Today we expanded our discussion a bit to include different ideas of liquidity and market impact. Discussed several stocks, how I think of them, what the market is missing and why I’m buying. Briefly discussed the coming acceleration in the changes in the energy system. We will discuss SPACs and what to look for as an investor on Monday’s stock call. We will discuss the energy transition and investment opportunities with a new working paper next Friday. Free Library Card for access.
SunPower has surged since we bought it in the single digits. The stock is rallying again on Democratic wins in Georgia Senate elections. How high can it go?
Investing in the sustainable “smart everything” world. Built for forward looking investors with long-term time horizons. A focus on tech, companies that use tech to get ahead, sustainability and consumer trends. Read More
Summary Read “Using The Plug & Play Portfolio Models” before you do any buying or selling.First off are cash levels appropriate for different investor mindsets.Plug & Play Portfolio Models. My “Plug & Play Portfolio Models” present investment ideas from our “Very Short Lists” that are near buy zones as of the first […]
This piece is normally reserved for members. See it this week with a Free Library Card. Like it, subscribe to RARE for half price forever and 75% off first year using code “Freedom.”
Enphase is showing puffs of smoke. Does that make them a sell? Read this article with a “Free Library Care” to Fundamental Trends.
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 […]
A Fundamental Trends custom SWOT Report of a duopoly leader in the booming solar energy space. This company’s stock has already jumped, but we think has a long way to rise.
See this important asset allocation analysis using ETFs now using a Free Library Card.
A Special Report that I am giving to clients of my investment advisory for the 2020 New Year. Webinar linked. Get access with a Free Library Card.
Kirk’s Weekend Review: Mini Trade-Deal, Conflicting Economics, Fed Standing Pat, Brexit And Investing In Alt Energy & The Smart Grid
This week we finally got the well publicized “phase 1” trade deal with China. We also got more conflicting economic data and news on Brexit. My webinar this week was about investing in alternative energy and the smart grid in the 2020s.
Each weekend I provide a quick review piece to help you find what you need most. I also include some “Quick Thoughts” to help put things into context. To start, here is the link to this week’s webinar: Euphoria, #Crash2020 & The Coming Retirement Crisis The stock market is on […]