Utilities are priced for perfection and about to enter a heavy capital spend cycle as they build out renewable energy and the smart grid. Buy stocks in companies that utilities will have to spend with. Sustainability does not have to mean higher risk.
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.
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 (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 (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.
The Margin of Safety Dividend 30 is designed to find roughly 30 domestic companies that offer both dividend safety and future growth. We also maintain an International Dividend Dozen focus stock list.
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 […]
AbbVie is one of the leading pharma companies in the world. It’s growth however is in question as Humira slowly get biosimilar competition.
Cisco Systems Inc (CSCO) builds intent-based secure multi-domain digital networks for businesses and governments. They’ve been an integral part of the Internet infrastructure since 1984 and in IoT, the Internet of Things, since before that term was coined ten years ago.
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.
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 […]