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
- Chart
Applied Materials, Inc. - Chart
A-Mark Precious Metals Inc - Chart
- Chart
Arista Networks Inc - Chart
Atkore Inc - Chart
- Chart
Builders FirstSource, Inc. - Chart
Boot Barn Holdings Inc - Chart
Blackstone Inc - Chart
Chipotle Mexican Grill, Inc. - Chart
CoStar Group Inc - Chart
Deckers Outdoor Corp - Chart
Five Below Inc - Chart
- Chart
- Chart
- Chart
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Hudson Technologies, Inc. - Chart
- Chart
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Logitech International SA - Chart
LPL Financial Holdings Inc - Chart
- Chart
Lululemon Athletica Inc - Chart
Matson Inc - Chart
Medpace Holdings Inc - Chart
- Chart
Meta Platforms Inc - Chart
M/I Homes Inc - Chart
- Chart
Monolithic Power Systems, Inc. - Chart
Microsoft Corp - Chart
Micron Technology, Inc. - Chart
- Chart
- Chart
NVIDIA Corporation - Chart
- Chart
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Performance Food Group Co - Chart
Regeneron Pharmaceuticals Inc - Chart
- Chart
Revolve Group Inc - Chart
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Texas Roadhouse Inc - Chart
Ufp Industries Inc - Chart
Ulta Beauty Inc - Chart
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Veeva Systems Inc - Chart
WESCO International, 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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