TDG/HEI/ROP: 15-25% CAGR machines that look expensive on P/E but are cheap on FCF
Serial Acquirer Compounders
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| HEI | BUY | 30% | 19.6% below entry | 6.2% above entry | 4.2% | TVYH |
| AME | BUY | 23% | 15.5% below entry | 4.9% above entry | 5.3% | TVYH |
| NDSN | BUY | 25% | 16.9% below entry | 5.3% above entry | 4.9% | TVYH |
| DHR | BUY | 29% | 19.2% below entry | 6.1% above entry | 4.3% | TVYH |
| IEX | BUY | 27% | 17.8% below entry | 5.6% above entry | 4.6% | TVYH |
This strategy has moderate long-term potential but requires monitoring. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -30% drawdown to return 127% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.