Calix is on our “very short lists” of companies to watch and potentially buy at the right price. Our SWOT analysis provide the essentials for getting to know a company and develop an investment thesis. Get a Free Library Card to see this SWOT.
Fundamental Trends multi-analyst team covers over 200 stocks that have been screened according to our 4-step process.
Our bar for buying any stock is that we believe it can offer a double on total return within 5-7 years. For growth stocks there must be a possibility for a triple as well.
We believe in building in a “margin of safety” on each purchase. This means not only are we looking for valuable assets, but we are looking for value pricing of those assets.
While many prefer to chase price, we allow price to come to us. This discipline and patience has served us well.
Your strongest edge as an investor is the ability to evaluate a company and let the calendar work for you. Not only can you beat the market that way, but you can do other things with your time.
Every quarter we update our watchlists. These 2020 “Very Short Lists” have been scrubbed and expanded dramatically. Our Dividend Growth, Retiree Low Volatility Dividend & Sustainable Growth coverage has expanded 50%. We have also added a trading list and trade tracking. Try R.A.R.E. for half price now using code RARE50 to get our entire investing universe.
We have now moved past the “beginning of the end” of the oil age. While there might be one more cyclical bull market in store, the 2020s will mark a profound shift in energy usage. The advent of EVs is upon us and petrochemicals will fail to grow as projected due to better technology driven options. You need an exit strategy from oil and gas stocks.
We try to avoid making trades in the “middle of the market” whenever possible. We want to find undervalued stocks that are oversold to buy, and to sell stocks that are overvalued and overbought. We believe in “buy low, sell high.”
Last November, I discussed “why I’m selling Tesla shares.” It turned out to be a good spot to sell Tesla (TSLA) shares that we had purchased about a hundred dollars cheaper less than two months earlier. It would be about a half year before we returned to buying Tesla shares.
The tradewar keeps jerking markets around. How bad can it get? We have an idea both short and intermediate term. Here’s some ideas on using VXX and when to buy QQQ again. Available to anybody with any membership or a Free Library Card.
Retirement Income Options is an asset allocation, dividend stock and option selling strategy designed to get total return roughly equal to the S&P 500, but with less risk. This strategy can be used for an entire portfolio.
Sustainable Growth Investing uses a base ETF allocation and long-term growth stocks for generating capital appreciation. This strategy can be used for an entire portfolio or as an add-on to a more diversified portfolio, such as, a retirement plan. The Sustainable Growth Investing mission is to beat the S&P 500 stock market index without added risk.
Retirement Life Growth & Income uses a base ETF allocation and dividend stocks to generate a total return for retirement living. This strategy is meant to be used for an entire portfolio. Our mission with RLGI is to provide equity like total return with less risk than the stock market as a whole.
Global Trends ETF uses tactical asset allocation to find opportunities and manage risk using low cost ETFs. This ETF strategy can be used as a whole portfolio or as the core to build a stock portfolio around.
Our mission with Global Trends ETF is to create a diversified portfolio that uses asset allocation to exploit opportunities and manage risk.