As I mentioned a few days back, I am taking my profit now on Intel – INTC. We originally bought […]
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.
Taking Profits on Google/Alphabet – GOOG
We bought Google/Alphabet on “Bucket Monday” at $578/share when we bought ten stocks on the 1000 point down day. While […]
Buying Exact Sciences LEAPs – EXAS
Exact Sciences seems to be behaving better. While I still expect volatility, with the possible exception of a slow adoption […]