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Growth Investing

Dividend, Growth, Index and Value portfolio strategies
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Entry archive:

Meet Growth Investor Chris Umiastowski

Latest Columns

Apple shines as a long-term growth story

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Apple is one stock in my Strategy Lab model growth portfolio that hasn’t moved very much since our September, 2012 inception. But in many ways, over the last few years, I think Apple has become a more diverse and safe investment. For those just starting out it is one stock I’d suggest adding to your own portfolio.

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Why Facebook is likely to outperform Google over the next decade

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

To be a successful investor, you must accept that you’ll be wrong a lot. I’ve been doing this for about 20 years and I’ve had my share of disasters alongside some fantastic calls. Knowing you’ll make big mistakes lets you get started, but realizing when you’ve made a mistake, as early as possible, will help you waste less time and make more money.

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How a 4,000-km family road trip refuelled my commitment to owning Tesla shares

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

I recently wrapped up another March Break holiday involving a road trip with my family. Last year, I wrote about how easy it was to save money using the services of one of my Strategy Lab picks, Priceline Group Inc. I’m happy to report that since one year ago, the stock is up more than 12 per cent while the S&P 500 is slightly down.

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Why long-term investors should consider Berkshire Hathaway

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

In my last Strategy Lab column I recommended a great podcast I’ve been enjoying lately. The Rule Breaker Investing podcast by Motley Fool co-founder David Gardner is responsible for a subtle change I’m making to how I talk about investing. I’m no longer going to use the phrase “long-term investing” because, as Mr. Gardner points out, all investments should be made with a multiyear holding period in mind. Otherwise it’s called “trading” and so to say “long-term investing” is a tautology. Hold me accountable if you see me using that phrase on Twitter.

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Why growth investors should be cheering this market storm

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Everywhere you turn, it seems somebody is talking about the weak stock market. From a quick look at a chart for the S&P 500, I can see that we’re down about 11 per cent since the last peak in November. And among many of the more volatile technology stocks I cover, the red ink is even worse.

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Three stocks exposed to the self-driving car trend

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Some time in the next 10 years, I believe we will see the rise of self-driving cars. People won’t need to drive unless they want to. This could create entirely new business models such as summoning a car from an app on your mobile phone and paying per use rather than having an owned vehicle sit idle 95 per cent of the time. Families wouldn’t need to own two cars, and many might not even bother owning one.

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Three stocks our growth investor thinks you should own in 2016

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

This coming calendar year marks my 20-year anniversary as an investor in common stocks. The most important lesson that I learned, starting back in 1996, is still equally true today.

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Why you should consider adding some Starbucks shares to your portfolio

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

It’s December again, and the holiday shopping season is upon us. Whether it’s a Saturday at the mall or a quick escape from the office to pick up a few gifts during lunch break, there are two things I notice consistently. First, people love to treat themselves to a coffee while they’re out and about. Second, people hate lineups. Starbucks helps people get more of the former while avoiding the latter. I’ll reiterate what I said in my first Strategy Lab column on this stock last December: While you’re buying Starbucks gift cards for your friend, you might want to consider buying some shares for yourself.

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The worse Sierra Wireless gets beat up, the better the stock looks

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

A couple of weeks ago, on a sunny Friday morning in November, I was comfortably wearing a short-sleeve shirt while raking up the leaves on my front lawn. I had my ear buds on and the iPhone in my pocket was streaming me a replay of the Sierra Wireless third-quarter results conference call from the night before. While the sun and unusually warm air were a welcome opportunity, so too, I believe, is the recent weakness in the stock price for this wireless technology company.

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Chris Umiastowski's three-step guide to building a growth portfolio

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Today I’d like to share my three-step approach for beginning to build a growth portfolio. I think many readers who see the 275-per-cent gain in my Strategy Lab model growth portfolio over the past three years wonder how they can achieve the same thing. At least that’s the impression I get from the e-mails people have sent in.

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GoPro has hit a record low. Here's why you should buy it now

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

I’ve been following GoPro Inc., the action-camera manufacturer, ever since its hot initial public offering in June, 2014. Anyone who bought at the IPO, which was priced at $24 (U.S.), went on the kind of wild ride you might expect from the company’s customers, who strap on a GoPro as they participate in thrill sports that probably drive their mothers crazy.

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Why I think there's shockingly good upside in Facebook stock

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Today, I’m going out on a limb to suggest that, in 10 years, Facebook may earn the majority of its revenue from virtual-reality (VR) applications. If this prediction turns out to be correct, I believe the company’s revenue will grow much faster than most analysts expect and the stock will give investors shockingly good upside. I’m already long the stock, and it’s a significant component of my Strategy Lab model portfolio. And yet … I’m probably going to buy more.

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Think like a scientist to test your investment bias

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

In the late 1990s, prior to ever working as an investment professional, I fondly remember a summer vacation at a cottage where I lazily read the book Contrarian Investment Strategies: The Next Generation by David Dreman. What I remember most about the book is not the heavy emphasis on value investing strategies. It’s how Mr. Dreman related the stock market to a casino where the odds are actually in your favour. Put a bunch of average people in a casino and the house is guaranteed to win every time. But put that same bunch of average people into long-term common stock portfolios, and they’re very likely to make money over time. The stock market is almost like the healthy version of a casino, provided you take a long term view.

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Facebook or Google as a stock investment? I know which one I'd pick

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Last week Google announced a major corporate change. They’re forming a new company called “Alphabet,” which will be a holding company. Alphabet will house all of Google’s non-traditional assets as separate companies, as well as a cleaner, more focused business that keeps the name “Google.” It seems to me as though Sergey Brin and Larry Page are attempting to create a Berkshire Hathaway of the technology industry. This could be an important step toward allowing Google to feel comfortable making bigger bets outside of its traditional market. Given my long-term focus on stocks, I think it’s good news.

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Don’t slam the brakes on Tesla Motors because of rocky quarter

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Although you may think of yourself as a long-term investor, do you act like one? Do you share the mindset of a businessperson with a long-term objective? Last week’s second-quarter financial report by Tesla Motors Inc., a stock I own personally and in my Strategy Lab portfolio, serves as a great example to discuss. The electric car maker’s quarter was by no means perfect. Not surprisingly, Wall Street punished the stock significantly. Tesla shares dropped from about $270 last Wednesday, before the numbers were released, to $242 by last Friday’s close.

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Could the Apple Car be the next big thing?

Chris Umiastowski

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Last week, Apple announced another amazing quarter of financial results. They reported almost $50-billion (U.S.) in sales, a whopping 33-per-cent year-over-year revenue growth and net profit of $10.7-billion. We’ll come back to that enormous profit number in a moment.

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Why I'm sticking with a buy and hold strategy for Google

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Last week, I pulled my copy of The Gorilla Game off my bookshelf. This book by Geoffrey Moore, Paul Johnson and Tom Kippola was key in helping me form my investing strategy of buying leaders in important, emerging industries. As I was poring over this 1998 masterpiece I meant to consider how the “game” has changed in 17 years, but I wound up using the opportunity to look at my portfolio and ask myself, “Is this company really still a leader?”

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Prepare for virtual reality technology to disrupt your portfolio

CHRIS UMIASTOWSKI

Within 10 years I think we’ll all look back at today’s high definition screens and think of them as totally archaic. There is a huge technology transition happening now, and I think it will be as important as the transition from radio to video.

What am I talking about? Virtual reality, or VR for short. The technology is already ready for prime time, and offers what I can only describe as a mind-blowing experience.

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Netflix was a 10 bagger -- and it's still worth buying

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Among all of the stocks I hold in my Strategy Lab model growth portfolio, Netflix Inc. is the only one that has reached 10-bagger status so far. Peter Lynch coined the term “10 bagger” to describe stocks that grow to be worth at least 10 times their initial cost to an investor.

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Why I’m adding Starbucks to my Strategy Lab portfolio

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Strategy Lab will hit its three-year anniversary in September. In that time, I’ve managed to turn a fictitious $50,000 starting value into more than $175,000 as of this writing. I don’t expect to achieve returns like this consistently. The technology sector, where I focus most of my attention, was seemingly undervalued at the time we started, so perhaps I was lucky with the timing.

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Tesla, SolarCity help me invest in the future

CHRIS UMIASTOWSKI

Sometimes it seems to me that investing is so darn simple. Find an important long-term trend that you think is a total no-brainer, tuck your money away and wait. While you wait, you’ll have more time to enjoy life rather than obsess over stock charts like short-term investors. In my case, I use my extra free time to play outside in the sun with my kids.

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Shopify: Why this Canadian tech company is worth watching closely

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Canada isn’t known for its abundance of technology companies, at least not compared to our neighbours to the south. We rarely get to see an initial public offering in the tech market north of the border. That’s part of what excites me about Ottawa-based Shopify Inc. filing for its upcoming IPO a couple of weeks ago.

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It pays to take a long-term view with a stock like Netflix

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

When we launched Strategy Lab in September, 2012, I scooped up some Netflix shares for $58 (U.S.). As I write this, the stock is hovering around $571 , a few dollars away from a 10-fold return on investment.

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A small-cap social media company with the potential to go viral

CHRIS UMIASTOWSKI

Chris Umiastowski is the growth investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

If you’ve been following Strategy Lab for any length of time you probably know I’m bullish on social media. My model portfolio and my personal holdings include Google (which owns YouTube) and Facebook. I’m also watching Twitter and LinkedIn with interest, although I don’t yet own either stock.

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Need another reason to buy Priceline stock? Take a road trip

CHRIS UMIASTOWSKI

Last week my family embarked on a road trip to beautiful Tybee Island in Georgia. We saved a lot of money booking four nights in hotels, along the route, with help from one of my personal and Strategy Lab holdings: Priceline Group.

I added Priceline to my model portfolio in December, 2012, because it represented practically everything I look for in a long-term investment, and I believe my original investment thesis still holds true. That thesis is simple: The online travel industry is disrupting old ways of booking travel, and Priceline is the most significant and profitable competitor with plenty of growth ahead.

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Welcome to Strategy Lab


Exclusively for subscribers of Globe Unlimited, Strategy Lab provides four investment strategies from investment experts: Dividend Stocks from John Heinzl, Growth Stocks from Chris Umiastowski, Index Investing from Andrew Hallam and Value Stocks from Norman Rothery. Whatever strategy you favour, Strategy Lab will give subscribers ideas and inspirations for their own investments.



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About Chris Umiastowski

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