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
Quarter
ago
Quarter ago
change
Month
ago
Month ago
change
Week
ago
Week ago
change
AAPL Apple Inc. $166.52 $158.13 5.31% $206.76 -19.46% $142.19 17.11% $157.76 5.55%
ABMD ABIOMED, Inc. $351.08 $248.20 41.45% $384.13 -8.60% $302.29 16.14% $349.37 0.49%
ADBE Adobe Systems Incorporated $247.38 $195.64 26.45% $239.64 3.23% $215.70 14.69% $244.95 0.99%
ADS Alliance Data Systems Corporation $181.33 $247.34 -26.69% $204.27 -11.23% $151.45 19.73% $177.71 2.04%
ALGN Align Technology, Inc. $244.00 $257.38 -5.20% $229.75 6.20% $184.78 32.05% $227.22 7.38%
ALXN Alexion Pharmaceuticals, Inc. $126.28 $116.15 8.72% $122.82 2.82% $100.21 26.02% $121.44 3.99%
AMAT Applied Materials, Inc. $39.31 $49.87 -21.18% $35.07 12.09% $31.54 24.64% $39.19 0.31%
AMN AMN Healthcare Services, Inc. $64.61 $53.55 20.65% $57.75 11.88% $54.41 18.75% $63.97 1.00%
AMZN Amazon.com, Inc. $1,626.23 $1,429.95 13.73% $1,665.53 -2.36% $1,500.28 8.40% $1,670.57 -2.65%
ANET Arista Networks Inc $220.50 $273.48 -19.37% $257.77 -14.46% $199.60 10.47% $227.26 -2.97%
AVGO Broadcom Inc $266.81 $228.15 16.94% $218.45 22.14% $230.96 15.52% $267.94 -0.42%
BABA Alibaba Group Holding Ltd $167.97 $187.31 -10.33% $147.59 13.81% $130.60 28.61% $159.21 5.50%
BKNG Booking Holdings Inc $1,836.96 $1,859.10 -1.19% $1,875.01 -2.03% $1,663.12 10.45% $1,802.20 1.93%
CBPO China Biologic Products Holdings Inc $80.40 $80.42 -0.02% $69.14 16.29% $73.78 8.97% $81.19 -0.97%
COHR Coherent, Inc. $121.89 $252.82 -51.79% $135.07 -9.76% $97.90 24.50% $124.99 -2.48%
CRTO Criteo SA (ADR) $25.48 $22.90 11.27% $22.07 15.45% $23.70 7.51% $24.87 2.45%
CRUS Cirrus Logic, Inc. $37.46 $46.75 -19.87% $41.50 -9.73% $31.35 19.49% $38.20 -1.94%
CVGW Calavo Growers, Inc. $77.37 $85.12 -9.10% $97.50 -20.65% $73.25 5.62% $82.94 -6.72%
DPZ Domino’s Pizza, Inc. $278.39 $212.55 30.97% $264.72 5.16% $239.69 16.15% $284.16 -2.03%
EA Electronic Arts Inc. $91.22 $124.53 -26.75% $92.46 -1.34% $78.71 15.89% $91.74 -0.57%
FB Facebook, Inc. Common Stock $165.71 $190.28 -12.91% $150.35 10.22% $131.74 25.79% $149.01 11.21%
GOOGL Alphabet Inc Class A $1,118.62 $1,119.20 -0.05% $1,071.49 4.40% $1,025.47 9.08% $1,101.51 1.55%
GTN Gray Television, Inc. $16.55 $15.90 4.09% $17.45 -5.16% $14.53 13.90% $16.48 0.42%
HSKA Heska Corp $99.34 $71.57 38.80% $101.75 -2.37% $87.02 14.16% $96.00 3.48%
HZO MarineMax Inc $18.13 $21.10 -14.08% $24.84 -27.01% $18.44 -1.68% $18.40 -1.47%
IBP Installed Building Products Inc $42.23 $66.80 -36.78% $35.16 20.11% $34.40 22.76% $39.69 6.40%
ILMN Illumina, Inc. $282.86 $220.18 28.47% $328.10 -13.79% $284.24 -0.49% $293.88 -3.75%
JAZZ Jazz Pharmaceuticals PLC $128.35 $143.83 -10.76% $163.07 -21.29% $126.01 1.86% $126.93 1.12%
KNX Knight-Swift Transportation Holdings Inc $32.23 $47.82 -32.60% $33.59 -4.05% $25.21 27.85% $30.78 4.71%
LGIH LGI Homes Inc $60.02 $68.41 -12.26% $44.25 35.64% $46.74 28.41% $57.94 3.59%
LRCX Lam Research Corporation $172.77 $175.13 -1.35% $150.40 14.87% $131.63 31.25% $165.49 4.40%
LULU Lululemon Athletica inc. $146.12 $78.62 85.86% $142.02 2.89% $124.36 17.50% $151.89 -3.80%
MA Mastercard Inc $213.77 $169.60 26.05% $197.38 8.30% $180.87 18.19% $202.94 5.34%
MEI Methode Electronics Inc. $26.31 $39.90 -34.06% $30.15 -12.73% $22.86 15.09% $25.93 1.47%
MKSI MKS Instruments, Inc. $84.10 $105.77 -20.49% $78.03 7.78% $63.07 33.34% $79.46 5.84%
MKTX MarketAxess Holdings Inc. $213.62 $194.63 9.76% $213.36 0.12% $207.76 2.82% $219.45 -2.66%
MTZ MasTec, Inc. $43.19 $53.35 -19.04% $47.73 -9.51% $40.05 7.84% $45.21 -4.47%
MU Micron Technology, Inc. $39.60 $40.82 -2.99% $40.32 -1.79% $31.00 27.74% $38.96 1.64%
NFLX Netflix, Inc. $339.85 $267.43 27.08% $309.10 9.95% $271.20 25.31% $338.05 0.53%
NSP Insperity Inc $107.01 $59.43 80.05% $110.96 -3.56% $88.72 20.62% $105.21 1.71%
NVDA NVIDIA Corporation $144.73 $232.87 -37.85% $214.70 -32.59% $127.99 13.08% $160.15 -9.63%
NXST Nexstar Media Group Inc $84.07 $73.09 15.02% $77.84 8.01% $78.80 6.69% $83.62 0.54%
PATK Patrick Industries, Inc. $39.77 $61.25 -35.07% $46.97 -15.33% $29.92 32.92% $39.39 0.96%
PYPL Paypal Holdings Inc $90.01 $76.57 17.55% $83.51 7.78% $82.09 9.65% $94.28 -4.53%
REGN Regeneron Pharmaceuticals Inc $430.15 $347.86 23.66% $352.59 22.00% $372.08 15.61% $418.29 2.84%
SBUX Starbucks Corporation $68.11 $54.50 24.97% $63.98 6.46% $61.53 10.69% $67.09 1.52%
STZ Constellation Brands, Inc. Class A $173.75 $213.11 -18.47% $200.58 -13.38% $161.60 7.52% $166.80 4.17%
SUI Sun Communities Inc $110.00 $84.81 29.70% $98.87 11.25% $98.96 11.16% $105.65 4.12%
SWKS Skyworks Solutions Inc $73.96 $97.43 -24.09% $84.82 -12.80% $60.72 21.81% $72.47 2.06%
TGS Transportadora de Gas del Sur SA (ADR) $16.58 $20.68 -19.82% $15.55 6.62% $14.39 15.22% $16.45 0.79%
THRM Gentherm Inc $42.69 $31.10 37.27% $44.20 -3.42% $38.32 11.40% $42.55 0.33%
TMUS T-Mobile Us Inc $69.63 $63.59 9.50% $68.51 1.63% $65.02 7.09% $68.48 1.68%
TNET TriNet Group Inc $46.91 $44.20 6.13% $47.32 -0.87% $39.76 17.98% $45.29 3.58%
ULTA Ulta Beauty Inc $291.36 $219.47 32.76% $281.95 3.34% $243.36 19.72% $290.72 0.22%
UNH UnitedHealth Group Inc $268.72 $228.80 17.45% $260.18 3.28% $236.85 13.46% $268.05 0.25%
V Visa Inc $140.15 $120.12 16.68% $139.53 0.44% $128.13 9.38% $138.67 1.07%
WCG WellCare Health Plans, Inc. $276.11 $204.73 34.87% $259.10 6.57% $230.61 19.73% $275.13 0.36%

Over the last year, my Watch List returned 4.50%
Over the last quarter, my Watch List returned -0.24%
Over the last month, my Watch List returned 13.43%
Over the last week, my Watch List returned 0.63%

 

SHORT TERM WATCH LIST STOCK RESULTS

 

Stock
Ticker
Company
name
Current
price
Year
ago
Year ago
change
Quarter
ago
Quarter ago
change
Month
ago
Month ago
change
Week
ago
Week ago
change
ABMD ABIOMED, Inc. $351.08 $248.20 41.45% $384.13 -8.60% $302.29 16.14% $349.37 0.49%
ADBE Adobe Systems Incorporated $247.38 $195.64 26.45% $239.64 3.23% $215.70 14.69% $244.95 0.99%
AMN AMN Healthcare Services, Inc. $64.61 $53.55 20.65% $57.75 11.88% $54.41 18.75% $63.97 1.00%
AMZN Amazon.com, Inc. $1,626.23 $1,429.95 13.73% $1,665.53 -2.36% $1,500.28 8.40% $1,670.57 -2.65%
DPZ Domino’s Pizza, Inc. $278.39 $212.55 30.97% $264.72 5.16% $239.69 16.15% $284.16 -2.03%
ILMN Illumina, Inc. $282.86 $220.18 28.47% $328.10 -13.79% $284.24 -0.49% $293.88 -3.75%
LULU Lululemon Athletica inc. $146.12 $78.62 85.86% $142.02 2.89% $124.36 17.50% $151.89 -3.80%
MA Mastercard Inc $213.77 $169.60 26.05% $197.38 8.30% $180.87 18.19% $202.94 5.34%
NFLX Netflix, Inc. $339.85 $267.43 27.08% $309.10 9.95% $271.20 25.31% $338.05 0.53%
NSP Insperity Inc $107.01 $59.43 80.05% $110.96 -3.56% $88.72 20.62% $105.21 1.71%
PYPL Paypal Holdings Inc $90.01 $76.57 17.55% $83.51 7.78% $82.09 9.65% $94.28 -4.53%
SUI Sun Communities Inc $110.00 $84.81 29.70% $98.87 11.25% $98.96 11.16% $105.65 4.12%
UNH UnitedHealth Group Inc $268.72 $228.80 17.45% $260.18 3.28% $236.85 13.46% $268.05 0.25%
V Visa Inc $140.15 $120.12 16.68% $139.53 0.44% $128.13 9.38% $138.67 1.07%
WCG WellCare Health Plans, Inc. $276.11 $204.73 34.87% $259.10 6.57% $230.61 19.73% $275.13 0.36%

Over the last year, my Short Term Watch List returned 24.44%
Over the last quarter, my Short Term Watch List returned 0.04%
Over the last month, my Short Term Watch List returned 12.48%
Over the last week, my Short Term Watch List returned -0.97%

Short Term List returned 24%
High growth stock: Lululemon Athletica inc. ($LULU) at 86%
Total Execution Time: 23.359007835388 Sec

Symbol Stock Price change today
V Visa Inc 3.8071%
MU Micron Technology, Inc. 3.6107%
COHR Coherent, Inc. 3.1218%
MKSI MKS Instruments, Inc. 3.0258%
TNET TriNet Group Inc 2.7376%
ALXN Alexion Pharmaceuticals, Inc. 2.7001%
ANET Arista Networks Inc 2.6632%
CRTO Criteo SA (ADR) 2.3293%
MEI Methode Electronics Inc. 2.1748%
ADS Alliance Data Systems Corporation 2.106%
HZO MarineMax Inc 1.9685%
JAZZ Jazz Pharmaceuticals PLC 1.9541%
LRCX Lam Research Corporation 1.8811%
KNX Knight-Swift Transportation Holdings Inc 1.5118%
PYPL Paypal Holdings Inc 1.4083%
SWKS Skyworks Solutions Inc 1.2596%
MA Mastercard Inc 1.2504%
LGIH LGI Homes Inc 1.2142%
ILMN Illumina, Inc. 1.0973%
CRUS Cirrus Logic, Inc. 0.8345%
HSKA Heska Corp 0.7505%
NXST Nexstar Media Group Inc 0.7188%
NVDA NVIDIA Corporation 0.6817%
AMAT Applied Materials, Inc. 0.5885%
NSP Insperity Inc 0.3093%
THRM Gentherm Inc 0.3055%
IBP Installed Building Products Inc 0.285%
BKNG Booking Holdings Inc 0.2264%
REGN Regeneron Pharmaceuticals Inc 0.205%
NFLX Netflix, Inc. 0.1031%
SUI Sun Communities Inc 0.0819%
STZ Constellation Brands, Inc. Class A 0.0518%
AAPL Apple Inc. 0.0481%
TMUS T-Mobile Us Inc 0.0144%
ABMD ABIOMED, Inc. 0.0028%
SBUX Starbucks Corporation -0.044%
WCG WellCare Health Plans, Inc. -0.1338%
ADBE Adobe Systems Incorporated -0.1775%
ULTA Ulta Beauty Inc -0.1918%
AMN AMN Healthcare Services, Inc. -0.2778%
BABA Alibaba Group Holding Ltd -0.3086%
PATK Patrick Industries, Inc. -0.3258%
MKTX MarketAxess Holdings Inc. -0.5355%
AVGO Broadcom Inc -0.5368%
UNH UnitedHealth Group Inc -0.5477%
FB Facebook, Inc. Common Stock -0.5879%
GOOGL Alphabet Inc Class A -0.6457%
GTN Gray Television, Inc. -0.9575%
CBPO China Biologic Products Holdings Inc -0.973%
EA Electronic Arts Inc. -1.1058%
LULU Lululemon Athletica inc. -1.1434%
TGS Transportadora de Gas del Sur SA (ADR) -1.4854%
DPZ Domino’s Pizza, Inc. -1.8821%
ALGN Align Technology, Inc. -1.9884%
MTZ MasTec, Inc. -2.6814%
CVGW Calavo Growers, Inc. -4.9041%
AMZN Amazon.com, Inc. -5.3819%

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $166.4400 Strong Buy or Hold
ABMD ABIOMED, Inc. $351.0700 Strong Buy or Hold
ADBE Adobe Systems Incorporated $247.8200 Concerned, but watch close as good things may happen soon
ADS Alliance Data Systems Corporation $177.5900 Strong Buy or Hold
ALGN Align Technology, Inc. $248.9500 Strong Buy or Hold, but there are some concerns
ALXN Alexion Pharmaceuticals, Inc. $122.9600 Strong Buy or Hold
AMAT Applied Materials, Inc. $39.0800 Strong Buy or Hold
AMN AMN Healthcare Services, Inc. $64.7900 Strong Buy or Hold, but there are some concerns
AMZN Amazon.com, Inc. $1718.7300 Strong Buy or Hold
ANET Arista Networks Inc $214.7800 Very Concerned, may need to wait
AVGO Broadcom Inc $268.2500 Strong Buy or Hold
BABA Alibaba Group Holding Ltd $168.4900 Strong Buy or Hold
BKNG Booking Holdings Inc $1832.8100 Strong Buy or Hold
CBPO China Biologic Products Holdings Inc $81.1900 Concerned, but watch close as good things may happen soon
COHR Coherent, Inc. $118.2000 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $24.9000 Concerned, but watch close as good things may happen soon
CRUS Cirrus Logic, Inc. $37.1500 Concerned, but watch close as good things may happen soon
CVGW Calavo Growers, Inc. $81.3600 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $283.7300 Strong Buy or Hold
EA Electronic Arts Inc. $92.2400 Concerned, but watch close as good things may happen soon
FB Facebook, Inc. Common Stock $166.6900 Strong Buy or Hold, but there are some concerns
GOOGL Alphabet Inc Class A $1125.8900 Strong Buy or Hold
GTN Gray Television, Inc. $16.7100 Strong Buy or Hold
HSKA Heska Corp $98.6000 Strong Buy or Hold
HZO MarineMax Inc $17.7800 Very Concerned, may need to wait
IBP Installed Building Products Inc $42.1100 Strong Buy or Hold, but there are some concerns
ILMN Illumina, Inc. $279.7900 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $125.8900 Some Concerns, may need to wait
KNX Knight-Swift Transportation Holdings Inc $31.7500 Concerned, but watch close as good things may happen soon
LGIH LGI Homes Inc $59.3000 Concerned, but watch close as good things may happen soon
LRCX Lam Research Corporation $169.5800 Strong Buy or Hold
LULU Lululemon Athletica inc. $147.8100 Very Concerned, may need to wait
MA Mastercard Inc $211.1300 Strong Buy or Hold
MEI Methode Electronics Inc. $25.7500 Strong Buy or Hold
MKSI MKS Instruments, Inc. $81.6300 Strong Buy or Hold
MKTX MarketAxess Holdings Inc. $214.7700 Very Concerned, may need to wait
MTZ MasTec, Inc. $44.3800 Very Concerned, may need to wait
MU Micron Technology, Inc. $38.2200 Strong Buy or Hold
NFLX Netflix, Inc. $339.5000 Concerned, but watch close as good things may happen soon
NSP Insperity Inc $106.6800 Strong Buy or Hold
NVDA NVIDIA Corporation $143.7500 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $83.4700 Strong Buy or Hold
PATK Patrick Industries, Inc. $39.9000 Strong Buy or Hold
PYPL Paypal Holdings Inc $88.7600 Very Concerned, may need to wait
REGN Regeneron Pharmaceuticals Inc $429.2700 Strong Buy or Hold
SBUX Starbucks Corporation $68.1400 Strong Buy or Hold
STZ Constellation Brands, Inc. Class A $173.6600 Strong Buy or Hold
SUI Sun Communities Inc $109.9100 Strong Buy or Hold, but there are some concerns
SWKS Skyworks Solutions Inc $73.0400 Strong Buy or Hold
TGS Transportadora de Gas del Sur SA (ADR) $16.8300 Strong Buy or Hold
THRM Gentherm Inc $42.5600 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $69.6200 Strong Buy or Hold
TNET TriNet Group Inc $45.6600 Strong Buy or Hold
ULTA Ulta Beauty Inc $291.9200 Concerned, but watch close as good things may happen soon
UNH UnitedHealth Group Inc $270.2000 Strong Buy or Hold
V Visa Inc $135.0100 Very Concerned, may need to wait
WCG WellCare Health Plans, Inc. $276.4800 Strong Buy or Hold, but there are some concerns