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

 

Ticker Comp.
name
Last
price
Last
year
Last
year
chg
Last
Q
Last
Q
chg
Last
Mo.
Last
Mo.
chg
Last
wk
Last
wk
chg
AAPL Apple Inc. $131.96 $76.71 72.02% $108.67 21.43% $132.69 -0.55% $139.07 -5.11%
ABMD ABIOMED, Inc. $348.25 $186.29 86.94% $251.88 38.26% $324.20 7.42% $347.90 0.10%
ADBE Adobe Systems Incorporated $458.77 $351.14 30.65% $447.10 2.61% $500.12 -8.27% $472.44 -2.89%
ALGN Align Technology, Inc. $525.38 $257.10 104.35% $426.08 23.31% $534.38 -1.68% $534.08 -1.63%
AMAT Applied Materials, Inc. $96.68 $57.22 68.95% $59.06 63.70% $86.30 12.03% $106.33 -9.08%
AMZN Amazon.com, Inc. $3,206.20 $2,008.72 59.61% $3,036.15 5.60% $3,256.93 -1.56% $3,292.23 -2.61%
ANET Arista Networks Inc $307.56 $223.34 37.71% $208.90 47.23% $290.57 5.85% $311.21 -1.17%
AVGO Broadcom Inc $450.50 $291.76 54.41% $346.76 29.92% $437.85 2.89% $465.02 -3.12%
CSGP CoStar Group Inc $899.71 $652.99 37.78% $823.61 9.24% $924.28 -2.66% $896.05 0.41%
CVGW Calavo Growers, Inc. $76.15 $75.39 1.01% $66.06 15.28% $69.43 9.68% $74.06 2.82%
DPZ Domino's Pizza, Inc. $370.76 $279.35 32.72% $377.55 -1.80% $383.46 -3.31% $380.37 -2.53%
EPAM EPAM Systems Inc $344.43 $228.14 50.97% $308.95 11.48% $358.35 -3.88% $359.69 -4.24%
EVR Evercore Inc $109.10 $74.03 47.36% $79.02 38.07% $109.64 -0.49% $114.56 -4.77%
FB Facebook, Inc. Common Stock $258.33 $201.91 27.94% $263.11 -1.82% $273.16 -5.43% $274.50 -5.89%
FIVE Five Below Inc $175.73 $113.22 55.21% $133.34 31.79% $174.98 0.43% $189.67 -7.35%
FND Floor & Decor Holdings Inc $92.07 $49.31 86.72% $73.00 26.12% $92.85 -0.84% $101.41 -9.21%
FSS Federal Signal Corporation $32.69 $31.81 2.76% $28.61 14.26% $33.17 -1.45% $35.28 -7.34%
FTNT Fortinet Inc $144.75 $115.36 25.48% $110.37 31.15% $148.53 -2.54% $151.23 -4.28%
GOOGL Alphabet Inc Class A $1,827.36 $1,432.78 27.54% $1,616.11 13.07% $1,752.64 4.26% $1,892.56 -3.45%
GTN Gray Television, Inc. $17.05 $20.28 -15.93% $12.68 34.46% $17.89 -4.70% $17.00 0.29%
ILMN Illumina, Inc. $426.44 $290.07 47.01% $292.70 45.69% $370.00 15.25% $406.25 4.97%
JAZZ Jazz Pharmaceuticals PLC $155.50 $143.35 8.48% $144.10 7.91% $165.05 -5.79% $168.65 -7.80%
KEYS Keysight Technologies Inc $141.59 $92.99 52.26% $104.87 35.01% $132.09 7.19% $145.16 -2.46%
KNX Knight-Swift Transportation Holdings Inc $40.00 $36.78 8.75% $37.91 5.50% $41.82 -4.35% $43.71 -8.49%
LGIH LGI Homes Inc $106.71 $79.74 33.82% $106.88 -0.16% $105.85 0.81% $110.60 -3.52%
LRCX Lam Research Corporation $483.95 $293.74 64.76% $341.21 41.83% $472.27 2.47% $563.85 -14.17%
LULU Lululemon Athletica inc. $328.68 $239.39 37.30% $319.29 2.94% $348.03 -5.56% $346.37 -5.11%
MA Mastercard Inc $316.29 $314.29 0.63% $288.28 9.72% $356.49 -11.28% $328.99 -3.86%
MKSI MKS Instruments, Inc. $158.07 $104.09 51.85% $108.23 46.05% $150.45 5.06% $185.00 -14.56%
MKTX MarketAxess Holdings Inc. $540.76 $352.32 53.48% $538.25 0.47% $570.56 -5.22% $509.70 6.09%
MTZ MasTec, Inc. $77.15 $57.75 33.59% $49.64 55.42% $68.18 13.16% $82.30 -6.26%
MU Micron Technology, Inc. $78.27 $53.09 47.43% $50.34 55.48% $75.18 4.11% $82.28 -4.87%
MTCH Match Group Inc $139.86 $78.22 78.80% $116.78 19.76% $151.19 -7.49% $141.00 -0.81%
NFLX Netflix, Inc. $532.39 $345.09 54.28% $475.74 11.91% $540.73 -1.54% $565.17 -5.80%
NSP Insperity Inc $78.49 $85.37 -8.06% $76.23 2.96% $81.42 -3.60% $84.30 -6.89%
NVDA NVIDIA Corporation $519.59 $236.03 120.13% $501.21 3.67% $522.20 -0.50% $548.50 -5.27%
NXST Nexstar Media Group Inc $113.67 $118.17 -3.81% $81.86 38.85% $109.19 4.10% $108.00 5.25%
PATK Patrick Industries, Inc. $69.06 $50.92 35.61% $55.51 24.41% $68.35 1.04% $72.42 -4.64%
PYPL Paypal Holdings Inc $234.31 $113.89 105.73% $186.13 25.89% $234.20 0.05% $252.00 -7.02%
SBUX Starbucks Corporation $96.81 $83.13 16.46% $86.55 11.86% $106.98 -9.51% $103.91 -6.83%
SUI Sun Communities Inc $143.13 $158.45 -9.67% $136.91 4.55% $151.95 -5.80% $146.94 -2.59%
SWKS Skyworks Solutions Inc $169.25 $111.51 51.78% $140.78 20.22% $152.88 10.71% $161.27 4.95%
THRM Gentherm Inc $61.26 $46.11 32.86% $46.29 32.34% $65.22 -6.07% $68.36 -10.39%
TMUS T-Mobile Us Inc $126.08 $79.19 59.21% $109.57 15.07% $134.85 -6.50% $130.36 -3.28%
TNET TriNet Group Inc $74.11 $57.06 29.88% $68.92 7.53% $80.60 -8.05% $80.67 -8.13%
ULTA Ulta Beauty Inc $279.76 $267.91 4.42% $206.77 35.30% $287.16 -2.58% $299.92 -6.72%
UNH UnitedHealth Group Inc $333.58 $268.14 24.41% $304.05 9.71% $350.68 -4.88% $347.55 -4.02%
V Visa Inc $193.25 $197.74 -2.27% $181.43 6.51% $218.73 -11.65% $202.02 -4.34%
VEEV Veeva Systems Inc $276.44 $146.61 88.55% $270.05 2.37% $272.25 1.54% $288.69 -4.24%

Over the last year, my Watch List returned 41.06%
Over the last quarter, my Watch List returned 21.06%
Over the last month, my Watch List returned -0.61%
Over the last week, my Watch List returned -4.12%

 

SHORT TERM WATCH LIST STOCK RESULTS

 

Ticker Comp.
name
Last
price
Last
year
Last
year
chg
Last
Q
Last
Q
chg
Last
Mo.
Last
Mo.
chg
Last
wk
Last
wk
chg
AAPL Apple Inc. $131.96 $76.71 72.02% $108.67 21.43% $132.69 -0.55% $139.07 -5.11%
ADBE Adobe Systems Incorporated $458.77 $351.14 30.65% $447.10 2.61% $500.12 -8.27% $472.44 -2.89%
ALGN Align Technology, Inc. $525.38 $257.10 104.35% $426.08 23.31% $534.38 -1.68% $534.08 -1.63%
AMZN Amazon.com, Inc. $3,206.20 $2,008.72 59.61% $3,036.15 5.60% $3,256.93 -1.56% $3,292.23 -2.61%
CSGP CoStar Group Inc $899.71 $652.99 37.78% $823.61 9.24% $924.28 -2.66% $896.05 0.41%
EPAM EPAM Systems Inc $344.43 $228.14 50.97% $308.95 11.48% $358.35 -3.88% $359.69 -4.24%
FND Floor & Decor Holdings Inc $92.07 $49.31 86.72% $73.00 26.12% $92.85 -0.84% $101.41 -9.21%
LGIH LGI Homes Inc $106.71 $79.74 33.82% $106.88 -0.16% $105.85 0.81% $110.60 -3.52%
LRCX Lam Research Corporation $483.95 $293.74 64.76% $341.21 41.83% $472.27 2.47% $563.85 -14.17%
LULU Lululemon Athletica inc. $328.68 $239.39 37.30% $319.29 2.94% $348.03 -5.56% $346.37 -5.11%
MKTX MarketAxess Holdings Inc. $540.76 $352.32 53.48% $538.25 0.47% $570.56 -5.22% $509.70 6.09%
MTCH Match Group Inc $139.86 $78.22 78.80% $116.78 19.76% $151.19 -7.49% $141.00 -0.81%
NVDA NVIDIA Corporation $519.59 $236.03 120.13% $501.21 3.67% $522.20 -0.50% $548.50 -5.27%
PYPL Paypal Holdings Inc $234.31 $113.89 105.73% $186.13 25.89% $234.20 0.05% $252.00 -7.02%
VEEV Veeva Systems Inc $276.44 $146.61 88.55% $270.05 2.37% $272.25 1.54% $288.69 -4.24%

Over the last year, my Short Term Watch List returned 68.31%
Over the last quarter, my Short Term Watch List returned 13.10%
Over the last month, my Short Term Watch List returned -2.22%
Over the last week, my Short Term Watch List returned -3.96%

Short Term List returned 68%
High growth stock: NVIDIA Corporation ($NVDA) at 120%
Total Execution Time: 27.664772987366 Sec

Symbol Stock Price change today
SWKS Skyworks Solutions Inc 5.9203%
CVGW Calavo Growers, Inc. 1.196%
MKTX MarketAxess Holdings Inc. 0.7846%
MU Micron Technology, Inc. -0.1531%
DPZ Domino's Pizza, Inc. -0.226%
CSGP CoStar Group Inc -0.2318%
AVGO Broadcom Inc -0.2745%
SUI Sun Communities Inc -0.4452%
NVDA NVIDIA Corporation -0.4693%
LULU Lululemon Athletica inc. -0.4724%
ANET Arista Networks Inc -0.5851%
LGIH LGI Homes Inc -0.7349%
AMZN Amazon.com, Inc. -0.9705%
FSS Federal Signal Corporation -1.0593%
NFLX Netflix, Inc. -1.153%
MTCH Match Group Inc -1.173%
VEEV Veeva Systems Inc -1.2714%
EPAM EPAM Systems Inc -1.301%
TMUS T-Mobile Us Inc -1.3227%
UNH UnitedHealth Group Inc -1.3515%
SBUX Starbucks Corporation -1.3653%
GOOGL Alphabet Inc Class A -1.3943%
PYPL Paypal Holdings Inc -1.4635%
ADBE Adobe Systems Incorporated -1.4817%
FIVE Five Below Inc -1.6565%
PATK Patrick Industries, Inc. -1.7918%
FND Floor & Decor Holdings Inc -1.9071%
ABMD ABIOMED, Inc. -1.9373%
KNX Knight-Swift Transportation Holdings Inc -2.0568%
ALGN Align Technology, Inc. -2.0873%
EVR Evercore Inc -2.2051%
MTZ MasTec, Inc. -2.4159%
MA Mastercard Inc -2.4639%
V Visa Inc -2.5073%
FB Facebook, Inc. Common Stock -2.517%
FTNT Fortinet Inc -2.5449%
KEYS Keysight Technologies Inc -2.6338%
ILMN Illumina, Inc. -2.6881%
GTN Gray Television, Inc. -2.7382%
NSP Insperity Inc -2.907%
NXST Nexstar Media Group Inc -2.954%
THRM Gentherm Inc -3.482%
AAPL Apple Inc. -3.7421%
ULTA Ulta Beauty Inc -3.803%
TNET TriNet Group Inc -3.9404%
AMAT Applied Materials, Inc. -4.4192%
LRCX Lam Research Corporation -4.6122%
JAZZ Jazz Pharmaceuticals PLC -4.7473%
MKSI MKS Instruments, Inc. -5.3303%

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $137.09 Concerned, but watch close as good things may happen soon
ABMD ABIOMED, Inc. $355.13 Concerned, but watch close as good things may happen soon
ADBE Adobe Systems Incorporated $465.67 Very Concerned, may need to wait
ALGN Align Technology, Inc. $536.58 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $101.15 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $3237.62 Concerned, but watch close as good things may happen soon
ANET Arista Networks Inc $309.37 Concerned, but watch close as good things may happen soon
AVGO Broadcom Inc $451.74 Very Concerned, may need to wait
CSGP CoStar Group Inc $901.8 Strong Buy or Hold
CVGW Calavo Growers, Inc. $75.25 Concerned, but watch close as good things may happen soon
DPZ Domino's Pizza, Inc. $371.6 Very Concerned, may need to wait
EPAM EPAM Systems Inc $348.97 Very Concerned, may need to wait
EVR Evercore Inc $111.56 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $265.0 Concerned, but watch close as good things may happen soon
FIVE Five Below Inc $178.69 Very Concerned, may need to wait
FND Floor & Decor Holdings Inc $93.86 Very Concerned, may need to wait
FSS Federal Signal Corporation $33.04 Very Concerned, may need to wait
FTNT Fortinet Inc $148.53 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1853.2 Concerned, but watch close as good things may happen soon
GTN Gray Television, Inc. $17.53 Possible Buy or Hold, but some concerns
ILMN Illumina, Inc. $438.22 Strong Buy or Hold, but there are some concerns
JAZZ Jazz Pharmaceuticals PLC $163.25 Very Concerned, may need to wait
KEYS Keysight Technologies Inc $145.42 Very Concerned, may need to wait
KNX Knight-Swift Transportation Holdings Inc $40.84 Very Concerned, may need to wait
LGIH LGI Homes Inc $107.5 Concerned, but watch close as good things may happen soon
LRCX Lam Research Corporation $507.35 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $330.24 Very Concerned, may need to wait
MA Mastercard Inc $324.28 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $166.97 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $536.55 Possible Buy or Hold, but some concerns
MTZ MasTec, Inc. $79.06 Very Concerned, may need to wait
MU Micron Technology, Inc. $78.39 Very Concerned, may need to wait
MTCH Match Group Inc $141.52 Very Concerned, may need to wait
NFLX Netflix, Inc. $538.6 Very Concerned, may need to wait
NSP Insperity Inc $80.84 Very Concerned, may need to wait
NVDA NVIDIA Corporation $522.04 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $117.13 Strong Buy or Hold
PATK Patrick Industries, Inc. $70.32 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $237.79 Very Concerned, may need to wait
SBUX Starbucks Corporation $98.15 Very Concerned, may need to wait
SUI Sun Communities Inc $143.77 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $159.79 Very Concerned, may need to wait
THRM Gentherm Inc $63.47 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $127.77 Very Concerned, may need to wait
TNET TriNet Group Inc $77.15 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $290.82 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $338.15 Very Concerned, may need to wait
V Visa Inc $198.22 Very Concerned, may need to wait
VEEV Veeva Systems Inc $280.0 Very Concerned, may need to wait

Symbol Stock Price change today
ABMD ABIOMED, Inc. 8.0736%
MTCH Match Group Inc 7.5789%
NXST Nexstar Media Group Inc 7.0365%
ALGN Align Technology, Inc. 5.2861%
EVR Evercore Inc 4.6824%
MU Micron Technology, Inc. 4.3947%
TMUS T-Mobile Us Inc 3.6505%
PYPL Paypal Holdings Inc 3.4139%
PATK Patrick Industries, Inc. 3.3814%
FND Floor & Decor Holdings Inc 3.1882%
TNET TriNet Group Inc 2.9903%
NFLX Netflix, Inc. 2.9277%
MA Mastercard Inc 2.7861%
EPAM EPAM Systems Inc 2.7531%
AMAT Applied Materials, Inc. 2.607%
SWKS Skyworks Solutions Inc 2.5281%
NSP Insperity Inc 2.1868%
GOOGL Alphabet Inc Class A 1.8835%
FTNT Fortinet Inc 1.8585%
V Visa Inc 1.6669%
AVGO Broadcom Inc 1.5831%
UNH UnitedHealth Group Inc 1.5496%
ILMN Illumina, Inc. 1.421%
CSGP CoStar Group Inc 1.3589%
ADBE Adobe Systems Incorporated 1.2326%
ANET Arista Networks Inc 1.2038%
ULTA Ulta Beauty Inc 1.1759%
FIVE Five Below Inc 1.1434%
NVDA NVIDIA Corporation 1.0315%
MKSI MKS Instruments, Inc. 0.8699%
FSS Federal Signal Corporation 0.4866%
MKTX MarketAxess Holdings Inc. 0.3967%
SBUX Starbucks Corporation 0.2861%
LULU Lululemon Athletica inc. 0.2215%
AMZN Amazon.com, Inc. 0.1559%
SUI Sun Communities Inc 0.1463%
VEEV Veeva Systems Inc 0.0107%
GTN Gray Television, Inc. -0.114%
JAZZ Jazz Pharmaceuticals PLC -0.427%
THRM Gentherm Inc -0.5484%
LGIH LGI Homes Inc -1.1585%
DPZ Domino's Pizza, Inc. -1.4088%
LRCX Lam Research Corporation -1.4931%
KNX Knight-Swift Transportation Holdings Inc -1.7797%
FB Facebook, Inc. Common Stock -2.6236%
MTZ MasTec, Inc. -2.7433%
CVGW Calavo Growers, Inc. -2.8154%
AAPL Apple Inc. -3.4985%
KEYS Keysight Technologies Inc -3.7718%

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $142.06 Strong Buy or Hold
ABMD ABIOMED, Inc. $328.6 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $460.0 Very Concerned, may need to wait
ALGN Align Technology, Inc. $509.64 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $98.58 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $3232.58 Concerned, but watch close as good things may happen soon
ANET Arista Networks Inc $305.69 Very Concerned, may need to wait
AVGO Broadcom Inc $444.7 Very Concerned, may need to wait
CSGP CoStar Group Inc $889.71 Concerned, but watch close as good things may happen soon
CVGW Calavo Growers, Inc. $77.43 Strong Buy or Hold
DPZ Domino's Pizza, Inc. $376.91 Very Concerned, may need to wait
EPAM EPAM Systems Inc $339.62 Very Concerned, may need to wait
EVR Evercore Inc $106.57 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $272.14 Concerned, but watch close as good things may happen soon
FIVE Five Below Inc $176.67 Very Concerned, may need to wait
FND Floor & Decor Holdings Inc $90.96 Very Concerned, may need to wait
FSS Federal Signal Corporation $32.88 Very Concerned, may need to wait
FTNT Fortinet Inc $145.82 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1818.94 Concerned, but watch close as good things may happen soon
GTN Gray Television, Inc. $17.55 Possible Buy or Hold, but some concerns
ILMN Illumina, Inc. $432.08 Strong Buy or Hold, but there are some concerns
JAZZ Jazz Pharmaceuticals PLC $163.95 Very Concerned, may need to wait
KEYS Keysight Technologies Inc $151.12 Concerned, but watch close as good things may happen soon
KNX Knight-Swift Transportation Holdings Inc $41.58 Very Concerned, may need to wait
LGIH LGI Homes Inc $108.76 Concerned, but watch close as good things may happen soon
LRCX Lam Research Corporation $515.04 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $329.51 Very Concerned, may need to wait
MA Mastercard Inc $315.49 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $165.53 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $534.43 Some Concerns, may need to wait
MTZ MasTec, Inc. $81.29 Concerned, but watch close as good things may happen soon
MU Micron Technology, Inc. $75.09 Very Concerned, may need to wait
MTCH Match Group Inc $131.55 Very Concerned, may need to wait
NFLX Netflix, Inc. $523.28 Concerned, but watch close as good things may happen soon
NSP Insperity Inc $79.11 Very Concerned, may need to wait
NVDA NVIDIA Corporation $516.71 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $109.43 Very Concerned, may need to wait
PATK Patrick Industries, Inc. $68.02 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $229.94 Very Concerned, may need to wait
SBUX Starbucks Corporation $97.87 Very Concerned, may need to wait
SUI Sun Communities Inc $143.56 Concerned, but watch close as good things may happen soon
SWKS Skyworks Solutions Inc $155.85 Very Concerned, may need to wait
THRM Gentherm Inc $63.82 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $123.27 Very Concerned, may need to wait
TNET TriNet Group Inc $74.91 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $287.44 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $332.99 Very Concerned, may need to wait
V Visa Inc $194.97 Very Concerned, may need to wait
VEEV Veeva Systems Inc $279.97 Concerned, but watch close as good things may happen soon