The Firefly Data Dump

[mrmarket]

Here's my newest data dump...I am treading very carefully, but I see a few in here I like:

AAN ACHV ADBE AJRD AL AON APPS ARCE ASFI ATAX ATLC AU AVID AZO BABA BBD BDSI BFAM BHP BKS BOOM BOOT BRFS BRKR BTG BZUN CAMT CDNS CDW CECE CETV CIDM CIG CINF CLGN CMCSA CNTY CPRT CSL CTHR CVRS CZZ DFS DHT DISCA EBR EBRB EDU EHTH EL ELP EPAM EPRT ERIC ESNT EVFM FAST FBP FIVE FND FNKO FNV FRO G GFI GLOB GNE GNRC GSB HALL HDB HEI HPJ HROW HXL IDT IEX IIPR INCY INTZ ISSC JMEI KEYS KIQ KL KMDA LIQT LMB LND LPLA LTRX LULU LXP MAMS MCHX MFIN MIDD MITK MJCO MNDO MNST MSFT NG NOW OFG OLED PAGS PAYC PLNT PRPL PVG PYPL QLYS RGEN RNR SAM SAP SEDG SLP SNES SSNC SSW STKS SYK TDG TEAM TKR TPL TPX TTD TTEK TWTR UBNT ULTA UPLD USAT VEEV WH WILC WLFC WM XEL XLNX ZYXI


Which ones do you like?

[Louetta]

I'll go with PYPL. PE is a tad high for my tastes but MrMarket likes growth stocks. Been a steady performer price-wise for 2 1/2 years and in a popular business area. No reason to think the price growth will stop. This held up VERY well in the 4th quarter of 2018 which makes me think there is some downside protection.

[BlueWolf]

Here are my favorites: CPRT, GLOB, IIPR, PAYC, TEAM, TTD, VEEV

[jiesen]

Here's my newest data dump...I am treading very carefully, but I see a few in here I like:

AAN ACHV ADBE AJRD AL AON APPS ARCE ASFI ATAX ATLC AU AVID AZO BABA BBD BDSI BFAM BHP BKS BOOM BOOT BRFS BRKR BTG BZUN CAMT CDNS CDW CECE CETV CIDM CIG CINF CLGN CMCSA CNTY CPRT CSL CTHR CVRS CZZ DFS DHT DISCA EBR EBRB EDU EHTH EL ELP EPAM EPRT ERIC ESNT EVFM FAST FBP FIVE FND FNKO FNV FRO G GFI GLOB GNE GNRC GSB HALL HDB HEI HPJ HROW HXL IDT IEX IIPR INCY INTZ ISSC JMEI KEYS KIQ KL KMDA LIQT LMB LND LPLA LTRX LULU LXP MAMS MCHX MFIN MIDD MITK MJCO MNDO MNST MSFT NG NOW OFG OLED PAGS PAYC PLNT PRPL PVG PYPL QLYS RGEN RNR SAM SAP SEDG SLP SNES SSNC SSW STKS SYK TDG TEAM TKR TPL TPX TTD TTEK TWTR UBNT ULTA UPLD USAT VEEV WH WILC WLFC WM XEL XLNX ZYXI


Which ones do you like?

I like BBD, OFG, SEDG, and MSFT (all of which I own already, and 2 of them I've had since you picked them years ago). Although it's well below in share price where we bought it, I'm still more than 100% up on BBD due to the dividends.