No. of Recommendations: 6
Hey Fools,

I've been making good progress with version 2.0 of my checklist (see here if you have questions http://boards.fool.com/brian39s-quality-checklist-version-20...).

I've ranked about 80 or so stocks using this new checklist and I'm quite happy with the results.

While the vast majority of companies that I have ranked so far are already 'official' Fool recs, I've found 4 companies that score very well and haven't found their way onto any scorecard.

#1 - Paylocity - PCTY - score of 84

This business is a lot like Paycom Software. It offers payroll/human resources software. It is run by its founder, gets glowing reviews on Glassdoor, consistently beats expectations, the financials are terrific, and its stock has already been a homerun. Its expected to post profit growth of 32% annually over the next five years, which is slightly ahead of PAYC.

#2 - HealthEquity - HQY - score of 78

This company helps other businesses to set up HSA accounts. These are triple-tax-free accounts that can be used when you have a high-deductible health plan to pay for medical expenses. Given the general push of many employers towards high-deductible health plans, the company has been growing like a weed. It is taking market share and earns lots of recurring revenue from AUM/transaction fees. Founder-led, profitable, blows past expectations, great glassdoor reviews and is expected to post 45% profit growth over the next 5 years.

#3 LaMaitre Vascular - LMAT - score of 78

This is a hidden healthcare gem. Founder/CEO is a former vascular surgeon. The company buys/builds niche products that are used during vascular surgery. Total addressable market for its products under $100 million annually. That's good because it is too small of a market to attract competition. Big insider ownership, debt-free balance sheet, huge outperformance, even pays a small dividend. Expected profit growth of 17.5% annually over next five years.


#4 ServiceNow - NOW - score of 75

SaaS platform that helps companies to "define, structure, manage, and automate services for enterprises worldwide. " Growth has been phenomenal, just attracted John Donahue as CEO from Ebay, the founder is CTO, and expects profit growth of 56% annually over next five years.


I've recently become a shareholder of HQY and PCTY and both LMAT and NOW are high on my watchlist. For LMAT, its slower growth makes me want a better entry price. For NOW, I want to better understand its competitive position.

Anyway, these four companies certainly have caught my eye.

Brian
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