See my current holdings now. Sustainable Growth, Dividend Collector, Retirement Income Options or RARE Investing required for access. Sign up today. Use code “FirstYear50” to get your first year half price.
Sustainable Growth
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 or more in the next several 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.
Plug & Play Stocks Q3 2021
Each quarter I update my top 20 growth stocks and top 20 dividend stocks into our Plug & Play Stocks lists. These stocks have market beating potential, no excess risk in my opinion to their peers and are timely. Get access with any stock membership, including Sustainable Growth, Dividend Collector, Retirement Income Options and RARE Investing. Use code “FirstYear50” to get your first year for half price (after your low cost trial).
Plug & Play ETFs Q3 2021
Kirk’s quarterly ETF update for Global Trends ETF focus ETFs and Retirement Trends ETF focus ETFs. See the basket of ETFs we are using to invest in and trade with. Maximum profits with minimum risks. Available with any paid membership.
Dividend Sleuthing: Pfizer SWOT
Pfizer might be the best known pharma company in the world now with its Covid mRNA vaccine. It’s dividend is generous, but is it secure? in the world. Pfizer’s mRNA tech is once again expanding its pipeline. Will it see more growth? Is the dividend secure. Dividend collectors find out here.
My Holdings Now
Each month following options expiration I will post the aggregate holdings across all accounts that I manage at Bluemound Asset Management, LLC. I currently manage 4 broad account types and several custom portfolios. Get access to this piece with any paid membership.
SOTW: REITs, Comm, Tech, Energy, SPACs.
Fundamental Trends Stocks Of The Week gives you a run down of our top stocks and what there are doing. Stock investment quick thoughts, trending stocks and pivot ideas. All stock memberships have access.
Global Trends ETF Report: ARKK, QQQ, PBW, GDX
Global Trends ETF Report helps investors, buy the dips, sell the rips, build positions if you missed the first entry, swing trade around a core position and manage risk. Find our ETF investment reviews, ETF trend trades and catch ETFs at the pivots. Available to Global Trends ETF members and higher.
MP Materials & The EV Revolution
MP Materials is best known as a rare earth metals SPAC from Chamath Palihapitiya. There’s a lot more from the former Molycorp though. It is an emerging EV picks and shovels play. Find out why we are so high on this stock long-term. Use Sustainable Growth, Retirement Income Options or RARE for access.
Merck SWOT Report (update)
Merck is one of the omnipresent pharma companies in the world. Merck recently acquired autoimmune company Pandion Therapeutics and is expanding its pipeline. Will it see more growth? Is the dividend secure. Find out here.
3M SWOT Report
3M is an America icon company that started as Minnesota Mining & Manufacturing Company. It has been adapting to the modernizing world for decades and is now making its biggest pivot yet. Learn what their strengths, weaknesses, opportunities and threats are in our 3M SWOT Report available with any stock membership.
SOTW: SPAC Hate Brings Opportunity, Healthcare Picks, Magnets & Entertainment
Each week I cover stocks that we can consider buying now or soon. We also cover the stocks to trim on profits. Make sure to visit the “Getting Started” section on how to use this piece. We are focused on riding the trends and finding the pivots of great stocks. […]
Is Opendoor A Flipping Winner?
Summary Opendoor has success establishing itself as the real estate company with the most online transactions.Opendoor has a goal of expanding into more markets in the U.S., setting the company up for multiple years of strong growth.The valuation is attractive after the recent sell-off. This is a follow-up article to […]