Names that fit
Deep look across NASDAQ, the S&P 500, the Dow, and the TSX — plus a live event scan so product, earnings, deals, FDA, and issuance show up before the print.
Sideways Quiet. New buys are open · size 0.75x. Sleeve cap 20–25%. Name cap 8–10%. Satellites stay tiny.
How to use this page
Names that fit this book and this tape
A first-look board. Close it once — it stays closed on this desk.
- 01Scan the set
Long-term, tactical, and short-term first. Refresh each sleeve. Live last, P/E, RSI, and VWAP.
- 02Park on Watchlist
Priority or Active first. Bench if it is only research. Size it on the Order Desk from the Watchlist — not from here.
- 03Then events
Book Catalysts is names you hold — those go to Alerts and the blotter. Market Catalysts is the rest of the tape. Generate pulls Nasdaq, SEC, news, movers, and the live connectors. The desk rescans every 6 hours.
Compounders and overlooked quality. Refresh screens listed names above $100M market cap, preferring mid/small names off their highs. Parked names do not come back.
- 01
Life-science tools. Healthcare underweight. Not held.
548.00Where it should goAdd to PriorityLast is inside the planned zone. Starter size only. Put it on the Watchlist first. Size it on the Order Desk from there.
Watchlist firstPE—RSI—VWAP—52w—Entry520–542Str8.6HighBullishFits·Healthcare 0.0% · room under 20%
- 02
Med-tech compounder. Complements ISRG watch.
392.00Where it should goAdd to PriorityLast is inside the planned zone. Starter size only. Put it on the Watchlist first. Size it on the Order Desk from there.
Watchlist firstPE—RSI—VWAP—52w—Entry370–386Str8.4HighBullishFits·Healthcare 0.0% · room under 20%
- 03
Broker roll-up. Diversifies financials away from JPM.
312.00Where it should goAdd to PriorityLast is inside the planned zone. Starter size only. Put it on the Watchlist first. Size it on the Order Desk from there.
Watchlist firstPE—RSI—VWAP—52w—Entry292–306Str8.3HighBullishTight·Finance 71th · elevated. Starter only
- 04
Vertical software + compounding FCF.
548.00Where it should goAdd to PriorityLast is inside the planned zone. Starter size only. Put it on the Watchlist first. Size it on the Order Desk from there.
Watchlist firstPE—RSI—VWAP—52w—Entry520–540Str8.2HighBullishTight·AI / Tech 84th · elevated. Starter only
- 05
Motion / filtration industrial.
684.00Where it should goAdd to PriorityLast is inside the planned zone. Starter size only. Put it on the Watchlist first. Size it on the Order Desk from there.
Watchlist firstPE—RSI—VWAP—52w—Entry640–672Str8.1MediumBullishFits·Industrials 0.0% · room under 20%
- 06
Aero engine parts. Complements TDG.
178.00Where it should goAdd to PriorityAbove the planned band (164–174). Let it come in. Do not chase last. Core quality — park it on Priority, not the Order Desk.
Watchlist firstPE—RSI—VWAP—52w—Entry164–182Str8.0MediumBullishFits·Industrials 0.0% · room under 20%
- 07
EDA duopoly. Semi software, not crowded chips.
312.00Where it should goAdd to PriorityLast is inside the planned zone. Starter size only. Put it on the Watchlist first. Size it on the Order Desk from there.
Watchlist firstPE—RSI—VWAP—52w—Entry288–306Str8.0MediumMildly BullishBlocked·Semiconductors crowded 88th · no add
- 08
Cybersecurity cash. Fits cyber overlay.
84.00Where it should goAdd to ActiveAbove the planned band (76–82). Let it come in. Do not chase last. Track it on the Watchlist before you size a fill.
Watchlist firstPE—RSI—VWAP—52w—Entry76.0–85.7Str7.8MediumMildly BullishTight·AI / Tech 84th · elevated. Starter only
- 09
Custody / wealth. Rate-sensitive but quality.
128.00Where it should goAdd to ActiveIn the planned zone, but conviction is not high enough to send. Track it on the Watchlist before you size a fill.
Watchlist firstPE—RSI—VWAP—52w—Entry118–126Str7.6MediumNeutralTight·Finance 71th · elevated. Starter only
- 10
Regulated water. Utilities underweight.
142.00Where it should goAdd to ActiveIn the planned zone, but conviction is not high enough to send. Track it on the Watchlist before you size a fill.
Watchlist firstPE—RSI—VWAP—52w—Entry132–140Str7.4MediumNeutralFits·Utilities 0.0% · room under 20%