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Well, I look at the stocks first, then the methodology, then *maybe* the guru.
If I feel comfortable owning, or already own the stock, then I look at the overlapping MI screens.
fwiw, While Tom's methodology is reasonable for non-dividend stocks, I use different parameters for dividend stocks.
Exceptional: Some of these stocks appear on MI screens, particularly ROE_Cash, which also overlaps the SPY/QQQ largest holdings.
Watchlist: IIRC, MSFT, AMZN, TSLA were selected in earlier months and years. AMZN and TSLA have been dropping off the screens.
This matches Tom's lower recommendations for these stocks.
Tom's 2027 picks:
"Exceptional"
PLTR Palantir Technologies 125 / 125 Exceptional Added Oct 2020
GOOGL Alphabet 120 / 125 Exceptional Added Dec 2025
NVDA NVIDIA 115 / 125 Exceptional Added Oct 2020
ARM Arm Holdings 115 / 125 Exceptional Added Aug 2025
APP AppLovin 110 / 125 Exceptional Not on the sheet
CRWD CrowdStrike 105 / 125 Exceptional Added Mar 2021
Watchlist
MSFT Microsoft 95 / 125 Watchlist, investable Added Jan 2021
AMZN Amazon.com 85 / 125 Watchlist, investable Added Mar 2021
TSLA Tesla 80 / 125 Watchlist, investable Added Oct 2020
BE Bloom Energy 80 / 125 Watchlist, investable Added Feb 2026
ZETA Zeta Global 80 / 125 Watchlist, investable Added May 2026
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