The idea that it takes more risk to make more return is wrong. Controlling risk is the secret of making strong returns over time.
My name is Kirk Spano. I have 20 years of experience and have been widely published. I created Fundamental Trends to help you take back control from Wall Street. Whether you are seeking long-term growth, retirement income or both, this service offers you a smart, no-hype, no-nonsense path to success.
This is not a "tip sheet." It is a set of deeply researched investment strategies that revolve around a philosophical approach which has resulted in top returns with lower risk. See an independent ranking at TipRanks.
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Welcome. The content below is free to the public. It might be worth what you are paying for it. Having studied economics and being in finance for over two decades, I have learned that only one thing is certain - that almost nothing is certain. As we endeavor to come up with our best analysis of the world around us, the opportunities and risks, we have to try to overcome a myriad of issues including our own ignorance, biases and emotions. What follows are my attempts to overcome those obstacles. Welcome to my view.
Yesterday's news that OPEC sort of, kind of, had an agreement to limit oil production should be seen as a sign that there is a pretty firm floor on oil, but not an outright bullish sign.
Last year I suggested that OPEC would signal production limits at about 32 million barrels per day. I was a little low, they're talking 33mbd. Close but no cigar, although the concept is right. Here's what I see for energy investors.
The Federal Reserve is lying to us about what their goals are. Their motivations are not what we are told. The "dual mandate" of maximizing employment and maintaining stable prices are only secondary goals of the Fed.
The third objective established by Congress for the Fed is to moderate long-term interest rates. With over a $100 trillion of debt and deferred liabilities, the U.S. Government needs interest rates low long-term. But there is a secret mandate that is even more important.
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.
Our Fundamental Leaders are comprised of rock solid cash flow generators, most of which that pay a dividend. Our Emerging Leaders offer more risk, but the potential for triples or more over the next several years. If you are looking for a mix of companies that can be the core of your portfolio for years to come, these are the stocks to own. This month we add 3 new names to the "Very Short List."
We have a select list of Exchange Traded Funds (ETFs) that we use for our portfolios. I have screened these funds for their internal fundamentals and holdings, as well as, long-term performance metrics. These are the funds that have done the best over time and are positioned to continue doing well in a changing world. These are great tools for building a tactically diversified portfolio or as bolt on holdings for a stock portfolio.
"Slow growth forever" is gradually being accepted by central bankers and governments everywhere. Businesses already recognize this reality as evidenced by their low capital expenditures. As an investor, you must adjust or eventually be crushed.
For the first time, I am making our Fundamental Leaders Stock List available to the public. By screening the market with several high-end tools, multiple formulas, insights from various analysts and my 20 years of experience, we have been able to curate a universe of companies that lead their markets. If you like consistent investment returns with a little less risk, usually with dividends, then these companies are worth buying at the right prices.
There are two ways to get this list. First, become a subscriber to Fundamental Trends. The other is free and simple. Subscribe to our periodic updates via the "free research" tab on the right hand column of the site. I will be including our "Leaders" lists to "free research" subscribers. Subscribing to "free research" is a great way to try us on for size.
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% - like August 24th, 2015 when the market opened sharply lower and then quickly rebounded. Since we don't know which day the market will wake us up with a negative surprise, we set limit orders for our initial positions. If markets continue downward, then we will add more stock positions as the markets settle. Below is our "Very Short List" and the prices we are buyers at:
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