Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $293.1600 Strong Buy or Hold
ABMD ABIOMED, Inc. $181.0000 Strong Buy or Hold
ADBE Adobe Systems Incorporated $349.1100 Strong Buy or Hold
ALGN Align Technology, Inc. $210.1400 Strong Buy or Hold
AMAT Applied Materials, Inc. $47.5800 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $2315.9900 Very Concerned, may need to wait
ANET Arista Networks Inc $211.0000 Very Concerned, may need to wait
ATHM Autohome Inc $75.9700 Very Concerned, may need to wait
AVGO Broadcom Inc $262.2600 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $191.1500 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1413.3000 Concerned, but watch close as good things may happen soon
CBPO China Biologic Products Holdings Inc $105.0000 Very Concerned, may need to wait
COHR Coherent, Inc. $119.6700 Concerned, but watch close as good things may happen soon
CVGW Calavo Growers, Inc. $53.7900 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $359.1000 Very Concerned, may need to wait
ETFC E*TRADE Financial Corp $39.1700 Very Concerned, may need to wait
EPAM EPAM Systems Inc $216.2100 Strong Buy or Hold
EVR Evercore Inc $49.5000 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $205.2600 Strong Buy or Hold
FIVE Five Below Inc $88.0700 Concerned, but watch close as good things may happen soon
FTNT Fortinet Inc $105.6950 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1322.9000 Strong Buy or Hold
GTN Gray Television, Inc. $11.1600 Concerned, but watch close as good things may happen soon
HZO MarineMax Inc $14.6200 Strong Buy or Hold
ILMN Illumina, Inc. $308.2000 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $108.7300 Concerned, but watch close as good things may happen soon
KNX Knight-Swift Transportation Holdings Inc $37.8500 Strong Buy or Hold
LGIH LGI Homes Inc $62.4700 Strong Buy or Hold
LRCX Lam Research Corporation $234.5200 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $218.6900 Very Concerned, may need to wait
MA Mastercard Inc $269.2600 Concerned, but watch close as good things may happen soon
MEOH Methanex Corporation $14.4400 Concerned, but watch close as good things may happen soon
MKSI MKS Instruments, Inc. $91.6900 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $457.0700 Strong Buy or Hold
MTZ MasTec, Inc. $35.0800 Concerned, but watch close as good things may happen soon
MTCH Match Group Inc $77.1800 Concerned, but watch close as good things may happen soon
NFLX Netflix, Inc. $428.1500 Concerned, but watch close as good things may happen soon
NSP Insperity Inc $49.2100 Strong Buy or Hold
NVDA NVIDIA Corporation $291.2850 Concerned, but watch close as good things may happen soon
NXST Nexstar Media Group Inc $64.4500 Concerned, but watch close as good things may happen soon
PATK Patrick Industries, Inc. $39.9600 Strong Buy or Hold
PYPL Paypal Holdings Inc $123.6600 Strong Buy or Hold
SBUX Starbucks Corporation $71.8900 Very Concerned, may need to wait
SINA SINA Corp $32.6400 Very Concerned, may need to wait
SIVB SVB Financial Group $182.3500 Concerned, but watch close as good things may happen soon
STZ Constellation Brands, Inc. Class A $163.7500 Concerned, but watch close as good things may happen soon
SUI Sun Communities Inc $132.6700 Strong Buy or Hold
SWKS Skyworks Solutions Inc $99.6150 Concerned, but watch close as good things may happen soon
TGS Transportadora de Gas del Sur SA (ADR) $4.3700 Very Concerned, may need to wait
THRM Gentherm Inc $36.5200 Strong Buy or Hold
TMUS T-Mobile Us Inc $88.9600 Very Concerned, may need to wait
TNET TriNet Group Inc $48.2200 Strong Buy or Hold
ULTA Ulta Beauty Inc $215.4800 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $287.5400 Very Concerned, may need to wait
V Visa Inc $176.1500 Strong Buy or Hold

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $289.0700 Strong Buy or Hold
ABMD ABIOMED, Inc. $183.4900 Strong Buy or Hold
ADBE Adobe Systems Incorporated $343.8400 Concerned, but watch close as good things may happen soon
ALGN Align Technology, Inc. $203.2600 Concerned, but watch close as good things may happen soon
AMAT Applied Materials, Inc. $46.8900 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $2286.0400 Very Concerned, may need to wait
ANET Arista Networks Inc $207.6400 Very Concerned, may need to wait
ATHM Autohome Inc $74.2300 Very Concerned, may need to wait
AVGO Broadcom Inc $259.7000 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $194.4800 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1448.7900 Concerned, but watch close as good things may happen soon
CBPO China Biologic Products Holdings Inc $105.1400 Very Concerned, may need to wait
COHR Coherent, Inc. $123.2500 Concerned, but watch close as good things may happen soon
CVGW Calavo Growers, Inc. $55.8300 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $357.3000 Very Concerned, may need to wait
ETFC E*TRADE Financial Corp $39.4400 Very Concerned, may need to wait
EPAM EPAM Systems Inc $216.3300 Strong Buy or Hold
EVR Evercore Inc $49.9300 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $202.2700 Strong Buy or Hold
FIVE Five Below Inc $87.2700 Concerned, but watch close as good things may happen soon
FTNT Fortinet Inc $104.3400 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1317.3200 Strong Buy or Hold
GTN Gray Television, Inc. $11.1000 Concerned, but watch close as good things may happen soon
HZO MarineMax Inc $13.6900 Concerned, but watch close as good things may happen soon
ILMN Illumina, Inc. $305.8800 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $109.5900 Concerned, but watch close as good things may happen soon
KNX Knight-Swift Transportation Holdings Inc $37.9200 Strong Buy or Hold
LGIH LGI Homes Inc $60.0800 Strong Buy or Hold
LRCX Lam Research Corporation $235.0200 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $218.6900 Very Concerned, may need to wait
MA Mastercard Inc $268.7400 Concerned, but watch close as good things may happen soon
MEOH Methanex Corporation $15.3800 Strong Buy or Hold
MKSI MKS Instruments, Inc. $91.9800 Concerned, but watch close as good things may happen soon
MKTX MarketAxess Holdings Inc. $449.7900 Strong Buy or Hold
MTZ MasTec, Inc. $37.1300 Strong Buy or Hold
MTCH Match Group Inc $74.6400 Very Concerned, may need to wait
NFLX Netflix, Inc. $415.2700 Very Concerned, may need to wait
NSP Insperity Inc $47.0800 Strong Buy or Hold
NVDA NVIDIA Corporation $282.7800 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $66.6000 Concerned, but watch close as good things may happen soon
PATK Patrick Industries, Inc. $38.3900 Concerned, but watch close as good things may happen soon
PYPL Paypal Holdings Inc $120.6100 Strong Buy or Hold
SBUX Starbucks Corporation $73.7900 Very Concerned, may need to wait
SINA SINA Corp $32.8200 Very Concerned, may need to wait
SIVB SVB Financial Group $184.8600 Concerned, but watch close as good things may happen soon
STZ Constellation Brands, Inc. Class A $161.5700 Concerned, but watch close as good things may happen soon
SUI Sun Communities Inc $132.9000 Strong Buy or Hold
SWKS Skyworks Solutions Inc $98.8300 Concerned, but watch close as good things may happen soon
TGS Transportadora de Gas del Sur SA (ADR) $4.2800 Very Concerned, may need to wait
THRM Gentherm Inc $36.0100 Concerned, but watch close as good things may happen soon
TMUS T-Mobile Us Inc $86.2000 Very Concerned, may need to wait
TNET TriNet Group Inc $47.5400 Concerned, but watch close as good things may happen soon
ULTA Ulta Beauty Inc $214.2800 Concerned, but watch close as good things may happen soon
UNH UnitedHealth Group Inc $284.5100 Very Concerned, may need to wait
V Visa Inc $175.5700 Strong Buy or Hold

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. $289.07 $209.00 38.31% $307.92 -6.12% $241.41 19.74% $282.97 2.16%
ABMD ABIOMED, Inc. $183.49 $271.75 -32.48% $185.95 -1.32% $141.40 29.77% $168.52 8.88%
ADBE Adobe Systems Incorporated $343.84 $285.58 20.40% $358.00 -3.96% $293.61 17.11% $344.10 -0.08%
ALGN Align Technology, Inc. $203.26 $331.08 -38.61% $253.02 -19.67% $154.20 31.82% $191.97 5.88%
AMAT Applied Materials, Inc. $46.89 $43.25 8.43% $59.53 -21.23% $42.28 10.90% $51.74 -9.37%
AMZN Amazon.com, Inc. $2,286.04 $1,962.46 16.49% $2,004.20 14.06% $1,906.59 19.90% $2,410.22 -5.15%
ANET Arista Networks Inc $207.64 $278.41 -25.42% $225.27 -7.83% $194.64 6.68% $216.81 -4.23%
ATHM Autohome Inc $74.23 $115.62 -35.80% $76.36 -2.79% $69.58 6.69% $73.88 0.47%
AVGO Broadcom Inc $259.70 $301.57 -13.89% $300.16 -13.48% $234.26 10.86% $264.81 -1.93%
BABA Alibaba Group Holding Ltd $194.48 $195.21 -0.37% $213.10 -8.74% $187.11 3.94% $204.36 -4.83%
BKNG Booking Holdings Inc $1,448.79 $1,824.07 -20.57% $1,839.03 -21.22% $1,230.68 17.72% $1,362.77 6.31%
CBPO China Biologic Products Holdings Inc $105.14 $94.62 11.12% $115.93 -9.31% $101.00 4.10% $106.78 -1.54%
COHR Coherent, Inc. $123.25 $155.49 -20.73% $142.18 -13.31% $93.20 32.24% $118.45 4.05%
CVGW Calavo Growers, Inc. $55.83 $95.01 -41.24% $77.61 -28.06% $57.50 -2.90% $60.28 -7.38%
DPZ Domino’s Pizza, Inc. $357.30 $277.08 28.95% $270.09 32.29% $328.23 8.86% $367.29 -2.72%
ETFC E*TRADE Financial Corp $39.44 $49.99 -21.10% $42.13 -6.39% $34.29 15.02% $38.66 2.02%
EPAM EPAM Systems Inc $216.33 $177.31 22.01% $234.25 -7.65% $161.57 33.89% $203.03 6.55%
EVR Evercore Inc $49.93 $92.13 -45.81% $75.70 -34.04% $47.31 5.54% $47.61 4.87%
FB Facebook, Inc. Common Stock $202.27 $195.47 3.48% $204.19 -0.94% $154.18 31.19% $190.07 6.42%
FIVE Five Below Inc $87.27 $146.08 -40.26% $113.64 -23.20% $62.72 39.14% $80.98 7.77%
FTNT Fortinet Inc $104.34 $85.96 21.38% $116.49 -10.43% $101.44 2.86% $103.27 1.04%
GOOGL Alphabet Inc Class A $1,317.32 $1,189.55 10.74% $1,482.60 -11.15% $1,092.70 20.56% $1,276.60 3.19%
GTN Gray Television, Inc. $11.10 $22.70 -51.10% $20.50 -45.85% $9.49 16.97% $10.22 8.61%
HZO MarineMax Inc $13.69 $16.81 -18.56% $20.05 -31.72% $7.97 71.77% $13.83 -1.01%
ILMN Illumina, Inc. $305.88 $325.52 -6.03% $293.41 4.25% $263.50 16.08% $309.07 -1.03%
JAZZ Jazz Pharmaceuticals PLC $109.59 $132.32 -17.18% $141.55 -22.58% $98.76 10.97% $107.15 2.28%
KNX Knight-Swift Transportation Holdings Inc $37.92 $33.04 14.78% $37.21 1.91% $29.51 28.50% $35.88 5.69%
LGIH LGI Homes Inc $60.08 $71.08 -15.48% $80.94 -25.77% $34.39 74.70% $48.78 23.17%
LRCX Lam Research Corporation $235.02 $203.67 15.39% $306.91 -23.42% $218.15 7.73% $266.67 -11.87%
LULU Lululemon Athletica inc. $218.69 $178.64 22.42% $246.37 -11.24% $181.25 20.66% $214.55 1.93%
MA Mastercard Inc $268.74 $246.66 8.95% $324.04 -17.07% $236.68 13.55% $258.76 3.86%
MEOH Methanex Corporation $15.38 $50.18 -69.35% $30.58 -49.71% $13.22 16.34% $13.70 12.26%
MKSI MKS Instruments, Inc. $91.98 $90.11 2.08% $109.24 -15.80% $74.98 22.67% $92.36 -0.41%
MKTX MarketAxess Holdings Inc. $449.79 $284.19 58.27% $354.88 26.75% $387.27 16.14% $421.02 6.83%
MTZ MasTec, Inc. $37.13 $49.90 -25.59% $57.73 -35.68% $30.41 22.10% $33.23 11.74%
MTCH Match Group Inc $74.64 $61.91 20.56% $80.72 -7.53% $63.70 17.17% $81.23 -8.11%
NFLX Netflix, Inc. $415.27 $385.03 7.85% $358.00 16.00% $361.76 14.79% $424.99 -2.29%
NSP Insperity Inc $47.08 $119.40 -60.57% $88.45 -46.77% $31.03 51.72% $40.38 16.59%
NVDA NVIDIA Corporation $282.78 $182.37 55.06% $240.18 17.74% $243.91 15.94% $289.59 -2.35%
NXST Nexstar Media Group Inc $66.60 $109.17 -39.00% $123.70 -46.16% $50.75 31.23% $59.32 12.27%
PATK Patrick Industries, Inc. $38.39 $48.82 -21.37% $53.04 -27.62% $22.23 72.69% $32.90 16.69%
PYPL Paypal Holdings Inc $120.61 $111.96 7.73% $116.51 3.52% $92.39 30.54% $120.18 0.36%
SBUX Starbucks Corporation $73.79 $76.66 -3.75% $85.61 -13.81% $63.05 17.03% $75.58 -2.37%
SINA SINA Corp $32.82 $62.90 -47.82% $39.63 -17.18% $32.82 0.00% $33.48 -1.97%
SIVB SVB Financial Group $184.86 $258.61 -28.52% $244.69 -24.45% $139.34 32.67% $184.00 0.47%
STZ Constellation Brands, Inc. Class A $161.57 $208.20 -22.40% $188.41 -14.25% $132.17 22.24% $158.83 1.73%
SUI Sun Communities Inc $132.90 $120.97 9.86% $160.21 -17.04% $106.75 24.50% $126.74 4.86%
SWKS Skyworks Solutions Inc $98.83 $85.89 15.07% $114.60 -13.76% $80.30 23.08% $96.51 2.40%
TGS Transportadora de Gas del Sur SA (ADR) $4.28 $10.48 -59.15% $6.47 -33.85% $4.74 -9.70% $4.27 0.23%
THRM Gentherm Inc $36.01 $41.57 -13.38% $46.81 -23.07% $28.65 25.69% $34.33 4.89%
TMUS T-Mobile Us Inc $86.20 $74.74 15.33% $79.46 8.48% $81.98 5.15% $90.80 -5.07%
TNET TriNet Group Inc $47.54 $65.00 -26.86% $57.71 -17.62% $33.67 41.19% $43.18 10.10%
ULTA Ulta Beauty Inc $214.28 $341.96 -37.34% $274.96 -22.07% $156.74 36.71% $210.52 1.79%
UNH UnitedHealth Group Inc $284.51 $228.08 24.74% $272.94 4.24% $229.49 23.97% $291.29 -2.33%
V Visa Inc $175.57 $161.06 9.01% $200.52 -12.44% $151.85 15.62% $167.32 4.93%

Over the last year, my Watch List returned -7.84%
Over the last quarter, my Watch List returned -13.42%
Over the last month, my Watch List returned 21.75%
Over the last week, my Watch List returned 2.50%

 

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
AAPL Apple Inc. $289.07 $209.00 38.31% $307.92 -6.12% $241.41 19.74% $282.97 2.16%
ADBE Adobe Systems Incorporated $343.84 $285.58 20.40% $358.00 -3.96% $293.61 17.11% $344.10 -0.08%
ALGN Align Technology, Inc. $203.26 $331.08 -38.61% $253.02 -19.67% $154.20 31.82% $191.97 5.88%
AMAT Applied Materials, Inc. $46.89 $43.25 8.43% $59.53 -21.23% $42.28 10.90% $51.74 -9.37%
BABA Alibaba Group Holding Ltd $194.48 $195.21 -0.37% $213.10 -8.74% $187.11 3.94% $204.36 -4.83%
EPAM EPAM Systems Inc $216.33 $177.31 22.01% $234.25 -7.65% $161.57 33.89% $203.03 6.55%
FTNT Fortinet Inc $104.34 $85.96 21.38% $116.49 -10.43% $101.44 2.86% $103.27 1.04%
LRCX Lam Research Corporation $235.02 $203.67 15.39% $306.91 -23.42% $218.15 7.73% $266.67 -11.87%
LULU Lululemon Athletica inc. $218.69 $178.64 22.42% $246.37 -11.24% $181.25 20.66% $214.55 1.93%
MA Mastercard Inc $268.74 $246.66 8.95% $324.04 -17.07% $236.68 13.55% $258.76 3.86%
MKTX MarketAxess Holdings Inc. $449.79 $284.19 58.27% $354.88 26.75% $387.27 16.14% $421.02 6.83%
MTCH Match Group Inc $74.64 $61.91 20.56% $80.72 -7.53% $63.70 17.17% $81.23 -8.11%
NVDA NVIDIA Corporation $282.78 $182.37 55.06% $240.18 17.74% $243.91 15.94% $289.59 -2.35%
SUI Sun Communities Inc $132.90 $120.97 9.86% $160.21 -17.04% $106.75 24.50% $126.74 4.86%
SWKS Skyworks Solutions Inc $98.83 $85.89 15.07% $114.60 -13.76% $80.30 23.08% $96.51 2.40%

Over the last year, my Short Term Watch List returned 18.48%
Over the last quarter, my Short Term Watch List returned -8.22%
Over the last month, my Short Term Watch List returned 17.27%
Over the last week, my Short Term Watch List returned -0.07%

Short Term List returned 18%
High growth stock: MarketAxess Holdings Inc. ($MKTX) at 58%
Total Execution Time: 0.68220615386963 Sec

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $293.8000 Strong Buy or Hold
ABMD ABIOMED, Inc. $191.2500 Strong Buy or Hold, but there are some concerns
ADBE Adobe Systems Incorporated $353.6400 Strong Buy or Hold
ALGN Align Technology, Inc. $214.8500 Strong Buy or Hold
AMAT Applied Materials, Inc. $49.6800 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $2474.0000 Concerned, but watch close as good things may happen soon
ANET Arista Networks Inc $219.3000 Strong Buy or Hold
ATHM Autohome Inc $82.1500 Strong Buy or Hold
AVGO Broadcom Inc $271.6200 Strong Buy or Hold
BABA Alibaba Group Holding Ltd $202.6700 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1480.5700 Strong Buy or Hold
CBPO China Biologic Products Holdings Inc $104.2400 Very Concerned, may need to wait
COHR Coherent, Inc. $127.8700 Strong Buy or Hold
CVGW Calavo Growers, Inc. $58.0000 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $361.9300 Very Concerned, may need to wait
ETFC E*TRADE Financial Corp $40.6100 Strong Buy or Hold
EPAM EPAM Systems Inc $220.8900 Strong Buy or Hold
EVR Evercore Inc $51.6000 Strong Buy or Hold
FB Facebook, Inc. Common Stock $204.7100 Strong Buy or Hold
FIVE Five Below Inc $90.1600 Strong Buy or Hold
FTNT Fortinet Inc $107.7400 Concerned, but watch close as good things may happen soon
GOOGL Alphabet Inc Class A $1346.7000 Strong Buy or Hold
GTN Gray Television, Inc. $11.6100 Strong Buy or Hold
HZO MarineMax Inc $14.4100 Strong Buy or Hold
ILMN Illumina, Inc. $319.0300 Concerned, but watch close as good things may happen soon
JAZZ Jazz Pharmaceuticals PLC $110.2500 Concerned, but watch close as good things may happen soon
KNX Knight-Swift Transportation Holdings Inc $37.1800 Concerned, but watch close as good things may happen soon
LGIH LGI Homes Inc $60.5800 Strong Buy or Hold
LRCX Lam Research Corporation $255.2800 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $223.4800 Concerned, but watch close as good things may happen soon
MA Mastercard Inc $274.9700 Strong Buy or Hold
MEOH Methanex Corporation $15.8800 Strong Buy or Hold
MKSI MKS Instruments, Inc. $100.2300 Strong Buy or Hold
MKTX MarketAxess Holdings Inc. $455.0100 Strong Buy or Hold
MTZ MasTec, Inc. $35.9000 Strong Buy or Hold
MTCH Match Group Inc $76.9600 Very Concerned, may need to wait
NFLX Netflix, Inc. $419.8500 Concerned, but watch close as good things may happen soon
NSP Insperity Inc $47.7100 Strong Buy or Hold
NVDA NVIDIA Corporation $292.2800 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $70.0400 Strong Buy or Hold
PATK Patrick Industries, Inc. $41.2200 Strong Buy or Hold
PYPL Paypal Holdings Inc $123.0000 Strong Buy or Hold
SBUX Starbucks Corporation $76.7300 Very Concerned, may need to wait
SINA SINA Corp $33.7700 Concerned, but watch close as good things may happen soon
SIVB SVB Financial Group $193.1700 Strong Buy or Hold
STZ Constellation Brands, Inc. Class A $164.6900 Strong Buy or Hold
SUI Sun Communities Inc $134.4000 Strong Buy or Hold
SWKS Skyworks Solutions Inc $103.8800 Strong Buy or Hold
TGS Transportadora de Gas del Sur SA (ADR) $4.5800 Possible Buy or Hold, but some concerns
THRM Gentherm Inc $37.4400 Strong Buy or Hold
TMUS T-Mobile Us Inc $87.8000 Very Concerned, may need to wait
TNET TriNet Group Inc $48.9700 Strong Buy or Hold
ULTA Ulta Beauty Inc $217.9200 Strong Buy or Hold
UNH UnitedHealth Group Inc $292.4700 Concerned, but watch close as good things may happen soon
V Visa Inc $178.7200 Strong Buy or Hold

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $287.7300 Strong Buy or Hold
ABMD ABIOMED, Inc. $169.2800 Concerned, but watch close as good things may happen soon
ADBE Adobe Systems Incorporated $349.1700 Strong Buy or Hold
ALGN Align Technology, Inc. $220.5800 Strong Buy or Hold
AMAT Applied Materials, Inc. $54.3400 Strong Buy or Hold
AMZN Amazon.com, Inc. $2372.7100 Concerned, but watch close as good things may happen soon
ANET Arista Networks Inc $222.0400 Strong Buy or Hold
ATHM Autohome Inc $81.6400 Strong Buy or Hold
AVGO Broadcom Inc $276.0200 Strong Buy or Hold
BABA Alibaba Group Holding Ltd $206.7000 Concerned, but watch close as good things may happen soon
BKNG Booking Holdings Inc $1520.5300 Strong Buy or Hold
CBPO China Biologic Products Holdings Inc $107.1700 Possible Buy or Hold, but some concerns
COHR Coherent, Inc. $131.7100 Strong Buy or Hold
CVGW Calavo Growers, Inc. $62.9600 Concerned, but watch close as good things may happen soon
DPZ Domino’s Pizza, Inc. $362.0100 Very Concerned, may need to wait
ETFC E*TRADE Financial Corp $41.8900 Strong Buy or Hold
EPAM EPAM Systems Inc $223.4300 Strong Buy or Hold
EVR Evercore Inc $53.7900 Strong Buy or Hold
FB Facebook, Inc. Common Stock $194.1900 Strong Buy or Hold
FIVE Five Below Inc $92.6600 Strong Buy or Hold
FTNT Fortinet Inc $108.5200 Concerned, but watch close as good things may happen soon
GOOGL Alphabet Inc Class A $1342.1800 Strong Buy or Hold
GTN Gray Television, Inc. $12.5900 Possible Buy or Hold, but some concerns
HZO MarineMax Inc $14.0900 Strong Buy or Hold
ILMN Illumina, Inc. $317.4500 Concerned, but watch close as good things may happen soon
JAZZ Jazz Pharmaceuticals PLC $114.3900 Strong Buy or Hold
KNX Knight-Swift Transportation Holdings Inc $39.0800 Strong Buy or Hold
LGIH LGI Homes Inc $63.3100 Strong Buy or Hold
LRCX Lam Research Corporation $279.9900 Strong Buy or Hold
LULU Lululemon Athletica inc. $232.4300 Strong Buy or Hold
MA Mastercard Inc $283.6900 Strong Buy or Hold
MEOH Methanex Corporation $16.3700 Strong Buy or Hold
MKSI MKS Instruments, Inc. $107.9500 Strong Buy or Hold
MKTX MarketAxess Holdings Inc. $456.7100 Strong Buy or Hold
MTZ MasTec, Inc. $37.9300 Strong Buy or Hold
MTCH Match Group Inc $79.5900 Concerned, but watch close as good things may happen soon
NFLX Netflix, Inc. $411.8900 Very Concerned, may need to wait
NSP Insperity Inc $50.6600 Strong Buy or Hold
NVDA NVIDIA Corporation $298.4600 Strong Buy or Hold
NXST Nexstar Media Group Inc $76.2400 Strong Buy or Hold
PATK Patrick Industries, Inc. $42.9700 Strong Buy or Hold
PYPL Paypal Holdings Inc $123.5800 Strong Buy or Hold
SBUX Starbucks Corporation $76.8600 Concerned, but watch close as good things may happen soon
SINA SINA Corp $33.7200 Concerned, but watch close as good things may happen soon
SIVB SVB Financial Group $201.4300 Strong Buy or Hold
STZ Constellation Brands, Inc. Class A $169.4200 Strong Buy or Hold
SUI Sun Communities Inc $132.3200 Strong Buy or Hold
SWKS Skyworks Solutions Inc $106.2200 Strong Buy or Hold
TGS Transportadora de Gas del Sur SA (ADR) $4.6000 Possible Buy or Hold, but some concerns
THRM Gentherm Inc $38.5500 Strong Buy or Hold
TMUS T-Mobile Us Inc $89.3100 Very Concerned, may need to wait
TNET TriNet Group Inc $53.4400 Strong Buy or Hold
ULTA Ulta Beauty Inc $226.1600 Strong Buy or Hold
UNH UnitedHealth Group Inc $287.6500 Very Concerned, may need to wait
V Visa Inc $181.7900 Strong Buy or Hold