ken-do-nim's Watch List

[ken-do-nim]

This is a thread to keep track of my personal watch list, with the different equities separated by what investing strategy they fall under.  This does not include equities I already own that I plan to add to in the near term.

Strategy: DGI

• LYB - I'm light on manufacturing stocks, though admittedly a little creeped out about the accident yesterday that killed two people
  
• CP - Would be my first transportation stock
  
• HPQ - I think they make really good products for the non-apple consumer, plus 3-d printing play
  
• JNJ - I know I sold them a while back, but I've decided it just can't be a DGI portfolio without them
  
• AWK - one of the few UTEs that actually has an ascending growth rate, though I'm not sure how the southwest drought affects them
  
• SCHD - intriguing ETF
  
• Blackrock (BX) - nice mixture of growth and yield
  
• BHP - another mining stock like RIO, and likewise, dividends are sharply up recently just as the stock price is falling
  

Strategy: companies whose products/services I use often

• Apple - my phone, my computer, etc.
  
• Microsoft - Office, their Operating System, and I like their cloud business
  
• Disney - they own Marvel and Star Wars!
  
• Amazon - still the best place to shop
  
• Facebook - still the best place to browse
  
• Exxon-Mobil - where I get my gas
  
• Hasbro - D&D and A&A!
  
• Verizon - my phone plan, my internet plan
  
• CVS - pharmacy of choice
  
• Capital One Financial - my bank
  
• Mastercard - my credit card
  
• Morgan Stanley - my brokerage (they bought etrade)
  
• Cisco - internet backbone, webex
  
• General Mills - cheerios!
  
• P&G - shampoo!
  
• Netflix - still the best streaming service
  
• Discover - my other credit card
  
• Nestle - nestle crunch!
  
• Hershey - pretty much every other candy bar
  
• AirBnB - great way to find places to stay when traveling
  
• eBay - where I buy & sell
  
• Cigna - my insurance company
  

Strategy: growth

• BA - mainly from that dream, but I do have a friend who works there
  
• SHOP - admittedly I already missed the big runup, but I still think they have room to grow
  
• ENPH - looks like a good energy company
  
• AMD - the secret sauce behind SOXX/SOXL
  
• ASML - another stellar chip stock
  
• VSTO - comes with the fenders seal of approval
  
• F - electric cars, a lot cheaper than Tesla
  
• ALB - lithium batteries for electric cars
  
• UPST - holy cow!!!
  

Strategy: income

• QYLD
  
• DIVO
  
• RQI
  
• NREF
  
• RYLD
  
• OHI - 8%er that increases its div regularly