AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST ~ Benjamin Franklin

Building Benjamins

enCore’s US Uranium Radiates a Secure Green Electricity Supply

• Uranium resurgence as greenhouse-free electricity.
• Low-cost domestic uranium resources with large production and long lives.
• Azarga merger strengthens US Uranium resources.
• Nuclear Electricity Plants under construction and in planning will drive demand for uranium dramatically higher.
• The price of uranium is set to increase as many new reactors come online.
• Higher prices are needed to justify producing out of many the existing uranium mines.
• Bipartisan support for nuclear electricity generation in the US.

Building Benjamins

China Becomes More Difficult for Foreign Investors

China Becomes More Difficult for Foreign Investors Recent Sells                      January 19, 2022 Investment Thesis China has implemented policies to reverse some of the free-market policies that allowed China’s economy to flourish in the last decade. Additionally, increased assertiveness by the Chinese Communist Party (CPC) leading to a potential faceoff over Taiwan and the South China…

Building Benjamins

Acadia and Biogen Hit Regulatory Block

Acadia and Biogen Hit Regulatory Block Recent Sells                      January 19, 2022 Investment Thesis Acadia (ACAD) was slated to release the novel NUPLAZID for Parkinson’s related psychosis after multiple FDA roadblocks had already delayed the drug’s marketability into 2022 as they resubmit their application to the FDA. Further delays with its other pipeline drugs including Trofinedite…

Building Benjamins

Green Electricity as Uranium Radiates Power. Cameco CCJ and enCore ENCUF set to benefit.

• Uranium demand poised to surge as the world builds out electrical nuclear energy which is greenhouse gas emission free (carbon free).
• Uranium prices on the rise, leading to increased profitability and cash flow.
• US and Canadian supplies are a national security imperatives.

Building Benjamins

5G and EV Opportunity Powers Up EnerSys

• EnerSys (ENS) is the global leader in stored energy solutions for industrial applications.
• Products include motive power, reserve power, and specialty batteries with a full range of integrated services and systems.
• 50% market share in North America motive market.
• Battery leadership strengthens entry into Electric Vehicle (EV) truck and passenger car markets.
• Manufacturing charging stations are being redesigned to address passenger and truck EV markets.
• ENS Lithium-Ion Batteries are powering the new James Webb space telescope.
• Energy Storage and Management for Renewables.
• 100 years of battery experience.
• Profitable growth and generating free cash.
• Inexpensive at PE of 15 and buying back its own stock.
• Management calling for north of $10 eps in 2025.

Building Benjamins

Battery and Charging leader positioned to grow as EV trucks and passenger cars charge ahead. EnerSys (ENS)

• EnerSys (ENS) is the global leader in stored energy solutions for industrial applications.
• Products include motive power, reserve power, and specialty batteries with a full range of integrated services and systems.
• 50% market share in North America motive market.
• Battery leadership position strengthens entry into Electric Vehicle (EV) truck and passenger car markets.
• Manufacturing charging stations which are being redesigned to address passenger EV and truck EV markets.
• ENS Lithium-Ion Batteries powering the new James Webb space telescope.
• Energy Storage and Management for Renewables.
• 100 years of battery experience.
• Profitable growth and generating free cash.
• Inexpensive at PE of 15 and buying back its own stock.
• Management calling for north of $10 eps in 2025.

Building Benjamins

Coupang is the Amazon of Korea

• Coupang (NYSE: CPNG) grew third-quarter revenues to $4.6 billion, up 48% year over year (YoY).
• Coupang grew more than twice as fast as the 20% growth rate of the Korean e-commerce industry.
• Expected to grow revenues 25% for 10 years. Will be 10X bigger.
• Not profitable currently, but margins are improving, and expect profitability in 2024.
• Its own network of warehouses, trucks, bikes, and drivers provides a great customer experience and will be difficult to replicate.
• This network is a big moat and provides a sustained competitive advantage.
• Services include food delivery, grocery delivery, and streaming.
• Highest customer satisfaction of competitors in several sectors.
• This is a high-risk, hypergrowth stock.

Building Benjamins

Coupang’s rapid growth makes it the Amazon of Korea. CPNG $29. Attractive at only two times revenue.

• Grew third quarter revenues to $4.6 billion, up 48% year over year (YoY).
• Coupang grew more than twice as fast as the 20% growth rate of the Korean ecommerce industry.
• Expected to grow revenues 25% for 10 years. Will be 10X bigger.
• Not profitable currently, but margins are improving and expect profitability in 2024.
• Its own network of warehouses, trucks, bikes and drivers provides a great customer experience and will be difficult to replicate.
• This network is a big moat and provides sustained competitive advantage. This is a high risk, hypergrowth stock.

Building Benjamins

Cameco Radiates Carbon Free Electricity

• Uranium demand poised to surge as the world builds out electrical nuclear energy which is greenhouse emission free.
• Uranium prices on the rise, leading to increased profitability and cash flow.
• World’s largest uranium refinery, producing most of the United States and Canada’s capacity for reactor fuel.
• Vertically integrated, from mining, to enrichment, to reactor components.
• Significant marketing effort for CANDU reactors in China and South America, providing opportunity.

Building Benjamins

Big 2022 Potential Stocks created by Oversold Tax Selling Opportunities

Stocks that are growing but have been very weak past couple of months and are poised for a rebound into January and 2022.

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.