- Broadcom Inc. (AVGO)
- Intuit Inc. (INTU)
- Tractor Supply Company (TSCO)
- Ingersoll Rand Inc. (IR)
- Eli Lilly and Company (LLY)
- Rollins Inc. (ROL)
- AAON Inc. (AAON)
- Tetra Tech Inc. (TTEK)
Q: In a recent Market Update (Aug 22) you spoke of the power of compounding and the key characteristics of a high compounding stock such as higher volatility, strong sales growth, lower dividends, premium valuations, etc. As a follow up to this topic could you please provide the 5 best US companies (or more if you wish) which you consider to fit these characteristics for long term compounding. Many thanks. Cal