Starting New Positions

Here are some of the ones I am looking at or added to recently.

NVDA - big run in 2016, but still has huge potential. Recently took a hit, I consider adding under $100
SHOP - if not in yet, maybe worth taking a small position and wait to add at better value points
GOOG/L - of the big tech stocks, probably the best valued
LGIH - waiting to see March numbers and market’s reaction
BOFI - recent article of no “new” news caused drop, could drop below $20 again, or go right back $30
SKX - last qtr looked better, price shld eventually follow if they continue
GILD - losing sales on big hepatitis C drug, still generates huge FCF, growing dividend
GNTX - steady dividend grower if that is more your style.

Just a few off top of my head that might at least warrant checking into.

Hope it helps,

Kevin

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