I look for companies with average or high earnings growth and try to buy them at a discount their fair value or their growth rate. I look at earnings growth first, then PE compared to historic norms and peers, analysts earnings estimates, rev growth, debt, outstanding shares, and dividend info if the company pays one. MSFT, AFL, CTSH, IBM, DTV, ORCL, BRLI, CA, ESRX, EBAY, QCOM, JAZZ, PRU, BBBY, HII, ARRS, NXPI, and several others. 401K: 60% FDGRX, 20% FDIVX, 20% FFFAX I also follow about 60 dividend growth stocks but don't buy into the idea of building an income stream instead of focusing on total return. Beta doesn't equal risk to me. It is opportunity. I plan to continue investing for total return until I get closer to retirement and then switch to a dividend growth plan.