With more time freed up from simplifying my business model, I plan to write a “quick thoughts” on Tuesday, Wednesday and Thursday now. Today, Monday, I am writing one because I have two macro pieces about half done each: We Are Now On The Peak Oil Plateau Climate Change Is Already The Biggest Investment Trend I will release these on back to back Mondays coming up. Macro pieces will be […]
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.
Invesco seems to be doing everything right by getting on the right side of the big trends. Will its acquisitions work out and is it a buy though?
Every Monday we examine one to three swing trades to potentially be initiated this week. We use our combination of fundamental, technical and quantitative analysis to give us an edge on small trades that can net big gains.
Each week we update members with stocks that are ripe to have covered calls sold against their position. We also identify cash-secured put selling opportunities on our favorite stocks.
The oil industry has been getting pummeled for a year now. Many oil stocks are down 50% to 70%. Recency bias is preventing more investors from making a real analysis of the value of these companies. Have no doubt about it, some oil stock prices will never recover. More oil companies will go bankrupt. Mergers, and takeovers without much premium, will remove others from being publicly traded. The majors are […]
We have an opportunity to buy a solid financial stock – NOT in the dangerous banking industry – that pays over a 7% dividend. It is in a growing business and will be entering Europe soon. This is a chance to have a double to triple in total return the next 5 years or so with low risk.
Stock market corrections are about the only time to buy high quality companies at a discount. Corrections are also the best time to buy potential ten-baggers on a pullback. We were smart to allocate huge percentages to cash recently, now we need to be smart picking great companies for our portfolios. Below are two lists. The first are very high quality companies with stocks that are approaching rare bargain territory. The second list are companies that have big growth and are potential ten-baggers over the next decade on this pullback.
When the stock market is choppy, unless you are a skilled technical trader, your best bet is to set several GTC orders to tune up your portfolio and then, go do something fun or productive. Setting the limit orders at favorable prices eliminates the emotional aspect of trading. All of the orders I am entering have to do with sustainability or the “smart everything world.” That is where the future lies and where most of the leadership lies long-term.
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.
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 […]
A couple of months ago, I discussed how the biggest developing trends in the economy were tied to demographics, technology and climate change. More recently, particularly with subscribers, I have also discussed the acceleration of the fossil fuel divestment movement due to the climate change thesis of many fiduciaries.
Newmont Goldcorp is the global leader in gold production. Their recent merger gives the company synergies for reducing costs and leaves the company in a position to influence gold prices. Gold could be set to rise on the end of Quantitative Tightening by the Federal Reserve.