Investing


In this section you will find Fundamental Trends investment ideas, research and model portfolios. Fundamental Trends offers investment ideas in three categories: Stocks, ETFs and Option.
My stock ideas come from fundamentally screened companies that come from three different lists: Fundamental Leaders, Emerging Leaders and Cyclical Leaders. Those are whittled down to my famous “Very Short List” which includes 100 companies that I believe could lead in the next decade (which is much more important that the last decade for investors). 
My ETF ideas are dedicated to buidling exceptional Intelligent Asset Allocations that manage risk through diversification and offer upside opportunity in growing and/or undervalued sectors and regions of the globe.  
I do my own primary research, as well as, review dozens of other’s research. By leveraging the research of many, and sifting for the best ideas, we can find the few investments that make the most sense for generating growth and income.
What truly makes this investment letter different is our approach to buying and selling which is managed for risk differently than most others. I make extensive use of “limit orders” and cash-secured put option selling to scale into positions and secure low costs basis My indpendently monitored track record can be found at TipRanks.

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 […]