04-03-2023, 07:47 AM
(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.
My list hovers in the 30-50 company range, but there are 25 or so that I keep a much closer eye on than the rest -- and that's reflected in my spreadsheets (a lot more data for those). I sometimes fear that I'm missing good opportunities by not tracking more, but time and attention are sadly limited!