Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $121.42 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $301.22 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $440.83 Very Concerned, may need to wait
ALGN Align Technology, Inc. $536.46 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $113.45 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $3000.46 Very Concerned, may need to wait
ANET Arista Networks Inc $273.06 Very Concerned, may need to wait
AVGO Broadcom Inc $450.14 Very Concerned, may need to wait
CSGP CoStar Group Inc $798.69 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $82.82 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $330.24 Very Concerned, may need to wait
EPAM EPAM Systems Inc $358.55 Very Concerned, may need to wait
EVR Evercore Inc $123.11 Concerned, but watch close as good things may happen soon
FB Facebook, Inc. Common Stock $264.28 Some Concerns, may need to wait
FIVE Five Below Inc $183.36 Very Concerned, may need to wait
FND Floor & Decor Holdings Inc $88.76 Very Concerned, may need to wait
FSS Federal Signal Corporation $37.1 Very Concerned, may need to wait
FTNT Fortinet Inc $167.57 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $2097.07 Concerned, but watch close as good things may happen soon
GTN Gray Television, Inc. $19.56 Strong Buy or Hold
ILMN Illumina, Inc. $398.85 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $164.75 Very Concerned, may need to wait
KEYS Keysight Technologies Inc $134.7 Very Concerned, may need to wait
KNX Knight-Swift Transportation Holdings Inc $45.32 Strong Buy or Hold
LGIH LGI Homes Inc $125.14 Strong Buy or Hold
LRCX Lam Research Corporation $547.7 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $293.24 Very Concerned, may need to wait
MA Mastercard Inc $360.88 Strong Buy or Hold
MKSI MKS Instruments, Inc. $153.0 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $504.37 Very Concerned, may need to wait
MTZ MasTec, Inc. $92.79 Strong Buy or Hold
MU Micron Technology, Inc. $88.93 Very Concerned, may need to wait
MTCH Match Group Inc $146.29 Very Concerned, may need to wait
NFLX Netflix, Inc. $516.39 Very Concerned, may need to wait
NSP Insperity Inc $90.84 Strong Buy or Hold
NVDA NVIDIA Corporation $498.46 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $150.41 Strong Buy or Hold
PATK Patrick Industries, Inc. $84.05 Concerned, but watch close as good things may happen soon
PYPL Paypal Holdings Inc $239.05 Very Concerned, may need to wait
SBUX Starbucks Corporation $105.2 Very Concerned, may need to wait
SUI Sun Communities Inc $143.28 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $173.44 Very Concerned, may need to wait
THRM Gentherm Inc $75.0 Strong Buy or Hold
TMUS T-Mobile Us Inc $124.68 Possible Buy or Hold, but some concerns
TNET TriNet Group Inc $79.65 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $333.37 Concerned, but watch close as good things may happen soon
UNH UnitedHealth Group Inc $347.1 Strong Buy or Hold
V Visa Inc $215.41 Concerned, but watch close as good things may happen soon
VEEV Veeva Systems Inc $254.79 Very Concerned, may need to wait

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. $121.42 $71.70 69.34% $123.56 -1.74% $136.76 -11.22% $121.26 0.13%
ABMD ABIOMED, Inc. $301.22 $157.08 91.76% $271.88 10.79% $327.85 -8.12% $324.55 -7.19%
ADBE Adobe Systems Incorporated $440.83 $336.77 30.90% $492.25 -10.45% $492.12 -10.42% $459.67 -4.10%
ALGN Align Technology, Inc. $536.46 $225.17 138.25% $517.71 3.62% $620.45 -13.54% $567.11 -5.40%
AMAT Applied Materials, Inc. $113.45 $57.11 98.66% $88.98 27.50% $100.53 12.85% $118.19 -4.01%
AMZN Amazon.com, Inc. $3,000.46 $1,901.09 57.83% $3,158.00 -4.99% $3,352.15 -10.49% $3,092.93 -2.99%
ANET Arista Networks Inc $273.06 $190.78 43.13% $275.61 -0.93% $321.91 -15.18% $279.84 -2.42%
AVGO Broadcom Inc $450.14 $257.62 74.73% $417.43 7.84% $466.01 -3.41% $469.87 -4.20%
CSGP CoStar Group Inc $798.69 $707.24 12.93% $883.61 -9.61% $908.18 -12.06% $823.76 -3.04%
CVGW Calavo Growers, Inc. $82.82 $60.15 37.68% $71.38 16.03% $75.42 9.81% $75.25 10.06%
DPZ Domino’s Pizza, Inc. $330.24 $333.54 -0.99% $383.77 -13.95% $377.23 -12.46% $346.51 -4.70%
EPAM EPAM Systems Inc $358.55 $226.40 58.37% $323.08 10.98% $377.43 -5.00% $373.61 -4.03%
EVR Evercore Inc $123.11 $59.79 105.91% $94.65 30.07% $114.23 7.78% $119.77 2.79%
FB Facebook, Inc. Common Stock $264.28 $181.09 45.94% $285.58 -7.46% $268.10 -1.42% $257.62 2.59%
FIVE Five Below Inc $183.36 $96.80 89.42% $163.37 12.24% $190.80 -3.90% $186.12 -1.48%
FND Floor & Decor Holdings Inc $88.76 $52.44 69.26% $84.55 4.98% $103.57 -14.30% $95.09 -6.66%
FSS Federal Signal Corporation $37.10 $31.81 16.62% $32.59 13.84% $34.53 7.44% $36.41 1.90%
FTNT Fortinet Inc $167.57 $99.50 68.41% $128.08 30.83% $155.48 7.78% $168.85 -0.76%
GOOGL Alphabet Inc Class A $2,097.07 $1,295.74 61.84% $1,817.03 15.41% $2,088.83 0.39% $2,021.91 3.72%
GTN Gray Television, Inc. $19.56 $15.06 29.88% $19.20 1.87% $17.99 8.73% $18.15 7.77%
ILMN Illumina, Inc. $398.85 $274.42 45.34% $342.82 16.34% $428.91 -7.01% $439.41 -9.23%
JAZZ Jazz Pharmaceuticals PLC $164.75 $119.74 37.59% $148.44 10.99% $156.91 5.00% $168.04 -1.96%
KEYS Keysight Technologies Inc $134.70 $96.01 40.30% $124.91 7.84% $142.95 -5.77% $141.52 -4.82%
KNX Knight-Swift Transportation Holdings Inc $45.32 $32.74 38.41% $41.72 8.62% $41.15 10.14% $43.12 5.10%
LGIH LGI Homes Inc $125.14 $85.40 46.53% $107.61 16.29% $116.30 7.60% $109.25 14.54%
LRCX Lam Research Corporation $547.70 $289.99 88.87% $507.39 7.94% $509.76 7.44% $567.19 -3.44%
LULU Lululemon Athletica inc. $293.24 $218.55 34.18% $371.48 -21.06% $334.08 -12.22% $311.68 -5.92%
MA Mastercard Inc $360.88 $285.52 26.40% $340.53 5.98% $338.75 6.53% $353.85 1.99%
MKSI MKS Instruments, Inc. $153.00 $100.20 52.69% $155.08 -1.34% $162.14 -5.64% $164.90 -7.22%
MKTX MarketAxess Holdings Inc. $504.37 $360.67 39.84% $569.27 -11.40% $570.98 -11.67% $555.94 -9.28%
MTZ MasTec, Inc. $92.79 $46.36 100.15% $62.70 47.99% $84.48 9.84% $86.75 6.96%
MU Micron Technology, Inc. $88.93 $51.47 72.78% $72.61 22.48% $81.10 9.65% $91.53 -2.84%
MTCH Match Group Inc $146.29 $65.56 123.14% $146.07 0.15% $159.82 -8.47% $152.85 -4.29%
NFLX Netflix, Inc. $516.39 $368.97 39.95% $515.78 0.12% $550.79 -6.25% $538.85 -4.17%
NSP Insperity Inc $90.84 $63.67 42.66% $87.33 4.02% $83.27 9.09% $88.70 2.41%
NVDA NVIDIA Corporation $498.46 $265.76 87.56% $544.27 -8.42% $543.64 -8.31% $548.58 -9.14%
NXST Nexstar Media Group Inc $150.41 $95.34 57.76% $110.76 35.80% $124.81 20.51% $137.55 9.35%
PATK Patrick Industries, Inc. $84.05 $46.69 80.03% $67.71 24.12% $75.32 11.59% $78.67 6.84%
PYPL Paypal Holdings Inc $239.05 $110.89 115.57% $217.93 9.69% $269.44 -11.28% $259.85 -8.00%
SBUX Starbucks Corporation $105.20 $73.86 42.44% $100.97 4.18% $106.02 -0.78% $108.03 -2.62%
SUI Sun Communities Inc $143.28 $165.65 -13.51% $147.58 -2.91% $148.82 -3.72% $151.95 -5.71%
SWKS Skyworks Solutions Inc $173.44 $94.43 83.67% $153.02 13.35% $178.48 -2.82% $177.82 -2.46%
THRM Gentherm Inc $75.00 $40.85 83.60% $61.43 22.09% $67.46 11.18% $70.79 5.95%
TMUS T-Mobile Us Inc $124.68 $87.86 41.91% $132.96 -6.23% $125.28 -0.48% $119.97 3.93%
TNET TriNet Group Inc $79.65 $53.86 47.88% $77.17 3.21% $77.96 2.17% $80.27 -0.77%
ULTA Ulta Beauty Inc $333.37 $256.58 29.93% $273.26 22.00% $302.03 10.38% $322.33 3.43%
UNH UnitedHealth Group Inc $347.10 $279.38 24.24% $347.86 -0.22% $324.51 6.96% $332.22 4.48%
V Visa Inc $215.41 $183.21 17.58% $212.33 1.45% $208.45 3.34% $212.39 1.42%
VEEV Veeva Systems Inc $254.79 $146.25 74.22% $267.72 -4.83% $298.15 -14.54% $280.11 -9.04%

Over the last year, my Watch List returned 57.18%
Over the last quarter, my Watch List returned 7.45%
Over the last month, my Watch List returned -0.70%
Over the last week, my Watch List returned -0.95%

 

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. $121.42 $71.70 69.34% $123.56 -1.74% $136.76 -11.22% $121.26 0.13%
ADBE Adobe Systems Incorporated $440.83 $336.77 30.90% $492.25 -10.45% $492.12 -10.42% $459.67 -4.10%
ALGN Align Technology, Inc. $536.46 $225.17 138.25% $517.71 3.62% $620.45 -13.54% $567.11 -5.40%
AMZN Amazon.com, Inc. $3,000.46 $1,901.09 57.83% $3,158.00 -4.99% $3,352.15 -10.49% $3,092.93 -2.99%
CSGP CoStar Group Inc $798.69 $707.24 12.93% $883.61 -9.61% $908.18 -12.06% $823.76 -3.04%
EPAM EPAM Systems Inc $358.55 $226.40 58.37% $323.08 10.98% $377.43 -5.00% $373.61 -4.03%
FND Floor & Decor Holdings Inc $88.76 $52.44 69.26% $84.55 4.98% $103.57 -14.30% $95.09 -6.66%
LGIH LGI Homes Inc $125.14 $85.40 46.53% $107.61 16.29% $116.30 7.60% $109.25 14.54%
LRCX Lam Research Corporation $547.70 $289.99 88.87% $507.39 7.94% $509.76 7.44% $567.19 -3.44%
LULU Lululemon Athletica inc. $293.24 $218.55 34.18% $371.48 -21.06% $334.08 -12.22% $311.68 -5.92%
MKTX MarketAxess Holdings Inc. $504.37 $360.67 39.84% $569.27 -11.40% $570.98 -11.67% $555.94 -9.28%
MTCH Match Group Inc $146.29 $65.56 123.14% $146.07 0.15% $159.82 -8.47% $152.85 -4.29%
NVDA NVIDIA Corporation $498.46 $265.76 87.56% $544.27 -8.42% $543.64 -8.31% $548.58 -9.14%
PYPL Paypal Holdings Inc $239.05 $110.89 115.57% $217.93 9.69% $269.44 -11.28% $259.85 -8.00%
VEEV Veeva Systems Inc $254.79 $146.25 74.22% $267.72 -4.83% $298.15 -14.54% $280.11 -9.04%

Over the last year, my Short Term Watch List returned 69.79%
Over the last quarter, my Short Term Watch List returned -1.26%
Over the last month, my Short Term Watch List returned -8.56%
Over the last week, my Short Term Watch List returned -4.04%

Short Term List returned 70%
High growth stock: Align Technology, Inc. ($ALGN) at 138%
Total Execution Time: 0.64734387397766 Sec

Symbol Stock Price change today
MTZ MasTec, Inc. 6.9995%
CVGW Calavo Growers, Inc. 5.6917%
MU Micron Technology, Inc. 5.4548%
CSGP CoStar Group Inc 5.3042%
TMUS T-Mobile Us Inc 5.1176%
AMAT Applied Materials, Inc. 4.8134%
TNET TriNet Group Inc 4.459%
THRM Gentherm Inc 4.1667%
PATK Patrick Industries, Inc. 4.1497%
NXST Nexstar Media Group Inc 4.0756%
MKTX MarketAxess Holdings Inc. 4.0088%
UNH UnitedHealth Group Inc 3.9813%
SWKS Skyworks Solutions Inc 3.7259%
GTN Gray Television, Inc. 3.6017%
LRCX Lam Research Corporation 3.5722%
NSP Insperity Inc 3.5568%
MA Mastercard Inc 3.2561%
GOOGL Alphabet Inc Class A 3.1043%
ALGN Align Technology, Inc. 3.0762%
FND Floor & Decor Holdings Inc 3.0416%
LULU Lululemon Athletica inc. 2.8407%
LGIH LGI Homes Inc 2.8097%
ULTA Ulta Beauty Inc 2.7651%
JAZZ Jazz Pharmaceuticals PLC 2.68%
FB Facebook, Inc. Common Stock 2.5772%
FTNT Fortinet Inc 2.2205%
EVR Evercore Inc 2.1067%
ABMD ABIOMED, Inc. 1.8909%
KNX Knight-Swift Transportation Holdings Inc 1.8656%
V Visa Inc 1.8487%
MTCH Match Group Inc 1.8307%
KEYS Keysight Technologies Inc 1.7141%
MKSI MKS Instruments, Inc. 1.4858%
AVGO Broadcom Inc 1.4766%
AAPL Apple Inc. 1.0738%
SUI Sun Communities Inc 1.0437%
NFLX Netflix, Inc. 0.9975%
FSS Federal Signal Corporation 0.9524%
AMZN Amazon.com, Inc. 0.7687%
NVDA NVIDIA Corporation 0.7377%
ANET Arista Networks Inc 0.6636%
ADBE Adobe Systems Incorporated 0.4031%
SBUX Starbucks Corporation 0.2955%
FIVE Five Below Inc 0.0928%
PYPL Paypal Holdings Inc -0.0084%
DPZ Domino’s Pizza, Inc. -0.0877%
ILMN Illumina, Inc. -0.1902%
EPAM EPAM Systems Inc -0.2643%
VEEV Veeva Systems Inc -0.5232%

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $120.13 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $295.63 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $439.06 Very Concerned, may need to wait
ALGN Align Technology, Inc. $520.45 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $108.24 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $2977.57 Very Concerned, may need to wait
ANET Arista Networks Inc $271.26 Very Concerned, may need to wait
AVGO Broadcom Inc $443.59 Very Concerned, may need to wait
CSGP CoStar Group Inc $758.46 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $78.36 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $330.53 Very Concerned, may need to wait
EPAM EPAM Systems Inc $359.5 Very Concerned, may need to wait
EVR Evercore Inc $120.57 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $257.64 Very Concerned, may need to wait
FIVE Five Below Inc $183.19 Very Concerned, may need to wait
FND Floor & Decor Holdings Inc $86.14 Very Concerned, may need to wait
FSS Federal Signal Corporation $36.75 Very Concerned, may need to wait
FTNT Fortinet Inc $163.93 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $2033.93 Very Concerned, may need to wait
GTN Gray Television, Inc. $18.88 Very Concerned, may need to wait
ILMN Illumina, Inc. $399.61 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $160.45 Very Concerned, may need to wait
KEYS Keysight Technologies Inc $132.43 Very Concerned, may need to wait
KNX Knight-Swift Transportation Holdings Inc $44.49 Strong Buy or Hold
LGIH LGI Homes Inc $121.72 Strong Buy or Hold
LRCX Lam Research Corporation $528.81 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $285.14 Very Concerned, may need to wait
MA Mastercard Inc $349.5 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $150.76 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $484.93 Very Concerned, may need to wait
MTZ MasTec, Inc. $86.72 Very Concerned, may need to wait
MU Micron Technology, Inc. $84.33 Very Concerned, may need to wait
MTCH Match Group Inc $143.66 Very Concerned, may need to wait
NFLX Netflix, Inc. $511.29 Very Concerned, may need to wait
NSP Insperity Inc $87.72 Concerned, but watch close as good things may happen soon
NVDA NVIDIA Corporation $494.81 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $144.52 Strong Buy or Hold
PATK Patrick Industries, Inc. $80.97 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $239.07 Very Concerned, may need to wait
SBUX Starbucks Corporation $104.89 Concerned, but watch close as good things may happen soon
SUI Sun Communities Inc $141.8 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $167.21 Very Concerned, may need to wait
THRM Gentherm Inc $72.0 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $118.61 Very Concerned, may need to wait
TNET TriNet Group Inc $76.25 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $324.4 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $333.81 Possible Buy or Hold, but some concerns
V Visa Inc $211.5 Very Concerned, may need to wait
VEEV Veeva Systems Inc $256.13 Very Concerned, may need to wait

Symbol Stock Price change today
GOOGL Alphabet Inc Class A 1.1196%
FB Facebook, Inc. Common Stock 0.8731%
UNH UnitedHealth Group Inc 0.2824%
LGIH LGI Homes Inc 0.0082%
TMUS T-Mobile Us Inc -0.1935%
CSGP CoStar Group Inc -0.569%
DPZ Domino’s Pizza, Inc. -0.6612%
AMZN Amazon.com, Inc. -0.9128%
NXST Nexstar Media Group Inc -1.1085%
SBUX Starbucks Corporation -1.2521%
ALGN Align Technology, Inc. -1.3234%
JAZZ Jazz Pharmaceuticals PLC -1.51%
V Visa Inc -1.5592%
AAPL Apple Inc. -1.5812%
KNX Knight-Swift Transportation Holdings Inc -1.6332%
NSP Insperity Inc -1.6923%
GTN Gray Television, Inc. -1.7179%
NFLX Netflix, Inc. -1.8072%
CVGW Calavo Growers, Inc. -1.8906%
ADBE Adobe Systems Incorporated -2.0939%
MTCH Match Group Inc -2.4976%
PATK Patrick Industries, Inc. -2.5163%
VEEV Veeva Systems Inc -2.7416%
ANET Arista Networks Inc -2.7533%
MA Mastercard Inc -2.984%
ULTA Ulta Beauty Inc -2.9875%
FSS Federal Signal Corporation -3.2385%
NVDA NVIDIA Corporation -3.3933%
MTZ MasTec, Inc. -3.4083%
FND Floor & Decor Holdings Inc -3.4305%
FTNT Fortinet Inc -3.5025%
THRM Gentherm Inc -3.6145%
LULU Lululemon Athletica inc. -3.6657%
KEYS Keysight Technologies Inc -3.6733%
ABMD ABIOMED, Inc. -3.8914%
ILMN Illumina, Inc. -4.0345%
LRCX Lam Research Corporation -4.0673%
EVR Evercore Inc -4.2031%
AVGO Broadcom Inc -4.2046%
SWKS Skyworks Solutions Inc -4.5659%
FIVE Five Below Inc -4.7572%
MKTX MarketAxess Holdings Inc. -4.7943%
MKSI MKS Instruments, Inc. -5.045%
TNET TriNet Group Inc -5.079%
EPAM EPAM Systems Inc -5.0925%
SUI Sun Communities Inc -5.1442%
MU Micron Technology, Inc. -5.3642%
AMAT Applied Materials, Inc. -6.237%
PYPL Paypal Holdings Inc -6.2691%