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
Current
price
Year
ago
Year ago
change
Quarter
ago
Quarter ago
change
Month
ago
Month ago
change
Week
ago
Week ago
change
AAPL Apple Inc. $188.58 $151.24 24.69% $177.70 6.12% $161.69 16.63% $186.31 1.22%
ABMD ABIOMED, Inc. $394.28 $138.59 184.49% $271.25 45.36% $301.74 30.67% $384.36 2.58%
ADBE Adobe Systems Incorporated $243.56 $141.89 71.65% $208.82 16.64% $221.90 9.76% $238.09 2.30%
ADS Alliance Data Systems Corporation $213.13 $241.68 -11.81% $241.73 -11.83% $203.92 4.52% $210.09 1.45%
ALGN Align Technology, Inc. $318.54 $142.10 124.17% $263.87 20.72% $257.90 23.51% $298.00 6.89%
ALXN Alexion Pharmaceuticals, Inc. $117.74 $97.70 20.51% $118.34 -0.51% $121.37 -2.99% $121.07 -2.75%
AMAT Applied Materials, Inc. $50.85 $45.06 12.85% $57.41 -11.43% $49.20 3.34% $49.31 3.11%
AMZN Amazon.com, Inc. $1,610.15 $995.78 61.70% $1,511.98 6.49% $1,572.62 2.39% $1,574.37 2.27%
ANET Arista Networks Inc $255.75 $146.45 74.63% $259.14 -1.31% $262.75 -2.66% $248.09 3.09%
BABA Alibaba Group Holding Ltd $199.20 $123.99 60.66% $188.26 5.81% $177.16 12.44% $195.00 2.15%
BKNG Booking Holdings $2,110.62 $1,863.90 13.24% $1,905.01 10.79% $2,141.72 -1.45% $2,066.34 2.14%
CBPO China Biologic Products Holdings, Inc. $79.53 $114.28 -30.41% $82.77 -3.91% $88.15 -9.78% $78.84 0.88%
CRTO Criteo SA (ADR) $25.34 $54.90 -53.84% $29.62 -14.45% $25.77 -1.67% $24.02 5.50%
CRUS Cirrus Logic, Inc. $38.73 $66.43 -41.70% $43.66 -11.29% $36.21 6.96% $38.06 1.76%
DPZ Domino’s Pizza, Inc. $250.34 $205.08 22.07% $225.92 10.81% $248.42 0.77% $244.86 2.24%
FB Facebook Inc $184.92 $152.13 21.55% $181.46 1.91% $173.59 6.53% $182.68 1.23%
GOOGL Alphabet Inc $1,084.08 $993.27 9.14% $1,117.51 -2.99% $1,031.45 5.10% $1,069.64 1.35%
GTN Gray Television, Inc. $11.40 $12.55 -9.16% $14.75 -22.71% $11.50 -0.87% $11.60 -1.72%
GWR Genesee & Wyoming Inc $77.72 $66.47 16.92% $71.09 9.33% $73.13 6.28% $77.44 0.36%
HDSN Hudson Technologies, Inc. $2.51 $8.02 -68.70% $6.07 -58.65% $4.48 -43.97% $2.49 0.80%
HSKA Heska Corp $102.16 $97.40 4.89% $59.69 71.15% $82.52 23.80% $102.20 -0.04%
HZO MarineMax Inc $23.65 $18.05 31.02% $21.20 11.56% $23.05 2.60% $23.75 -0.42%
IBP Installed Building Products Inc $61.82 $48.80 26.69% $68.00 -9.08% $59.60 3.73% $62.00 -0.28%
ILMN Illumina, Inc. $269.89 $175.91 53.43% $229.73 17.48% $244.45 10.41% $269.67 0.08%
LGIH LGI Homes Inc $60.42 $32.41 86.42% $62.80 -3.79% $71.09 -15.01% $59.77 1.09%
LRCX Lam Research Corporation $203.76 $153.49 32.75% $193.01 5.57% $187.26 8.81% $195.49 4.23%
LULU Lululemon Athletica inc. $106.29 $48.23 120.38% $80.46 32.10% $99.17 7.18% $102.82 3.37%
MCK McKesson Corporation $146.28 $159.82 -8.47% $153.33 -4.60% $158.13 -7.49% $148.92 -1.77%
MEI Methode Electronics Inc. $41.10 $39.86 3.11% $40.24 2.15% $40.55 1.36% $42.45 -3.18%
MIDD Middleby Corp $104.24 $128.38 -18.80% $127.77 -18.42% $127.96 -18.54% $104.45 -0.20%
MKTX MarketAxess Holdings Inc. $209.93 $192.67 8.96% $200.60 4.65% $198.85 5.57% $204.72 2.54%
MRK Merck & Co., Inc. $59.00 $62.89 -6.19% $54.24 8.77% $59.47 -0.79% $59.14 -0.24%
MU Micron Technology, Inc. $61.63 $29.76 107.09% $48.58 26.86% $47.52 29.69% $53.39 15.43%
NFLX Netflix, Inc. $352.19 $162.43 116.83% $290.61 21.19% $311.76 12.97% $324.18 8.64%
NVDA NVIDIA Corporation $249.61 $141.45 76.47% $245.91 1.50% $226.19 10.35% $245.79 1.55%
REGN Regeneron Pharmaceuticals Inc $293.20 $455.17 -35.58% $320.97 -8.65% $313.05 -6.34% $301.81 -2.85%
SBUX Starbucks Corporation $58.04 $62.01 -6.40% $56.27 3.14% $58.05 -0.03% $57.16 1.54%
SCHW Charles Schwab Corp $57.04 $39.23 45.41% $53.71 6.20% $55.90 2.05% $59.14 -3.55%
STZ Constellation Brands, Inc. $216.56 $178.97 21.00% $217.33 -0.35% $233.44 -7.23% $220.30 -1.70%
SUI Sun Communities Inc $93.54 $83.90 11.49% $86.16 8.57% $93.94 -0.43% $91.64 2.07%
SWKS Skyworks Solutions Inc $100.37 $104.60 -4.04% $109.94 -8.71% $86.80 15.63% $98.17 2.24%
TGS Transportadora de Gas del Sur SA (ADR) $17.72 $15.99 10.82% $20.64 -14.15% $18.74 -5.44% $17.77 -0.28%
THRM Gentherm Inc $35.10 $37.75 -7.02% $31.00 13.23% $33.83 3.77% $35.00 0.29%
TMO Thermo Fisher Scientific Inc. $213.62 $172.86 23.58% $210.51 1.48% $212.84 0.37% $214.94 -0.61%
TMUS T-Mobile US Inc $56.59 $67.80 -16.53% $59.94 -5.59% $64.52 -12.29% $56.93 -0.60%
TNET TriNet Group Inc $52.97 $30.80 71.98% $41.58 27.39% $51.82 2.22% $53.61 -1.19%
UNH United HealthGroup Inc $244.93 $174.94 40.01% $231.75 5.69% $240.18 1.98% $244.64 0.12%
ULTA Ulta Beauty Inc $251.05 $302.40 -16.98% $203.06 23.63% $248.81 0.90% $255.59 -1.78%

Over the last year, my Watch List returned 24.73%
Over the last quarter, my Watch List returned 6.71%
Over the last month, my Watch List returned 3.56%
Over the last week, my Watch List returned 1.76%

 

SHORT TERM WATCH LIST STOCK RESULTS

 

Stock
Ticker
Company
name
Current
price
Year
ago
Year ago
change
Quarter
ago
Quarter ago
change
Month
ago
Month ago
change
Week
ago
Week ago
change
ABMD ABIOMED, Inc. $394.28 $138.59 184.49% $271.25 45.36% $301.74 30.67% $384.36 2.58%
ADBE Adobe Systems Incorporated $243.56 $141.89 71.65% $208.82 16.64% $221.90 9.76% $238.09 2.30%
ALGN Align Technology, Inc. $318.54 $142.10 124.17% $263.87 20.72% $257.90 23.51% $298.00 6.89%
AMZN Amazon.com, Inc. $1,610.15 $995.78 61.70% $1,511.98 6.49% $1,572.62 2.39% $1,574.37 2.27%
ANET Arista Networks Inc $255.75 $146.45 74.63% $259.14 -1.31% $262.75 -2.66% $248.09 3.09%
BABA Alibaba Group Holding Ltd $199.20 $123.99 60.66% $188.26 5.81% $177.16 12.44% $195.00 2.15%
DPZ Domino’s Pizza, Inc. $250.34 $205.08 22.07% $225.92 10.81% $248.42 0.77% $244.86 2.24%
LGIH LGI Homes Inc $60.42 $32.41 86.42% $62.80 -3.79% $71.09 -15.01% $59.77 1.09%
LULU Lululemon Athletica inc. $106.29 $48.23 120.38% $80.46 32.10% $99.17 7.18% $102.82 3.37%
MU Micron Technology, Inc. $61.63 $29.76 107.09% $48.58 26.86% $47.52 29.69% $53.39 15.43%
NFLX Netflix, Inc. $352.19 $162.43 116.83% $290.61 21.19% $311.76 12.97% $324.18 8.64%
NVDA NVIDIA Corporation $249.61 $141.45 76.47% $245.91 1.50% $226.19 10.35% $245.79 1.55%
SCHW Charles Schwab Corp $57.04 $39.23 45.41% $53.71 6.20% $55.90 2.05% $59.14 -3.55%
TNET TriNet Group Inc $52.97 $30.80 71.98% $41.58 27.39% $51.82 2.22% $53.61 -1.19%

Over the last year, my Short Term Watch List returned 77.11%
Over the last quarter, my Short Term Watch List returned 12.23%
Over the last month, my Short Term Watch List returned 7.84%
Over the last week, my Short Term Watch List returned 3.20%

Short Term List returned 77%
High growth stock: ABIOMED, Inc. ($ABMD) at 184%
Total Execution Time: 3.0189380645752 Sec

Symbol Stock Price change today
LGIH LGI Homes Inc 2.4996%
IBP Installed Building Products Inc 1.5625%
ANET Arista Networks Inc 1.243%
MCK McKesson Corporation 1.2359%
TGS Transportadora de Gas del Sur SA (ADR) 1.1993%
THRM Gentherm Inc 1.1527%
CRUS Cirrus Logic, Inc. 1.1227%
BKNG Booking Holdings 1.0698%
SUI Sun Communities Inc 0.9472%
BABA Alibaba Group Holding Ltd 0.9272%
UNH United HealthGroup Inc 0.9146%
SWKS Skyworks Solutions Inc 0.7933%
NVDA NVIDIA Corporation 0.6419%
NFLX Netflix, Inc. 0.5726%
CBPO China Biologic Products Holdings, Inc. 0.5182%
ALXN Alexion Pharmaceuticals, Inc. 0.5122%
ALGN Align Technology, Inc. 0.4731%
AMZN Amazon.com, Inc. 0.4417%
SBUX Starbucks Corporation 0.4161%
MIDD Middleby Corp 0.2313%
AAPL Apple Inc. 0.2285%
AMAT Applied Materials, Inc. 0.1576%
GTN Gray Television, Inc. 0%
ABMD ABIOMED, Inc. -0.0456%
MRK Merck & Co., Inc. -0.0676%
STZ Constellation Brands, Inc. -0.0691%
GOOGL Alphabet Inc -0.1262%
CRTO Criteo SA (ADR) -0.1969%
TNET TriNet Group Inc -0.2072%
LULU Lululemon Athletica inc. -0.2161%
MU Micron Technology, Inc. -0.2277%
ULTA Ulta Beauty Inc -0.2662%
REGN Regeneron Pharmaceuticals Inc -0.2953%
HSKA Heska Corp -0.3134%
ADS Alliance Data Systems Corporation -0.36%
GWR Genesee & Wyoming Inc -0.512%
FB Facebook Inc -0.5432%
MKTX MarketAxess Holdings Inc. -0.6043%
HZO MarineMax Inc -0.6383%
ADBE Adobe Systems Incorporated -0.6486%
TMUS T-Mobile US Inc -0.6845%
DPZ Domino’s Pizza, Inc. -0.7533%
TMO Thermo Fisher Scientific Inc. -1.0742%
LRCX Lam Research Corporation -1.145%
SCHW Charles Schwab Corp -1.4448%
ILMN Illumina, Inc. -1.7022%
MEI Methode Electronics Inc. -2.1792%
HDSN Hudson Technologies, Inc. -3.8314%

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $188.1500 Concerned, but watch close as good things may happen soon
ABMD ABIOMED, Inc. $394.4600 Concerned, but watch close as good things may happen soon
ADBE Adobe Systems Incorporated $245.1500 Strong Buy or Hold
ADS Alliance Data Systems Corporation $213.9000 Strong Buy or Hold
ALGN Align Technology, Inc. $317.0400 Strong Buy or Hold, but there are some concerns
ALXN Alexion Pharmaceuticals, Inc. $117.1400 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $50.7700 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1603.0700 Concerned, but watch close as good things may happen soon
ANET Arista Networks Inc $252.6100 Some Concerns, may need to wait
BABA Alibaba Group Holding Ltd $197.3700 Concerned, but watch close as good things may happen soon
BKNG Booking Holdings $2088.2800 Some Concerns, may need to wait
CBPO China Biologic Products Holdings, Inc. $79.1200 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $25.3900 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $38.3000 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $252.2400 Strong Buy or Hold
FB Facebook Inc $185.9300 Concerned, but watch close as good things may happen soon
GOOGL Alphabet Inc $1085.4500 Concerned, but watch close as good things may happen soon
GTN Gray Television, Inc. $11.4000 Very Concerned, may need to wait
GWR Genesee & Wyoming Inc $78.1200 Concerned, but watch close as good things may happen soon
HDSN Hudson Technologies, Inc. $2.6100 Some Concerns, may need to wait
HSKA Heska Corp $102.1100 Strong Buy or Hold
HZO MarineMax Inc $23.5000 Very Concerned, may need to wait
IBP Installed Building Products Inc $60.8000 Concerned, but watch close as good things may happen soon
ILMN Illumina, Inc. $270.8300 Concerned, but watch close as good things may happen soon
LGIH LGI Homes Inc $59.6100 Some Concerns, may need to wait
LRCX Lam Research Corporation $204.3700 Strong Buy or Hold
LULU Lululemon Athletica inc. $106.4100 Strong Buy or Hold, but there are some concerns
MCK McKesson Corporation $144.0300 Very Concerned, may need to wait
MEI Methode Electronics Inc. $41.3000 Very Concerned, may need to wait
MIDD Middleby Corp $103.7500 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $211.8300 Strong Buy or Hold
MRK Merck & Co., Inc. $59.1300 Concerned, but watch close as good things may happen soon
MU Micron Technology, Inc. $61.4900 Strong Buy or Hold, but there are some concerns
NFLX Netflix, Inc. $349.2900 Strong Buy or Hold, but there are some concerns
NVDA NVIDIA Corporation $247.6900 Concerned, but watch close as good things may happen soon
REGN Regeneron Pharmaceuticals Inc $294.6100 Very Concerned, may need to wait
SBUX Starbucks Corporation $57.6800 Possible Buy or Hold, but some concerns
SCHW Charles Schwab Corp $58.1400 Very Concerned, may need to wait
STZ Constellation Brands, Inc. $216.9600 Very Concerned, may need to wait
SUI Sun Communities Inc $92.9100 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $99.5800 Strong Buy or Hold
TGS Transportadora de Gas del Sur SA (ADR) $17.5100 Very Concerned, may need to wait
THRM Gentherm Inc $34.7000 Very Concerned, may need to wait
TMO Thermo Fisher Scientific Inc. $215.9700 Strong Buy or Hold
TMUS T-Mobile US Inc $56.9800 Very Concerned, may need to wait
TNET TriNet Group Inc $53.0800 Very Concerned, may need to wait
UNH United HealthGroup Inc $242.7300 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $251.7200 Very Concerned, may need to wait

Symbol Stock Price change today
HDSN Hudson Technologies, Inc. 20.2765%
ALGN Align Technology, Inc. 2.8683%
MU Micron Technology, Inc. 2.5346%
GWR Genesee & Wyoming Inc 1.6393%
NFLX Netflix, Inc. 1.3257%
DPZ Domino’s Pizza, Inc. 1.1022%
LULU Lululemon Athletica inc. 1.0829%
MKTX MarketAxess Holdings Inc. 0.8666%
AMAT Applied Materials, Inc. 0.8542%
LRCX Lam Research Corporation 0.5214%
ADBE Adobe Systems Incorporated 0.5084%
LGIH LGI Homes Inc 0.4719%
SBUX Starbucks Corporation 0.3305%
BABA Alibaba Group Holding Ltd 0.2896%
STZ Constellation Brands, Inc. 0.1755%
BKNG Booking Holdings 0.1453%
THRM Gentherm Inc 0.1443%
AMZN Amazon.com, Inc. 0.0755%
NVDA NVIDIA Corporation 0.0606%
GOOGL Alphabet Inc -0.047%
MRK Merck & Co., Inc. -0.0676%
TMUS T-Mobile US Inc -0.0702%
AAPL Apple Inc. -0.1115%
REGN Regeneron Pharmaceuticals Inc -0.237%
TMO Thermo Fisher Scientific Inc. -0.254%
ABMD ABIOMED, Inc. -0.268%
ILMN Illumina, Inc. -0.3312%
TNET TriNet Group Inc -0.4128%
ADS Alliance Data Systems Corporation -0.419%
SWKS Skyworks Solutions Inc -0.4797%
SUI Sun Communities Inc -0.482%
CRUS Cirrus Logic, Inc. -0.4936%
ULTA Ulta Beauty Inc -0.4941%
FB Facebook Inc -0.519%
UNH United HealthGroup Inc -0.6264%
MIDD Middleby Corp -0.6987%
TGS Transportadora de Gas del Sur SA (ADR) -0.737%
ALXN Alexion Pharmaceuticals, Inc. -0.8381%
GTN Gray Television, Inc. -1.2987%
ANET Arista Networks Inc -1.3165%
SCHW Charles Schwab Corp -1.3406%
IBP Installed Building Products Inc -1.3788%
MCK McKesson Corporation -1.907%
HZO MarineMax Inc -2.0833%
CBPO China Biologic Products Holdings, Inc. -2.164%
HSKA Heska Corp -2.2216%
CRTO Criteo SA (ADR) -3.0916%
MEI Methode Electronics Inc. -4.3981%

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $188.3600 Concerned, but watch close as good things may happen soon
ABMD ABIOMED, Inc. $395.5200 Concerned, but watch close as good things may happen soon
ADBE Adobe Systems Incorporated $243.9100 Strong Buy or Hold
ADS Alliance Data Systems Corporation $214.8000 Strong Buy or Hold
ALGN Align Technology, Inc. $308.2000 Strong Buy or Hold, but there are some concerns
ALXN Alexion Pharmaceuticals, Inc. $118.1300 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $50.3400 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1601.8600 Concerned, but watch close as good things may happen soon
ANET Arista Networks Inc $255.9800 Some Concerns, may need to wait
BABA Alibaba Group Holding Ltd $196.8000 Concerned, but watch close as good things may happen soon
BKNG Booking Holdings $2085.2500 Very Concerned, may need to wait
CBPO China Biologic Products Holdings, Inc. $80.8700 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $26.2000 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $38.4900 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $249.4900 Concerned, but watch close as good things may happen soon
FB Facebook Inc $186.9000 Concerned, but watch close as good things may happen soon
GOOGL Alphabet Inc $1085.9600 Concerned, but watch close as good things may happen soon
GTN Gray Television, Inc. $11.5500 Very Concerned, may need to wait
GWR Genesee & Wyoming Inc $76.8600 Very Concerned, may need to wait
HDSN Hudson Technologies, Inc. $2.1700 Very Concerned, may need to wait
HSKA Heska Corp $104.4300 Strong Buy or Hold, but there are some concerns
HZO MarineMax Inc $24.0000 Concerned, but watch close as good things may happen soon
IBP Installed Building Products Inc $61.6500 Strong Buy or Hold
ILMN Illumina, Inc. $271.7300 Strong Buy or Hold
LGIH LGI Homes Inc $59.3300 Very Concerned, may need to wait
LRCX Lam Research Corporation $203.3100 Strong Buy or Hold
LULU Lululemon Athletica inc. $105.2700 Strong Buy or Hold, but there are some concerns
MCK McKesson Corporation $146.8300 Very Concerned, may need to wait
MEI Methode Electronics Inc. $43.2000 Strong Buy or Hold
MIDD Middleby Corp $104.4800 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $210.0100 Strong Buy or Hold
MRK Merck & Co., Inc. $59.1700 Concerned, but watch close as good things may happen soon
MU Micron Technology, Inc. $59.9700 Strong Buy or Hold
NFLX Netflix, Inc. $344.7200 Strong Buy or Hold
NVDA NVIDIA Corporation $247.5400 Concerned, but watch close as good things may happen soon
REGN Regeneron Pharmaceuticals Inc $295.3100 Very Concerned, may need to wait
SBUX Starbucks Corporation $57.4900 Possible Buy or Hold, but some concerns
SCHW Charles Schwab Corp $58.9300 Very Concerned, may need to wait
STZ Constellation Brands, Inc. $216.5800 Very Concerned, may need to wait
SUI Sun Communities Inc $93.3600 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $100.0600 Strong Buy or Hold
TGS Transportadora de Gas del Sur SA (ADR) $17.6400 Very Concerned, may need to wait
THRM Gentherm Inc $34.6500 Very Concerned, may need to wait
TMO Thermo Fisher Scientific Inc. $216.5200 Strong Buy or Hold
TMUS T-Mobile US Inc $57.0200 Some Concerns, may need to wait
TNET TriNet Group Inc $53.3000 Concerned, but watch close as good things may happen soon
UNH United HealthGroup Inc $244.2600 Concerned, but watch close as good things may happen soon
ULTA Ulta Beauty Inc $252.9700 Very Concerned, may need to wait