Sustainable Growth

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.

Sustainable Growth

Fundamental Leaders Stock List

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 […]

Sustainable Growth

Buying Potash Corp

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 […]

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 […]

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 […]

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 […]

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 […]