Sustainable Growth Investing


Sustainable Growth Investing captures the essence of the massive changes and challenges of the 2020s. Our focus is on innovation, technology, clean energy and the resources that support a sustainable world.

Our bar for buying any stock is that we believe it has a reasonable chance to offer a triple in total return within 5-7 years.

We believe in building in a “margin of safety” on each purchase. Sustainable Growth Investing means we are not only looking for growth, but growth at a value price for our initial purchases.

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.

Before making any options trades, read:

Current link to the VSLs (aka Very Short Lists, aka watchlists) with bottom fishing prices and chart links.

Stocks Of The Week: 4 New “Very Short List” Additions

In the short Thanksgiving week, I thought I’d take some time to remind you to read the Investment Philosophy. Pay special attention to this piece: 

” The only way to make single stock risk acceptable is if you are investing in companies that can significantly beat the stock market averages and be leaders in their sectors, industries or countries.” 

Quick Thoughts On Apple & 5G

Apple is one of the best companies in the world, but its stock is expensive against next year’s analyst earnings. A pullback is likely. 5G is causing a massive new buying cycle of smartphones though. What’s next for Apple? I think we know. (Members Only. Become a member to read this piece of analysis. Use code RARE50 to get RARE half price forever).

2 Dividend Stocks For An Overvalued Market

Summary The stock market is in a 3rd standard deviation of being overvalued. Low interest rates are a justification for some of the historic overvaluation. Federal Reserve produced excess liquidity is not infinite, but it is sufficient to fuel the rally for now – any pullback in excess liquidity would be met with stock selling. Here are some stocks with little long-term risk that can hold up to future volatility […]

Trade Alerts – Mainly Gold Related

The “narrative” might have changed with announcement that vaccine from Pfizer (PFE) is pretty good, but really this is just a short squeeze. The reality is that we are still between 3-5 quarters from a normalizing economy that will still take a couple years to repair. Ultimately, Fed liquidity is allowing these wild swing. When, not if, Fed liquidity becomes even a little less accommodative, stock prices reverse with equal […]

Plug & Play Stock Portfolio Models Q4 2020

Our vital Plug & Play Portfolio Model for stocks Q4 2020. Get the top stocks for growth and the top dividend stocks too. These stocks are tops in relative performance, growth and value. Members only. Access with any membership Sustainable Growth or above. Use code Rare50 for 50% off forever for our R.A.R.E. all inclusive service. This is on top of the first year 50% discount. So, your price is 75% off for only $249 your first year.

Stocks Of The Week 9/14/2020

Summary Eye on gold and gold stocks. Tech stocks look to put in double top. Stick with the “Plug & Play” list for stocks. Look for oversold conditions within buy zones, don’t be click crazy. Managing oil stock hedges. Stocks just suffered a minor correction the past two weeks. Today, stocks opened up, but were unable to advance much after midday. As I mentioned in chat, I expect a 3-5% […]

Option Ideas 8/25/20

Several covered calls, cash-secured puts and hedges using oil stocks are featured this week. With the market teetering and heading into volatile period, hedging might be the best move. Members only. Become a member using code “Smart50” for an additional 50% off your already 50% discounted first year membership. Try any stock strategy for 75% off your first year.