AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST ~ Benjamin Franklin

DIS With Youtube

Disney is poised to grow with theme park recovery and Disney+ streaming.

• Disney has global brand strength with multiple brands: Disney, ESPN, ABC, Star Wars and innumerable animated Movie Characters.
• Successful Launch of Disney+ with 130 million subscribers.
• Theme Park recovery post Covid lockdowns.
• Massive global reach with universally recognizable brands and characters.
• Ongoing list of expansions and acquisitions.
• 500+ channels owned globally, broadcasting in 180 countries.

Elanco With Arrow

Elanco Drives a Herd of Successful Animal Drugs. Eli Lilly Spin-Off firm. Blockbuster Powerhouse.

Elanco long term growth opportunity in Animal Health. ELAN
• Owns 9 of the 40 over $100m in sales “blockbuster” drugs in the animal health market.
• Rapid expansion in China, capitalizing heavily on the global pet boom during the COVID-19 pandemic.
• R&D heavily focused on finding blockbusting novel drugs.
• The spinoff of Eli Lilly was fully completed in 2020.
• Double-digit EBITDA and EPS growth forecast for 2022.

Paypal with arrow

PayPal is a great opportunity after declining from 310 to 102. Digital Wallet Leader and Venmo.

• Digital Payment Industry Leader and Venmo peer to peer.
• Good management, high customer ratings, and successful strategic acquisitions.
• Successful product launches in 2021 propel Total Addressable Market (TAM) to over $100 trillion.
• As shown by PayPal, an extensive partner network is accepted at nearly every major online retailer.
• Compelling Valuation is given the growth rate and leading competitive position. Price-to-Sales ratio of only 4.0.

Building Benjamins

Universal Display Corporation (OLED), Sold on Disappointing Growth, Poor Margins.

Disappointing growth and margin progression combined with stretched valuation caused us to sell Universal Display. The capital was redeployed in more attractively valued technology growth stocks.

Building Benjamins

PayPal Pays for Future with Successful Digital Wallet

• Digital Payment Industry Leader.
• Good management, high customer ratings, and successful strategic acquisitions.
• Successful product launches in 2021 propel Total Addressable Market (TAM) to over $100 trillion.
• As shown by PayPal, an extensive partner network is accepted at nearly every major online retailer.
• Compelling Valuation is given the growth rate and leading competitive position. Price-to-Sales ratio of only 4.0.

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Elanco Drives a Herd of Successful Animal Drugs

• Owns 9 of the 40 >$100m in sales “blockbuster” drugs in the animal health market.
• Rapid expansion in China, capitalizing heavily on the global pet boom during the COVID-19 pandemic.
• R&D heavily focused on finding blockbusting novel drugs.
• The spinoff of Eli Lilly was fully completed in 2020.
• Double-digit EBITDA and EPS growth forecast for 2022.

Building Benjamins

Southwestern Energy SWN. Cost reduction drives free cash explosion. Low PE of 3.3 poised to expand.

• Incredibly inexpensive at 3.3 times earnings.
• Prodigious free cash generation used to pay down debt.
• Highly levered balance sheet poised to be paid down.
• Natural gas producer with basins in Marcellus and Haynesville.
• Natural gas demand continues to grow with electrical power demand.
• Cost improvements increasing free cashflow.

Building Benjamins

Big Free Cash and Low 3.3 Price Earnings Ratio

• Very inexpensive 3.3 PE for Southwestern Energy.
• Stock poised to rise dramatically as debt is reduced and balance sheet strengthened thus lowering risk.
• Free cash generation used to pay down debt which will drive PE higher.
• Natural gas demand continues to grow for electricity generation.
• Reductions in drilling costs driving free cash flow higher.
• Expanded footprint by 700 MMcf/d with GEP Haynesville LLC (GEP) acquisition.

Building Benjamins

Energy Stocks Benefit from Limited Investment in Oil & Gas production. Low supply = Higher price.

• Recovery in Oil and Gas prices and stocks looks sustainable. Stocks still represent a good investment opportunity in our opinion. Energy stocks benefit from limited investment in oil and gas production and development.
Concerns over global warming and greenhouse gas emissions limit capital flows to the oil and gas industry.
• This lack of capital has reduced the amount of new development and production. US drilling activity down thus lowering supply.
• Demand for oil has recovered to 2019 levels and is poised to grow at 3% for the next several years.
• Increased demand has eaten into OPEC’s excess capacity cushion.
• Lower supplies of oil result in higher price. US supplies unusual lack of response to higher price means prices will stay higher longer.

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Omega Healthcare Investors Recovery Fails to Materialize

Omega Healthcare Investors (OHI) was sold as the damage from COVID is lasting longer than we had anticipated. We were expecting a stronger recovery in occupancy that is failing to materialize.

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.