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    CJ Baldoni

    Research Analyst at Principal

    CJ Baldoni is an analyst at Principal, holding the title of Vice President, Investment Analyst, with a specialization in equity research covering real estate and financial sector companies. He is responsible for analysis and coverage of firms such as Prologis, Equinix, Simon Property Group, and Public Storage, delivering investment recommendations based on in-depth market and company research with a strong performance track record reflected by consistent portfolio returns above the S&P 500 Real Estate Index. Baldoni began his career in investment analysis in the early 2010s, previously working at firms such as Morgan Stanley and Macquarie Group before joining Principal in 2018. He holds FINRA Series 7 and 63 licenses and has been recognized for his analytical rigor and timely investment calls in industry awards and investor rankings.

    CJ Baldoni's questions to SFL Corp (SFL) leadership

    CJ Baldoni's questions to SFL Corp (SFL) leadership • Q1 2025

    Question

    CJ Baldoni of Jefferies questioned how long the Hercules rig can remain warm stacked, the payment schedule for the remaining newbuild capital expenditures, and sought clarification on the 27 vessels impacted by the new U.S. port fees under Annex 2 and 3.

    Answer

    Executive Ole Hjertaker stated the Hercules can remain warm stacked for 'several quarters' under the current plan, which is crucial for its remarketability. CFO Aksel Olesen clarified that significant newbuild payments are not due until Q1 2027. Ole Hjertaker also explained the port fees primarily affect SFL's car carriers and tankers calling on U.S. ports, with the estimated $26M annual cost being passed on to the charterers, and the main focus is on the practical implementation of fee collection.

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    CJ Baldoni's questions to MERCER INTERNATIONAL (MERC) leadership

    CJ Baldoni's questions to MERCER INTERNATIONAL (MERC) leadership • Q3 2024

    Question

    CJ Baldoni asked about the potential implications for the company from a recently announced 72-hour strike notice by longshoremen at the BC port.

    Answer

    Executive Juan Bueno responded that the company has been prepared for such a disruption since a similar strike risk emerged in August. He assured that contingency plans for alternative inbound and outbound logistics are in place. Bueno expressed confidence in their preparedness and noted an expectation that any major disruption would likely be short-lived due to the potential for government intervention.

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