Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $297.4300 Strong Buy or Hold, but there are some concerns
ABMD ABIOMED, Inc. $166.8200 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $331.8100 Concerned, but watch close as good things may happen soon
ALGN Align Technology, Inc. $280.4400 Strong Buy or Hold
AMAT Applied Materials, Inc. $61.2100 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1874.9700 Strong Buy or Hold
ANET Arista Networks Inc $200.8500 Very Concerned, may need to wait
ATHM Autohome Inc $82.8900 Strong Buy or Hold
AVGO Broadcom Inc $314.1900 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $217.0000 Concerned, but watch close as good things may happen soon
BKNG Booking Holdings Inc $2065.4800 Strong Buy or Hold
CBPO China Biologic Products Holdings Inc $117.0100 Strong Buy or Hold
COHR Coherent, Inc. $166.5900 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $87.9800 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $294.6700 Strong Buy or Hold
ETFC E*TRADE Financial Corp $45.4000 Very Concerned, may need to wait
EPAM EPAM Systems Inc $217.4000 Strong Buy or Hold
EVR Evercore Inc $73.3800 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $208.6700 Strong Buy or Hold
FIVE Five Below Inc $127.6700 Strong Buy or Hold
FTNT Fortinet Inc $111.2100 Strong Buy or Hold
GOOGL Alphabet Inc Class A $1361.5200 Concerned, but watch close as good things may happen soon
GTN Gray Television, Inc. $21.0300 Very Concerned, may need to wait
HZO MarineMax Inc $16.5400 Very Concerned, may need to wait
ILMN Illumina, Inc. $322.7300 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $146.0900 Very Concerned, may need to wait
KNX Knight-Swift Transportation Holdings Inc $36.6200 Possible Buy or Hold, but some concerns
LGIH LGI Homes Inc $71.0600 Some Concerns, may need to wait
LRCX Lam Research Corporation $294.6900 Concerned, but watch close as good things may happen soon
LULU Lululemon Athletica inc. $232.6400 Strong Buy or Hold
MA Mastercard Inc $300.4300 Concerned, but watch close as good things may happen soon
MEOH Methanex Corporation $37.7200 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $107.7600 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $380.0500 Possible Buy or Hold, but some concerns
MTZ MasTec, Inc. $63.7500 Very Concerned, may need to wait
MTCH Match Group Inc $84.1000 Strong Buy or Hold, but there are some concerns
NFLX Netflix, Inc. $325.9000 Very Concerned, may need to wait
NSP Insperity Inc $86.4900 Very Concerned, may need to wait
NVDA NVIDIA Corporation $236.0700 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $116.5100 Concerned, but watch close as good things may happen soon
PATK Patrick Industries, Inc. $52.2900 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $108.7600 Very Concerned, may need to wait
SBUX Starbucks Corporation $88.8300 Concerned, but watch close as good things may happen soon
SINA SINA Corp $42.7700 Strong Buy or Hold
SIVB SVB Financial Group $250.3300 Very Concerned, may need to wait
STZ Constellation Brands, Inc. Class A $189.5300 Strong Buy or Hold
SUI Sun Communities Inc $149.8200 Some Concerns, may need to wait
SWKS Skyworks Solutions Inc $118.6500 Very Concerned, may need to wait
TGS Transportadora de Gas del Sur SA (ADR) $6.9700 Very Concerned, may need to wait
THRM Gentherm Inc $45.8100 Strong Buy or Hold
TMUS T-Mobile Us Inc $78.1700 Strong Buy or Hold
TNET TriNet Group Inc $56.4700 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $250.1700 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $289.5400 Very Concerned, may need to wait
V Visa Inc $189.6000 Strong Buy or Hold
WCG WellCare Health Plans, Inc. $324.7500 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

 

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. $297.43 $146.06 103.64% $226.34 31.41% $265.58 11.99% $289.80 2.63%
ABMD ABIOMED, Inc. $166.82 $313.44 -46.78% $169.25 -1.44% $189.07 -11.77% $169.27 -1.45%
ADBE Adobe Systems Incorporated $331.81 $226.19 46.70% $276.96 19.80% $303.03 9.50% $330.79 0.31%
ALGN Align Technology, Inc. $280.44 $186.71 50.20% $181.59 54.44% $274.53 2.15% $277.64 1.01%
AMAT Applied Materials, Inc. $61.21 $33.09 84.98% $50.70 20.73% $55.84 9.62% $61.17 0.07%
AMZN Amazon.com, Inc. $1,874.97 $1,575.39 19.02% $1,739.65 7.78% $1,740.48 7.73% $1,869.80 0.28%
ANET Arista Networks Inc $200.85 $202.47 -0.80% $228.57 -12.13% $191.65 4.80% $204.43 -1.75%
ATHM Autohome Inc $82.89 $77.83 6.50% $82.15 0.90% $69.61 19.08% $81.50 1.71%
AVGO Broadcom Inc $314.19 $224.51 39.94% $278.59 12.78% $308.05 1.99% $316.53 -0.74%
BABA Alibaba Group Holding Ltd $217.00 $139.75 55.28% $170.34 27.39% $200.00 8.50% $215.47 0.71%
BKNG Booking Holdings Inc $2,065.48 $1,717.55 20.26% $1,983.20 4.15% $1,904.22 8.47% $2,072.54 -0.34%
CBPO China Biologic Products Holdings Inc $117.01 $74.84 56.35% $114.90 1.84% $116.61 0.34% $116.24 0.66%
COHR Coherent, Inc. $166.59 $106.57 56.32% $152.45 9.28% $144.11 15.60% $165.78 0.49%
CVGW Calavo Growers, Inc. $87.98 $73.27 20.07% $89.82 -2.05% $88.17 -0.22% $92.10 -4.47%
DPZ Domino’s Pizza, Inc. $294.67 $241.24 22.15% $241.60 21.97% $286.24 2.94% $292.31 0.81%
ETFC E*TRADE Financial Corp $45.40 $44.72 1.52% $36.28 25.13% $45.49 -0.20% $45.58 -0.39%
EPAM EPAM Systems Inc $217.40 $117.34 85.27% $188.91 15.08% $206.50 5.28% $214.39 1.40%
EVR Evercore Inc $73.38 $74.37 -1.33% $75.15 -2.36% $75.88 -3.29% $75.38 -2.65%
FB Facebook, Inc. Common Stock $208.67 $137.95 51.26% $180.45 15.64% $199.36 4.67% $208.10 0.27%
FIVE Five Below Inc $127.67 $107.97 18.25% $127.09 0.46% $123.67 3.23% $125.43 1.79%
FTNT Fortinet Inc $111.21 $66.91 66.21% $77.49 43.52% $104.91 6.01% $107.45 3.50%
GOOGL Alphabet Inc Class A $1,361.52 $1,078.07 26.29% $1,210.96 12.43% $1,326.96 2.60% $1,354.64 0.51%
GTN Gray Television, Inc. $21.03 $15.04 39.83% $15.42 36.38% $20.46 2.79% $21.32 -1.36%
HZO MarineMax Inc $16.54 $19.35 -14.52% $14.96 10.56% $16.09 2.80% $16.67 -0.78%
ILMN Illumina, Inc. $322.73 $302.69 6.62% $302.34 6.74% $319.81 0.91% $332.29 -2.88%
JAZZ Jazz Pharmaceuticals PLC $146.09 $128.75 13.47% $125.85 16.08% $148.10 -1.36% $150.93 -3.21%
KNX Knight-Swift Transportation Holdings Inc $36.62 $26.35 39.00% $35.16 4.15% $36.16 1.27% $35.80 2.29%
LGIH LGI Homes Inc $71.06 $48.92 45.26% $83.79 -15.19% $74.67 -4.83% $70.50 0.79%
LRCX Lam Research Corporation $294.69 $135.17 118.01% $232.28 26.87% $263.69 11.76% $293.70 0.34%
LULU Lululemon Athletica inc. $232.64 $128.55 80.97% $193.12 20.46% $230.79 0.80% $230.02 1.14%
MA Mastercard Inc $300.43 $188.71 59.20% $273.72 9.76% $289.85 3.65% $300.74 -0.10%
MEOH Methanex Corporation $37.72 $49.78 -24.22% $34.01 10.91% $34.39 9.70% $38.79 -2.76%
MKSI MKS Instruments, Inc. $107.76 $66.16 62.88% $92.31 16.74% $106.14 1.53% $110.44 -2.43%
MKTX MarketAxess Holdings Inc. $380.05 $212.80 78.60% $346.44 9.70% $381.18 -0.30% $375.00 1.35%
MTZ MasTec, Inc. $63.75 $42.69 49.33% $63.31 0.69% $62.88 1.38% $63.76 -0.02%
MTCH Match Group Inc $84.10 $43.05 95.35% $74.43 12.99% $68.13 23.44% $84.03 0.08%
NFLX Netflix, Inc. $325.90 $297.57 9.52% $272.79 19.47% $302.86 7.61% $329.09 -0.97%
NSP Insperity Inc $86.49 $91.48 -5.45% $98.55 -12.24% $78.19 10.62% $86.44 0.06%
NVDA NVIDIA Corporation $236.07 $135.66 74.02% $181.84 29.83% $208.74 13.09% $236.87 -0.34%
NXST Nexstar Media Group Inc $116.51 $78.49 48.44% $98.55 18.22% $107.56 8.32% $118.20 -1.43%
PATK Patrick Industries, Inc. $52.29 $31.73 64.82% $42.31 23.57% $50.84 2.85% $52.52 -0.44%
PYPL Paypal Holdings Inc $108.76 $86.27 26.07% $102.79 5.81% $104.59 3.99% $109.40 -0.59%
SBUX Starbucks Corporation $88.83 $62.40 42.34% $85.50 3.90% $84.45 5.19% $88.13 0.79%
SINA SINA Corp $42.77 $57.68 -25.85% $40.60 5.34% $35.39 20.85% $37.78 13.21%
SIVB SVB Financial Group $250.33 $200.41 24.91% $197.67 26.64% $229.40 9.12% $250.31 0.01%
STZ Constellation Brands, Inc. Class A $189.53 $164.01 15.56% $192.98 -1.79% $182.46 3.87% $189.23 0.16%
SUI Sun Communities Inc $149.82 $97.22 54.11% $151.49 -1.10% $160.18 -6.47% $148.41 0.95%
SWKS Skyworks Solutions Inc $118.65 $62.33 90.35% $80.29 47.78% $99.98 18.67% $122.29 -2.98%
TGS Transportadora de Gas del Sur SA (ADR) $6.97 $13.59 -48.72% $8.66 -19.49% $5.75 21.22% $7.20 -3.19%
THRM Gentherm Inc $45.81 $40.04 14.41% $39.20 16.86% $43.94 4.26% $44.29 3.43%
TMUS T-Mobile Us Inc $78.17 $67.49 15.82% $77.99 0.23% $76.94 1.60% $77.24 1.20%
TNET TriNet Group Inc $56.47 $42.02 34.39% $59.00 -4.29% $54.00 4.57% $56.58 -0.19%
ULTA Ulta Beauty Inc $250.17 $255.03 -1.91% $250.60 -0.17% $236.02 6.00% $253.17 -1.18%
UNH UnitedHealth Group Inc $289.54 $235.67 22.86% $218.96 32.24% $280.92 3.07% $295.97 -2.17%
V Visa Inc $189.60 $132.80 42.77% $175.69 7.92% $181.89 4.24% $189.39 0.11%
WCG WellCare Health Plans, Inc. $324.75 $232.90 39.44% $262.33 23.79% $320.64 1.28% $332.80 -2.42%

Over the last year, my Watch List returned 28.52%
Over the last quarter, my Watch List returned 11.44%
Over the last month, my Watch List returned 5.41%
Over the last week, my Watch List returned -0.06%

 

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
AAPL Apple Inc. $297.43 $146.06 103.64% $226.34 31.41% $265.58 11.99% $289.80 2.63%
AMAT Applied Materials, Inc. $61.21 $33.09 84.98% $50.70 20.73% $55.84 9.62% $61.17 0.07%
CBPO China Biologic Products Holdings Inc $117.01 $74.84 56.35% $114.90 1.84% $116.61 0.34% $116.24 0.66%
EPAM EPAM Systems Inc $217.40 $117.34 85.27% $188.91 15.08% $206.50 5.28% $214.39 1.40%
LGIH LGI Homes Inc $71.06 $48.92 45.26% $83.79 -15.19% $74.67 -4.83% $70.50 0.79%
LRCX Lam Research Corporation $294.69 $135.17 118.01% $232.28 26.87% $263.69 11.76% $293.70 0.34%
LULU Lululemon Athletica inc. $232.64 $128.55 80.97% $193.12 20.46% $230.79 0.80% $230.02 1.14%
MA Mastercard Inc $300.43 $188.71 59.20% $273.72 9.76% $289.85 3.65% $300.74 -0.10%
MKTX MarketAxess Holdings Inc. $380.05 $212.80 78.60% $346.44 9.70% $381.18 -0.30% $375.00 1.35%
MTCH Match Group Inc $84.10 $43.05 95.35% $74.43 12.99% $68.13 23.44% $84.03 0.08%
MTZ MasTec, Inc. $63.75 $42.69 49.33% $63.31 0.69% $62.88 1.38% $63.76 -0.02%
PYPL Paypal Holdings Inc $108.76 $86.27 26.07% $102.79 5.81% $104.59 3.99% $109.40 -0.59%
SBUX Starbucks Corporation $88.83 $62.40 42.34% $85.50 3.90% $84.45 5.19% $88.13 0.79%
SUI Sun Communities Inc $149.82 $97.22 54.11% $151.49 -1.10% $160.18 -6.47% $148.41 0.95%
V Visa Inc $189.60 $132.80 42.77% $175.69 7.92% $181.89 4.24% $189.39 0.11%

Over the last year, my Short Term Watch List returned 71.41%
Over the last quarter, my Short Term Watch List returned 12.41%
Over the last month, my Short Term Watch List returned 4.32%
Over the last week, my Short Term Watch List returned 0.84%

Short Term List returned 71%
High growth stock: Lam Research Corporation ($LRCX) at 118%
Total Execution Time: 0.82640981674194 Sec

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $300.3500 Strong Buy or Hold, but there are some concerns
ABMD ABIOMED, Inc. $168.8100 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $334.4300 Concerned, but watch close as good things may happen soon
ALGN Align Technology, Inc. $283.6800 Strong Buy or Hold
AMAT Applied Materials, Inc. $62.2000 Concerned, but watch close as good things may happen soon
AMZN Amazon.com, Inc. $1898.0100 Strong Buy or Hold, but there are some concerns
ANET Arista Networks Inc $204.7200 Strong Buy or Hold
ATHM Autohome Inc $84.3400 Strong Buy or Hold
AVGO Broadcom Inc $322.3900 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $219.7700 Concerned, but watch close as good things may happen soon
BKNG Booking Holdings Inc $2074.5800 Strong Buy or Hold
CBPO China Biologic Products Holdings Inc $116.8200 Very Concerned, may need to wait
COHR Coherent, Inc. $168.9800 Strong Buy or Hold
CVGW Calavo Growers, Inc. $87.2100 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $293.4000 Strong Buy or Hold
ETFC E*TRADE Financial Corp $46.0900 Concerned, but watch close as good things may happen soon
EPAM EPAM Systems Inc $216.3100 Strong Buy or Hold
EVR Evercore Inc $75.7200 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $209.7800 Strong Buy or Hold
FIVE Five Below Inc $127.6500 Strong Buy or Hold
FTNT Fortinet Inc $109.6800 Concerned, but watch close as good things may happen soon
GOOGL Alphabet Inc Class A $1368.6800 Concerned, but watch close as good things may happen soon
GTN Gray Television, Inc. $20.8900 Very Concerned, may need to wait
HZO MarineMax Inc $16.8000 Strong Buy or Hold
ILMN Illumina, Inc. $327.0000 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $148.4300 Very Concerned, may need to wait
KNX Knight-Swift Transportation Holdings Inc $36.9900 Possible Buy or Hold, but some concerns
LGIH LGI Homes Inc $70.6200 Very Concerned, may need to wait
LRCX Lam Research Corporation $297.8900 Concerned, but watch close as good things may happen soon
LULU Lululemon Athletica inc. $233.4200 Strong Buy or Hold
MA Mastercard Inc $303.3900 Strong Buy or Hold
MEOH Methanex Corporation $37.5500 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $111.8300 Concerned, but watch close as good things may happen soon
MKTX MarketAxess Holdings Inc. $380.2500 Possible Buy or Hold, but some concerns
MTZ MasTec, Inc. $63.6900 Very Concerned, may need to wait
MTCH Match Group Inc $84.1900 Strong Buy or Hold, but there are some concerns
NFLX Netflix, Inc. $329.8100 Concerned, but watch close as good things may happen soon
NSP Insperity Inc $87.1200 Concerned, but watch close as good things may happen soon
NVDA NVIDIA Corporation $239.9100 Concerned, but watch close as good things may happen soon
NXST Nexstar Media Group Inc $115.0200 Very Concerned, may need to wait
PATK Patrick Industries, Inc. $52.8700 Concerned, but watch close as good things may happen soon
PYPL Paypal Holdings Inc $110.7500 Strong Buy or Hold
SBUX Starbucks Corporation $89.3500 Concerned, but watch close as good things may happen soon
SINA SINA Corp $43.3600 Strong Buy or Hold, but there are some concerns
SIVB SVB Financial Group $254.2700 Concerned, but watch close as good things may happen soon
STZ Constellation Brands, Inc. Class A $188.3000 Concerned, but watch close as good things may happen soon
SUI Sun Communities Inc $147.4000 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $121.6700 Concerned, but watch close as good things may happen soon
TGS Transportadora de Gas del Sur SA (ADR) $7.0200 Concerned, but watch close as good things may happen soon
THRM Gentherm Inc $45.9400 Strong Buy or Hold
TMUS T-Mobile Us Inc $78.5900 Strong Buy or Hold
TNET TriNet Group Inc $57.1700 Strong Buy or Hold
ULTA Ulta Beauty Inc $254.5500 Concerned, but watch close as good things may happen soon
UNH UnitedHealth Group Inc $292.5000 Very Concerned, may need to wait
V Visa Inc $191.1200 Strong Buy or Hold
WCG WellCare Health Plans, Inc. $326.9900 Very Concerned, may need to wait

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $293.6500 Strong Buy or Hold, but there are some concerns
ABMD ABIOMED, Inc. $170.5900 Some Concerns, may need to wait
ADBE Adobe Systems Incorporated $329.8100 Concerned, but watch close as good things may happen soon
ALGN Align Technology, Inc. $279.0400 Strong Buy or Hold
AMAT Applied Materials, Inc. $61.0400 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1847.8400 Strong Buy or Hold
ANET Arista Networks Inc $203.4000 Concerned, but watch close as good things may happen soon
ATHM Autohome Inc $80.0100 Very Concerned, may need to wait
AVGO Broadcom Inc $316.0200 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $212.1000 Very Concerned, may need to wait
BKNG Booking Holdings Inc $2053.7300 Strong Buy or Hold
CBPO China Biologic Products Holdings Inc $116.3800 Very Concerned, may need to wait
COHR Coherent, Inc. $166.3500 Strong Buy or Hold
CVGW Calavo Growers, Inc. $90.5900 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $293.7800 Strong Buy or Hold
ETFC E*TRADE Financial Corp $45.3700 Very Concerned, may need to wait
EPAM EPAM Systems Inc $212.1600 Very Concerned, may need to wait
EVR Evercore Inc $74.7600 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $205.2500 Very Concerned, may need to wait
FIVE Five Below Inc $127.8600 Strong Buy or Hold
FTNT Fortinet Inc $106.7600 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1339.3900 Very Concerned, may need to wait
GTN Gray Television, Inc. $21.4400 Concerned, but watch close as good things may happen soon
HZO MarineMax Inc $16.6900 Strong Buy or Hold
ILMN Illumina, Inc. $331.7400 Concerned, but watch close as good things may happen soon
JAZZ Jazz Pharmaceuticals PLC $149.2800 Very Concerned, may need to wait
KNX Knight-Swift Transportation Holdings Inc $35.8400 Very Concerned, may need to wait
LGIH LGI Homes Inc $70.6500 Very Concerned, may need to wait
LRCX Lam Research Corporation $292.4000 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $231.6700 Strong Buy or Hold
MA Mastercard Inc $298.5900 Concerned, but watch close as good things may happen soon
MEOH Methanex Corporation $38.6300 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $110.0100 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $379.1100 Possible Buy or Hold, but some concerns
MTZ MasTec, Inc. $64.1600 Very Concerned, may need to wait
MTCH Match Group Inc $82.1100 Strong Buy or Hold
NFLX Netflix, Inc. $323.5700 Very Concerned, may need to wait
NSP Insperity Inc $86.0400 Very Concerned, may need to wait
NVDA NVIDIA Corporation $235.3000 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $117.2500 Strong Buy or Hold
PATK Patrick Industries, Inc. $52.4300 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $108.1700 Very Concerned, may need to wait
SBUX Starbucks Corporation $87.9200 Very Concerned, may need to wait
SINA SINA Corp $39.9300 Strong Buy or Hold
SIVB SVB Financial Group $251.0400 Concerned, but watch close as good things may happen soon
STZ Constellation Brands, Inc. Class A $189.7500 Strong Buy or Hold
SUI Sun Communities Inc $150.1000 Some Concerns, may need to wait
SWKS Skyworks Solutions Inc $120.8800 Concerned, but watch close as good things may happen soon
TGS Transportadora de Gas del Sur SA (ADR) $7.1700 Concerned, but watch close as good things may happen soon
THRM Gentherm Inc $44.3900 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $78.4200 Strong Buy or Hold
TNET TriNet Group Inc $56.6100 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $253.1400 Concerned, but watch close as good things may happen soon
UNH UnitedHealth Group Inc $293.9800 Very Concerned, may need to wait
V Visa Inc $187.9000 Very Concerned, may need to wait
WCG WellCare Health Plans, Inc. $330.2100 Concerned, but watch close as good things may happen soon

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $293.6500 Strong Buy or Hold, but there are some concerns
ABMD ABIOMED, Inc. $170.5900 Some Concerns, may need to wait
ADBE Adobe Systems Incorporated $329.8100 Concerned, but watch close as good things may happen soon
ALGN Align Technology, Inc. $279.0400 Strong Buy or Hold
AMAT Applied Materials, Inc. $61.0400 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1847.8400 Strong Buy or Hold
ANET Arista Networks Inc $203.4000 Concerned, but watch close as good things may happen soon
ATHM Autohome Inc $80.0100 Very Concerned, may need to wait
AVGO Broadcom Inc $316.0200 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $212.1000 Very Concerned, may need to wait
BKNG Booking Holdings Inc $2053.7300 Strong Buy or Hold
CBPO China Biologic Products Holdings Inc $116.3800 Very Concerned, may need to wait
COHR Coherent, Inc. $166.3500 Strong Buy or Hold
CVGW Calavo Growers, Inc. $90.5900 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $293.7800 Strong Buy or Hold
ETFC E*TRADE Financial Corp $45.3700 Very Concerned, may need to wait
EPAM EPAM Systems Inc $212.1600 Very Concerned, may need to wait
EVR Evercore Inc $74.7600 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $205.2500 Very Concerned, may need to wait
FIVE Five Below Inc $127.8600 Strong Buy or Hold
FTNT Fortinet Inc $106.7600 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1339.3900 Very Concerned, may need to wait
GTN Gray Television, Inc. $21.4400 Concerned, but watch close as good things may happen soon
HZO MarineMax Inc $16.6900 Strong Buy or Hold
ILMN Illumina, Inc. $331.7400 Concerned, but watch close as good things may happen soon
JAZZ Jazz Pharmaceuticals PLC $149.2800 Very Concerned, may need to wait
KNX Knight-Swift Transportation Holdings Inc $35.8400 Very Concerned, may need to wait
LGIH LGI Homes Inc $70.6500 Very Concerned, may need to wait
LRCX Lam Research Corporation $292.4000 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $231.6700 Strong Buy or Hold
MA Mastercard Inc $298.5900 Concerned, but watch close as good things may happen soon
MEOH Methanex Corporation $38.6300 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $110.0100 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $379.1100 Possible Buy or Hold, but some concerns
MTZ MasTec, Inc. $64.1600 Very Concerned, may need to wait
MTCH Match Group Inc $82.1100 Strong Buy or Hold
NFLX Netflix, Inc. $323.5700 Very Concerned, may need to wait
NSP Insperity Inc $86.0400 Very Concerned, may need to wait
NVDA NVIDIA Corporation $235.3000 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $117.2500 Strong Buy or Hold
PATK Patrick Industries, Inc. $52.4300 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $108.1700 Very Concerned, may need to wait
SBUX Starbucks Corporation $87.9200 Very Concerned, may need to wait
SINA SINA Corp $39.9300 Strong Buy or Hold
SIVB SVB Financial Group $251.0400 Concerned, but watch close as good things may happen soon
STZ Constellation Brands, Inc. Class A $189.7500 Strong Buy or Hold
SUI Sun Communities Inc $150.1000 Some Concerns, may need to wait
SWKS Skyworks Solutions Inc $120.8800 Concerned, but watch close as good things may happen soon
TGS Transportadora de Gas del Sur SA (ADR) $7.1700 Concerned, but watch close as good things may happen soon
THRM Gentherm Inc $44.3900 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $78.4200 Strong Buy or Hold
TNET TriNet Group Inc $56.6100 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $253.1400 Concerned, but watch close as good things may happen soon
UNH UnitedHealth Group Inc $293.9800 Very Concerned, may need to wait
V Visa Inc $187.9000 Very Concerned, may need to wait
WCG WellCare Health Plans, Inc. $330.2100 Concerned, but watch close as good things may happen soon