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6 New Starter Positions
As always, I will continue to pick up tiny starter positions in companies that fascinate me. This strategy helps me keep track of them and entices me to add to them over time -- especially if they continually outperform.

Here is the list and a concise reason why I bought each:
  • $THO - Way more stable than I ever would have expected -- strong in troubling times and consistently profitable with improving trends in its favor from younger generations.
  • $CACC - Unbelievable compounding over time in the "high-risk" auto lending space. Often seen as predatory, but usually, the only option left for many. Not sure what to think of this grey area -- what are your thoughts?
  • $POOL - Generates most of its revenue from recurring sales, maintenance, etc., versus needing new pool construction nonstop. -- 1% div and 18% payout ratio.
  • $ODFL - Most profitable less-than-truckload operator out there will only grow in importance with time -- 0.4% div and 9% payout ratio.
  • $CGNX - Dominant in the machine vision space and has many attractive, rapidly growing verticals to lean on -- 0.6% div and 16% payout ratio.
  • $NNI - Price to tangible book value of 1, and a weird business. Collecting repayments on student loans and would benefit from a government-induced student loan bailout -- 1.2% div and 8% payout ratio.
Alberto Wallis's avatar
$8.3m follower assets
Upcoming Earnings Calendar (March 7th - 11th)
Hey guys! Here's the upcoming earnings calendar! I'm interested in:

  • $ZIM - Comments on their outlook for shipping prices.
  • $CRWD - Another stellar earnings report and I'll probably start a position in this company.
  • $MQ - How fast are their non-$SQ revenues growing?

Which earnings report are you looking forward to?

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.
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Erick Mokaya's avatar
$87.9m follower assets
Upcoming Earnings Calendar (Dec. 6th-10th)
Happy Friday everyone! Here is next week's upcoming earnings calendar. I have no position in any of these stocks but there are several that intrigue me:

  • $RH - This company always beats expectations, their management is extremely good, and the valuation (21x Fwd PE) is attractive. A post-earnings sell-off might be a good time to buy.
  • $LULU - $AEO reported strong casual wear sales so Lululemon should also post strong results.
  • $S - I believe cybersecurity stocks will be winners in the coming decade and I want to learn more about the space. The valuation for this one and $CRWD is too high for my liking but hopefully, we'll get good opportunities after the sell-off.
  • $PATH - What this company is doing with automation is very interesting but I don't know enough about it to comment.

Remember, if you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

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