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 Potash (POT) and HP Inc. (HPQ)

I am looking to raise cash today as the world just became a lot more uncertain.  Potash represents another profitable trade in the stock, almost 10%. I am very likely to buy it back in the $15s which I think is a near certainty occurs again. Long-term the story is the same. Fertilizer is near or at the bottom of its cycle and fertilizer in the age of climate change […]

Buying more SunPower (SPWR) and First Solar (FSLR)

Both of these stocks are getting beaten to hell as traders without a care about a year or two from now sell these stocks. Make no mistake about it, these are two of a small handful of companies that are benefitting from the move to solar energy and electric vehicles. Yes, both of those games are in the first inning. Heck, EVs are still in batting practice. But it’s going […]

ETFavorites: November ETF 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 […]

Very Short List: November Stock Buy Limit Ranges

Here is 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 […]

Buying HP Inc. again – HPQ

I am adding a second amount of HP Inc. as it is hovering around $14 per share which as detailed in the forum is a strong support level.  See the prior buying note for more details about the company as well as their investor page: http://www8.hp.com/us/en/hp-information/  If the company falls all the way down to crash support levels I would likely sell puts to defray my cost basis in the existing […]

Buying HP Inc. – HPQ

I’ve been trigger shy about buying HP Inc. for a long time, however, almost everything is looking up for the company now that their remodeling is done.  HP spun off their enterprise division, which is also attractive and has been greatly improving their balance sheet. Shareholder Yield which is a measure of the three ways that management can distribute cash to shareholders, dividends, stock buybacks and debt reduction, has been very […]

FCG Holdings

Selling MORE Puts on First Trust Natural Gas ETF – FCG

The First Trust ISE-Revere Natural Gas ETF (FCG) is rising as a hurricane heads towards the U.S. While I am concerned of a further sell-off of about 10%, FCG is a position that we need to establish. We can move in that direction by selling cash-secured puts today for a fraction of a position.  The upside in natural gas is fairly obvious at this point. A lot of projects have been curtailed […]

Selling Puts on First Trust Natural Gas ETF – FCG

The First Trust ISE-Revere Natural Gas ETF (FCG) is down today as options expire. While I am concerned of a further sell-off of about 10%, FCG is a position that we need to establish. We can move in that direction by selling cash-secured puts today for a fraction of a position.  The upside in natural gas is fairly obvious at this point. A lot of projects have been curtailed for the next […]

Selling puts on SunPower

I recommended initial purchases of First Solar and SunPower here: http://kirkspano.ebizontech.biz/investments/277-buy-sunpower-spwr-first-solar-fslr Today I am expanding one of those positions as the solar sector shows capitulation.  For those with a position in SunPower or just looking for a good income with growth play, SunPower (SPWR) is showing capitulation today. It could fall a bit more, however, these are clearly prices to want to buy at for the long-term.  When asking yourself about […]

Very Short List – September Stock Buy Limit Ranges

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 […]

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 have been able to curate a universe of companies that lead their markets. If you like consistent investment returns with […]

ETFavorites – September ETF 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 SunPower (SPWR) & First Solar (FSLR)

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 investing in a slow growth world. 1. Secular change is benefiting solar. Climate change is a major catalyst for continued […]

Selling Puts on Silver Spring Networks and Buying Stock – SSNI

Per our talk in the forum, I am buying stock in Silver Spring Networks (SSNI) a play on the smart grid. I am also selling puts to defray my cost or pick up more shares on downward volatility. The company has already worked on some huge projects and is profitable. I believe they will continue to surprise to the upside. I think this is especially true given the energy bill […]

Very Short List: August Stock Limit Orders

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 […]

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 pullbacks in potash, much like in oil and gas, is going to fuel a sharp rally at some point. Right […]

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 am targeting the low-end of buy ranges. I can always change a limit order to a market order if there […]

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 correction. Much of the carnage is overseas, so we’ll look there a bit. Scan the limit order lists. I have […]

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 be stocks in 20 to 30 ETFs in addition to the SPY, QQQ, DIA and SPDR Selects which are the core […]