This month we roll-out the new format for our “Very Short List” of 40 to 50 extensively researched companies that are already or are poised to be leaders in a rapidly changing world that offers both risk and opportunity. The “Very Short List” is broken down into Fundamental Leaders and Emerging Leaders. […]
Sustainable Growth Investing captures the essence of the massive changes and challenges of the 2020s. Our focus is on innovation, technology, clean energy and the resources that support a sustainable world.
Our bar for buying any stock is that we believe it has a reasonable chance to offer a triple or more in the next several years.
We believe in building in a “margin of safety” on each purchase. Sustainable Growth Investing means we are not only looking for growth, but growth at a value price for our initial purchases.
While many prefer to chase price, we allow price to come to us. This discipline and patience has served us well.
Your strongest edge as an investor is the ability to evaluate a company and let the calendar work for you. Not only can you beat the market that way, but you can do other things with your time.
The Fundamental Leaders Stock List is available to subscribers here, however, I do email it periodically to people signed up for “FREE Research” on the front page. This list is built by screening the market with several high-end tools, multiple formulas, insights from various analysts and my 20 years of experience I […]
Both SunPower and First Solar have become very oversold and are now buys. Retain some dry powder in case the stocks fall another 20-30% and you need to average in. The case for solar: One of the fastest growing industries on the planet. It satisfies all four “check boxes” for […]
Each month I update the limit order price ranges on our “Very Short List.” This list is made up of about 50 companies that we would love to own shares in (usually 20-30 at any one time) if there were some event that suddenly pushed prices down by 5% to 20% […]
Potash Corp is once again within our buying range. There are two different trades you can make. Buy the stock outright at market OR Sell a cash-secured put. The CEO of the company stated that this appears to be the bottom of the cycle. As I’ve pointed out, the capex […]
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 […]
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 […]
I’m selling all shares of SUNE, TERP and GLBL as bankruptcy or massive dilution seem imminent for SUNE. While I do not expect the yield cos to go to zero, they could go much lower and there are healthier companies out there right now. I am targeting the Guggenheim Solar […]
I have started a thread for AbbVie in the forum. After doing a lot of reading about AbbVie, I have decided to add it to the Very Short List and establish a limit order for making a first buy of the stock. While I do expect short-term market weakness, I […]
While this goes against a long nature of holding what I buy long-term regardless of price action, I spent the past 5 hours reading documents from both companies (yes, I’ve been getting up too early lately). I find it hard to believe that in an industry that is still in […]
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 […]
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 […]
As I mentioned a few days back, I am taking my profit now on Intel – INTC. We originally bought Intel for $25.52 on “Bucket Monday” Monday, August 24th the day that opened down over 1000 points on the Dow. Given the extreme nature of that event, we bought 10 […]
We bought Google/Alphabet on “Bucket Monday” at $578/share when we bought ten stocks on the 1000 point down day. While I still love the company, I don’t love it as much as the stock market has the past two days. The company announced what amounted to a 1% buyback of […]
Exact Sciences seems to be behaving better. While I still expect volatility, with the possible exception of a slow adoption number, there is almost no negative surprises left to hurt us. I want to lever up a bit more on this company given what I know to be true about […]
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 […]
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 […]