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 - Chart
ABIOMED Inc - Chart
Axcelis Technologies Inc - Chart
Align Technology, Inc. - Chart
Applied Materials, Inc. - Chart
AMN Healthcare Services, Inc. - Chart
A-Mark Precious Metals Inc - Chart
Arista Networks Inc - Chart
Atkore Inc - Chart
Builders FirstSource, Inc. - Chart
Boot Barn Holdings Inc - Chart
Blackstone Inc - Chart
Century Communities Inc - Chart
Commercial Metals Company - Chart
Chipotle Mexican Grill, Inc. - Chart
Centene Corp - Chart
Concentrix Corp - Chart
ConocoPhillips - Chart
Charles River Laboratories Intl. Inc - Chart
CoStar Group Inc - Chart
Catalent Inc - Chart
Deckers Outdoor Corp - Chart
Enphase Energy Inc - Chart
Ensign Group Inc - Chart
Evercore Inc - Chart
Five Below Inc - Chart
Generac Holdings Inc. - Chart
Alphabet Inc Class A - Chart
Hudson Technologies, Inc. - Chart
Hibbett Inc - Chart
MarineMax Inc - Chart
Keurig Dr Pepper Inc - Chart
Keysight Technologies Inc - Chart
Kulicke and Soffa Industries Inc. - Chart
Knight-Swift Transportation Holdings Inc - Chart
Lithia Motors Inc - Chart
Logitech International SA - Chart
LPL Financial Holdings Inc - Chart
Louisiana-Pacific Corp - Chart
Lam Research Corporation - Chart
Lululemon Athletica Inc - Chart
Matson Inc - Chart
Malibu Boats Inc - Chart
Medifast Inc - Chart
Medpace Holdings Inc - Chart
Meta Platforms Inc - Chart
M/I Homes Inc - Chart
MKS Instruments Inc - Chart
Marcus & Millichap Inc - Chart
Monolithic Power Systems, Inc. - Chart
Microsoft Corp - Chart
Micron Technology, Inc. - Chart
NVIDIA Corporation - Chart
Nexstar Media Group Inc - Chart
ON Semiconductor Corp - Chart
Patrick Industries, Inc. - Chart
Performance Food Group Co - Chart
Pioneer Natural Resources Co - Chart
Regeneron Pharmaceuticals Inc - Chart
Revolve Group Inc - Chart
Southern Copper Corp - Chart
SiteOne Landscape Supply Inc - Chart
SM Energy Co - Chart
Sportsman's Warehouse Holdings Inc - Chart
Steel Dynamics, Inc. - Chart
Thor Industries, Inc. - Chart
TJX Companies Inc - Chart
Thermo Fisher Scientific Inc. - Chart
Trex Company Inc - Chart
Texas Roadhouse Inc - Chart
Ultra Clean Holdings Inc - Chart
Ufp Industries Inc - Chart
Ulta Beauty Inc - Chart
Veeva Systems Inc - Chart
WESCO International, Inc. - Chart
Encore Wire Corp - Chart
West Pharmaceutical Services Inc. - Chart
Yeti Holdings Inc - Chart

Short-term Watch List

Axcelis Technologies Inc - Chart
Commercial Metals Company - Chart
ConocoPhillips - Chart
Enphase Energy Inc - Chart
Ensign Group Inc - Chart
Hudson Technologies, Inc. - Chart
LPL Financial Holdings Inc - Chart
Medpace Holdings Inc - Chart
ON Semiconductor Corp - Chart
Pioneer Natural Resources Co - Chart
Southern Copper Corp - Chart
SM Energy Co - Chart
Steel Dynamics, Inc. - Chart
Ulta Beauty Inc - Chart
Encore Wire Corp - Chart

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