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FUNDAMENTAL TRENDS
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Everything "Investing in the 2020s and Beyond," where we delve into macro analysis, ETFs, and handpicked stock ideas. Kirk Spano breaks down the latest news and events influencing the global and investing scenes, offering insights into short, mid, and long-term implications.
This pre-recorded webinar and written report is your ticket to staying updated on the ever-evolving global macro environment, covering economics, politics, technological advancements, climate change, crypto, AI, and more. Gain valuable insights into how we navigate through this rapidly changing world of investing.
Looking for rising stocks? In our weekly Stock of the Week report, we focus on undervalued or rightly priced gems poised for growth. Kirk, our expert, provides fundamental snapshots and annotated price charts, guiding your market moves. The report also includes a webinar for deeper insights. With Kirk's help, you'll always know your investment strategy. Ideal for time-strapped investors aiming for smart choices.
Jump on our Stocks of the Week — Dividend Stocks report for your weekly fix of reliable dividends and growth potential. We focus on companies with a proven dividend growth rate of over 7% and yields that match or exceed the S&P 500, often with share buybacks thrown in.
Kirk curates the list, highlighting undervalued or fairly priced stocks with strong growth fundamentals aligned with long-term trends. With Kirk's insights, fundamental snapshots, and annotated charts, you'll know exactly when and where to act in the market. Plus, access a pre-recorded webinar for deeper insights and asset allocation strategies.
Asset allocation is at the heart of any portfolio, how you weight your asset allocation is over half of your risk and returns over time.
ETFs are the best vehicles for building an asset allocation due to low cost ability to use to overweight favoured asset classes and groups.
Enter Global Trends ETF report — a perfect fit for those utilising ETFs in their portfolios. Our monthly report simplifies investing in current secular trends, providing valuable insights to streamline your asset allocation strategy.
Option selling isn't just for the pros anymore—it's a savvy strategy for boosting income and managing risk. By selling options to speculators and hedging long positions, you can add to your bottom line while sticking to a "buy low, sell high" mindset.
Our analysis and investment ideas cater to retirees and near-retirees with sizable portfolios, aiming to enhance income and reduce risk without missing out on equity gains. It's a smart move to boost your dividend stock yields.
Cashflow Options includes a written report and a pre-recorded webinar to break it all down even further.
Once a month we dive into the major markets with Kirk and Mark 'Shooter' Henderson. This is an in-depth discussion blending Macro, Fundamental, and Quantitative analysis with Elliot Wave and Technical Analysis on key market indices, the US Dollar, US Treasuries, BTC, and emerging markets.
Our Major Market Updates offer insights into secular trends, government regulations, and the monetary and fiscal landscape. Discover how recent events have unfolded and what they could signify for the upcoming weeks and months.
Every quarter, Kirk Spano provides a comprehensive run-down of the key factors likely to influence the markets in the upcoming quarter. We base our assessment on our Fundamental Trends 4-step investment approach, focusing on Long-Term Secular Trends, Government and Central Bank Policy, Industry and Company Fundamentals, and Asset Price Trends.
Consider this Game Plan as a preview of the topics we'll delve into in the Fundamental Trends - Macro analysis and our “Investing 2020s and Beyond” webinar and Stocks of the Week. It's your roadmap to staying informed and ahead in today's dynamic market landscape.
Welcome to Punch Card Dividend Stocks and the Dividend Model Portfolio – your quarterly lineup of dividend-paying stocks that we own in our Dividend Portfolio. Plus companies we want to own at the right price. As these stocks enter our target buy zone you will be alerted in Stocks of the Week.
In this report, we shine a spotlight on companies primed for dividend growth of over 7%, sporting yields that rival or beat the S&P 500. Plus, many of these companies are throwing in share buybacks for good measure.
While some "old economy" players might fade away in the next decade due to shrinking growth and less favourable financing, winners are emerging in the tech space and beyond. We're talking about companies leveraging technology to adapt to the evolving landscape or playing a pivotal role in the ongoing global economic shift—the so-called "4th Industrial Revolution" technology encompassing AI, IoT, engineering, and more.
Punch Card Growth Stocks and the Model Growth portfolio is our quarterly spotlight on growth stocks that we hold in our high Growth portfolio right now. Plus companies we are stalking and waiting for the right price. In this report, we'll dive into growth stocks across the S&P 500, mid-cap, and small-cap categories, each with its unique characteristics, risks and potential gains. As these stocks enter our target buy zone you will be alerted in Stocks of the Week.
Remember, these aren't "buy right now" recommendations. Think of them more as introductions to some fantastic companies worth getting to know. Here, we're on the lookout for signs of execution in smaller companies. While many of these smaller stocks may not be profitable yet, we're projecting profitability in the coming years.
S&P 500 stocks offer a blend of growth and value, boasting solid intermediate to long-term potential. In our screening process, we seek out companies with growth rates of at least 15%, and 20% and more for smaller companies.
Looking at the upside of a stock is only half the process for evaluating a stock. The more important half is considering the downside. When you focus on the downside, you safeguard your investment against sudden drops, protecting your hard-earned money.
Kirk's Global Heavyweights is a quarterly update of stocks that typically carry less risk than the average S&P 500 stock. You'll feel secure knowing your investments are less likely to take a nosedive, think Microsoft, Google, Amazon and the Apples of the market.
These great companies should beat the market over time and with less risk. You'll watch your portfolio gain value steadily, without the sleepless nights worrying about market crashes.
Dive into our comprehensive research piece, crafted using the Fundamental Trends 4-step investment process. We conduct thorough SWOT, competitive, and macro analyses on specific stocks or ETFs, providing actionable guidance for investors on when and how to initiate or expand their positions. This written report and accompanying pre-recorded webinar is your roadmap to informed decision-making in the market.
Kirk Spano's Very Short Lists (VSLs) feature meticulously curated research portfolios spanning MEGA Caps, Dividend Stocks, Growth stocks and Global ETFs. With over 200 rigorously researched stocks and ETFs, each one is thoroughly vetted through Kirk's Fundamental Trends four-step investment method.
These lists deliver detailed analyses of industry, market capitalisation, current valuation, and other essential data, complete with Bottom Fishing prices (Buy Prices) and detailed technical charts.
Additionally, we provide fundamental-based five-year projections, shedding light on potential growth opportunities. Whether you're new to investing or pressed for time, VSLs offer a straightforward shortcut and act as a strategic guide for experienced investors aiming to refine their portfolios.
Unlock the secrets of successful investing with our comprehensive Investor Hub. From portfolio construction and asset allocation to managing emotions and technical analysis, we've got you covered.
Key Features:
• Expert guidance on portfolio construction
• Strategies for leveraging market volatility
• Risk reduction techniques using options
• Curated list of top investor news sources
• Technical and Elliott Wave analysis
Plus, advanced strategies to reduce risk and generate cash flow
Weekly Live Training:
Join our interactive webinars to stay on track and get real-time answers to your investing questions.
Elevate your investment game and make informed decisions that drive results. Start your journey to financial success today!
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Disclaimer:
The information on this website is general in nature and neither takes into account personal objectives, financial situations or needs of any person nor constitutes investment advice. All opinions, conclusions and forecasts are reasonably held at the time of compilation but are subject to change without notice. Educational materials are not substitutes for professional advice. Past performances are not necessarily indicative of future performances. No representation or warranty of any kind, express or implied, made regarding the accuracy, adequacy, validity, reliability, availability or completeness of any information on this website or the associated social media pages.
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