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.

Quick Thoughts On Alphabet

Alphabet (GOOG) is facing regulatory hurdles and some challenges to its core advertising revenues. Google’s dominance in search is unlikely to end anytime soon though and they will adjust their model as necessary. Also, the incubator is warming with “baby Googles” ready to enter the world over the next decade as “dividends” to shareholders.

Texas Instruments Excellence

Texas Instruments (TXN) is on our Dividend Growth 30 very short list. Texas Instruments Incorporated (TXN), also known as “TI,” is a straight-forward, cut-to-the-chase operation, so I’ll keep this simple: TI is one of my core technology positions because their effective management team consistently executes a successful business model. Without glitz or glitter, TI produces the nuts and bolts of a profitable niche in the technology sector. In a sector […]

Abbvie’s Potential Blockbusters To Offset Humira’s Gradual Decline

AbbVie’s (ABBV) stock has been under pressure for over a year on concerns about Humira’s patent expiration in Europe last year and the loss of protection from competition in the United States beginning in 2023. As a result of these concerns, AbbVie’s stock declined 38% from $123 down to the current price of $76.87. The sharp decline has the stock trading at a bargain valuation.

Alibaba Building Castles In The Cloud

I have followed Alibaba (BABA) since its IPO. I did not invest early due to a lack of trust. However, despite trade war rhetoric, China has become more transparent in recent years, despite a power hungry President in their nation too. I have become slightly more comfortable with owning a handful of Chinese stocks. One of the best opportunities in China is the expansion of the Cloud. Alibaba sits smack […]

Tesla Becomes More Attractive Again

Tesla (TSLA) stimulates plenty of debate these days regarding whether the company will achieve long-term success or will succumb to bankruptcy or maybe a combination of both. I will show how Tesla’s valuation improved and how long-term trends are likely to work in Tesla’s favor. On top of this, Elon Musk’s ‘whatever it takes’ mindset provides an additional driver for Tesla to avoid bankruptcy and achieve long-term success for the company and the stock.

Permian Stocks To Buy Stock And Calls On

With Chevron bowing out on the Anadarko battle with Occidental, that leaves quite a few companies in play again. Both Chevron and Exxon are likely to expand their footprint in U.S. shale in coming quarters. A spread of calls across the most attractive buyout and merger candidates could generate outsize returns as M&A activity takes place in the American oil patch. I recently covered 8 Permian Oil Merger & Acquisition […]