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 CAFD

Reiterating a buy on 8point3 Energy: CAFD This solar yield company is paying a hefty dividend that is going to rise in coming years as oil and gas firm up in price. The company is very solid financially, the two companies feeding it projects are very secure financially – First […]

Sustainable Growth

Buying CenturyLink (CTL)

I added CenturyLink to the Very Short List yesterday and am buying it today. The company will benefit from the merger with Level 3 through increased free cash flow, a wider network that will compete with AT&T and VZ and a $10 billion tax loss carry forward from LVLT. Hello, […]

Sustainable Growth

Buying HP Inc. again – HPQ

I am adding a second amount of HP Inc. as it is hovering around $14 per share which as detailed in the forum is a strong support level.  See the prior buying note for more details about the company as well as their investor page: http://www8.hp.com/us/en/hp-information/  If the company falls all […]