Small caps
I look for the companies with rising revenues (at least 20% YoY), rising margins and that are on the cusp of profitability or with accelerating profitability for the biggest share price jumps. Companies that do not have rising margins are often just taking on debt to juice growth numbers or have executives who are engaging in a big skim into their own pockets.
Midcaps
Are essentially similar to small caps but further along the "S curve" and should be successfully challenging bigger companies.
Large Caps
Growth can be slower, but they must have a strong balance sheet and good outlook. Look for strong R&D that offer other catalysts to grow. I am looking for companies with growth rates of at least 15% in most cases, and higher for smaller companies.
Our VSLs lists of Mega Cap, Growth, Dividends, International Stocks and Global ETFs are chosen because they aligned to the major secular trends unfolding in today's economies globally.
Companies not aligned and that are being disrupted by new technologies will go the way the way of the dinosaurs if they do not adapt and change.
Massive GOVT stimulus, incentives, regulation and penalties are what can change the timing of secular trends i.e. speed them up or slow them down — think 'follow the money' .
As climate change continues to be at the forefront of government and corporate priorities, we keep a keen eye on how this influences government policy and the activity of large investment funds.
With the retirement of the baby boomers, the workforce will continue to shrink, in turn driving up wages. We look to see how healthcare and AI can improve the quality of aged care coupled with productivity improvements.
We look for how technology can bring productivity gains and better ways of working to increase quality of life. We believe fast adopters of Artificial Intelligence (AI) will prevail over those who are laggards.
Massive corporate debt will make it hard for one-third of all companies to refinance during the next recession. We focus on companies with growing revenues and decreasing debt obligations.
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Kirk is an outstanding analyst and a great source of investment ideas in all types of markets. Over the four years I subscribed to his service, I’ve realised impressive returns on Berkshire Hathaway, Palantir and Marathon Digital to name just a few. Kirk focused me on space stocks which I would never have considered on my own. Spire Global and AST Space Mobil have been 2X and 3X returns for me in just the last 12 months. Kirk is also a great investment coach constantly keeping his clients focused on economic trends and market risks that could devastate a less well-informed retail investor’s portfolio
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