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.

Sustainable Growth

Deep Dive: Intel (INTC) – part 1

Summary Intel is largest semiconductor company in the world with a dominant position in the declining PC business and servers which continue to grow with cloud. The company has used its fortress balance sheet to improve tech to jump to near or at the lead in AI and automotive offerings. […]

Sustainable Growth

Adding Two New Companies to VSL

The two following companies both seem to offer the potential for taking equity risk. Completely different industries, but both do pay a dividend, the second company a very fat dividend. Hello, your membership does not give you access to this page. Please become a member or upgrade your membership.

Sustainable Growth

A Fat Dividend And Cloaked Growth At GameStop

Summary GameStop wrongly is compared to Blockbuster, on the contrary, GameStop took the clue and is doing almost everything right. Technology brands including AT&T, Cricket and Apple, as well as, a thriving high margin collectibles business is diversifying earnings rapidly. GameStop’s balance sheet is strong, and comfortably supports its recently […]

Sustainable Growth

Target Trades November 2017

This month I am introducing a new regular article to help keep our investing tactical and organized. Below, you will find a summary of my short and intermediate term outlook, as well as, a chart of all the stocks that are buys or close to being buys. The chart is […]

Sustainable Growth

Buy the Blowoff Bottom in this Grocer

SuperValue is the nation’s largest wholesale grocer and also a retailer. The stock has been beaten down on pessimism in the space and the impending arrival of the Amazon and Whole Foods tie-up. Several grocers are dramatically undervalued, SuperValue is one of them. There is likely at least one and […]

Sustainable Growth

Buying 8point3 Energy (CAFD)

8point3 Energy (CAFD) [the symbol cutely refers to “Cash Available For Distribution”] is on the opposite side of a merger. It is essentially a solar utility that holds completed projects, collects the income and pays out a dividend. Hello, your membership does not give you access to this page. Please […]

Sustainable Growth

Buying CenturyLink Back (CTL)

CenturyLink (CTL) and Level 3 (LVLT) appear to have cleared all of their merger hurdles and that’s good. Now that CenturyLink shares have sunk on fears about the customer complaint lawsuits, I am very much interested in it again. The huge dividend is probably secure, but if not, will still […]

Sustainable Growth

Buying Potash Corp (POT)

Potash Corp (POT) is merging with Agrium (AGU) imminently. This will create an awesome vertical structure for the new company as Agrium has a large retail network for the combined company’s products. The wholesale distribution of Agrium has the potential to really charge sales of the combined product line. Hello, […]

Sustainable Growth

Adding Store Capital to VSL

I am stealing an idea from another Seeking Alpha author who follows REITs almost exclusively. The stock is Store Capital (STOR) which Warren Buffett just bought a stake in. I am going to refer you to a pair of pieces on Seeking Alpha to get to know the company. Hello, […]

Sustainable Growth

Adding Control4 to Very Short List

The “Internet of Things,” a phrase I hated a few years ago because it sounded a little too clever and pithy to me, is quickly becoming one of my favorites. The connected world, for any trepidation I might have about it personally, is becoming a foregone conclusion. Hello, your membership […]

Sustainable Growth

Buying 3 Oil Stocks

The energy sector is getting beat up again, especially oil. The charts show a fairly strong support level for oil in the middle $40s which we have discussed before. While there might be a bit more downside if there is strange news out of the Middle East short-term, I think […]

Sustainable Growth

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. Hello, your […]

Sustainable Growth

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 […]