Investing


In this section you will find Fundamental Trends investment ideas, research, model portfolios 401(k) Alerts. Fundamental Trends offers investment ideas in three categories: Stocks, ETFs, Options & 401(k) Asset Allocation.

What truly makes this investment letter different is our approach to buying and selling which is managed for risk differently than most others. We make extensive use of “limit orders” and cash-secured put option selling to scale into positions and secure low costs basis.

Selling Cash-secured Puts on Exact Sciences

In my recent Seeking Alpha article I said this: “This time, the only potential downside I see is a secondary offering to raise another quarter billion dollars or so. I expect that soon. However, it will only temporarily hit share prices as people scream, stomp their feet, panic, and sell the dip.”   https://seekingalpha.com/article/4074040-citron-wrong-exact-sciences

ETFavorites: May Buy Limits

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 […]

Selling Puts on 2 Oil Stocks

The energy sector is getting beat up again, especially oil. The charts show a fairly strong support level for oil in the middle $40s which we have discussed before. While there might be a bit more downside if there is strange news out of the Middle East short-term, I think we need to focus on the intermediate term. 

Adding to an Oil Levered ETF

The price of oil is soft in the short-term giving us an opportunity. I believe that oil will trend higher beginning this summer and has the potential to go much higher on geopolitical risk in the Middle East in coming years. An extreme oversold condition is being seen across the board and that indicated a reversal soon.

Buying 3 Oil Stocks

The energy sector is getting beat up again, especially oil. The charts show a fairly strong support level for oil in the middle $40s which we have discussed before. While there might be a bit more downside if there is strange news out of the Middle East short-term, I think we need to focus on the intermediate term. 

Buying Antero Resources

I am taking my first position in Antero Resources (AR). The company is a pure play natural gas play in the Marcellus and Utica shales. It offers a very strong margin of safety and a chance to rise 50% or more in the next 2 to 4 years.

Very Short List – April Stock Buy Limit Ranges

Our “Very Short List” is composed of 40 to 50 extensively researched companies that are poised to double, triple or more in price the next few years. The Very Short List list includes the more conservative Fundamental Leaders group of strongly profitable companies trading at value prices often paying a dividend and the Emerging Leaders which have catalysts that could lead to explosive growth. 

ETFavorites: March Buy Limits

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 […]

Very Short List – March Stock Buy Limit Ranges

Our “Very Short List” is composed of 40 to 50 extensively researched companies that are poised to double, triple or more in price the next few years. The Very Short List list includes the more conservative Fundamental Leaders group of strongly profitable companies trading at value prices often paying a dividend and the Emerging Leaders which have catalysts that could lead to explosive growth.  By following the deliberate Fundamental Trends investing and trading approach, investors […]

ETFavorites: February Buy Limits

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 […]

Very Short List: February Stock Buy Limit Ranges

Our “Very Short List” is composed of 40 to 50 extensively researched companies that are poised to double, triple or more in price the next few years. The Very Short List list includes the more conservative Fundamental Leaders group of strongly profitable companies trading at value prices often paying a dividend and the Emerging Leaders which have catalysts that could lead to explosive growth.  By following the deliberate Fundamental Trends investing and trading approach, investors […]

Buying CAFD

Reiterating a buy on 8point3 Energy: CAFD This solar yield company is paying a hefty dividend that is going to rise in coming years as oil and gas firm up in price. The company is very solid financially, the two companies feeding it projects are very secure financially – First Solar FSLR and SunPower SPWR.  With a 7.5% very secure dividend, we can wait for solar to make its next […]

Energy and Gold Buys

I am beginning positions on XES and IAU.  XES is the SPDR Oil & Gas Equipment & Services ETF. IAU is the iShares Gold ETF.  See the this MarketWatch article for my rational. It is also in the forum. Below is a rough draft that was edited but includes the gold section.

Very Short List: December Stock Buy Limit Ranges

Our “Very Short List” is composed of 40 to 50 extensively researched companies that are poised to double, triple or more in price the next few years. The Very Short List list includes the more conservative Fundamental Leaders group of strongly profitable companies trading at value prices often paying a dividend and the Emerging Leaders which have catalysts that could lead to explosive growth.  By following the deliberate Fundamental Trends investing and trading approach, investors […]

ETFavorites: December Buy Limit Orders

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 […]

Buying CenturyLink (CTL)

I added CenturyLink to the Very Short List yesterday and am buying it today. The company will benefit from the merger with Level 3 through increased free cash flow, a wider network that will compete with AT&T and VZ and a $10 billion tax loss carry forward from LVLT.

FCG chart

Buying more FCG on President Trump

A year ago I predicted a rally in natural gas stocks. I was early. This morning, it looks like I’m right on time. President-elect Donald Trump ran on a platform of supporting fossil fuels. America’s best fossil fuel resource is natural gas. It’s cleaner than coal, similarly priced and abundant. We should expect a major rally in natural gas in coming years. The industry is likely to receive significant fiscal […]