(04-02-2023, 09:28 PM)EricL Wrote:

(04-01-2023, 02:40 PM)Kerim Wrote: Thanks Eric -- just curious, how did you end up watching these particular stocks on the watch list? I'm guessing that (like mine) it has just kinda accumulated over time as different names came to your attention in various ways, and of course with an emphasis on many of the classic DG names. But maybe you took a more rigorous approach...

Yes, I mostly just accumulated them over time as ones I've either owned formerly or consider owning one day. Most of the DGI ones are just from scanning the CCC list and looking for stocks with 10%+ annual growth. The pure growth names come from screenings I've done or from pulling names from higher-growth ETFs.

I'm open to other ideas if anyone has names they think should be included. I'm up to 113 total names already, but it doesn't take much work to add more. Once I get the basic info added to the spreadsheet it just comes down to updated EPS estimates and dividends as they are declared.

(04-08-2023, 08:05 AM)EricL Wrote: This week's updated list.
I tried to open your " Stocks-To-Buy_2023-04-08.pdf (Size: 58.67 KB / Downloads: 1)", but keep receiving the same message:

You are either not logged in or do not have permission to view this page. This could be because one of the following reasons:

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 I am logged in, so I assume I don't have the correct permissions.  Am I doing something wrong or I don't have the permissions?

(05-01-2023, 12:27 AM)EricL Wrote: I don't know why it isn't working for you, the link worked for me.

Here is the update from Thursday.

(05-26-2023, 01:11 PM)EricL Wrote: Another 9.5% move today for $AVGO, giving me a 200% total return since I sold $IBM and purchased it back in early 2019.

Now up to a 4.37% weighting in the portfolio, making it my largest holding.

Still somewhat reasonably priced at a 19 PE on 2023 estimates.