✅ Criterion A: EPS growth ≥10%, PE ≤20, stable bus

✅ Criterion A: EPS growth ≥10%, PE ≤20, stable business

- Merck $Merck(MRK.US): EPS YoY +18%, PE=12.3, pharmaceutical leader, steady performance

- Emerson $Emerson Electric(EMR.US): EPS YoY +15%, PE=18.2, industrial automation + HVAC, strong cash flow, stable dividends

- Eaton $Eaton Corp.(ETN.US): EPS YoY +12%, PE=19.5, electrical equipment + vehicle power, weak cycle, stable dividends

- Vertiv $Vertiv(VRT.US): EPS YoY +14%, PE=17.8, data center power + cooling, benefits from AI computing power, stable gross margin

- Chevron $Chevron(CVX.US): EPS YoY +11%, PE=13.7, oil & gas leader, stable dividends + buybacks, strong cash flow

✅ Criterion B: EPS growth ≥20%, PE ≤30, relatively certain business

- NVIDIA $NVIDIA(NVDA.US): EPS YoY +59%, PE=27, core of AI computing power, $500B orders in hand, high certainty

- Microsoft $Microsoft(MSFT.US): EPS YoY +24%, PE=28, cloud + AI + Office three pillars, RPO over $600B

- Eli Lilly $Eli Lilly(LLY.US): EPS YoY +35%, PE=29, driven by weight-loss drugs + diabetes, strong pipeline execution

- Texas Instruments $Texas Instruments(TXN.US): EPS YoY +21%, PE=25, analog chip leader, automotive + industrial recovery, stable gross margin

🔎 Core logic (like your "opening a restaurant" analogy)

- Criterion A: Low valuation + steady growth, like a "mature old shop," making certain money, comfortable even if it falls; low PE because buyers are rational, not chasing highs

- Criterion B: High growth + reasonable valuation, like a "trendy new shop," fast growth but not bubbly, PE under 30 means "buyers are still rational enough"

📌 Common traits for steady holdings

1. Profit is the hard truth: EPS consistently growing, no storytelling, just making money

2. Valuation has a safety cushion: PE matches growth, not "overdrafting the future"

3. Business has a moat: Leader/barriers/strong cash flow, not "pure hype"

📊 Quick glance list (see at a glance)

- Criterion A (steady): $Merck(MRK.US), EMR, ETN, VRT, $Chevron(CVX.US)

- Criterion B (strong): NVDA, MSFT, LLY, $Texas Instruments(TXN.US)

浩浩荡荡

What kind of individual stocks make you feel secure holding them?

EPS growth rate above 10%, stable business, P/E less than 20x

EPS growth rate above 20%, relatively certain business, P/E less than 30x

Similar examples, even if the market falls, you won't be afraid. Back to the simplest, investing in a restaurant, what do you look at? The chef? Sales? Only look at profits. Then give a multiple (P/E) based on the profit figure. If you're losing money, well sorry, your restaurant can only be sold as equipment😂

Making money is the bottom line. In different spaces, with different participants, naturally different multiples (P/E) emerge. It's not about how good your business is, but whether those who want to buy your business are willing (so what if they have money).