I’m selling all shares of SUNE, TERP and GLBL as bankruptcy or massive dilution seem imminent for SUNE. While I […]
Sustainable Growth Trends
Sustainable Growth Trends captures the massive secular trends transforming the global economy. Our focus is on 4th Industrial Revolution technology, clean energy and various growth investments.
Our bar for buying any stock is that we believe it has a reasonable chance to offer a triple or more in 3-5 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.
Adding Limit Order for AbbVie – ABBV
I have started a thread for AbbVie in the forum. After doing a lot of reading about AbbVie, I have […]
Selling 3D Systems (DDD) and Stratasys (SSYS)
While this goes against a long nature of holding what I buy long-term regardless of price action, I spent the […]
Buying Shares of Potash Corp – POT
Potash Corp is one of the most important agriculture companies on the planet. This sell-off is overdone. I will take […]