Symbol Stock Price change today
IBP Installed Building Products Inc 9.1406%
ABMD ABIOMED, Inc. 2.5667%
AMAT Applied Materials, Inc. 1.9263%
GWR Genesee & Wyoming Inc 1.8326%
ADS Alliance Data Systems Corporation 1.6746%
MU Micron Technology, Inc. 1.6322%
CRTO Criteo SA (ADR) 1.606%
MIDD Middleby Corp 1.458%
DPZ Domino’s Pizza, Inc. 1.3964%
LGIH LGI Homes Inc 1.2625%
MKTX MarketAxess Holdings Inc. 1.2569%
STZ Constellation Brands, Inc. 1.2177%
MCK McKesson Corporation 1.2105%
LRCX Lam Research Corporation 1.1846%
HDSN Hudson Technologies, Inc. 1.1551%
TNET TriNet Group Inc 1.092%
TGS Transportadora de Gas del Sur SA (ADR) 1.0101%
THRM Gentherm Inc 0.9569%
COF Capital One Financial Corp. 0.8716%
SUI Sun Communities Inc 0.8322%
PCLN Priceline Group Inc 0.7887%
HSKA Heska Corp 0.7426%
LULU Lululemon Athletica inc. 0.5932%
MRK Merck & Co., Inc. 0.5358%
GOOGL Alphabet Inc 0.3793%
CVCO Cavco Industries, Inc. 0.3562%
MEI Methode Electronics Inc. 0.1233%
ILMN Illumina, Inc. 0.0306%
TMO Thermo Fisher Scientific Inc. -0.0522%
SBUX Starbucks Corporation -0.1767%
SWKS Skyworks Solutions Inc -0.2443%
SCHW Charles Schwab Corp -0.3058%
REGN Regeneron Pharmaceuticals Inc -0.3091%
AAPL Apple Inc. -0.3237%
EXR Extra Space Storage, Inc. -0.3757%
ULTA Ulta Beauty Inc -0.4167%
ALGN Align Technology, Inc. -0.5024%
NFLX Netflix, Inc. -0.6244%
TMUS T-Mobile US Inc -0.6287%
EW Edwards Lifesciences Corp -0.6386%
ADBE Adobe Systems Incorporated -0.6947%
AMZN Amazon.com, Inc. -0.8941%
GILD Gilead Sciences, Inc. -1.0423%
NVDA NVIDIA Corporation -1.0791%
FB Facebook Inc -1.4448%
AYI Acuity Brands, Inc. -1.531%
CEVA CEVA, Inc. -1.8006%
ALXN Alexion Pharmaceuticals, Inc. -1.8254%
CRUS Cirrus Logic, Inc. -1.8562%
BABA Alibaba Group Holding Ltd -2.0112%
CBPO China Biologic Products Holdings, Inc. -2.8012%
GTN Gray Television, Inc. -2.9126%
HZO MarineMax Inc -2.9345%
ANET Arista Networks Inc -18.9862%

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $172.4300 Possible Buy or Hold, but some concerns
ABMD ABIOMED, Inc. $267.7400 Strong Buy or Hold, but there are some concerns
ADBE Adobe Systems Incorporated $201.5600 Strong Buy or Hold
ADS Alliance Data Systems Corporation $244.6800 Very Concerned, may need to wait
ALGN Align Technology, Inc. $251.5000 Possible Buy or Hold, but some concerns
ALXN Alexion Pharmaceuticals, Inc. $120.4700 Possible Buy or Hold, but some concerns
AMAT Applied Materials, Inc. $55.0300 Possible Buy or Hold, but some concerns
AMZN Amazon.com, Inc. $1448.6900 Strong Buy or Hold
ANET Arista Networks Inc $249.4900 Very Concerned, may need to wait
AYI Acuity Brands, Inc. $151.1400 Some Concerns, may need to wait
BABA Alibaba Group Holding Ltd $183.6800 Some Concerns, may need to wait
CBPO China Biologic Products Holdings, Inc. $80.8500 Concerned, but watch close as good things may happen soon
CEVA CEVA, Inc. $35.4500 Very Concerned, may need to wait
COF Capital One Financial Corp. $99.5300 Some Concerns, may need to wait
CRTO Criteo SA (ADR) $31.0000 Strong Buy or Hold, but there are some concerns
CRUS Cirrus Logic, Inc. $41.7700 Very Concerned, may need to wait
CVCO Cavco Industries, Inc. $169.0500 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $220.7400 Strong Buy or Hold
EW Edwards Lifesciences Corp $133.8200 Strong Buy or Hold
EXR Extra Space Storage, Inc. $82.2000 Possible Buy or Hold, but some concerns
FB Facebook Inc $177.3600 Very Concerned, may need to wait
GILD Gilead Sciences, Inc. $80.7000 Very Concerned, may need to wait
GOOGL Alphabet Inc $1095.5000 Some Concerns, may need to wait
GTN Gray Television, Inc. $15.0000 Very Concerned, may need to wait
GWR Genesee & Wyoming Inc $73.3500 Some Concerns, may need to wait
HDSN Hudson Technologies, Inc. $6.1300 Possible Buy or Hold, but some concerns
HSKA Heska Corp $61.0500 Very Concerned, may need to wait
HZO MarineMax Inc $21.5000 Very Concerned, may need to wait
IBP Installed Building Products Inc $69.8500 Some Concerns, may need to wait
ILMN Illumina, Inc. $229.2000 Possible Buy or Hold, but some concerns
LGIH LGI Homes Inc $65.7700 Some Concerns, may need to wait
LRCX Lam Research Corporation $187.9100 Possible Buy or Hold, but some concerns
LULU Lululemon Athletica inc. $81.4000 Strong Buy or Hold
MCK McKesson Corporation $150.5000 Very Concerned, may need to wait
MEI Methode Electronics Inc. $40.6000 Possible Buy or Hold, but some concerns
MIDD Middleby Corp $135.0000 Possible Buy or Hold, but some concerns
MKTX MarketAxess Holdings Inc. $201.4000 Possible Buy or Hold, but some concerns
MRK Merck & Co., Inc. $56.2900 Some Concerns, may need to wait
MU Micron Technology, Inc. $44.2100 Strong Buy or Hold
NFLX Netflix, Inc. $278.5200 Strong Buy or Hold
NVDA NVIDIA Corporation $243.8400 Strong Buy or Hold
PCLN Priceline Group Inc $1885.0000 Possible Buy or Hold, but some concerns
REGN Regeneron Pharmaceuticals Inc $332.1500 Very Concerned, may need to wait
SBUX Starbucks Corporation $56.4800 Possible Buy or Hold, but some concerns
SCHW Charles Schwab Corp $52.1700 Some Concerns, may need to wait
STZ Constellation Brands, Inc. $219.4500 Possible Buy or Hold, but some concerns
SUI Sun Communities Inc $87.2400 Possible Buy or Hold, but some concerns
SWKS Skyworks Solutions Inc $104.1100 Strong Buy or Hold
TGS Transportadora de Gas del Sur SA (ADR) $22.0000 Some Concerns, may need to wait
THRM Gentherm Inc $31.6500 Possible Buy or Hold, but some concerns
TMO Thermo Fisher Scientific Inc. $210.6100 Some Concerns, may need to wait
TMUS T-Mobile US Inc $60.0600 Some Concerns, may need to wait
TNET TriNet Group Inc $41.6600 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $203.1500 Very Concerned, may need to wait

The world’s largest tech companies further their advantage by building out extensive, global networks to deliver online services to businesses and consumers. This has never been an inexpensive endeavor, but the need for further sophistication and computing power has the bills growing larger each year and there are no signs of a slowdown on the horizon.

Take, for example, the largest three U.S.-based operators of cloud computing services. Amazon.com [stckqut]AMZN[/stckqut], Microsoft [stckqut]MSFT[/stckqut], and Alphabet Inc.’s[stckqut]GOOGL[/stckqut] Google had a combined $41.6 billion in capital expenditures and capital lease deals in 2017. That is up 33% from the previous year and represents an acceleration from the 23% growth in spending seen in 2016. Not all of this goes to data-center construction, though all three have identified network expansion as a major area of focus for their capital spending plans.

Source: Cloud Bills Will Get Loftier

One of the biggest challenges in investing in the stock market is picking the best stocks. In my book, “The Confident Investor” I teach my readers how to pick Good Companies. This page is designed to show the raw performance of these companies. It is not designed to show my personal portfolio, which may or may not exceed the performance stated here. Since I use the trading system described in my book, you can assume that I beat the performance recorded here.

I must caution you, I do not actually propose that you “buy and hold” any given stock, but rather you should “buy to hold” the stock. My investing technique teaches you to efficiently move your money to the stocks that are currently increasing in value the most. I use my Watch List for this work, these are Good Companies that I wait for great buying opportunities. This strategy is well described in my book, “The Confident Investor” and tends to be a very safe strategy in bear markets while typically still providing above market returns in a bull or flat market.

My Short Term Watch List are 15 companies that are hot right now. I select this list every quarter. I evenly divide a portion of my portfolio among these 15 companies. The next quarter, I add or delete companies as necessary and then re-balance the portfolio. This tends to be a more risky strategy because I don’t bail out on bad stock movement (at least until the end of the quarter). In a bull market or a flat market, these very well-run and high-performing companies tend to beat the general market by a significant margin.

BL-TCI-cover

You can purchase my book wherever books are sold such as Amazon, Barnes and Noble, and Books A Million. It is available in paperback as well as e-book formats for Nook, Kindle, and iPad.

WATCH LIST STOCK RESULTS

 

Stock
Ticker
Company
name
Current
price
Year
ago
Year ago
change
Month
ago
Month ago
change
Week
ago
Week ago
change
AAPL Apple Inc. $172.43 $133.60 29.07% $178.54 -3.42% $156.41 10.24%
ABMD ABIOMED, Inc. $267.74 $116.57 129.68% $225.89 18.53% $229.38 16.72%
ADBE Adobe Systems Incorporated $201.56 $119.67 68.43% $196.20 2.73% $187.99 7.22%
ADS Alliance Data Systems Corporation $244.68 $232.93 5.05% $255.35 -4.18% $240.11 1.90%
ALGN Align Technology, Inc. $251.50 $101.77 147.13% $270.70 -7.09% $229.37 9.65%
ALXN Alexion Pharmaceuticals, Inc. $120.47 $128.82 -6.48% $120.35 0.10% $108.60 10.93%
AMAT Applied Materials, Inc. $55.03 $35.45 55.24% $57.40 -4.13% $48.08 14.46%
AMZN Amazon.com, Inc. $1,448.69 $845.07 71.43% $1,293.32 12.01% $1,339.60 8.14%
ANET Arista Networks Inc $249.49 $119.06 109.55% $265.19 -5.92% $272.55 -8.46%
AYI Acuity Brands, Inc. $151.14 $219.64 -31.19% $161.36 -6.33% $147.05 2.78%
BABA Alibaba Group Holding Ltd $183.68 $100.52 82.73% $184.40 -0.39% $176.67 3.97%
CBPO China Biologic Products Holdings, Inc. $80.85 $110.14 -26.59% $80.51 0.42% $79.10 2.21%
CEVA CEVA, Inc. $35.45 $34.85 1.72% $47.55 -25.45% $36.43 -2.68%
COF Capital One Financial Corp. $99.53 $90.12 10.45% $102.96 -3.33% $92.02 8.16%
CRTO Criteo SA (ADR) $31.00 $44.98 -31.08% $25.37 22.19% $22.44 38.15%
CRUS Cirrus Logic, Inc. $41.77 $55.33 -24.51% $54.80 -23.78% $42.38 -1.44%
CVCO Cavco Industries, Inc. $169.05 $114.50 47.64% $160.75 5.16% $159.40 6.05%
DPZ Domino’s Pizza, Inc. $220.74 $186.13 18.59% $210.91 4.66% $206.09 7.11%
EW Edwards Lifesciences Corp $133.82 $89.74 49.12% $121.72 9.94% $126.27 5.98%
EXR Extra Space Storage, Inc. $82.20 $74.24 10.73% $82.70 -0.60% $80.39 2.25%
FB Facebook Inc $177.36 $133.53 32.82% $179.80 -1.36% $176.11 0.71%
GILD Gilead Sciences, Inc. $80.70 $67.86 18.92% $81.17 -0.58% $79.32 1.74%
GOOGL Alphabet Inc $1,095.50 $846.55 29.41% $1,135.97 -3.56% $1,046.27 4.71%
GTN Gray Television, Inc. $15.00 $12.55 19.52% $17.35 -13.54% $15.00 0.00%
GWR Genesee & Wyoming Inc $73.35 $75.39 -2.71% $81.57 -10.08% $69.59 5.40%
HDSN Hudson Technologies, Inc. $6.13 $7.73 -20.70% $6.20 -1.13% $5.81 5.51%
HSKA Heska Corp $61.05 $83.06 -26.50% $80.04 -23.73% $61.50 -0.73%
HZO MarineMax Inc $21.50 $22.70 -5.29% $19.10 12.57% $21.20 1.42%
IBP Installed Building Products Inc $69.85 $41.40 68.72% $74.00 -5.61% $63.35 10.26%
ILMN Illumina, Inc. $229.20 $163.37 40.30% $241.31 -5.02% $217.19 5.53%
LGIH LGI Homes Inc $65.77 $28.86 127.89% $71.29 -7.74% $59.51 10.52%
LRCX Lam Research Corporation $187.91 $113.53 65.51% $205.45 -8.54% $165.87 13.29%
LULU Lululemon Athletica inc. $81.40 $66.73 21.98% $77.57 4.94% $77.15 5.51%
MCK McKesson Corporation $150.50 $149.03 0.99% $171.78 -12.39% $148.93 1.05%
MEI Methode Electronics Inc. $40.60 $41.82 -2.93% $42.30 -4.02% $38.25 6.14%
MIDD Middleby Corp $135.00 $138.21 -2.32% $134.10 0.67% $131.06 3.01%
MKTX MarketAxess Holdings Inc. $201.40 $191.65 5.09% $207.41 -2.90% $188.75 6.70%
MRK Merck & Co., Inc. $56.29 $63.44 -11.27% $61.13 -7.92% $54.87 2.59%
MU Micron Technology, Inc. $44.21 $23.35 89.34% $43.99 0.50% $40.41 9.40%
NFLX Netflix, Inc. $278.52 $142.22 95.84% $220.33 26.41% $249.47 11.64%
NVDA NVIDIA Corporation $243.84 $106.82 128.28% $224.44 8.64% $232.08 5.07%
PCLN Priceline Group Inc $1,885.00 $1,637.40 15.12% $1,926.71 -2.16% $1,765.00 6.80%
REGN Regeneron Pharmaceuticals Inc $332.15 $371.18 -10.52% $371.28 -10.54% $336.38 -1.26%
SBUX Starbucks Corporation $56.48 $56.25 0.42% $60.76 -7.04% $54.58 3.48%
SCHW Charles Schwab Corp $52.17 $41.23 26.54% $55.22 -5.52% $50.12 4.09%
STZ Constellation Brands, Inc. $219.45 $159.64 37.46% $216.75 1.25% $210.26 4.37%
SUI Sun Communities Inc $87.24 $78.46 11.19% $87.74 -0.57% $84.70 3.00%
SWKS Skyworks Solutions Inc $104.11 $95.51 9.00% $102.29 1.78% $102.64 1.43%
TGS Transportadora de Gas del Sur SA (ADR) $22.00 $11.32 94.35% $23.60 -6.78% $20.42 7.74%
THRM Gentherm Inc $31.65 $35.70 -11.34% $32.10 -1.40% $30.65 3.26%
TMO Thermo Fisher Scientific Inc. $210.61 $158.11 33.21% $212.41 -0.85% $200.18 5.21%
TMUS T-Mobile US Inc $60.06 $63.92 -6.04% $62.88 -4.48% $59.20 1.45%
TNET TriNet Group Inc $41.66 $26.36 58.04% $42.22 -1.33% $39.80 4.67%
ULTA Ulta Beauty Inc $203.15 $275.15 -26.17% $243.15 -16.45% $218.55 -7.05%

Over the last year, my Watch List returned 28.04%
Over the last month, my Watch List returned -0.44%
Over the last week, my Watch List returned 5.51%

 

SHORT TERM WATCH LIST STOCK RESULTS

 

Stock
Ticker
Company
name
Current
price
Year
ago
Year ago
change
Month
ago
Month ago
change
Week
ago
Week ago
change
ABMD ABIOMED, Inc. $267.74 $116.57 129.68% $225.89 18.53% $229.38 16.72%
ADBE Adobe Systems Incorporated $201.56 $119.67 68.43% $196.20 2.73% $187.99 7.22%
ALGN Align Technology, Inc. $251.50 $101.77 147.13% $270.70 -7.09% $229.37 9.65%
AMAT Applied Materials, Inc. $55.03 $35.45 55.24% $57.40 -4.13% $48.08 14.46%
AMZN Amazon.com, Inc. $1,448.69 $845.07 71.43% $1,293.32 12.01% $1,339.60 8.14%
ANET Arista Networks Inc $249.49 $119.06 109.55% $265.19 -5.92% $272.55 -8.46%
BABA Alibaba Group Holding Ltd $183.68 $100.52 82.73% $184.40 -0.39% $176.67 3.97%
IBP Installed Building Products Inc $69.85 $41.40 68.72% $74.00 -5.61% $63.35 10.26%
LGIH LGI Homes Inc $65.77 $28.86 127.89% $71.29 -7.74% $59.51 10.52%
LRCX Lam Research Corporation $187.91 $113.53 65.51% $205.45 -8.54% $165.87 13.29%
MU Micron Technology, Inc. $44.21 $23.35 89.34% $43.99 0.50% $40.41 9.40%
NFLX Netflix, Inc. $278.52 $142.22 95.84% $220.33 26.41% $249.47 11.64%
NVDA NVIDIA Corporation $243.84 $106.82 128.28% $224.44 8.64% $232.08 5.07%
TGS Transportadora de Gas del Sur SA (ADR) $22.00 $11.32 94.35% $23.60 -6.78% $20.42 7.74%
TNET TriNet Group Inc $41.66 $26.36 58.04% $42.22 -1.33% $39.80 4.67%

Over the last year, my Short Term Watch List returned 86.93%
Over the last month, my Short Term Watch List returned 6.27%
Over the last week, my Short Term Watch List returned 7.66%

Short Term List returned 87%
High growth stock: Align Technology, Inc. ($ALGN) at 147%
Total Execution Time: 3.5976371765137 Sec

Symbol Stock Price change today
IBP Installed Building Products Inc 9.1406%
ABMD ABIOMED, Inc. 2.5667%
AMAT Applied Materials, Inc. 1.9263%
GWR Genesee & Wyoming Inc 1.8326%
ADS Alliance Data Systems Corporation 1.6746%
MU Micron Technology, Inc. 1.6322%
CRTO Criteo SA (ADR) 1.606%
MIDD Middleby Corp 1.458%
DPZ Domino’s Pizza, Inc. 1.3964%
LGIH LGI Homes Inc 1.2625%
MKTX MarketAxess Holdings Inc. 1.2569%
STZ Constellation Brands, Inc. 1.2177%
MCK McKesson Corporation 1.2105%
LRCX Lam Research Corporation 1.1846%
HDSN Hudson Technologies, Inc. 1.1551%
TNET TriNet Group Inc 1.092%
TGS Transportadora de Gas del Sur SA (ADR) 1.0101%
THRM Gentherm Inc 0.9569%
COF Capital One Financial Corp. 0.8716%
SUI Sun Communities Inc 0.8322%
PCLN Priceline Group Inc 0.7887%
HSKA Heska Corp 0.7426%
LULU Lululemon Athletica inc. 0.5932%
MRK Merck & Co., Inc. 0.5358%
GOOGL Alphabet Inc 0.3793%
CVCO Cavco Industries, Inc. 0.3562%
MEI Methode Electronics Inc. 0.1233%
ILMN Illumina, Inc. 0.0306%
TMO Thermo Fisher Scientific Inc. -0.0522%
SBUX Starbucks Corporation -0.1767%
SWKS Skyworks Solutions Inc -0.2443%
SCHW Charles Schwab Corp -0.3058%
REGN Regeneron Pharmaceuticals Inc -0.3091%
AAPL Apple Inc. -0.3237%
EXR Extra Space Storage, Inc. -0.3757%
ULTA Ulta Beauty Inc -0.4167%
ALGN Align Technology, Inc. -0.5024%
NFLX Netflix, Inc. -0.6244%
TMUS T-Mobile US Inc -0.6287%
EW Edwards Lifesciences Corp -0.6386%
ADBE Adobe Systems Incorporated -0.6947%
AMZN Amazon.com, Inc. -0.8941%
GILD Gilead Sciences, Inc. -1.0423%
NVDA NVIDIA Corporation -1.0791%
FB Facebook Inc -1.4448%
AYI Acuity Brands, Inc. -1.531%
CEVA CEVA, Inc. -1.8006%
ALXN Alexion Pharmaceuticals, Inc. -1.8254%
CRUS Cirrus Logic, Inc. -1.8562%
BABA Alibaba Group Holding Ltd -2.0112%
CBPO China Biologic Products Holdings, Inc. -2.8012%
GTN Gray Television, Inc. -2.9126%
HZO MarineMax Inc -2.9345%
ANET Arista Networks Inc -18.9862%