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 half of First Trust Natural Gas ETF – FCG

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. While we are down on the First Trust Natural Gas ETF (FCG) I am selling half of the position with the express intent of using that money to buy oil and gas stocks in the next […]

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 to its assets, diversification and majority stake in SunPower, I am selling today for a small profit. I am selling […]

Taking Profits on Intel stock – INTC

As I mentioned a few days back, I am taking my profit now on Intel – INTC. We originally bought Intel for $25.52 on “Bucket Monday” Monday, August 24th the day that opened down over 1000 points on the Dow. Given the extreme nature of that event, we bought 10 stocks that morning. We have now sold some for heady profits. I expect further volatility and expect a bit more […]

Taking Profits on Google/Alphabet – GOOG

We bought Google/Alphabet on “Bucket Monday” at $578/share when we bought ten stocks on the 1000 point down day. While I still love the company, I don’t love it as much as the stock market has the past two days. The company announced what amounted to a 1% buyback of their shares and the stock price is up over 15% on trend followers piling in. I’m not one to chase […]

Buying Exact Sciences LEAPs – EXAS

Exact Sciences seems to be behaving better. While I still expect volatility, with the possible exception of a slow adoption number, there is almost no negative surprises left to hurt us. I want to lever up a bit more on this company given what I know to be true about it, which is that it has a great product that helps achieve the American Cancer Society’s, Medicare’s and everybody else’s […]

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 risk population which is very large. The asymmetric upside in Exact was and still is that by the end of […]

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 screening tests. Final ratings will be issued late this year or early next year. There is not likely to be […]