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URL:  http://boards.fool.com/hi-tony-i-think-my-next-post-will-answer-your-30249921.aspx

Subject:  Re: Sell Amazon? Date:  9/7/2012  4:30 PM
Author:  TMFGuardian Number:  25 of 77

Hi Tony,

I think my next post will answer your first question :)

As for question number 2, here are the stocks on my Tier 1 watch list:

BIDU
BWLD
CMG
DIS
EBAY
FB
INTC
ISRG
LNKD
MA
MCD
PNRA
SAM
UA
V
WFM

I actually look at a lot more stocks than the ones on this list, but these are the businesses that have many of the traits that I look for in a Tier 1 enterprise.

I've also been thinking of introducing some short positions into Tier 1. Here is my watch list of (Bottom Tier?) companies. That's not as catchy as Tier 1 so we'll have to work on that :) But my research into potential shorts is in its very preliminary stages, so please do not short these companies based soley on this simple list:

RSH
ODP
BBY (if the buyout offer fails)

What companies are you watching?

-Joe T
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