Kirk's Top Growth Stocks For 2025
We had 4 stocks rise over 400% this year and over a dozen doubles.
I am relaunching this Substack to include my highly sought after Macro analysis, top ETF picks and my top 2 growth stocks every month.
Join Kirk’s Growth Stocks for 75% off your first year.
Only $25 for a very limited time through my coming “Top 10 Tech Stocks For 2025.”
Readers across the internet, including on Seeking Alpha & MarketWatch, know that my teams and I were early on a lot of big winners the past 20 years.
Here’s just a few of the big winners we captured recently…
We have a habit of getting in a little early to get low prices and sometimes out a little early in order to manage our risk.
Over the years we bought…
Gold in 2000 when everyone hated it around $300/oz. Then we infamously irritated gold bugs by announcing twice on MarketWatch in late 2011 we were selling around $1600/oz! Gold then fell to below $1200/oz in 2013-14.
We again touted gold in 2018 andin early 2020 when nobody loved it again. Gold is up a lot since. We’ve taken some profits, but recently bought the dip and think Gold is headed to over $3000/oz in this cycle and $5000/oz by the end of the decade.
There’s better investments than gold though.
Warren Buffett has talked about the productive capacity of businesses over commodities. We agree. There’s nothing better than an in demand, well run business that has pricing power due to competitive advantages.
After the Dot-com crash we loaded up on beaten down tech stocks in late 2002 and early 2003. They didn’t all do great, but if you look at the Nasdaq 100 via the Invesco QQQ ETF, which essentially we mirrored, it was a great rally into 2007.
In late 2007, I started giving seminars around Milwaukee telling people that a major crash and recession were going to happen in the next couple years. For only the second time in my career, the first being 1999, I told folks “sell almost everything.”
Here’s an excerpt of my annual letter to clients in January 2008.
I bought a lot of dinners in late 2007 into early 2008, but all I got to show for it was a lot more people fired me than hired me. Then, in summer 2008, the Financial Crisis began.
We all know what happened for the next year. Most people lost around half of their money. We made about 12% heavily weighted to U.S. Treasuries and with a few trades shorting the banks.
In March 2009, after the Federal Reserve said they would do “anything it takes” to support the economy and President Obama said he’d “buy stocks if I could” we barrelled back into stocks. Our return for 2009 was over 80% in many accounts.
At the end of 2019 after riding the QE waves up for years, I once again got bearish.
Here’s where things get muddied. I was already bearish going into 2020, but then Covid happened. And, I saw it early. How early?
It was then I issued another “sell almost everything” call.
That’s great, but, did I buy back in near the bottom a couple months later? Take a look at the dates on the stock picks at the top of the page.
I’m not perfect and neither is my team, but, we are willing to change our minds when the facts change. And, in late March 2020, the facts changed. The bailouts were massive like we had never seen before. Dwarfing the Financial Crisis bailouts.
So, we loaded up on stocks in March and April 2020.
Then, in late 2021 I started telling folks there would be a bear market in 2022.
That bear market was about 9 months and landed within a few points of what we said the shallow version of that bear market would be. In H2 2022 we scaled back into stocks including some of the winners you see above.
If you notice on that graphic of our top stock picks, you’ll see we have sold some stocks recently. I think there is another “sell almost everything” warning coming soon.
There are good reasons for that, which I will cover in my next Macro Dashes article. To read it for free, sign up here ↓↓↓
We’re not perfect. But, in Vince Lombardi fashion, we have a process and we work hard. For over 25 years now, our results have been excellent.
In fact, we could all retire if we wanted to. But, I see a lot of volatility and opportunity coming to the world in the next 5-10 years. Again, which I’ll cover regularly in a weekly Macro Dashes piece.
Here’s my simple goals for the next decade:
Make more money with less risk.
Help you do the same.
Right now, because I see us coming up on a series of up and down moves in markets through decade end, I want you to try our “lite” service here on SubStack.
For only $25 your first year, here’s what you will get:
A weekly Macro Dashes piece covering the most important economic factors impacting the stock market and other asset markets, including bonds, commodities and Bitcoin.
A monthly ETF asset allocation update that helps you position the core of your portfolio and retirement plan at work.
My top 2 growth stock picks each month. Again, look up to see how well those picks can turn out.
A quarterly Special Report covering a specific investment topic, like energy, tech of healthcare, that included at least a dozen actionable investment ideas.
This $25 offer will not last long, so, subscribe today.
