Stocks


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.

Buying Antero Resources

I am taking my first position in Antero Resources (AR). The company is a pure play natural gas play in the Marcellus and Utica shales. It offers a very strong margin of safety and a chance to rise 50% or more in the next 2 to 4 years.

Very Short List – April Stock Buy Limit Ranges

Our “Very Short List” is composed of 40 to 50 extensively researched companies that are poised to double, triple or more in price the next few years. The Very Short List list includes the more conservative Fundamental Leaders group of strongly profitable companies trading at value prices often paying a dividend and the Emerging Leaders which have catalysts that could lead to explosive growth. 

Very Short List – March Stock Buy Limit Ranges

Our “Very Short List” is composed of 40 to 50 extensively researched companies that are poised to double, triple or more in price the next few years. The Very Short List list includes the more conservative Fundamental Leaders group of strongly profitable companies trading at value prices often paying a dividend and the Emerging Leaders which have catalysts that could lead to explosive growth.  By following the deliberate Fundamental Trends investing and trading approach, investors […]

Very Short List: February Stock Buy Limit Ranges

Our “Very Short List” is composed of 40 to 50 extensively researched companies that are poised to double, triple or more in price the next few years. The Very Short List list includes the more conservative Fundamental Leaders group of strongly profitable companies trading at value prices often paying a dividend and the Emerging Leaders which have catalysts that could lead to explosive growth.  By following the deliberate Fundamental Trends investing and trading approach, investors […]

Buying CAFD

Reiterating a buy on 8point3 Energy: CAFD This solar yield company is paying a hefty dividend that is going to rise in coming years as oil and gas firm up in price. The company is very solid financially, the two companies feeding it projects are very secure financially – First Solar FSLR and SunPower SPWR.  With a 7.5% very secure dividend, we can wait for solar to make its next […]

Very Short List: December Stock Buy Limit Ranges

Our “Very Short List” is composed of 40 to 50 extensively researched companies that are poised to double, triple or more in price the next few years. The Very Short List list includes the more conservative Fundamental Leaders group of strongly profitable companies trading at value prices often paying a dividend and the Emerging Leaders which have catalysts that could lead to explosive growth.  By following the deliberate Fundamental Trends investing and trading approach, investors […]

Buying CenturyLink (CTL)

I added CenturyLink to the Very Short List yesterday and am buying it today. The company will benefit from the merger with Level 3 through increased free cash flow, a wider network that will compete with AT&T and VZ and a $10 billion tax loss carry forward from LVLT.

Selling Potash (POT) and HP Inc. (HPQ)

I am looking to raise cash today as the world just became a lot more uncertain.  Potash represents another profitable trade in the stock, almost 10%. I am very likely to buy it back in the $15s which I think is a near certainty occurs again. Long-term the story is the same. Fertilizer is near or at the bottom of its cycle and fertilizer in the age of climate change […]

Buying more SunPower (SPWR) and First Solar (FSLR)

Both of these stocks are getting beaten to hell as traders without a care about a year or two from now sell these stocks. Make no mistake about it, these are two of a small handful of companies that are benefitting from the move to solar energy and electric vehicles. Yes, both of those games are in the first inning. Heck, EVs are still in batting practice. But it’s going […]

Very Short List: November Stock Buy Limit Ranges

Here is our “Very Short List” of 40 to 50 extensively researched companies that are already or are poised to be leaders in a rapidly changing world that offers both risk and opportunity. The “Very Short List” is broken down into Fundamental Leaders and Emerging Leaders.  Our Fundamental Leaders are comprised of rock solid cash flow generators, most of which that pay a dividend. Our Emerging Leaders offer more risk, but the […]

Buying HP Inc. again – HPQ

I am adding a second amount of HP Inc. as it is hovering around $14 per share which as detailed in the forum is a strong support level.  See the prior buying note for more details about the company as well as their investor page: http://www8.hp.com/us/en/hp-information/  If the company falls all the way down to crash support levels I would likely sell puts to defray my cost basis in the existing […]

Buying HP Inc. – HPQ

I’ve been trigger shy about buying HP Inc. for a long time, however, almost everything is looking up for the company now that their remodeling is done.  HP spun off their enterprise division, which is also attractive and has been greatly improving their balance sheet. Shareholder Yield which is a measure of the three ways that management can distribute cash to shareholders, dividends, stock buybacks and debt reduction, has been very […]

Very Short List – September Stock Buy Limit Ranges

This month we roll-out the new format for our “Very Short List” of 40 to 50 extensively researched companies that are already or are poised to be leaders in a rapidly changing world that offers both risk and opportunity. The “Very Short List” is broken down into Fundamental Leaders and Emerging Leaders.  Our Fundamental Leaders are comprised of rock solid cash flow generators, most of which that pay a dividend. Our Emerging Leaders […]

Fundamental Leaders Stock List

The Fundamental Leaders Stock List is available to subscribers here, however, I do email it periodically to people signed up for “FREE Research” on the front page. This list is built by screening the market with several high-end tools, multiple formulas, insights from various analysts and my 20 years of experience I have been able to curate a universe of companies that lead their markets. If you like consistent investment returns with […]

Buying SunPower (SPWR) & First Solar (FSLR)

Both SunPower and First Solar have become very oversold and are now buys. Retain some dry powder in case the stocks fall another 20-30% and you need to average in.  The case for solar: One of the fastest growing industries on the planet. It satisfies all four “check boxes” for investing in a slow growth world. 1. Secular change is benefiting solar. Climate change is a major catalyst for continued […]

Very Short List: August Stock Limit Orders

Each month I update the limit order price ranges on our “Very Short List.”  This list is made up of about 50 companies that we would love to own shares in (usually 20-30 at any one time) if there were some event that suddenly pushed prices down by 5% to 20% – like August 24th, 2015 when the market opened sharply lower and then quickly rebounded. Since we don’t know which […]

Buying Potash Corp

Potash Corp is once again within our buying range. There are two different trades you can make.  Buy the stock outright at market OR Sell a cash-secured put. The CEO of the company stated that this appears to be the bottom of the cycle. As I’ve pointed out, the capex pullbacks in potash, much like in oil and gas, is going to fuel a sharp rally at some point. Right […]

Brexit Priority Trades – Stocks

We are interested in four types of stocks: Those with real organic secular growth, generally due to demographics or changing global climate. Those that are truly disruptive to the “old economy.” Those that are benefiting from or will benefit from government supports. Those that are at deep value prices.  In general I am targeting the low-end of buy ranges. I can always change a limit order to a market order if there […]