Rule One Investing Blog

I’m currently in the process of assembling my stock watch list. Once I have a better table format I’ll start posting a more complete watch list.

My criteria for my watch list are simply companies that have Return on Investment Capital (ROIC), Equity, Earnings per share and Cash growth rates all about 10%. These would be considered ‘predictable companies’. However, it’s worth noting that all these companies aren’t necessarily Rule One companies as I haven’t researched if these companies have a required moat or acceptable management.

Apple (AAPL)

Lowes (LOW)

Ongoing Watch List

Possible Companies on the Watch List, this includes companies that I’ve investigated in my Creating a Meaningful Stock List posts and shortening this list.

• Sports
  • Nike (NKE)
  • Sketchers (SKX)
  • Deckers (DECK)
  • KSwiss (KSWS)
  • Pool Corporation (POOL)
  • Jakks Pacific (JAKK)
  • Columbia Sports Wear (COLM)
  • Dicks Sporting Goods (DKS)