1.9% dividend yield, EG is targeting >17% shareholder return.Gross written premium growth of 20.9% year over year, with a combined ratio of 90.9%.EG expects to invest more in reinsurance underwriting opportunities in 2024, aiming for a combined ratio target of 89-91%.Strong earnings growth, with a continued hard market in reinsurance and new specialty lines in the primary insurance business.Sustaining catastrophe reinsurance share at 7% of business, realizing 45% increase in catastrophe reinsurance rates.Investment Thesis $Everest Group(EG)$ is a reinsurance and primary insurance provider. EG is embarking on global expansion in the primary insurance market, attempting to capture the nearly $1 trillion in total addressable market. Additionally, th

6.9% Yield.Despite a high cash payout ratio of 106.3%, LYB intends to increase its dividend in 2025, backed by a $3.4 billion cash position.LYB reported growing industrial demand in North America, with high utilization rates and cost advantages from low natural gas prices.LYB is reviewing six underperforming assets in Europe, potentially leading to divestitures, closures, or efficiency investments.LYB is shutting down its Texas refinery, incurring $345 million in closing costs but freeing up $240 million in working capital.LYB’s net debt/EBITDA ratio of 2.1x is below the industry median of 2.4x.Investment Thesis $LyondellBasell Industries NV(LYB)$ is an international manufacturer of chemicals, with more than 20% global market share in ethylene prod

2.3% dividend yield, 6.0% of shares authorized for repurchase.Pizza Hut’s successful pivot to value offerings, trading a 13% pricing reduction for a 17% traffic surge.An aggressive expansion into lower-tier cities, where approximately 70% of new stores are opening, fueled by extensive franchising which is high ROC (Return on Capital).For the second half of 2025, YUMC expects to return $664 million to shareholders bringing the year-end total to approximately $1.2 billion.$1.8 billion is remaining on shareholder return of capital into 2026.Chinese government stimulus on consumer spending, especially in the service sector, would likely boost same store sales growth and re-rate the stock.Investment Thesis $Yum China Holdings, Inc.(YUMC)$ is the larges

3.8% Dividend Yield.DAC has 15 new methanol-fueled container ships under construction, all pre-contracted upon delivery, representing 27.2% capacity expansion set to fuel growth.DAC operates an 84-ship fleet with 471,500 Twenty Foot Equivalent (TEUs) of containerized capacity and 1,760,861 DWT of dry-bulk capacity.Excluding new ship construction capex, DAC generated $572.4 million in trailing twelve-month free cash flow.The company has 99% of operating days contracted through 2025 and 85% through 2026 giving the company great visibility.Investment Thesis $Danaos(DAC)$ is a tonnage-provider and non-operating owner of container ships and dry-bulk ships. Across its 84-ship fleet it has 471,500 TEUs of containerized capacity and 1,760,861 DWT (dry weig

4.2% dividend yield.Growing production reached a record high of 1,400 MMcf/day.Sustainable EPS and FCF (Free Cash Flow) growth.Lowest-in-the-industry cost structure which helps generate 80% EBITDA margins.Huge FCF growth of 218% to $286 million for 3Q22.Delevering program to reduce Debt-to-EBITDA to 0.9x.Investment ThesisComstock Resources$Comstock Resources(CRK)$ is a Haynesville Basin pure-play natural gas producer closely located to the Gulf Coast corridor and near several large LNG (Liquified Natural Gas) terminals. CRK operates 1,600 wells across 372,000 acres with an average lateral length of 8,520 feet.In 3Q22, CRK generated the highest quarterly free cash flow in the company’s history, amounting to $286 million in FCF, which is $1.92 per sh

$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $Dow Jones(.DJI)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ $Gold - main 2508(GCmain)$ $WTI Crude Oil - main 2508(CLmain)$ OverviewEquity markets have recovered more than 20% from April’s downturn. However, the market appears to be somewhat stalled, up just 5.7% year to date, with most of that occurring in the latter part of June thanks to the Israel-Iran cea

$Laredo(LPI)$ Video: Laredo (LPI): Cheap Earnings with High Guidance Could Skyrocket With Oil Demand IncreasesExiting cheap hedges, should see earnings boost as low price hedges roll offIncreased production targets, oil prices are poised to reset higher as SPR repurchases lost reserves and Chinese demand increases.High earnings for the price, we estimated around 5.0x PE, delevering balance sheet quickly.https://buildingbenjamins.com/stock-thoughts/video-laredo-lpi-cheap-earnings-with-high-guidance-could-skyrocket-with-oil-demand-increases/

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Dow Jones(.DJI)$ $WTI Crude Oil - main 2506(CLmain)$ $Gold - main 2506(GCmain)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ $Silver - main 2507(SImain)$ OverviewMore than 70% of Americans now expect business conditions to be worse in 12 months. This is the highest level since 2008, and the third worst level on record since 1960.Volatility through the month was very high, with the VIX (volatility index) hitting its highest level since 2020, and gold

$.DJI(.DJI)$ $.SPX(.SPX)$ $.IXIC(.IXIC)$ $Invesco QQQ(QQQ)$ $NASDAQ 100(NDX)$ $SPDR S&P 500 ETF Trust(SPY)$ $WTI Crude Oil - main 2502(CLmain)$ $Gold - main 2502(GCmain)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ OverviewDespite a “Santa Claus Rally” not materializing, the S&P500 ended the trading year up 23%, after rising 24% in 2023. This back-to-back performance is the best since 1997 and 1998.