Building_Benjamins

Founder of Tradition Capital Management in 2000. Named “PSN Manager of the Decade” for All-Cap in the 2000s and “PSN Manager of the Decade” for Dividend Value in the 2010s.

    • Building_BenjaminsBuilding_Benjamins
      ·07-10 17:56

      AHR Set to Grow 6.5% Yield with Demographic Tailwinds and Expansion

      6.5% Distribution Yield.Strong demographic tailwinds in the US, with the over 80 population increasing by more than 50% by the end of the decade.Occupancy rates are trending above pre-COVID average, with AHR reporting 91% weighted average occupancy.Seeking to offload an additional $50 million in non-core assets to fund expansion and purchasing the remaining interest in its largest operator.Strengthened balance sheet by going public. Debt now has a 4.89% weighted average interest and a 9.7-year average term.Investment Thesis $American Healthcare REIT Inc(AHR)$ is an REIT focused on nursing homes and other health infrastructure. AHR operates both traditional triple-net leases which provide stability, and RIDEA (REIT Investment Diversification and Emp
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      AHR Set to Grow 6.5% Yield with Demographic Tailwinds and Expansion
    • Building_BenjaminsBuilding_Benjamins
      ·07-05

      Markets Update: "Magnificent 7" Leads Rally, Inflation Pressures Gold & Energy

      Economic and Market Review $DJIA(.DJI)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Gold - main 2408(GCmain)$ $WTI Crude Oil - main 2408(CLmain)$ $iShares Russell 2000 ETF(IWM)$ $Cboe Volatility Index(VIX)$ Equity IndicesYTD ReturnDow Jones4.17%S&P50015.98%NASDAQ21.93%MSCI – Europe8.78%MSCI–Emerging3.41%Bonds 2yr Treasury4.74%10yr Treasury4.43%10yr Municipal2.89%U.S. Corporate5.54%Commodities Gold$2,329.30/ozSilver$29.56/ozCrude Oil (WTI)$82.92/bblNatural Gas$2.45/MMBtuCurrencie
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      Markets Update: "Magnificent 7" Leads Rally, Inflation Pressures Gold & Energy
    • Building_BenjaminsBuilding_Benjamins
      ·06-29

      Alerian MLP ETF Provides Energy-Backed 7.7% Yield Without a K-1 Filing Headaches

      7.7% distribution yield (not tax advantaged) for $Global X MLP ETF(MLPA)$ .Pipelines are experiencing substantial tailwinds from increased natural gas for electricity.Limited natural gas pipeline expansions due to regulatory constraints allow existing pipelines to operate at or near full capacity.Existing pipelines are able to have some pricing power as pipelines are the bottleneck with substantial gas at the wellhead needing transportation to end markets.MLPA’s structure allows it to avoid annoying additional tax paperwork. You get the underlying LPs distributions but without a form K-1.https://buildingbenjamins.com/stock-thoughts/video-alerian-mlp-etf-provides-energy-backed-7-7-yield-without-a-k-1-filing-headaches/
      77Comment
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      Alerian MLP ETF Provides Energy-Backed 7.7% Yield Without a K-1 Filing Headaches
    • Building_BenjaminsBuilding_Benjamins
      ·06-19
      Alerian MLP ETF Provides Energy-Backed 7.7% Yield Without a K-1 Filing Headaches
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    • Building_BenjaminsBuilding_Benjamins
      ·06-18

      Strong 11% Yield for LexinFintech Emerging Market Opportunity

      $LexinFintech Holdings Ltd.(LX)$ 11% dividend yield.Provides consumer and small business loans to the Chinese market.New risk officer implementing improved pricing and credit metrics, high tech loan selection process.Trading at a massive discount to tangible book value, with tangible book value sitting at $7.59, compared to a stock price of $1.66.We expect earnings to be $0.95 this year, with $1.10 in earnings next year. This less than a 2.0x P/E which would make it an incredibly cheap stock.However, there are risks such as the Chinese regulatory system and increasing US-China Tensions.https://buildingbenjamins.com/stock-thoughts/video-strong-11-yield-for-lexinfintech-emerging-market-opportunity/
      60Comment
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      Strong 11% Yield for LexinFintech Emerging Market Opportunity
    • Building_BenjaminsBuilding_Benjamins
      ·06-16
      Strong 11% Yield for LexinFintech Emerging Market Opportunity
      28Comment
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    • Building_BenjaminsBuilding_Benjamins
      ·06-07
      TC Energy (TRP) Has 7.2% Yield With Strong Natural Gas Demand Tailwinds
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    • Building_BenjaminsBuilding_Benjamins
      ·06-05

      Economic and Market Review May 2024

      $DJIA(.DJI)$ $GLOBAL X DOW 30® COVERED CALL ETF(DJIA)$ $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ(.IXIC)$ $Invesco QQQ(QQQ)$ $NASDAQ 100(NDX)$ $E-Micro Gold - main 2408(MGCmain)$ $WTI Crude Oil - main 2407(CLmain)$ Equity IndicesYTD ReturnDow Jones2.58%S&P50011.27%NASDAQ13.34%MSCI – Europe3.56%MSCI–Emerging2.83%Bonds 2yr Treasury4.87%10yr Treasury4.5%10yr Municipal3.11%U.S. C
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      Economic and Market Review May 2024
    • Building_BenjaminsBuilding_Benjamins
      ·05-21

      TC Energy: Running Leaner with Same Great 7% Yield

      7.19% dividend Yield. High returns on regulated assets, a favorable asset structure combines the stability of a utility with the opportunity of a midstream. Currently, 80% of its business is rate-regulated, 17% are long-term contracts, and only 3% are variable. Secular tailwinds for LNG demand globally, with Coastal GasLink expected to make its first export in 2025. Taking a lean operational footing, spinning off liquids segment, and divesting from assets to reduce debt burden.  Note: TC Energy is a Canadian Company, but all numbers we utilize are converted to USD. Investment Thesis $TC Energy(TRP)$ is a midstream firm primarily operating in gas and petroleum liquids. TRP is a unique blend of utility and midstream
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      TC Energy: Running Leaner with Same Great 7% Yield
    • Building_BenjaminsBuilding_Benjamins
      ·05-20

      9% Dividend Yield for LexinFintech Value Opportunity

      9% expected dividend yield.New risk officer implementing improved pricing and credit metrics.8.5 million active borrowers and 42 million with an open credit line serving the rapid growth of the Chinese consumer market.LX expects cheaper origination and funding costs to remain low, falling below 6% in February 2024, and enhancing profitability.Expect continued cost leverage, with expected cost per originated loan decreasing at a faster rate than volume growth over the long term.Investment Thesis $LexinFintech Holdings Ltd.(LX)$ is a consumer finance company providing consumer credit products to more than 8.5 million users with an outstanding balance and 42 million users with an available credit line. The Chinese overall consumer credit market is quic
      380Comment
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      9% Dividend Yield for LexinFintech Value Opportunity
       
       
       
       

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