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Sustainable Growth

Brexit Priority Trades – Stocks

We are interested in four types of stocks: Those with real organic secular growth, generally due to demographics or changing global climate. Those that are truly disruptive to the “old economy.” Those that are benefiting from or will benefit from government supports. Those that are at deep value prices.  In general I […]

Global Trends ETF

Brexit Priority Trades – ETFs

Brexit is creating a significant decline in markets. I don’t know if it will be enough to spur much buying from us. Remember, there was an irrational rally this week. What we have to determine is if today’s sell-off is a one day event or the start of a summer […]

Global Trends ETF

ETF Limit Orders – June 2016

No changes from May Refer to the grids below to see the Exchange Traded Funds – ETFs – that we are considering investing in. In each chart will be the fund name, symbol, buy range and a very brief rational for our bullish interest or general notes. There will generally […]

Sustainable Growth

Stock Limit Orders: May 2016

Refer to the grids below to see the three categories of stocks that we are considering investing in. In each chart will be the company/fund name, symbol, buy range and a very brief rational for our bullish interest. There will generally be stocks in 30 to 50 companies that we are looking […]

Retirement Income Options

Buying Exact Sciences LEAPs

I am currently listening to the Exact Sciences earnings call. The Anthem news is excellent. Revenue is going to be good. Kevin affirms test volume. Points out focus on controlling costs. Looks like company can be profitable by Q4 2016 or Q1 2017. I am buying the January 2018 $8 […]

Sustainable Growth

Buying Shares of Potash Corp – POT

Potash Corp is one of the most important agriculture companies on the planet. This sell-off is overdone. I will take the dividend as I wait for continued droughts to push demand for fertilizer and bad financial circumstances restraining competition. I am buying up to 2-4% of NAV. Buy shares of […]

Retirement Income Options

Selling puts on CHK, DDD, EXAS & MU

These trades are for the Retirement Income Options portfolio, each for approximately 2% of net asset value. These companies represent the risky components of that portfolio. If you are underweight these names in your equity portfolio, but already hold some, I believe you can add as well. In general the story […]

Sustainable Growth

Taking Profit on Total stock – TOT

Due to the recent OPEC news, I expect further downside in oil and gas stocks temporarily. Given that I am becoming more bearish, I am looking to add some dry powder to my portfolio. Despite Total S.A. showing up as the strongest long-term oil major play outside of U.S. due […]

Sustainable Growth

Adding more Exact Sciences with GTC limit

It is clear to me in reading USPSTF documents on understanding their ratings that Exact Science’s Cologuard has attained an “A” rating for colon cancer screening. The details are still to be hashed out about what are “certain clinical situations.” As we know, the test is designed for the average […]

Sustainable Growth

Buying Exact Sciences stock – EXAS

I am adding to Exact Sciences (EXAS) positions. I am recommending addition at the open today. I am listening to the conference call regarding USPSTF rating as I type. Exact is included in the USPSTF draft ratings in a new category as an “alternative” screening tool to the previously recommended […]