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

Quick Thoughts: Enphase

Summary Enphase operates in a duopoly with Solar Edge in the solar microinverters space.Enphase is expanding into energy management which is a natural flow.I believe this stock will reach $200 per share by the middle 2020s. It currently trades around $50.If you are a growth investor, you should look to […]

Sustainable Growth

12 Must Own Large Cap Stocks

Gaining the benefits of diversification starts with a core portfolio. We generally start with ETFs and move onto adding blue chip stocks before adding small and mid cap. These 12 blue chip companies have proven to be sustainable growers and in several cases dividend growers.

Sustainable Growth

Top 10 Dividend Stocks

Dividend growth and low volatility dividend investing are core ingredients to a healthy retirement. Here are the ten stocks that best capture dividend growth and low volatility characteristics to build your portfolio around, along with our, 12 “must own” stocks.

Sustainable Growth

Extremes To Buy & Sell

We try to avoid making trades in the “middle of the market” whenever possible. We want to find undervalued stocks that are oversold to buy, and to sell stocks that are overvalued and overbought. We believe in “buy low, sell high.”

Sustainable Growth

Start Taking Profits On Tesla

Last November, I discussed “why I’m selling Tesla shares.” It turned out to be a good spot to sell Tesla (TSLA) shares that we had purchased about a hundred dollars cheaper less than two months earlier. It would be about a half year before we returned to buying Tesla shares.

Sustainable Growth

Sustainable Growth Investing Model: December 2019

Sustainable Growth Investing uses a base ETF allocation and long-term growth stocks for generating capital appreciation. This strategy can be used for an entire portfolio or as an add-on to a more diversified portfolio, such as, a retirement plan. The Sustainable Growth Investing mission is to beat the S&P 500 stock market index without added risk.

Sustainable Growth

Trade Alert: Dividend Stock

We have an opportunity to buy a solid financial stock – NOT in the dangerous banking industry – that pays over a 7% dividend. It is in a growing business and will be entering Europe soon. This is a chance to have a double to triple in total return the next 5 years or so with low risk.

Sustainable Growth

The “A Team” Stocks I Want To Buy Soon

Stock market corrections are about the only time to buy high quality companies at a discount. Corrections are also the best time to buy potential ten-baggers on a pullback. We were smart to allocate huge percentages to cash recently, now we need to be smart picking great companies for our portfolios. Below are two lists. The first are very high quality companies with stocks that are approaching rare bargain territory. The second list are companies that have big growth and are potential ten-baggers over the next decade on this pullback.