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Sustainable Growth

May Focus Stocks

In real estate it is “location, location, location.” In stocks it’s quality, quality, quality. The problem is that in the stock market, basically everybody knows who the quality stocks are. There are certain companies that only go on sale once or twice a decade, usually during correlated market corrections when “everything” falls […]

Sustainable Growth

Quick Thoughts on Tesla

First off today, I keep catching flack for saying Trump will and probably should cancel the Iran nuclear deal. I don’t care. America is a good place and a better actor than most… Plus, do we really want China and Russia directing global developments. Yeah sure, it would be nice […]

Sustainable Growth

Reviewing T2 Biosystems

T2 is seeking to fill an unmet need for Sepsis testing. Sepsis has been dramatically on the rise the past two decades killing many. The company has a date with the FDA closing in for its T2 Bacteria panel. If approved, the company would take a lead in the testing […]

Sustainable Growth

SunPower Dumps Trump Tariffs

One of the largest secular trends for the next few decades will be the buildout of alternative energy globally. Solar in particular, will be vitally important as estimates range that from 30-50% of all electricity will come from solar by mid-century or sooner.  Accumulating solar, solar related and smart grid […]