Member Content

All paid member content. You will be able to see content based upon your membership level. Each article is tagged with the memberships that can see it.

RARE Investing offers full access to all Fundamental Trends content. To sign-up or upgrade for RARE, click here: RARE Investing

Sustainable Growth

Buying Shares of Potash Corp – POT

Potash Corp is one of the most important agriculture companies on the planet. This sell-off is overdone. I will take the dividend as I wait for continued droughts to push demand for fertilizer and bad financial circumstances restraining competition. I am buying up to 2-4% of NAV. Buy shares of […]

Retirement Income Options

Selling puts on CHK, DDD, EXAS & MU

These trades are for the Retirement Income Options portfolio, each for approximately 2% of net asset value. These companies represent the risky components of that portfolio. If you are underweight these names in your equity portfolio, but already hold some, I believe you can add as well. In general the story […]

Sustainable Growth

Adding more Exact Sciences with GTC limit

It is clear to me in reading USPSTF documents on understanding their ratings that Exact Science’s Cologuard has attained an “A” rating for colon cancer screening. The details are still to be hashed out about what are “certain clinical situations.” As we know, the test is designed for the average […]

Sustainable Growth

Buying Exact Sciences stock – EXAS

I am adding to Exact Sciences (EXAS) positions. I am recommending addition at the open today. I am listening to the conference call regarding USPSTF rating as I type. Exact is included in the USPSTF draft ratings in a new category as an “alternative” screening tool to the previously recommended […]