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

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

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 […]