Compass Diversified Holdings SWOT Report.
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:
- Don’t You Dare Trade Options Until You Read This!!!
- Characteristics & Risks of Standardized Options
- CBOE Education Center
- Cash-secured Put Selling by Fidelity
- Covered Calls by Fidelity
Our quarterly Plug & Play Stocks Portfolio Models. See our buy zones and links to charts. Learn how to buy low right here. Members only. Worth the price of admission and admission is half price right now.
Ulta Beauty Inc. has been a leader under top management. Their business is largely recession proof. See our opinion and analysis of the stock (ULTA). Members only. Become a member for only $149 (half price) with a “Sustainable Growth” subscription.
Kroger SWOT Analysis │Open to the Public
This piece is normally reserved for members. See it this week with a Free Library Card. Like it, subscribe to RARE for half price forever and 75% off first year using code “Freedom.”
Enphase is showing puffs of smoke. Does that make them a sell? Read this article with a “Free Library Care” to Fundamental Trends.
The following report covers where we are in the economy and markets. It has become clear to me that another correction is coming of some significance. The problem we face is whether the combination of Fed money and a potential medical miracle can stave off the worse case scenarios. I believe to an extent they can. However, that still leaves room for the bear market to resume. Speculative excess is […]
Summary Enphase operates in a duopoly with Solar Edge in the solar microinverters space. Enphase is expanding into energy management which is a natural flow. I believe this stock will reach $200 per share by the middle 2020s. It currently trades around $50. If you are a growth investor, you should look to acquire Enphase for a full position 2%-4% of net asset value. If you are a primarily focused […]
Today we game out the potential scenarios for the stock market in the short, intermediate and long-term. While the rally might continue a bit longer, there is a certainty of at least a retracing of the rally for a small correction. There are also worse outcomes if the economy does not have the “V” shape recovery that many are hoping for. This is piece is open to members and those with a “Free Library Card.”
The stock market is hitting a key resistance level right now. There could be one more leg up or a downtrend can begin by Friday. We are trimming into strength and selling covered calls. Downside potential the rest of the year far exceeds upside. Manage your risk. This post available if you are a member or Free Library Card holder.
We have identified dozens of stocks and a dozen ETFs that will be where to focus our investment efforts coming out of the second wave of Coronavirus and the next stock market correction. You will need a paid membership for this 67 page report. Available to Sustainable Growth and higher memberships.
A Fundamental Trends custom SWOT Report of a duopoly leader in the booming solar energy space. This company’s stock has already jumped, but we think has a long way to rise. Members Only.
A Fundamental Trends custom SWOT Report of a leader in the developing global cloud and eCommerce space. This massive opportunity could give you a chance to invest 5-10 years ago with the benefit of hindsight. Members Only.
A Fundamental Trends custom SWOT Report about a leader at the heart of streaming TV. This company is misunderstood by many and has an exceptional future in monetizing advertising and other entertainment. Members only.
A Fundamental Trends custom SWOT Report on a leader in the FinTech explosion. This company can bypass banks or work with them, lends, does P2P, crowd funding, small business, online, crypto… Members Only.
A Fundamental Trends custom SWOT Report on one of the companies leading the virtual medicine revolution. See the future of healthcare. Members Only.
A Fundamental Trends custom SWOT Report on one of the companies leading the 4th Industrial Revolution. An AR & IoT leader. Members only.
Our weekly stocks, options & ETFs webinar focused on charting opportunities and risks. Also, thoughts on how catalysts and fundamentals coincide with the charts. Members only.
Available to all with a Free Library Card or any membership. The “secret code” was given today to sell. It’s very rare this SPY gets one wrong.
Summary If there were holdings you wished you sold before the crash, here’s your chance to trim, cut and liquidate. The economy will be hampered until there is a vaccine for Coronavirus COVID-19. If we do away with social distancing before the end of May, then we are setting up for a second wave of infections and a deeper recession. Keep this in mind, the Federal Reserve has a lot […]