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Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $425.0400 Strong Buy or Hold, but there are some concerns
ABMD ABIOMED, Inc. $299.9400 Concerned, but watch close as good things may happen soon
ADBE Adobe Systems Incorporated $444.3200 Concerned, but watch close as good things may happen soon
ALGN Align Technology, Inc. $293.8200 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $64.3300 Strong Buy or Hold
AMZN Amazon.com, Inc. $3164.6800 Concerned, but watch close as good things may happen soon
ANET Arista Networks Inc $259.7700 Strong Buy or Hold, but there are some concerns
AVGO Broadcom Inc $316.7500 Strong Buy or Hold
CSGP CoStar Group Inc $849.7600 Strong Buy or Hold, but there are some concerns
CVGW Calavo Growers, Inc. $57.7700 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $386.6100 Very Concerned, may need to wait
ETFC E*TRADE Financial Corp $50.7700 Very Concerned, may need to wait
EPAM EPAM Systems Inc $290.0800 Strong Buy or Hold, but there are some concerns
EVR Evercore Inc $55.3000 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $253.6700 Strong Buy or Hold
FIVE Five Below Inc $108.9100 Concerned, but watch close as good things may happen soon
FND Floor & Decor Holdings Inc $65.9000 Very Concerned, may need to wait
FSS Federal Signal Corporation $30.9100 Strong Buy or Hold
FTNT Fortinet Inc $138.3000 Strong Buy or Hold
GOOGL Alphabet Inc Class A $1487.9500 Very Concerned, may need to wait
GTN Gray Television, Inc. $14.3400 Concerned, but watch close as good things may happen soon
ILMN Illumina, Inc. $382.1600 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $108.2500 Very Concerned, may need to wait
KEYS Keysight Technologies Inc $99.8900 Possible Buy or Hold, but some concerns
KNX Knight-Swift Transportation Holdings Inc $43.4900 Very Concerned, may need to wait
LGIH LGI Homes Inc $114.1100 Very Concerned, may need to wait
LRCX Lam Research Corporation $377.1600 Strong Buy or Hold
LULU Lululemon Athletica inc. $325.5900 Concerned, but watch close as good things may happen soon
MA Mastercard Inc $308.5300 Concerned, but watch close as good things may happen soon
MKSI MKS Instruments, Inc. $127.4400 Strong Buy or Hold
MKTX MarketAxess Holdings Inc. $516.7000 Very Concerned, may need to wait
MTZ MasTec, Inc. $39.7800 Very Concerned, may need to wait
MU Micron Technology, Inc. $50.0550 Very Concerned, may need to wait
MTCH Match Group Inc $102.7000 Strong Buy or Hold
NFLX Netflix, Inc. $488.8800 Very Concerned, may need to wait
NSP Insperity Inc $66.8600 Very Concerned, may need to wait
NVDA NVIDIA Corporation $424.5900 Concerned, but watch close as good things may happen soon
NXST Nexstar Media Group Inc $87.6500 Strong Buy or Hold
PATK Patrick Industries, Inc. $63.9500 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $196.0700 Strong Buy or Hold
SBUX Starbucks Corporation $76.5300 Strong Buy or Hold
SUI Sun Communities Inc $149.9300 Strong Buy or Hold, but there are some concerns
SWKS Skyworks Solutions Inc $145.5800 Strong Buy or Hold
THRM Gentherm Inc $38.7700 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $107.3800 Strong Buy or Hold
TNET TriNet Group Inc $66.0000 Concerned, but watch close as good things may happen soon
ULTA Ulta Beauty Inc $192.9900 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $302.7800 Very Concerned, may need to wait
V Visa Inc $190.4000 Very Concerned, may need to wait
VEEV Veeva Systems Inc $264.5700 Strong Buy or Hold

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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		 Latest
price		 Year
ago		 Year ago
change		 Quarter
ago		 Quarter ago
change		 Month
ago		 Month ago
change		 Week
ago		 Week ago
change
AAPL Apple Inc. $425.04 $201.62 110.81% $288.31 47.43% $364.11 16.73% $370.46 14.73%
ABMD ABIOMED, Inc. $299.94 $200.62 49.51% $183.49 63.46% $263.84 13.68% $292.94 2.39%
ADBE Adobe Systems Incorporated $444.32 $293.71 51.28% $343.84 29.22% $442.95 0.31% $430.31 3.26%
ALGN Align Technology, Inc. $293.82 $199.38 47.37% $203.26 44.55% $279.93 4.96% $298.14 -1.45%
AMAT Applied Materials, Inc. $64.33 $46.84 37.34% $46.71 37.72% $61.00 5.46% $60.62 6.12%
AMZN Amazon.com, Inc. $3,164.68 $1,823.24 73.57% $2,286.04 38.44% $2,890.30 9.49% $3,008.91 5.18%
ANET Arista Networks Inc $259.77 $244.12 6.41% $207.64 25.11% $210.51 23.40% $236.81 9.70%
AVGO Broadcom Inc $316.75 $265.78 19.18% $256.94 23.28% $315.47 0.41% $305.79 3.58%
CSGP CoStar Group Inc $849.76 $598.76 41.92% $622.61 36.48% $718.11 18.33% $703.77 20.74%
CVGW Calavo Growers, Inc. $57.77 $86.76 -33.42% $55.83 3.47% $62.18 -7.09% $60.64 -4.73%
DPZ Domino’s Pizza, Inc. $386.61 $242.48 59.44% $356.56 8.43% $374.09 3.35% $386.91 -0.08%
ETFC E*TRADE Financial Corp $50.77 $45.49 11.61% $39.30 29.18% $49.28 3.02% $51.77 -1.93%
EPAM EPAM Systems Inc $290.08 $187.83 54.44% $216.33 34.09% $250.16 15.96% $274.10 5.83%
EVR Evercore Inc $55.30 $77.94 -29.05% $49.43 11.88% $57.29 -3.47% $56.57 -2.25%
FB Facebook, Inc. Common Stock $253.67 $189.02 34.20% $202.27 25.41% $233.42 8.68% $230.71 9.95%
FIVE Five Below Inc $108.91 $109.23 -0.29% $87.27 24.80% $103.50 5.23% $110.18 -1.15%
FND Floor & Decor Holdings Inc $65.90 $43.96 49.91% $41.93 57.17% $57.81 13.99% $67.82 -2.83%
FSS Federal Signal Corporation $30.91 $29.72 3.99% $26.00 18.89% $29.76 3.86% $29.62 4.36%
FTNT Fortinet Inc $138.30 $86.05 60.72% $104.34 32.55% $138.44 -0.10% $133.04 3.95%
GOOGL Alphabet Inc Class A $1,487.95 $1,196.32 24.38% $1,317.32 12.95% $1,469.93 1.23% $1,508.21 -1.34%
GTN Gray Television, Inc. $14.34 $17.08 -16.04% $11.10 29.19% $13.70 4.67% $14.54 -1.38%
ILMN Illumina, Inc. $382.16 $297.38 28.51% $305.88 24.94% $373.10 2.43% $382.25 -0.02%
JAZZ Jazz Pharmaceuticals PLC $108.25 $139.66 -22.49% $109.59 -1.22% $109.75 -1.37% $112.89 -4.11%
KEYS Keysight Technologies Inc $99.89 $88.10 13.38% $93.84 6.45% $100.73 -0.83% $96.85 3.14%
KNX Knight-Swift Transportation Holdings Inc $43.49 $34.46 26.20% $37.85 14.91% $42.02 3.50% $45.11 -3.59%
LGIH LGI Homes Inc $114.11 $70.69 61.42% $60.08 89.93% $87.87 29.86% $113.93 0.16%
LRCX Lam Research Corporation $377.16 $200.46 88.15% $234.14 61.08% $323.70 16.52% $345.72 9.09%
LULU Lululemon Athletica inc. $325.59 $178.93 81.97% $218.69 48.88% $304.77 6.83% $321.50 1.27%
MA Mastercard Inc $308.53 $268.01 15.12% $268.38 14.96% $302.02 2.16% $306.92 0.52%
MKSI MKS Instruments, Inc. $127.44 $79.74 59.82% $91.80 38.83% $113.79 12.00% $119.70 6.47%
MKTX MarketAxess Holdings Inc. $516.70 $338.62 52.59% $449.25 15.01% $501.88 2.95% $505.81 2.15%
MTZ MasTec, Inc. $39.78 $58.02 -31.44% $37.13 7.14% $43.62 -8.80% $40.07 -0.72%
MU Micron Technology, Inc. $50.06 $44.08 13.55% $45.06 11.09% $49.83 0.45% $50.02 0.07%
MTCH Match Group Inc $102.70 $75.19 36.59% $74.64 37.59% $98.92 3.82% $90.36 13.66%
NFLX Netflix, Inc. $488.88 $318.83 53.34% $415.27 17.73% $476.89 2.51% $480.45 1.75%
NSP Insperity Inc $66.86 $100.67 -33.59% $46.78 42.92% $64.30 3.98% $65.20 2.55%
NVDA NVIDIA Corporation $424.59 $160.74 164.15% $282.65 50.22% $384.49 10.43% $407.78 4.12%
NXST Nexstar Media Group Inc $87.65 $96.70 -9.36% $66.09 32.63% $84.31 3.96% $85.00 3.12%
PATK Patrick Industries, Inc. $63.95 $43.37 47.46% $38.21 67.38% $58.11 10.05% $63.68 0.42%
PYPL Paypal Holdings Inc $196.07 $107.09 83.09% $120.61 62.57% $177.21 10.64% $172.56 13.62%
SBUX Starbucks Corporation $76.53 $93.74 -18.36% $73.39 4.27% $73.78 3.73% $75.78 0.99%
SUI Sun Communities Inc $149.93 $131.99 13.59% $132.12 13.48% $140.65 6.60% $141.88 5.67%
SWKS Skyworks Solutions Inc $145.58 $77.92 86.83% $98.46 47.86% $128.42 13.36% $131.61 10.61%
THRM Gentherm Inc $38.77 $39.13 -0.92% $36.01 7.66% $38.89 -0.31% $39.57 -2.02%
TMUS T-Mobile Us Inc $107.38 $77.73 38.14% $86.20 24.57% $106.01 1.29% $104.93 2.33%
TNET TriNet Group Inc $66.00 $71.58 -7.80% $47.54 38.83% $61.71 6.95% $61.88 6.66%
ULTA Ulta Beauty Inc $192.99 $337.02 -42.74% $214.28 -9.94% $203.59 -5.21% $203.71 -5.26%
UNH UnitedHealth Group Inc $302.78 $245.91 23.13% $283.29 6.88% $298.26 1.52% $300.79 0.66%
V Visa Inc $190.40 $176.32 7.99% $175.27 8.63% $195.67 -2.69% $195.15 -2.43%
VEEV Veeva Systems Inc $264.57 $162.81 62.50% $187.77 40.90% $242.04 9.31% $251.95 5.01%

Over the last year, my Watch List returned 30.96%
Over the last quarter, my Watch List returned 29.20%
Over the last month, my Watch List returned 5.75%
Over the last week, my Watch List returned 2.97%

 

SHORT TERM WATCH LIST STOCK RESULTS

 

Stock
Ticker		 Company
name		 Latest
price		 Year
ago		 Year ago
change		 Quarter
ago		 Quarter ago
change		 Month
ago		 Month ago
change		 Week
ago		 Week ago
change
AMZN Amazon.com, Inc. $3,164.68 $1,823.24 73.57% $2,286.04 38.44% $2,890.30 9.49% $3,008.91 5.18%
AAPL Apple Inc. $425.04 $201.62 110.81% $288.31 47.43% $364.11 16.73% $370.46 14.73%
ADBE Adobe Systems Incorporated $444.32 $293.71 51.28% $343.84 29.22% $442.95 0.31% $430.31 3.26%
EPAM EPAM Systems Inc $290.08 $187.83 54.44% $216.33 34.09% $250.16 15.96% $274.10 5.83%
FTNT Fortinet Inc $138.30 $86.05 60.72% $104.34 32.55% $138.44 -0.10% $133.04 3.95%
LRCX Lam Research Corporation $377.16 $200.46 88.15% $234.14 61.08% $323.70 16.52% $345.72 9.09%
LULU Lululemon Athletica inc. $325.59 $178.93 81.97% $218.69 48.88% $304.77 6.83% $321.50 1.27%
MKSI MKS Instruments, Inc. $127.44 $79.74 59.82% $91.80 38.83% $113.79 12.00% $119.70 6.47%
MKTX MarketAxess Holdings Inc. $516.70 $338.62 52.59% $449.25 15.01% $501.88 2.95% $505.81 2.15%
MTCH Match Group Inc $102.70 $75.19 36.59% $74.64 37.59% $98.92 3.82% $90.36 13.66%
NVDA NVIDIA Corporation $424.59 $160.74 164.15% $282.65 50.22% $384.49 10.43% $407.78 4.12%
PYPL Paypal Holdings Inc $196.07 $107.09 83.09% $120.61 62.57% $177.21 10.64% $172.56 13.62%
SWKS Skyworks Solutions Inc $145.58 $77.92 86.83% $98.46 47.86% $128.42 13.36% $131.61 10.61%
TMUS T-Mobile Us Inc $107.38 $77.73 38.14% $86.20 24.57% $106.01 1.29% $104.93 2.33%
VEEV Veeva Systems Inc $264.57 $162.81 62.50% $187.77 40.90% $242.04 9.31% $251.95 5.01%

Over the last year, my Short Term Watch List returned 73.64%
Over the last quarter, my Short Term Watch List returned 40.62%
Over the last month, my Short Term Watch List returned 8.64%
Over the last week, my Short Term Watch List returned 6.75%

Short Term List returned 74%
High growth stock: NVIDIA Corporation ($NVDA) at 164%
Total Execution Time: 3.9017400741577 Sec