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.

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 […]

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 […]