These 100 top-performing stocks are then subjected to a number of qualitative judgments, including evaluation of the underlying companies' prospects for earnings and revenue growth and profit margin expansion. We look for companies whose earnings are projected to grow faster than the overall economy, usually by 15 to 30%, and pay particular attention to companies with positive earnings surprises - earnings that have exceeded even the highest earnings estimates. We then select those stocks we believe have the best potential for price appreciation over at least a one-year investment horizon.
Alcosta Capital Management, Inc. is a Registered Investment Advisor.