The Chambers Street Data Dump

[mrmarket]

Here's my latest data dump...let's keep it going:

ABG,ADBE,AER,AIN,AL,ALLY,ANET,APPS,ASFI,ASUR,AZO,B CBP,BFAM,BOOM,BZUN,CAMT,CCNE,CDNS,CDW,CEPU,CETV,CI NF,CMCSA,CNTY,CNX,COR,CPRT,CTRE,CVGI,CZZ,DFS,DHT,D ISCA,EAQ,EBTC,EDU,EEFT,ELP,ELS,EME,ENPH,EPAM,ESE,E SNT,EVBN,FAST,FND,FNKO,FOXF,FSI,FUNC,G,GFI,GLOB,GN E,HASI,HDB,HEI,HLG,HPJ,HROW,HWBK,HXL,IHC,IIPR,INTZ ,IQV,ISSC,JBL,KELYB,KEYS,KL,KNSL,LDOS,LMT,LPLA,LUL U,MAMS,MAR,MASI,MCB,MCHX,MFGP,MIDD,MJCO,MLHR,MNST, NBN,NC,NODK,NOVT,NOW,NRC,OESX,OFG,OFLX,OLED,OZK,PA GS,PAYC,PAYS,PGR,PKBK,PLNT,PTSI,PUMP,PWOD,PYPL,QD, QLYS,QUMU,RFL,RGA,RGCO,RGEN,RNR,RVSB,SAFE,SBLK,SCS ,SFST,SMSI,SORL,SRT,SSW,STE,STKS,STXB,STXS,TCFC,TE AM,TKR,TLRA,TPL,TRNO,TTD,TTEK,TWTR,UBFO,UBNT,ULTA, UPLD,USAT,VCYT,VEEV,WH,WLFC,WLK,XLNX,XTGRF,YORW,ZE AL,ZIXI

[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.

IIPR TPL TTD also look like good candidates.

[BlueWolf]

Wow, you’re cranking ‘em out. I still like IIPR, PAYC, TEAM, TTD, and VEEV.

[tiedyed1]

I want to keep on keepin' on, but this old hippy's climbing a wall of worry feeling, where many of these may be set for a market haircut at any time and 6 week time frames (+/-) have me coming up short on what to get excited about while at the same time there are indeed some great longer term investments here. (Hell, look at PAYS, a Mr. Market pick is back again after being up big since it hit its original 15% goal.)

There are a lot of names i am not familiar with in this data dump; and then when I pick a few to dig into, for one reason or another, I am not seeing the obvious Mr. Market pick jumping out at me either.

That being said:
I do like VEEV (some label it the salesforce.com of pharma and what looks like something I want to add to my portfolio).

TTD: I have been watching Trade Desk for some time and while it appears there are some analysts on the wrong side of this stock it continues to climb, albeit not as pretty a chart as others. The dry powder is piling up and I am just having a tough time pulling the trigger on TTD.

BlueWolf, your technical commentary add a positive dimension to this universe of knowledge here and want to recognize him for taking the time to share your mind too.
Your IIPR grade caught my attention and it is now on my radar.

I have nothing really to bring to the Top 5 that has not been mentioned, but do like VEEV for a safe pick for me while searching for new positions.

Thank you and I look forward to more of the community chiming in!