| Revenue Growth | Cash | Debt | Dividend Yield | |
| Apple (AAPL) | 27% | $33.4B | $43.9B | 1.6% |
| Arista Networks (ANET) | 53% | $0.5B | $0.04B | n/a |
| Blackstone (BX) | 64% | $1.2B | $9.2B | 8.4% |
| Tableau Software (DATA) | 75% | $0.7B | $0.0B | n/a |
| FireEye (FEYE) | 70% | $0.4B | $0.0B | n/a |
Revenue growth is my focal point going forward. Dividends, margins/returns, earnings, cash, etc. are all nice, but revenue growth is the best indicator of a healthy company.
Here's my current portfolio (growth, dividend, and speculative (hey, there is no speculative!)). As always, I believe in all of these stocks - until I sell them.
Apple (AAPL) 14.76%
Tesla Motors (TSLA) 11.72%
Baidu (BIDU) 6.06%
Google (GOOG/GOOGL) 5.72%
Blackstone (BX) 3.95%
Under Armour (UA) 3.93%
Amazon (AMZN) 3.79%
3D Systems (DDD) 3.28%
Ace Limited (ACE) 2.64%
Southern Copper (SCCO) 2.55%
Qihoo 360 (QIHU) 2.51%
Twitter (TWTR) 2.36%
Intuitive Surgical (ISRG) 2.31%
Stratasys (SSYS) 2.20%
Nike (NKE) 2.16%
Wells Fargo (WFC) 1.78%
BlackRock (BLK) 1.66%
American Software (AMSWA) 1.64%
Microsoft (MSFT) 1.55%
Cisco (CSCO) 1.54%
China Mobile (CHL) 1.44%
Boeing (BA) 1.43%
ConocoPhillips (COP) 1.38%
Intel (INTC) 1.34%
DuPont (DD) 1.25%
Starbucks (SBUX) 1.18%
Alibaba (BABA) 1.09%
McDonald's (MCD) 1.06%
Arista Networks (ANET) 0.96%
Tableau Software (DATA) 0.91%
FireEye (FEYE) 0.91%
Ansys (ANSS) 0.90%
F5 Networks (FFIV) 0.89%
Salesforce.com (CRM) 0.87%
American Express (AXP) 0.85%
Lululemon Athletica (LULU) 0.84%
Canadian National Railway (CNI) 0.78%
Aqua America (WTR) 0.76%
American Water Works (AWK) 0.76%
Costco Wholesale (COST) 0.73%
Coca-Cola (KO) 0.70%
Computer Programs and Systems (CPSI) 0.70%
