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. $139.07 $78.90 76.27% $114.84 21.10% $131.97 5.38% $127.14 9.38%
ABMD ABIOMED, Inc. $347.90 $182.98 90.13% $281.42 23.62% $303.41 14.66% $329.69 5.52%
ADBE Adobe Systems Incorporated $472.44 $351.37 34.46% $488.50 -3.29% $499.86 -5.49% $458.08 3.13%
ALGN Align Technology, Inc. $534.08 $269.98 97.82% $469.56 13.74% $528.03 1.15% $567.23 -5.84%
AMAT Applied Materials, Inc. $106.33 $61.18 73.80% $60.77 74.96% $85.33 24.61% $103.14 3.09%
AMZN Amazon.com, Inc. $3,292.23 $1,861.64 76.85% $3,204.40 2.74% $3,172.69 3.77% $3,104.25 6.06%
ANET Arista Networks Inc $311.21 $238.05 30.73% $214.11 45.35% $288.84 7.74% $317.07 -1.85%
AVGO Broadcom Inc $465.02 $309.78 50.11% $369.66 25.80% $431.46 7.78% $445.85 4.30%
CSGP CoStar Group Inc $896.05 $650.65 37.72% $819.81 9.30% $906.63 -1.17% $853.72 4.96%
CVGW Calavo Growers, Inc. $74.06 $79.53 -6.88% $68.57 8.01% $69.30 6.87% $73.29 1.05%
DPZ Domino's Pizza, Inc. $380.37 $282.67 34.56% $393.30 -3.29% $396.73 -4.12% $375.23 1.37%
EPAM EPAM Systems Inc $359.69 $227.57 58.06% $339.05 6.09% $356.34 0.94% $348.01 3.36%
EVR Evercore Inc $114.56 $72.11 58.86% $83.61 37.02% $110.46 3.71% $118.77 -3.54%
FB Facebook, Inc. Common Stock $274.50 $217.94 25.95% $284.79 -3.61% $267.40 2.66% $251.36 9.21%
FIVE Five Below Inc $189.67 $118.75 59.72% $137.79 37.65% $158.85 19.40% $189.81 -0.07%
FND Floor & Decor Holdings Inc $101.41 $48.53 108.96% $81.10 25.04% $99.86 1.55% $102.56 -1.12%
FSS Federal Signal Corporation $35.28 $34.44 2.43% $31.58 11.71% $31.90 10.60% $34.93 1.00%
FTNT Fortinet Inc $151.23 $117.99 28.17% $130.38 15.99% $149.79 0.96% $146.53 3.21%
GOOGL Alphabet Inc Class A $1,892.56 $1,466.17 29.08% $1,632.98 15.90% $1,734.16 9.13% $1,727.62 9.55%
GTN Gray Television, Inc. $17.00 $21.59 -21.26% $13.28 28.01% $17.39 -2.24% $17.06 -0.35%
ILMN Illumina, Inc. $406.25 $319.58 27.12% $323.55 25.56% $367.29 10.61% $376.35 7.94%
JAZZ Jazz Pharmaceuticals PLC $168.65 $145.74 15.72% $150.26 12.24% $157.28 7.23% $167.71 0.56%
KEYS Keysight Technologies Inc $145.16 $102.98 40.96% $107.88 34.56% $130.95 10.85% $146.29 -0.77%
KNX Knight-Swift Transportation Holdings Inc $43.71 $36.76 18.90% $39.25 11.36% $42.21 3.55% $43.99 -0.64%
LGIH LGI Homes Inc $110.60 $82.15 34.63% $116.88 -5.37% $112.74 -1.90% $100.88 9.64%
LRCX Lam Research Corporation $563.85 $301.94 86.74% $353.02 59.72% $480.34 17.39% $547.53 2.98%
LULU Lululemon Athletica inc. $346.37 $240.35 44.11% $333.92 3.73% $351.42 -1.44% $344.50 0.54%
MA Mastercard Inc $328.99 $321.98 2.18% $329.20 -0.06% $335.58 -1.96% $323.26 1.77%
MKSI MKS Instruments, Inc. $185.00 $112.13 64.99% $113.04 63.66% $149.88 23.43% $177.60 4.17%
MKTX MarketAxess Holdings Inc. $509.70 $357.39 42.62% $558.28 -8.70% $573.08 -11.06% $523.00 -2.54%
MTZ MasTec, Inc. $82.30 $60.94 35.05% $51.05 61.21% $69.87 17.79% $81.21 1.34%
MU Micron Technology, Inc. $82.28 $57.76 42.45% $52.85 55.69% $70.58 16.58% $80.72 1.93%
MTCH Match Group Inc $141.00 $85.57 64.78% $120.30 17.21% $152.08 -7.29% $150.85 -6.53%
NFLX Netflix, Inc. $565.17 $353.16 60.03% $488.28 15.75% $513.97 9.96% $497.98 13.49%
NSP Insperity Inc $84.30 $89.71 -6.03% $76.44 10.28% $84.94 -0.75% $84.90 -0.71%
NVDA NVIDIA Corporation $548.50 $250.06 119.35% $543.45 0.93% $519.75 5.53% $514.38 6.63%
NXST Nexstar Media Group Inc $108.00 $121.84 -11.36% $89.81 20.25% $105.03 2.83% $111.35 -3.01%
PATK Patrick Industries, Inc. $72.42 $52.85 37.03% $56.85 27.38% $70.37 2.91% $69.85 3.68%
PYPL Paypal Holdings Inc $252.00 $116.98 115.42% $203.04 24.11% $238.64 5.60% $239.79 5.09%
SBUX Starbucks Corporation $103.91 $90.19 15.22% $90.37 14.99% $102.01 1.86% $102.33 1.54%
SUI Sun Communities Inc $146.94 $154.44 -4.85% $140.86 4.32% $146.37 0.39% $142.43 3.17%
SWKS Skyworks Solutions Inc $161.27 $120.53 33.80% $149.22 8.08% $151.21 6.65% $152.00 6.10%
THRM Gentherm Inc $68.36 $47.80 43.01% $47.00 45.45% $66.01 3.56% $68.20 0.23%
TMUS T-Mobile Us Inc $130.36 $81.58 59.79% $112.38 16.00% $132.92 -1.93% $127.28 2.42%
TNET TriNet Group Inc $80.67 $56.32 43.24% $72.25 11.65% $82.14 -1.79% $80.37 0.37%
ULTA Ulta Beauty Inc $299.92 $272.98 9.87% $235.11 27.57% $264.64 13.33% $301.85 -0.64%
UNH UnitedHealth Group Inc $347.55 $288.18 20.60% $329.42 5.50% $340.79 1.98% $351.30 -1.07%
V Visa Inc $202.02 $203.73 -0.84% $197.71 2.18% $208.70 -3.20% $201.59 0.21%
VEEV Veeva Systems Inc $288.69 $145.19 98.84% $296.85 -2.75% $287.58 0.39% $271.01 6.52%

Over the last year, my Watch List returned 42.84%
Over the last quarter, my Watch List returned 19.48%
Over the last month, my Watch List returned 4.88%
Over the last week, my Watch List returned 2.38%

 

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. $139.07 $78.90 76.27% $114.84 21.10% $131.97 5.38% $127.14 9.38%
ADBE Adobe Systems Incorporated $472.44 $351.37 34.46% $488.50 -3.29% $499.86 -5.49% $458.08 3.13%
ALGN Align Technology, Inc. $534.08 $269.98 97.82% $469.56 13.74% $528.03 1.15% $567.23 -5.84%
AMZN Amazon.com, Inc. $3,292.23 $1,861.64 76.85% $3,204.40 2.74% $3,172.69 3.77% $3,104.25 6.06%
CSGP CoStar Group Inc $896.05 $650.65 37.72% $819.81 9.30% $906.63 -1.17% $853.72 4.96%
EPAM EPAM Systems Inc $359.69 $227.57 58.06% $339.05 6.09% $356.34 0.94% $348.01 3.36%
FND Floor & Decor Holdings Inc $101.41 $48.53 108.96% $81.10 25.04% $99.86 1.55% $102.56 -1.12%
LGIH LGI Homes Inc $110.60 $82.15 34.63% $116.88 -5.37% $112.74 -1.90% $100.88 9.64%
LRCX Lam Research Corporation $563.85 $301.94 86.74% $353.02 59.72% $480.34 17.39% $547.53 2.98%
LULU Lululemon Athletica inc. $346.37 $240.35 44.11% $333.92 3.73% $351.42 -1.44% $344.50 0.54%
MKTX MarketAxess Holdings Inc. $509.70 $357.39 42.62% $558.28 -8.70% $573.08 -11.06% $523.00 -2.54%
MTCH Match Group Inc $141.00 $85.57 64.78% $120.30 17.21% $152.08 -7.29% $150.85 -6.53%
NVDA NVIDIA Corporation $548.50 $250.06 119.35% $543.45 0.93% $519.75 5.53% $514.38 6.63%
PYPL Paypal Holdings Inc $252.00 $116.98 115.42% $203.04 24.11% $238.64 5.60% $239.79 5.09%
VEEV Veeva Systems Inc $288.69 $145.19 98.84% $296.85 -2.75% $287.58 0.39% $271.01 6.52%

Over the last year, my Short Term Watch List returned 73.11%
Over the last quarter, my Short Term Watch List returned 10.91%
Over the last month, my Short Term Watch List returned 0.89%
Over the last week, my Short Term Watch List returned 2.82%

Short Term List returned 73%
High growth stock: NVIDIA Corporation ($NVDA) at 119%
Total Execution Time: 0.64899301528931 Sec

Symbol Stock Price change today
GTN Gray Television, Inc. 2.2249%
MTZ MasTec, Inc. 1.97%
JAZZ Jazz Pharmaceuticals PLC 1.7373%
AAPL Apple Inc. 1.6074%
PYPL Paypal Holdings Inc 1.3514%
CVGW Calavo Growers, Inc. 1.341%
LGIH LGI Homes Inc 1.1709%
NSP Insperity Inc 1.1519%
FTNT Fortinet Inc 0.9816%
VEEV Veeva Systems Inc 0.645%
FB Facebook, Inc. Common Stock 0.5974%
FIVE Five Below Inc 0.5247%
FSS Federal Signal Corporation 0.5128%
GOOGL Alphabet Inc Class A 0.4464%
KNX Knight-Swift Transportation Holdings Inc 0.4366%
ILMN Illumina, Inc. 0.3409%
SUI Sun Communities Inc 0.1909%
ADBE Adobe Systems Incorporated 0.089%
MKSI MKS Instruments, Inc. 0.0216%
TMUS T-Mobile Us Inc -0.0307%
LRCX Lam Research Corporation -0.0603%
ULTA Ulta Beauty Inc -0.1066%
ANET Arista Networks Inc -0.1444%
ABMD ABIOMED, Inc. -0.1894%
DPZ Domino's Pizza, Inc. -0.1968%
EVR Evercore Inc -0.2351%
TNET TriNet Group Inc -0.2843%
PATK Patrick Industries, Inc. -0.2891%
AVGO Broadcom Inc -0.3856%
AMZN Amazon.com, Inc. -0.4463%
SBUX Starbucks Corporation -0.6407%
LULU Lululemon Athletica inc. -0.8161%
MKTX MarketAxess Holdings Inc. -0.8616%
EPAM EPAM Systems Inc -0.9828%
KEYS Keysight Technologies Inc -1.0363%
FND Floor & Decor Holdings Inc -1.1117%
NVDA NVIDIA Corporation -1.1177%
NXST Nexstar Media Group Inc -1.2526%
SWKS Skyworks Solutions Inc -1.376%
AMAT Applied Materials, Inc. -1.5189%
V Visa Inc -1.5209%
MA Mastercard Inc -1.6296%
CSGP CoStar Group Inc -1.7446%
ALGN Align Technology, Inc. -1.7892%
UNH UnitedHealth Group Inc -2.0986%
MTCH Match Group Inc -2.4154%
NFLX Netflix, Inc. -2.53%
THRM Gentherm Inc -2.8701%
MU Micron Technology, Inc. -3.2114%

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $136.87 Strong Buy or Hold
ABMD ABIOMED, Inc. $348.56 Strong Buy or Hold, but there are some concerns
ADBE Adobe Systems Incorporated $472.02 Very Concerned, may need to wait
ALGN Align Technology, Inc. $543.81 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $107.97 Strong Buy or Hold, but there are some concerns
AMZN Amazon.com, Inc. $3306.99 Strong Buy or Hold
ANET Arista Networks Inc $311.66 Very Concerned, may need to wait
AVGO Broadcom Inc $466.82 Strong Buy or Hold, but there are some concerns
CSGP CoStar Group Inc $911.96 Possible Buy or Hold, but some concerns
CVGW Calavo Growers, Inc. $73.08 Concerned, but watch close as good things may happen soon
DPZ Domino's Pizza, Inc. $381.12 Very Concerned, may need to wait
EPAM EPAM Systems Inc $363.26 Strong Buy or Hold
EVR Evercore Inc $114.83 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $272.87 Possible Buy or Hold, but some concerns
FIVE Five Below Inc $188.68 Concerned, but watch close as good things may happen soon
FND Floor & Decor Holdings Inc $102.55 Concerned, but watch close as good things may happen soon
FSS Federal Signal Corporation $35.1 Concerned, but watch close as good things may happen soon
FTNT Fortinet Inc $149.76 Concerned, but watch close as good things may happen soon
GOOGL Alphabet Inc Class A $1884.15 Strong Buy or Hold
GTN Gray Television, Inc. $16.63 Very Concerned, may need to wait
ILMN Illumina, Inc. $404.87 Strong Buy or Hold, but there are some concerns
JAZZ Jazz Pharmaceuticals PLC $165.77 Very Concerned, may need to wait
KEYS Keysight Technologies Inc $146.68 Very Concerned, may need to wait
KNX Knight-Swift Transportation Holdings Inc $43.52 Very Concerned, may need to wait
LGIH LGI Homes Inc $109.32 Possible Buy or Hold, but some concerns
LRCX Lam Research Corporation $564.19 Strong Buy or Hold
LULU Lululemon Athletica inc. $349.22 Very Concerned, may need to wait
MA Mastercard Inc $334.44 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $184.96 Strong Buy or Hold, but there are some concerns
MKTX MarketAxess Holdings Inc. $514.13 Very Concerned, may need to wait
MTZ MasTec, Inc. $80.71 Concerned, but watch close as good things may happen soon
MU Micron Technology, Inc. $85.01 Strong Buy or Hold
MTCH Match Group Inc $144.49 Very Concerned, may need to wait
NFLX Netflix, Inc. $579.84 Strong Buy or Hold
NSP Insperity Inc $83.34 Concerned, but watch close as good things may happen soon
NVDA NVIDIA Corporation $554.7 Strong Buy or Hold
NXST Nexstar Media Group Inc $109.37 Very Concerned, may need to wait
PATK Patrick Industries, Inc. $72.63 Concerned, but watch close as good things may happen soon
PYPL Paypal Holdings Inc $248.64 Strong Buy or Hold
SBUX Starbucks Corporation $104.58 Strong Buy or Hold
SUI Sun Communities Inc $146.66 Possible Buy or Hold, but some concerns
SWKS Skyworks Solutions Inc $163.52 Strong Buy or Hold
THRM Gentherm Inc $70.38 Concerned, but watch close as good things may happen soon
TMUS T-Mobile Us Inc $130.4 Some Concerns, may need to wait
TNET TriNet Group Inc $80.9 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $300.24 Concerned, but watch close as good things may happen soon
UNH UnitedHealth Group Inc $355.0 Concerned, but watch close as good things may happen soon
V Visa Inc $205.14 Very Concerned, may need to wait
VEEV Veeva Systems Inc $286.84 Strong Buy or Hold

Symbol Stock Price change today
NVDA NVIDIA Corporation 3.754%
FND Floor & Decor Holdings Inc 3.7011%
AAPL Apple Inc. 3.6658%
LGIH LGI Homes Inc 2.5901%
FB Facebook, Inc. Common Stock 2.0151%
FIVE Five Below Inc 2.0002%
MU Micron Technology, Inc. 1.8084%
PYPL Paypal Holdings Inc 1.7932%
ULTA Ulta Beauty Inc 1.6385%
CSGP CoStar Group Inc 1.3548%
AMZN Amazon.com, Inc. 1.3363%
UNH UnitedHealth Group Inc 1.1857%
AVGO Broadcom Inc 1.0695%
DPZ Domino's Pizza, Inc. 0.5594%
ADBE Adobe Systems Incorporated 0.4875%
SUI Sun Communities Inc 0.3627%
SWKS Skyworks Solutions Inc 0.356%
ILMN Illumina, Inc. 0.3296%
GOOGL Alphabet Inc Class A 0.217%
LRCX Lam Research Corporation 0.2114%
ABMD ABIOMED, Inc. 0.1983%
AMAT Applied Materials, Inc. 0.1205%
MA Mastercard Inc -0.1403%
EPAM EPAM Systems Inc -0.1759%
VEEV Veeva Systems Inc -0.2885%
FTNT Fortinet Inc -0.3527%
V Visa Inc -0.4223%
KEYS Keysight Technologies Inc -0.5762%
MKTX MarketAxess Holdings Inc. -0.6262%
KNX Knight-Swift Transportation Holdings Inc -0.6619%
FSS Federal Signal Corporation -0.6791%
GTN Gray Television, Inc. -0.7164%
THRM Gentherm Inc -0.7894%
NXST Nexstar Media Group Inc -0.8162%
SBUX Starbucks Corporation -0.8344%
ANET Arista Networks Inc -0.8873%
JAZZ Jazz Pharmaceuticals PLC -0.9086%
NFLX Netflix, Inc. -1.1086%
CVGW Calavo Growers, Inc. -1.2432%
MTZ MasTec, Inc. -1.2842%
TMUS T-Mobile Us Inc -1.4361%
LULU Lululemon Athletica inc. -1.6614%
MKSI MKS Instruments, Inc. -1.7425%
MTCH Match Group Inc -2.1269%
TNET TriNet Group Inc -2.6708%
PATK Patrick Industries, Inc. -2.8361%
EVR Evercore Inc -3.1134%
ALGN Align Technology, Inc. -3.643%
NSP Insperity Inc -3.9087%

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $132.03 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $347.87 Strong Buy or Hold, but there are some concerns
ADBE Adobe Systems Incorporated $469.73 Very Concerned, may need to wait
ALGN Align Technology, Inc. $564.37 Concerned, but watch close as good things may happen soon
AMAT Applied Materials, Inc. $107.84 Strong Buy or Hold, but there are some concerns
AMZN Amazon.com, Inc. $3263.38 Possible Buy or Hold, but some concerns
ANET Arista Networks Inc $314.45 Strong Buy or Hold
AVGO Broadcom Inc $461.88 Strong Buy or Hold
CSGP CoStar Group Inc $899.77 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $74.0 Strong Buy or Hold
DPZ Domino's Pizza, Inc. $379.0 Very Concerned, may need to wait
EPAM EPAM Systems Inc $363.9 Strong Buy or Hold
EVR Evercore Inc $118.52 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $267.48 Some Concerns, may need to wait
FIVE Five Below Inc $184.98 Very Concerned, may need to wait
FND Floor & Decor Holdings Inc $98.89 Very Concerned, may need to wait
FSS Federal Signal Corporation $35.34 Strong Buy or Hold
FTNT Fortinet Inc $150.29 Concerned, but watch close as good things may happen soon
GOOGL Alphabet Inc Class A $1880.07 Strong Buy or Hold
GTN Gray Television, Inc. $16.75 Very Concerned, may need to wait
ILMN Illumina, Inc. $403.54 Strong Buy or Hold, but there are some concerns
JAZZ Jazz Pharmaceuticals PLC $167.29 Strong Buy or Hold
KEYS Keysight Technologies Inc $147.53 Concerned, but watch close as good things may happen soon
KNX Knight-Swift Transportation Holdings Inc $43.81 Strong Buy or Hold
LGIH LGI Homes Inc $106.56 Possible Buy or Hold, but some concerns
LRCX Lam Research Corporation $563.0 Strong Buy or Hold
LULU Lululemon Athletica inc. $355.12 Very Concerned, may need to wait
MA Mastercard Inc $334.91 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $188.24 Strong Buy or Hold, but there are some concerns
MKTX MarketAxess Holdings Inc. $517.37 Very Concerned, may need to wait
MTZ MasTec, Inc. $81.76 Strong Buy or Hold
MU Micron Technology, Inc. $83.5 Strong Buy or Hold
MTCH Match Group Inc $147.63 Very Concerned, may need to wait
NFLX Netflix, Inc. $586.34 Strong Buy or Hold, but there are some concerns
NSP Insperity Inc $86.73 Strong Buy or Hold
NVDA NVIDIA Corporation $534.63 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $110.27 Very Concerned, may need to wait
PATK Patrick Industries, Inc. $74.75 Strong Buy or Hold
PYPL Paypal Holdings Inc $244.26 Strong Buy or Hold
SBUX Starbucks Corporation $105.46 Concerned, but watch close as good things may happen soon
SUI Sun Communities Inc $146.13 Some Concerns, may need to wait
SWKS Skyworks Solutions Inc $162.94 Concerned, but watch close as good things may happen soon
THRM Gentherm Inc $70.94 Concerned, but watch close as good things may happen soon
TMUS T-Mobile Us Inc $132.3 Very Concerned, may need to wait
TNET TriNet Group Inc $83.12 Concerned, but watch close as good things may happen soon
ULTA Ulta Beauty Inc $295.4 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $350.84 Very Concerned, may need to wait
V Visa Inc $206.01 Very Concerned, may need to wait
VEEV Veeva Systems Inc $287.67 Strong Buy or Hold