability.
Coinbase Leads Cryptocurrencies into Mainstream
• Leading custodian in cryptocurrency.
• Number one cryptocurrency retail trading platform.
• Strong security and customer trust.
• Only listed cryptocurrency exchange.
• $335B quarterly volume traded, $223B in assets on the platform.
• Global operations with customers in over 100 countries.
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.