This is my current Watch List of companies that are run well enough for me to be interested in buying (I call this my Long term Watch List). All trades that I make are based on the correct indicators showing that this is a buy or a sell. I am interested in generating enough money from these investments to be able to hold my winnings for the long term.
For my Short-term Watch List, I select the 15 companies in my Long Term Watch List that I think will be the fastest growing in the next 3 months. I then evenly balance part of my portfolio among those 15 companies. I re-evaluate and rebalance the list every quarter. You can find the Short-term Watch List at the farther down on this page.
You can learn more about this strategy by reading my book The Confident Investor which you can find linked to the right side of my site.
Long-term Watch List
Apple Inc - ChartAxcelis Technologies Inc - Chart
Applied Materials, Inc. - Chart
Amazon.com Inc - Chart
Arista Networks Inc - Chart
Booking Holdings Inc - Chart
Builders FirstSource, Inc. - Chart
Boot Barn Holdings Inc - Chart
Caseys General Stores Inc - Chart
Cboe Global Markets Inc - Chart
Ciena Corp - Chart
Deckers Outdoor Corp - Chart
DigitalOcean Holdings Inc - Chart
Exelixis Inc - Chart
First Solar Inc - Chart
Fortinet Inc - Chart
Alphabet Inc Class C - Chart
Halozyme Therapeutics, Inc. - Chart
Hudson Technologies, Inc. - Chart
Intuitive Surgical Inc - Chart
KLA Corp - Chart
Lincoln Educational Services Corp - Chart
LPL Financial Holdings Inc - Chart
Lam Research Corporation - Chart
Matson Inc - Chart
Medpace Holdings Inc - Chart
MercadoLibre Inc - Chart
Meta Platforms Inc - Chart
Microsoft Corp - Chart
Netflix Inc - Chart
NVIDIA Corporation - Chart
OSI Systems Inc - Chart
Palo Alto Networks Inc - Chart
Performance Food Group Co - Chart
Primoris Services Corp - Chart
SPX Technologies Inc - Chart
Targa Resources Corp - Chart
Texas Roadhouse Inc - Chart
Ulta Beauty Inc - Chart
United Therapeutics Corp - Chart
VSE Corp - Chart
Amphenol Corp - Chart
Cummins Inc - Chart
Copa Holdings, S.A. - Chart
Heico Corp - Chart
Eli Lilly And Co - Chart
Stride Inc - Chart
M/I Homes Inc - Chart
ServiceNow Inc - Chart
Quanta Services Inc - Chart
WESCO International, Inc. - Chart
Woodward, Inc.Common Stock - Chart
Blackstone Inc - Chart
Dycom Industries Inc - Chart
Fabrinet - Chart
Micron Technology Inc - Chart
Short-term Watch List
Applied Materials, Inc. - ChartArista Networks Inc - Chart
Boot Barn Holdings Inc - Chart
Chipotle Mexican Grill, Inc. - Chart
Deckers Outdoor Corp - Chart
Evercore Inc - Chart
Hibbett Inc - Chart
Lam Research Corporation - Chart
Medpace Holdings Inc - Chart
Meta Platforms Inc - Chart
Monolithic Power Systems, Inc. - Chart
Micron Technology Inc - Chart
NVIDIA Corporation - Chart
Southern Copper Corp - Chart
Texas Roadhouse Inc - Chart
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