Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $127.14 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $329.69 Concerned, but watch close as good things may happen soon
ADBE Adobe Systems Incorporated $458.08 Very Concerned, may need to wait
ALGN Align Technology, Inc. $567.23 Strong Buy or Hold
AMAT Applied Materials, Inc. $103.14 Strong Buy or Hold
AMZN Amazon.com, Inc. $3104.25 Very Concerned, may need to wait
ANET Arista Networks Inc $317.07 Strong Buy or Hold
AVGO Broadcom Inc $445.85 Very Concerned, may need to wait
CSGP CoStar Group Inc $853.72 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $73.29 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $375.23 Very Concerned, may need to wait
EPAM EPAM Systems Inc $348.01 Very Concerned, may need to wait
EVR Evercore Inc $118.77 Concerned, but watch close as good things may happen soon
FB Facebook, Inc. Common Stock $251.36 Very Concerned, may need to wait
FIVE Five Below Inc $189.81 Concerned, but watch close as good things may happen soon
FND Floor & Decor Holdings Inc $102.56 Concerned, but watch close as good things may happen soon
FSS Federal Signal Corporation $34.93 Strong Buy or Hold
FTNT Fortinet Inc $146.53 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1727.62 Very Concerned, may need to wait
GTN Gray Television, Inc. $17.06 Very Concerned, may need to wait
ILMN Illumina, Inc. $376.35 Concerned, but watch close as good things may happen soon
JAZZ Jazz Pharmaceuticals PLC $167.71 Strong Buy or Hold
KEYS Keysight Technologies Inc $146.29 Strong Buy or Hold
KNX Knight-Swift Transportation Holdings Inc $43.99 Strong Buy or Hold
LGIH LGI Homes Inc $100.88 Very Concerned, may need to wait
LRCX Lam Research Corporation $547.53 Strong Buy or Hold
LULU Lululemon Athletica inc. $344.5 Very Concerned, may need to wait
MA Mastercard Inc $323.26 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $177.6 Strong Buy or Hold, but there are some concerns
MKTX MarketAxess Holdings Inc. $523.0 Very Concerned, may need to wait
MTZ MasTec, Inc. $81.21 Strong Buy or Hold
MU Micron Technology, Inc. $80.72 Strong Buy or Hold
MTCH Match Group Inc $150.85 Very Concerned, may need to wait
NFLX Netflix, Inc. $497.98 Very Concerned, may need to wait
NSP Insperity Inc $84.9 Strong Buy or Hold
NVDA NVIDIA Corporation $514.38 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $111.35 Very Concerned, may need to wait
PATK Patrick Industries, Inc. $69.85 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $239.79 Very Concerned, may need to wait
SBUX Starbucks Corporation $102.33 Very Concerned, may need to wait
SUI Sun Communities Inc $142.43 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $152.0 Very Concerned, may need to wait
THRM Gentherm Inc $68.2 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $127.28 Very Concerned, may need to wait
TNET TriNet Group Inc $80.37 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $301.85 Strong Buy or Hold
UNH UnitedHealth Group Inc $351.3 Very Concerned, may need to wait
V Visa Inc $201.59 Very Concerned, may need to wait
VEEV Veeva Systems Inc $271.01 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. $127.14 $79.00 60.94% $118.81 7.01% $128.70 -1.21% $132.05 -3.72%
ABMD ABIOMED, Inc. $329.69 $181.28 81.87% $286.48 15.08% $281.99 16.92% $324.06 1.74%
ADBE Adobe Systems Incorporated $458.08 $349.74 30.98% $502.82 -8.90% $495.36 -7.53% $485.10 -5.57%
ALGN Align Technology, Inc. $567.23 $280.70 102.08% $336.52 68.56% $526.72 7.69% $570.53 -0.58%
AMAT Applied Materials, Inc. $103.14 $62.02 66.30% $62.82 64.19% $87.50 17.87% $95.56 7.93%
AMZN Amazon.com, Inc. $3,104.25 $1,864.72 66.47% $3,272.71 -5.15% $3,236.08 -4.07% $3,182.70 -2.46%
ANET Arista Networks Inc $317.07 $221.87 42.91% $225.45 40.64% $285.37 11.11% $306.12 3.58%
AVGO Broadcom Inc $445.85 $295.24 51.02% $375.54 18.72% $422.60 5.50% $445.64 0.05%
CSGP CoStar Group Inc $853.72 $649.63 31.42% $860.63 -0.80% $893.97 -4.50% $919.52 -7.16%
CVGW Calavo Growers, Inc. $73.29 $79.44 -7.74% $68.62 6.81% $74.29 -1.35% $70.09 4.57%
DPZ Domino’s Pizza, Inc. $375.23 $284.03 32.11% $398.64 -5.87% $395.16 -5.04% $388.83 -3.50%
EPAM EPAM Systems Inc $348.01 $232.43 49.73% $350.57 -0.73% $344.20 1.11% $342.37 1.65%
EVR Evercore Inc $118.77 $74.60 59.22% $77.90 52.47% $106.76 11.25% $115.94 2.44%
FB Facebook, Inc. Common Stock $251.36 $222.14 13.15% $265.93 -5.48% $274.48 -8.42% $267.57 -6.06%
FIVE Five Below Inc $189.81 $116.05 63.56% $137.88 37.66% $163.55 16.06% $182.80 3.83%
FND Floor & Decor Holdings Inc $102.56 $48.39 111.94% $85.25 20.30% $98.16 4.48% $100.72 1.83%
FSS Federal Signal Corporation $34.93 $34.45 1.38% $31.26 11.73% $33.29 4.93% $34.79 0.40%
FTNT Fortinet Inc $146.53 $117.49 24.72% $131.54 11.40% $136.42 7.41% $148.14 -1.09%
GOOGL Alphabet Inc Class A $1,727.62 $1,479.52 16.77% $1,567.70 10.20% $1,740.51 -0.74% $1,797.83 -3.91%
GTN Gray Television, Inc. $17.06 $22.58 -24.45% $13.14 29.83% $17.44 -2.18% $17.51 -2.57%
ILMN Illumina, Inc. $376.35 $324.72 15.90% $326.31 15.34% $361.30 4.17% $379.61 -0.86%
JAZZ Jazz Pharmaceuticals PLC $167.71 $151.05 11.03% $149.97 11.83% $148.91 12.63% $161.40 3.91%
KEYS Keysight Technologies Inc $146.29 $105.37 38.83% $104.91 39.44% $126.86 15.32% $146.80 -0.35%
KNX Knight-Swift Transportation Holdings Inc $43.99 $37.22 18.20% $40.71 8.06% $41.40 6.26% $43.47 1.20%
LGIH LGI Homes Inc $100.88 $78.74 28.12% $126.90 -20.50% $112.52 -10.34% $97.33 3.65%
LRCX Lam Research Corporation $547.53 $303.38 80.48% $364.04 50.41% $486.24 12.60% $501.63 9.15%
LULU Lululemon Athletica inc. $344.50 $241.25 42.80% $349.95 -1.56% $386.07 -10.77% $365.46 -5.74%
MA Mastercard Inc $323.26 $321.97 0.40% $338.97 -4.64% $336.48 -3.93% $353.85 -8.64%
MKSI MKS Instruments, Inc. $177.60 $113.99 55.81% $114.08 55.68% $149.97 18.42% $164.96 7.66%
MKTX MarketAxess Holdings Inc. $523.00 $367.13 42.46% $537.47 -2.69% $577.35 -9.41% $552.09 -5.27%
MTZ MasTec, Inc. $81.21 $63.75 27.39% $48.17 68.59% $65.85 23.33% $76.44 6.24%
MU Micron Technology, Inc. $80.72 $57.66 39.99% $51.61 56.40% $72.26 11.71% $77.42 4.26%
MTCH Match Group Inc $150.85 $91.11 65.57% $112.21 34.44% $148.75 1.41% $151.79 -0.62%
NFLX Netflix, Inc. $497.98 $339.67 46.61% $530.79 -6.18% $532.90 -6.55% $510.40 -2.43%
NSP Insperity Inc $84.90 $91.05 -6.75% $73.33 15.78% $86.85 -2.25% $84.86 0.05%
NVDA NVIDIA Corporation $514.38 $248.86 106.69% $552.30 -6.87% $533.65 -3.61% $531.07 -3.14%
NXST Nexstar Media Group Inc $111.35 $127.89 -12.93% $87.46 27.32% $103.42 7.67% $113.31 -1.73%
PATK Patrick Industries, Inc. $69.85 $53.67 30.14% $63.51 9.98% $70.74 -1.26% $69.27 0.84%
PYPL Paypal Holdings Inc $239.79 $116.04 106.64% $204.45 17.29% $235.51 1.82% $242.46 -1.10%
SBUX Starbucks Corporation $102.33 $91.74 11.54% $88.10 16.15% $103.21 -0.85% $105.67 -3.16%
SUI Sun Communities Inc $142.43 $151.37 -5.91% $145.27 -1.96% $150.32 -5.25% $145.44 -2.07%
SWKS Skyworks Solutions Inc $152.00 $122.37 24.22% $152.60 -0.39% $145.53 4.45% $163.48 -7.02%
THRM Gentherm Inc $68.20 $48.16 41.63% $46.26 47.43% $64.84 5.18% $69.46 -1.81%
TMUS T-Mobile Us Inc $127.28 $82.15 54.94% $114.96 10.72% $130.01 -2.10% $135.06 -5.76%
TNET TriNet Group Inc $80.37 $58.84 36.59% $70.15 14.57% $82.55 -2.64% $82.54 -2.63%
ULTA Ulta Beauty Inc $301.85 $272.89 10.61% $242.00 24.73% $272.78 10.66% $294.26 2.58%
UNH UnitedHealth Group Inc $351.30 $293.75 19.59% $328.73 6.87% $341.67 2.82% $363.39 -3.33%
V Visa Inc $201.59 $203.44 -0.91% $199.95 0.82% $211.18 -4.54% $215.45 -6.43%
VEEV Veeva Systems Inc $271.01 $148.07 83.03% $306.27 -11.51% $279.89 -3.17% $288.54 -6.08%

Over the last year, my Watch List returned 38.51%
Over the last quarter, my Watch List returned 17.21%
Over the last month, my Watch List returned 2.88%
Over the last week, my Watch List returned -0.76%

 

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. $127.14 $79.00 60.94% $118.81 7.01% $128.70 -1.21% $132.05 -3.72%
ADBE Adobe Systems Incorporated $458.08 $349.74 30.98% $502.82 -8.90% $495.36 -7.53% $485.10 -5.57%
ALGN Align Technology, Inc. $567.23 $280.70 102.08% $336.52 68.56% $526.72 7.69% $570.53 -0.58%
AMZN Amazon.com, Inc. $3,104.25 $1,864.72 66.47% $3,272.71 -5.15% $3,236.08 -4.07% $3,182.70 -2.46%
CSGP CoStar Group Inc $853.72 $649.63 31.42% $860.63 -0.80% $893.97 -4.50% $919.52 -7.16%
EPAM EPAM Systems Inc $348.01 $232.43 49.73% $350.57 -0.73% $344.20 1.11% $342.37 1.65%
FND Floor & Decor Holdings Inc $102.56 $48.39 111.94% $85.25 20.30% $98.16 4.48% $100.72 1.83%
LGIH LGI Homes Inc $100.88 $78.74 28.12% $126.90 -20.50% $112.52 -10.34% $97.33 3.65%
LRCX Lam Research Corporation $547.53 $303.38 80.48% $364.04 50.41% $486.24 12.60% $501.63 9.15%
LULU Lululemon Athletica inc. $344.50 $241.25 42.80% $349.95 -1.56% $386.07 -10.77% $365.46 -5.74%
MKTX MarketAxess Holdings Inc. $523.00 $367.13 42.46% $537.47 -2.69% $577.35 -9.41% $552.09 -5.27%
MTCH Match Group Inc $150.85 $91.11 65.57% $112.21 34.44% $148.75 1.41% $151.79 -0.62%
NVDA NVIDIA Corporation $514.38 $248.86 106.69% $552.30 -6.87% $533.65 -3.61% $531.07 -3.14%
PYPL Paypal Holdings Inc $239.79 $116.04 106.64% $204.45 17.29% $235.51 1.82% $242.46 -1.10%
VEEV Veeva Systems Inc $271.01 $148.07 83.03% $306.27 -11.51% $279.89 -3.17% $288.54 -6.08%

Over the last year, my Short Term Watch List returned 67.29%
Over the last quarter, my Short Term Watch List returned 9.29%
Over the last month, my Short Term Watch List returned -1.70%
Over the last week, my Short Term Watch List returned -1.68%

Short Term List returned 67%
High growth stock: Floor & Decor Holdings Inc ($FND) at 112%
Total Execution Time: 4.916316986084 Sec

Symbol Stock Price change today
ABMD ABIOMED, Inc. 3.5751%
LGIH LGI Homes Inc 2.9283%
SUI Sun Communities Inc 2.4676%
FB Facebook, Inc. Common Stock 2.3286%
ALGN Align Technology, Inc. 2.2699%
EPAM EPAM Systems Inc 2.1606%
MKTX MarketAxess Holdings Inc. 2.1325%
TMUS T-Mobile Us Inc 2.0772%
FSS Federal Signal Corporation 1.5112%
ILMN Illumina, Inc. 1.4311%
ANET Arista Networks Inc 1.268%
MTCH Match Group Inc 1.2076%
JAZZ Jazz Pharmaceuticals PLC 1.1459%
EVR Evercore Inc 0.5758%
SBUX Starbucks Corporation 0.5009%
CVGW Calavo Growers, Inc. 0.3835%
DPZ Domino’s Pizza, Inc. 0.3826%
NXST Nexstar Media Group Inc 0.2792%
UNH UnitedHealth Group Inc 0.2197%
NSP Insperity Inc 0.177%
ULTA Ulta Beauty Inc 0.0199%
MKSI MKS Instruments, Inc. -0.1069%
V Visa Inc -0.1338%
GOOGL Alphabet Inc Class A -0.1907%
MTZ MasTec, Inc. -0.2334%
GTN Gray Television, Inc. -0.4667%
KEYS Keysight Technologies Inc -0.5033%
NFLX Netflix, Inc. -0.575%
FTNT Fortinet Inc -0.6778%
MU Micron Technology, Inc. -0.7134%
AMZN Amazon.com, Inc. -0.7425%
THRM Gentherm Inc -0.8721%
VEEV Veeva Systems Inc -0.8996%
LULU Lululemon Athletica inc. -0.9289%
PYPL Paypal Holdings Inc -0.9378%
KNX Knight-Swift Transportation Holdings Inc -1.1016%
ADBE Adobe Systems Incorporated -1.1203%
MA Mastercard Inc -1.1226%
AAPL Apple Inc. -1.3731%
AVGO Broadcom Inc -1.3759%
CSGP CoStar Group Inc -1.6769%
LRCX Lam Research Corporation -1.8394%
FND Floor & Decor Holdings Inc -2.4075%
FIVE Five Below Inc -2.4264%
AMAT Applied Materials, Inc. -2.5142%
NVDA NVIDIA Corporation -2.5814%
PATK Patrick Industries, Inc. -2.8377%
TNET TriNet Group Inc -3.4595%
SWKS Skyworks Solutions Inc -3.7853%

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $128.91 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $318.31 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $463.27 Very Concerned, may need to wait
ALGN Align Technology, Inc. $554.64 Concerned, but watch close as good things may happen soon
AMAT Applied Materials, Inc. $105.8 Strong Buy or Hold, but there are some concerns
AMZN Amazon.com, Inc. $3127.47 Very Concerned, may need to wait
ANET Arista Networks Inc $313.1 Strong Buy or Hold
AVGO Broadcom Inc $452.07 Strong Buy or Hold
CSGP CoStar Group Inc $868.28 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $73.01 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $373.8 Very Concerned, may need to wait
EPAM EPAM Systems Inc $340.65 Very Concerned, may need to wait
EVR Evercore Inc $118.09 Concerned, but watch close as good things may happen soon
FB Facebook, Inc. Common Stock $245.64 Very Concerned, may need to wait
FIVE Five Below Inc $194.53 Strong Buy or Hold, but there are some concerns
FND Floor & Decor Holdings Inc $105.09 Strong Buy or Hold, but there are some concerns
FSS Federal Signal Corporation $34.41 Concerned, but watch close as good things may happen soon
FTNT Fortinet Inc $147.53 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1730.92 Very Concerned, may need to wait
GTN Gray Television, Inc. $17.14 Very Concerned, may need to wait
ILMN Illumina, Inc. $371.04 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $165.81 Concerned, but watch close as good things may happen soon
KEYS Keysight Technologies Inc $147.03 Strong Buy or Hold, but there are some concerns
KNX Knight-Swift Transportation Holdings Inc $44.48 Strong Buy or Hold
LGIH LGI Homes Inc $98.01 Very Concerned, may need to wait
LRCX Lam Research Corporation $557.79 Strong Buy or Hold
LULU Lululemon Athletica inc. $347.73 Very Concerned, may need to wait
MA Mastercard Inc $326.93 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $177.79 Strong Buy or Hold, but there are some concerns
MKTX MarketAxess Holdings Inc. $512.08 Very Concerned, may need to wait
MTZ MasTec, Inc. $81.4 Strong Buy or Hold
MU Micron Technology, Inc. $81.3 Strong Buy or Hold, but there are some concerns
MTCH Match Group Inc $149.05 Very Concerned, may need to wait
NFLX Netflix, Inc. $500.86 Very Concerned, may need to wait
NSP Insperity Inc $84.75 Very Concerned, may need to wait
NVDA NVIDIA Corporation $528.01 Concerned, but watch close as good things may happen soon
NXST Nexstar Media Group Inc $111.04 Very Concerned, may need to wait
PATK Patrick Industries, Inc. $71.89 Concerned, but watch close as good things may happen soon
PYPL Paypal Holdings Inc $242.06 Strong Buy or Hold
SBUX Starbucks Corporation $101.82 Very Concerned, may need to wait
SUI Sun Communities Inc $139.0 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $157.98 Very Concerned, may need to wait
THRM Gentherm Inc $68.8 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $124.69 Very Concerned, may need to wait
TNET TriNet Group Inc $83.25 Strong Buy or Hold
ULTA Ulta Beauty Inc $301.79 Strong Buy or Hold
UNH UnitedHealth Group Inc $350.53 Very Concerned, may need to wait
V Visa Inc $201.86 Very Concerned, may need to wait
VEEV Veeva Systems Inc $273.47 Very Concerned, may need to wait

Symbol Stock Price change today
AMAT Applied Materials, Inc. 7.9041%
MKSI MKS Instruments, Inc. 6.4866%
LRCX Lam Research Corporation 5.943%
MTZ MasTec, Inc. 4.2387%
CVGW Calavo Growers, Inc. 3.0487%
ULTA Ulta Beauty Inc 2.6462%
ILMN Illumina, Inc. 2.4972%
KNX Knight-Swift Transportation Holdings Inc 2.3234%
EPAM EPAM Systems Inc 2.1317%
MU Micron Technology, Inc. 1.7395%
JAZZ Jazz Pharmaceuticals PLC 1.7302%
ANET Arista Networks Inc 1.1207%
FND Floor & Decor Holdings Inc 1.0286%
FIVE Five Below Inc 1.0021%
GTN Gray Television, Inc. 0.7643%
EVR Evercore Inc 0.6907%
ALGN Align Technology, Inc. 0.635%
PATK Patrick Industries, Inc. 0.5455%
TNET TriNet Group Inc 0.3617%
FSS Federal Signal Corporation 0.3207%
KEYS Keysight Technologies Inc 0.2865%
NXST Nexstar Media Group Inc 0.2076%
AVGO Broadcom Inc 0.1906%
NSP Insperity Inc 0.1063%
SWKS Skyworks Solutions Inc 0.057%
FTNT Fortinet Inc -0.2502%
THRM Gentherm Inc -0.5349%
LGIH LGI Homes Inc -0.5883%
GOOGL Alphabet Inc Class A -0.9346%
SBUX Starbucks Corporation -1.0399%
PYPL Paypal Holdings Inc -1.1597%
AMZN Amazon.com, Inc. -1.2136%
LULU Lululemon Athletica inc. -1.2523%
UNH UnitedHealth Group Inc -1.2703%
NFLX Netflix, Inc. -1.3647%
AAPL Apple Inc. -1.5127%
SUI Sun Communities Inc -1.6277%
ABMD ABIOMED, Inc. -1.6682%
ADBE Adobe Systems Incorporated -1.86%
DPZ Domino’s Pizza, Inc. -2.1107%
FB Facebook, Inc. Common Stock -2.3844%
NVDA NVIDIA Corporation -2.4498%
CSGP CoStar Group Inc -2.645%
TMUS T-Mobile Us Inc -2.965%
VEEV Veeva Systems Inc -3.0248%
V Visa Inc -3.5777%
MTCH Match Group Inc -3.8511%
MKTX MarketAxess Holdings Inc. -4.5197%
MA Mastercard Inc -5.6016%