Watchtower Playbook

2024 trading playbook—top 10 stocks

In December 2023, we have selected and invested in 10 of the stocks we follow with the intention of holding for just one year.

about

These are companies that we find especially attractive in light of their valuations or their potential to benefit from economic developments.

This year's list is perhaps a bit more defensive than in years past, as seen by the number of medical device companies, and has a focus on earnings growth.

Donaldson--Founded in 1915, Donaldson is a global manufacturer of filtration systems and replacement parts for engines, industrial plants, power generation and various life sciences applications. The company has dominant market share in manyof its businesses, which are diverse by geography and end-market and have attractive long-term secular growth potential.

453 K

Audience

$299 K

per year

800 K

Subscriber

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