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James Sands
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I am a daily active SA member. Drop me a line anytime. I am a transportation professional with a focus on goods movement. I have been following U.S. equity markets since 1998. Over the course of this time, I have been refining and developing methods to construct a portfolio of equity holdings.... More
  • Radar Screen 0 comments
    Apr 25, 2013 12:15 AM

    This list provides companies which are on the radar screen and will have a position added if the valuation is merited:

    Objectives are to maximize long-term growth potential of 10% or greater over the next decade.

    • Alaska Air Group, Inc. (NYSE:ALK)*
    • Costco Wholesale Corporation (NASDAQ:COST)
    • Delphi Automotie PLC (NYSE:DLPH)*
    • The Walt Disney Company (NYSE:DIS)*
    • The Estee Lauder Companies (NYSE:EL)
    • LinkedIn Corporation (NYSE:LNKD)
    • Netflix, Inc. (NASDAQ:NFLX)
    • Palo Alto Networks, Inc. (NYSE:PANW)
    • The Priceline Group Inc. (NASDAQ:PCLN)*
    • Prologis, Inc. (NYSE:PLD)
    • Southwest Airlines Co. (NYSE:LUV)*
    • Whirlpool Corp. (NYSE:WHR)*

    *Note: Indication of a company offering a fair current price based on current and/or next year valuation.

    Other companies which may IPO in the near-term that will considered for addition include Uber.

    For a current list of my long-term holdings please visit my profile page and select the most recently updated quarterly article. Updates are provided at the end of every quarter on a calendar year basis.

    As always, I appreciate any feedback.

    Disclosure: The author has no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Additional disclosure: I have no positions in any stocks mentioned, but in the event a stock declines to a level near my price targets, I may initiate a long-term position.

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