Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $189.9500 Concerned, but watch close as good things may happen soon
ABMD ABIOMED, Inc. $285.5900 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $266.4900 Strong Buy or Hold
ADS Alliance Data Systems Corporation $174.9800 Strong Buy or Hold
ALGN Align Technology, Inc. $284.3300 Strong Buy or Hold
ALXN Alexion Pharmaceuticals, Inc. $135.1800 Concerned, but watch close as good things may happen soon
AMAT Applied Materials, Inc. $39.6600 Very Concerned, may need to wait
AMN AMN Healthcare Services, Inc. $47.0900 Some Concerns, may need to wait
AMZN Amazon.com, Inc. $1780.7500 Concerned, but watch close as good things may happen soon
ANET Arista Networks Inc $314.4600 Concerned, but watch close as good things may happen soon
AVGO Broadcom Inc $300.7100 Strong Buy or Hold
BABA Alibaba Group Holding Ltd $182.4500 Concerned, but watch close as good things may happen soon
BKNG Booking Holdings Inc $1744.9100 Very Concerned, may need to wait
CBPO China Biologic Products Holdings Inc $91.2500 Strong Buy or Hold, but there are some concerns
COHR Coherent, Inc. $141.7200 Concerned, but watch close as good things may happen soon
CRTO Criteo SA (ADR) $20.0300 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $42.0700 Concerned, but watch close as good things may happen soon
CVGW Calavo Growers, Inc. $83.8500 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $258.1000 Possible Buy or Hold, but some concerns
EA Electronic Arts Inc. $101.6300 Concerned, but watch close as good things may happen soon
FB Facebook, Inc. Common Stock $166.6900 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1176.8900 Very Concerned, may need to wait
GTN Gray Television, Inc. $21.3600 Very Concerned, may need to wait
HSKA Heska Corp $85.1200 Possible Buy or Hold, but some concerns
HZO MarineMax Inc $19.1600 Possible Buy or Hold, but some concerns
IBP Installed Building Products Inc $48.5000 Strong Buy or Hold
ILMN Illumina, Inc. $310.6900 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $142.9500 Strong Buy or Hold
KNX Knight-Swift Transportation Holdings Inc $32.6800 Very Concerned, may need to wait
LGIH LGI Homes Inc $60.2400 Concerned, but watch close as good things may happen soon
LRCX Lam Research Corporation $179.0100 Concerned, but watch close as good things may happen soon
LULU Lululemon Athletica inc. $163.8700 Strong Buy or Hold
MA Mastercard Inc $235.4500 Strong Buy or Hold
MEI Methode Electronics Inc. $28.7800 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $93.0500 Strong Buy or Hold
MKTX MarketAxess Holdings Inc. $246.0800 Strong Buy or Hold
MTZ MasTec, Inc. $48.1000 Strong Buy or Hold
MU Micron Technology, Inc. $41.3300 Concerned, but watch close as good things may happen soon
NFLX Netflix, Inc. $356.5600 Very Concerned, may need to wait
NSP Insperity Inc $123.6600 Very Concerned, may need to wait
NVDA NVIDIA Corporation $179.5600 Concerned, but watch close as good things may happen soon
NXST Nexstar Media Group Inc $108.3700 Very Concerned, may need to wait
PATK Patrick Industries, Inc. $45.3200 Possible Buy or Hold, but some concerns
PYPL Paypal Holdings Inc $103.8400 Strong Buy or Hold
REGN Regeneron Pharmaceuticals Inc $410.6200 Some Concerns, may need to wait
SBUX Starbucks Corporation $74.3400 Strong Buy or Hold, but there are some concerns
STZ Constellation Brands, Inc. Class A $175.3300 Strong Buy or Hold
SUI Sun Communities Inc $118.5200 Concerned, but watch close as good things may happen soon
SWKS Skyworks Solutions Inc $82.4800 Very Concerned, may need to wait
TGS Transportadora de Gas del Sur SA (ADR) $13.1600 Very Concerned, may need to wait
THRM Gentherm Inc $36.8600 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $69.1000 Very Concerned, may need to wait
TNET TriNet Group Inc $59.7400 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $348.7300 Strong Buy or Hold
UNH UnitedHealth Group Inc $247.2600 Very Concerned, may need to wait
V Visa Inc $156.1900 Concerned, but watch close as good things may happen soon
WCG WellCare Health Plans, Inc. $269.7500 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
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. $189.95 $165.26 14.94% $157.07 20.94% $174.97 8.56% $191.05 -0.58%
ABMD ABIOMED, Inc. $285.59 $290.99 -1.86% $325.04 -12.14% $348.06 -17.95% $323.21 -11.64%
ADBE Adobe Systems Incorporated $266.49 $216.08 23.33% $226.24 17.79% $264.01 0.94% $259.69 2.62%
ADS Alliance Data Systems Corporation $174.98 $210.40 -16.83% $149.54 17.01% $173.59 0.80% $164.56 6.33%
ALGN Align Technology, Inc. $284.33 $251.13 13.22% $209.43 35.76% $263.35 7.97% $269.62 5.46%
ALXN Alexion Pharmaceuticals, Inc. $135.18 $111.46 21.28% $97.36 38.85% $137.75 -1.87% $130.21 3.82%
AMAT Applied Materials, Inc. $39.66 $54.54 -27.29% $32.57 21.76% $38.56 2.85% $39.86 -0.50%
AMN AMN Healthcare Services, Inc. $47.09 $56.75 -17.02% $56.66 -16.89% $49.18 -4.25% $48.31 -2.53%
AMZN Amazon.com, Inc. $1,780.75 $1,447.34 23.04% $1,501.97 18.56% $1,671.73 6.52% $1,764.77 0.91%
ANET Arista Networks Inc $314.46 $255.30 23.17% $210.70 49.25% $286.54 9.74% $300.16 4.76%
AVGO Broadcom Inc $300.71 $227.87 31.97% $251.99 19.34% $270.29 11.26% $292.65 2.75%
BABA Alibaba Group Holding Ltd $182.45 $183.54 -0.59% $137.07 33.11% $183.88 -0.78% $176.26 3.51%
BKNG Booking Holdings Inc $1,744.91 $2,080.39 -16.13% $1,722.42 1.31% $1,714.08 1.80% $1,721.59 1.35%
CBPO China Biologic Products Holdings Inc $91.25 $81.00 12.65% $75.91 20.21% $81.00 12.65% $87.23 4.61%
COHR Coherent, Inc. $141.72 $187.40 -24.38% $105.71 34.06% $135.59 4.52% $135.18 4.84%
CRTO Criteo SA (ADR) $20.03 $25.84 -22.48% $22.72 -11.84% $27.15 -26.22% $25.11 -20.23%
CRUS Cirrus Logic, Inc. $42.07 $40.63 3.54% $33.18 26.79% $41.07 2.43% $41.80 0.65%
CVGW Calavo Growers, Inc. $83.85 $91.26 -8.12% $72.96 14.93% $85.58 -2.02% $81.60 2.76%
DPZ Domino’s Pizza, Inc. $258.10 $231.52 11.48% $247.34 4.35% $250.07 3.21% $239.25 7.88%
EA Electronic Arts Inc. $101.63 $121.24 -16.17% $78.91 28.79% $97.41 4.33% $102.34 -0.69%
FB Facebook, Inc. Common Stock $166.69 $159.79 4.32% $131.09 27.16% $162.28 2.72% $164.34 1.43%
GOOGL Alphabet Inc Class A $1,176.89 $1,037.14 13.47% $1,044.96 12.63% $1,148.52 2.47% $1,207.65 -2.55%
GTN Gray Television, Inc. $21.36 $12.70 68.19% $14.74 44.91% $22.57 -5.36% $21.50 -0.65%
HSKA Heska Corp $85.12 $79.07 7.65% $86.10 -1.14% $84.77 0.41% $82.02 3.78%
HZO MarineMax Inc $19.16 $19.45 -1.49% $18.31 4.64% $19.69 -2.69% $18.07 6.03%
IBP Installed Building Products Inc $48.50 $60.05 -19.23% $33.69 43.96% $46.90 3.41% $45.21 7.28%
ILMN Illumina, Inc. $310.69 $236.42 31.41% $299.93 3.59% $321.18 -3.27% $308.79 0.62%
JAZZ Jazz Pharmaceuticals PLC $142.95 $150.99 -5.32% $123.96 15.32% $138.98 2.86% $136.60 4.65%
KNX Knight-Swift Transportation Holdings Inc $32.68 $45.70 -28.49% $25.03 30.59% $33.68 -2.97% $31.37 4.18%
LGIH LGI Homes Inc $60.24 $70.57 -14.64% $45.22 33.22% $58.43 3.10% $58.19 3.52%
LRCX Lam Research Corporation $179.01 $197.96 -9.57% $135.34 32.27% $175.67 1.90% $179.45 -0.25%
LULU Lululemon Athletica inc. $163.87 $89.12 83.88% $121.61 34.75% $151.38 8.25% $143.21 14.43%
MA Mastercard Inc $235.45 $174.18 35.18% $188.33 25.02% $227.25 3.61% $230.76 2.03%
MEI Methode Electronics Inc. $28.78 $38.57 -25.38% $23.19 24.11% $28.58 0.70% $28.10 2.42%
MKSI MKS Instruments, Inc. $93.05 $114.61 -18.81% $64.46 44.36% $83.85 10.97% $90.77 2.51%
MKTX MarketAxess Holdings Inc. $246.08 $215.58 14.15% $210.83 16.72% $243.09 1.23% $238.34 3.25%
MTZ MasTec, Inc. $48.10 $47.05 2.23% $40.56 18.59% $46.89 2.58% $45.38 5.99%
MU Micron Technology, Inc. $41.33 $52.14 -20.73% $31.73 30.26% $41.58 -0.60% $41.62 -0.70%
NFLX Netflix, Inc. $356.56 $295.35 20.72% $267.66 33.21% $357.32 -0.21% $361.01 -1.23%
NSP Insperity Inc $123.66 $68.98 79.27% $93.13 32.78% $127.48 -3.00% $120.50 2.62%
NVDA NVIDIA Corporation $179.56 $230.85 -22.22% $133.36 34.64% $156.45 14.77% $177.50 1.16%
NXST Nexstar Media Group Inc $108.37 $65.13 66.38% $78.22 38.55% $101.55 6.72% $105.20 3.01%
PATK Patrick Industries, Inc. $45.32 $61.85 -26.73% $29.61 53.06% $47.68 -4.95% $40.96 10.64%
PYPL Paypal Holdings Inc $103.84 $75.87 36.87% $84.09 23.49% $98.80 5.10% $101.27 2.54%
REGN Regeneron Pharmaceuticals Inc $410.62 $344.36 19.24% $373.50 9.94% $439.57 -6.59% $391.80 4.80%
SBUX Starbucks Corporation $74.34 $56.59 31.37% $64.07 16.04% $70.85 4.93% $71.96 3.31%
STZ Constellation Brands, Inc. Class A $175.33 $224.59 -21.93% $160.13 9.49% $171.94 1.97% $169.53 3.42%
SUI Sun Communities Inc $118.52 $88.88 33.35% $101.07 17.26% $113.08 4.82% $117.32 1.02%
SWKS Skyworks Solutions Inc $82.48 $98.55 -16.31% $66.71 23.64% $81.98 0.61% $82.59 -0.13%
TGS Transportadora de Gas del Sur SA (ADR) $13.16 $19.32 -31.89% $15.00 -12.27% $14.15 -7.00% $13.46 -2.23%
THRM Gentherm Inc $36.86 $33.95 8.57% $39.98 -7.80% $41.62 -11.44% $36.63 0.63%
TMUS T-Mobile Us Inc $69.10 $61.04 13.20% $63.61 8.63% $72.34 -4.48% $71.90 -3.89%
TNET TriNet Group Inc $59.74 $46.32 28.97% $41.95 42.41% $61.73 -3.22% $59.00 1.25%
ULTA Ulta Beauty Inc $348.73 $204.27 70.72% $244.84 42.43% $315.30 10.60% $330.52 5.51%
UNH UnitedHealth Group Inc $247.26 $211.06 17.15% $248.18 -0.37% $245.22 0.83% $247.09 0.07%
V Visa Inc $156.19 $118.83 31.44% $131.71 18.59% $149.47 4.50% $153.07 2.04%
WCG WellCare Health Plans, Inc. $269.75 $193.63 39.31% $236.09 14.26% $260.05 3.73% $241.84 11.54%

Over the last year, my Watch List returned 8.03%
Over the last quarter, my Watch List returned 16.05%
Over the last month, my Watch List returned 2.52%
Over the last week, my Watch List returned 1.66%

 

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. $285.59 $290.99 -1.86% $325.04 -12.14% $348.06 -17.95% $323.21 -11.64%
ADBE Adobe Systems Incorporated $266.49 $216.08 23.33% $226.24 17.79% $264.01 0.94% $259.69 2.62%
AMN AMN Healthcare Services, Inc. $47.09 $56.75 -17.02% $56.66 -16.89% $49.18 -4.25% $48.31 -2.53%
AMZN Amazon.com, Inc. $1,780.75 $1,447.34 23.04% $1,501.97 18.56% $1,671.73 6.52% $1,764.77 0.91%
DPZ Domino’s Pizza, Inc. $258.10 $231.52 11.48% $247.34 4.35% $250.07 3.21% $239.25 7.88%
ILMN Illumina, Inc. $310.69 $236.42 31.41% $299.93 3.59% $321.18 -3.27% $308.79 0.62%
LULU Lululemon Athletica inc. $163.87 $89.12 83.88% $121.61 34.75% $151.38 8.25% $143.21 14.43%
MA Mastercard Inc $235.45 $174.18 35.18% $188.33 25.02% $227.25 3.61% $230.76 2.03%
NFLX Netflix, Inc. $356.56 $295.35 20.72% $267.66 33.21% $357.32 -0.21% $361.01 -1.23%
NSP Insperity Inc $123.66 $68.98 79.27% $93.13 32.78% $127.48 -3.00% $120.50 2.62%
PYPL Paypal Holdings Inc $103.84 $75.87 36.87% $84.09 23.49% $98.80 5.10% $101.27 2.54%
SUI Sun Communities Inc $118.52 $88.88 33.35% $101.07 17.26% $113.08 4.82% $117.32 1.02%
UNH UnitedHealth Group Inc $247.26 $211.06 17.15% $248.18 -0.37% $245.22 0.83% $247.09 0.07%
V Visa Inc $156.19 $118.83 31.44% $131.71 18.59% $149.47 4.50% $153.07 2.04%
WCG WellCare Health Plans, Inc. $269.75 $193.63 39.31% $236.09 14.26% $260.05 3.73% $241.84 11.54%

Over the last year, my Short Term Watch List returned 24.47%
Over the last quarter, my Short Term Watch List returned 14.40%
Over the last month, my Short Term Watch List returned 1.93%
Over the last week, my Short Term Watch List returned 1.37%

Short Term List returned 24%
High growth stock: Lululemon Athletica inc. ($LULU) at 84%
Total Execution Time: 57.231237888336 Sec

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $188.7200 Concerned, but watch close as good things may happen soon
ABMD ABIOMED, Inc. $283.9000 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $263.5300 Strong Buy or Hold
ADS Alliance Data Systems Corporation $172.3900 Possible Buy or Hold, but some concerns
ALGN Align Technology, Inc. $273.9100 Strong Buy or Hold
ALXN Alexion Pharmaceuticals, Inc. $133.2600 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $38.5100 Very Concerned, may need to wait
AMN AMN Healthcare Services, Inc. $46.0100 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1773.4200 Concerned, but watch close as good things may happen soon
ANET Arista Networks Inc $312.3000 Concerned, but watch close as good things may happen soon
AVGO Broadcom Inc $299.0700 Strong Buy or Hold
BABA Alibaba Group Holding Ltd $177.7300 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1728.8900 Very Concerned, may need to wait
CBPO China Biologic Products Holdings Inc $88.9700 Concerned, but watch close as good things may happen soon
COHR Coherent, Inc. $136.5900 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $19.1100 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $41.6200 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $84.6500 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $253.9200 Possible Buy or Hold, but some concerns
EA Electronic Arts Inc. $102.2000 Strong Buy or Hold
FB Facebook, Inc. Common Stock $165.5500 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1172.2700 Very Concerned, may need to wait
GTN Gray Television, Inc. $21.5800 Very Concerned, may need to wait
HSKA Heska Corp $83.5700 Very Concerned, may need to wait
HZO MarineMax Inc $19.0500 Possible Buy or Hold, but some concerns
IBP Installed Building Products Inc $48.1100 Strong Buy or Hold
ILMN Illumina, Inc. $305.1400 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $140.1400 Strong Buy or Hold
KNX Knight-Swift Transportation Holdings Inc $32.4500 Very Concerned, may need to wait
LGIH LGI Homes Inc $60.5400 Strong Buy or Hold
LRCX Lam Research Corporation $175.6800 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $167.5400 Strong Buy or Hold
MA Mastercard Inc $234.8600 Concerned, but watch close as good things may happen soon
MEI Methode Electronics Inc. $28.0600 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $89.8900 Strong Buy or Hold
MKTX MarketAxess Holdings Inc. $246.5200 Strong Buy or Hold
MTZ MasTec, Inc. $47.2200 Very Concerned, may need to wait
MU Micron Technology, Inc. $39.3400 Very Concerned, may need to wait
NFLX Netflix, Inc. $354.6100 Very Concerned, may need to wait
NSP Insperity Inc $121.9300 Very Concerned, may need to wait
NVDA NVIDIA Corporation $177.2500 Concerned, but watch close as good things may happen soon
NXST Nexstar Media Group Inc $110.4900 Concerned, but watch close as good things may happen soon
PATK Patrick Industries, Inc. $44.5700 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $103.8600 Strong Buy or Hold
REGN Regeneron Pharmaceuticals Inc $404.8300 Some Concerns, may need to wait
SBUX Starbucks Corporation $73.9600 Strong Buy or Hold, but there are some concerns
STZ Constellation Brands, Inc. Class A $172.5000 Strong Buy or Hold
SUI Sun Communities Inc $118.6200 Strong Buy or Hold
SWKS Skyworks Solutions Inc $80.5400 Very Concerned, may need to wait
TGS Transportadora de Gas del Sur SA (ADR) $12.9900 Very Concerned, may need to wait
THRM Gentherm Inc $37.1200 Some Concerns, may need to wait
TMUS T-Mobile Us Inc $69.1500 Very Concerned, may need to wait
TNET TriNet Group Inc $59.3400 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $345.2300 Strong Buy or Hold
UNH UnitedHealth Group Inc $242.2300 Very Concerned, may need to wait
V Visa Inc $154.6700 Concerned, but watch close as good things may happen soon
WCG WellCare Health Plans, Inc. $268.2100 Possible Buy or Hold, but some concerns

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $188.4700 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $276.3900 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $262.3400 Concerned, but watch close as good things may happen soon
ADS Alliance Data Systems Corporation $171.0600 Some Concerns, may need to wait
ALGN Align Technology, Inc. $268.9600 Concerned, but watch close as good things may happen soon
ALXN Alexion Pharmaceuticals, Inc. $134.6000 Concerned, but watch close as good things may happen soon
AMAT Applied Materials, Inc. $38.9300 Very Concerned, may need to wait
AMN AMN Healthcare Services, Inc. $46.1800 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1765.7000 Concerned, but watch close as good things may happen soon
ANET Arista Networks Inc $311.3300 Strong Buy or Hold
AVGO Broadcom Inc $295.9700 Strong Buy or Hold
BABA Alibaba Group Holding Ltd $177.0300 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1752.1100 Very Concerned, may need to wait
CBPO China Biologic Products Holdings Inc $88.9800 Concerned, but watch close as good things may happen soon
COHR Coherent, Inc. $135.5200 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $19.1400 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $41.7800 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $84.7700 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $247.5800 Some Concerns, may need to wait
EA Electronic Arts Inc. $100.6700 Concerned, but watch close as good things may happen soon
FB Facebook, Inc. Common Stock $165.8700 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1178.0100 Very Concerned, may need to wait
GTN Gray Television, Inc. $21.6900 Very Concerned, may need to wait
HSKA Heska Corp $85.7400 Possible Buy or Hold, but some concerns
HZO MarineMax Inc $18.6800 Very Concerned, may need to wait
IBP Installed Building Products Inc $48.2900 Strong Buy or Hold
ILMN Illumina, Inc. $302.0700 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $137.2900 Concerned, but watch close as good things may happen soon
KNX Knight-Swift Transportation Holdings Inc $31.3800 Very Concerned, may need to wait
LGIH LGI Homes Inc $63.5500 Strong Buy or Hold
LRCX Lam Research Corporation $177.6400 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $146.8000 Possible Buy or Hold, but some concerns
MA Mastercard Inc $232.5200 Concerned, but watch close as good things may happen soon
MEI Methode Electronics Inc. $27.6800 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $89.1000 Strong Buy or Hold
MKTX MarketAxess Holdings Inc. $245.0800 Strong Buy or Hold
MTZ MasTec, Inc. $46.1400 Very Concerned, may need to wait
MU Micron Technology, Inc. $39.2300 Very Concerned, may need to wait
NFLX Netflix, Inc. $353.3700 Very Concerned, may need to wait
NSP Insperity Inc $121.7000 Very Concerned, may need to wait
NVDA NVIDIA Corporation $176.5000 Strong Buy or Hold
NXST Nexstar Media Group Inc $109.2800 Concerned, but watch close as good things may happen soon
PATK Patrick Industries, Inc. $43.5800 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $103.0700 Strong Buy or Hold
REGN Regeneron Pharmaceuticals Inc $402.8700 Very Concerned, may need to wait
SBUX Starbucks Corporation $72.7400 Strong Buy or Hold
STZ Constellation Brands, Inc. Class A $170.1200 Strong Buy or Hold
SUI Sun Communities Inc $118.1800 Strong Buy or Hold
SWKS Skyworks Solutions Inc $80.5900 Very Concerned, may need to wait
TGS Transportadora de Gas del Sur SA (ADR) $12.5100 Very Concerned, may need to wait
THRM Gentherm Inc $36.8600 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $72.2400 Very Concerned, may need to wait
TNET TriNet Group Inc $58.6300 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $346.0500 Strong Buy or Hold
UNH UnitedHealth Group Inc $241.7100 Very Concerned, may need to wait
V Visa Inc $154.2200 Very Concerned, may need to wait
WCG WellCare Health Plans, Inc. $259.8100 Possible Buy or Hold, but some concerns

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $186.7900 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $286.0000 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $265.5900 Strong Buy or Hold
ADS Alliance Data Systems Corporation $169.9800 Very Concerned, may need to wait
ALGN Align Technology, Inc. $274.2700 Strong Buy or Hold
ALXN Alexion Pharmaceuticals, Inc. $136.7900 Concerned, but watch close as good things may happen soon
AMAT Applied Materials, Inc. $39.6300 Very Concerned, may need to wait
AMN AMN Healthcare Services, Inc. $46.4800 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1783.7600 Strong Buy or Hold
ANET Arista Networks Inc $309.8000 Concerned, but watch close as good things may happen soon
AVGO Broadcom Inc $297.0300 Strong Buy or Hold
BABA Alibaba Group Holding Ltd $178.0800 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1768.8700 Possible Buy or Hold, but some concerns
CBPO China Biologic Products Holdings Inc $87.9900 Concerned, but watch close as good things may happen soon
COHR Coherent, Inc. $136.5600 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $18.2000 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $42.5200 Strong Buy or Hold
CVGW Calavo Growers, Inc. $83.1900 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $245.4000 Some Concerns, may need to wait
EA Electronic Arts Inc. $102.3200 Strong Buy or Hold
FB Facebook, Inc. Common Stock $167.6800 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1189.8400 Very Concerned, may need to wait
GTN Gray Television, Inc. $21.9800 Very Concerned, may need to wait
HSKA Heska Corp $87.8000 Possible Buy or Hold, but some concerns
HZO MarineMax Inc $18.4300 Very Concerned, may need to wait
IBP Installed Building Products Inc $46.8400 Strong Buy or Hold
ILMN Illumina, Inc. $307.5000 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $136.5400 Concerned, but watch close as good things may happen soon
KNX Knight-Swift Transportation Holdings Inc $32.0600 Very Concerned, may need to wait
LGIH LGI Homes Inc $60.6300 Strong Buy or Hold
LRCX Lam Research Corporation $180.0500 Strong Buy or Hold
LULU Lululemon Athletica inc. $143.5600 Very Concerned, may need to wait
MA Mastercard Inc $233.2900 Concerned, but watch close as good things may happen soon
MEI Methode Electronics Inc. $27.8600 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $89.2600 Strong Buy or Hold
MKTX MarketAxess Holdings Inc. $243.6800 Strong Buy or Hold
MTZ MasTec, Inc. $46.1700 Very Concerned, may need to wait
MU Micron Technology, Inc. $40.3200 Concerned, but watch close as good things may happen soon
NFLX Netflix, Inc. $359.9700 Very Concerned, may need to wait
NSP Insperity Inc $122.6200 Very Concerned, may need to wait
NVDA NVIDIA Corporation $176.8700 Strong Buy or Hold
NXST Nexstar Media Group Inc $107.7600 Concerned, but watch close as good things may happen soon
PATK Patrick Industries, Inc. $42.4800 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $103.1500 Strong Buy or Hold
REGN Regeneron Pharmaceuticals Inc $405.6200 Very Concerned, may need to wait
SBUX Starbucks Corporation $72.9600 Strong Buy or Hold
STZ Constellation Brands, Inc. Class A $171.7100 Possible Buy or Hold, but some concerns
SUI Sun Communities Inc $118.8800 Strong Buy or Hold
SWKS Skyworks Solutions Inc $82.1200 Very Concerned, may need to wait
TGS Transportadora de Gas del Sur SA (ADR) $13.1000 Very Concerned, may need to wait
THRM Gentherm Inc $36.8700 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $73.3400 Concerned, but watch close as good things may happen soon
TNET TriNet Group Inc $59.4000 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $342.9000 Strong Buy or Hold
UNH UnitedHealth Group Inc $243.3900 Very Concerned, may need to wait
V Visa Inc $155.3000 Concerned, but watch close as good things may happen soon
WCG WellCare Health Plans, Inc. $231.2700 Very Concerned, may need to wait