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. $174.97 $173.56 0.81% $184.03 -4.92% $165.81 5.52% $172.97 1.16%
ABMD ABIOMED, Inc. $348.06 $275.13 26.51% $343.45 1.34% $351.08 -0.86% $352.60 -1.29%
ADBE Adobe Systems Incorporated $264.01 $209.79 25.84% $255.26 3.43% $247.38 6.72% $258.90 1.97%
ADS Alliance Data Systems Corporation $173.59 $230.03 -24.53% $198.33 -12.47% $180.67 -3.92% $174.06 -0.27%
ALGN Align Technology, Inc. $263.35 $253.71 3.80% $235.70 11.73% $244.00 7.93% $253.99 3.69%
ALXN Alexion Pharmaceuticals, Inc. $137.75 $117.92 16.82% $125.47 9.79% $126.28 9.08% $129.73 6.18%
AMAT Applied Materials, Inc. $38.56 $56.92 -32.25% $38.14 1.09% $39.11 -1.40% $39.43 -2.21%
AMN AMN Healthcare Services, Inc. $49.18 $56.30 -12.65% $64.00 -23.16% $64.61 -23.88% $53.41 -7.92%
AMZN Amazon.com, Inc. $1,671.73 $1,500.25 11.43% $1,772.36 -5.68% $1,626.23 2.80% $1,631.56 2.46%
ANET Arista Networks Inc $286.54 $271.50 5.54% $243.89 17.49% $220.50 29.95% $274.97 4.21%
AVGO Broadcom Inc $272.75 $243.07 12.21% $239.53 13.87% $266.81 2.23% $276.50 -1.36%
BABA Alibaba Group Holding Ltd $183.88 $179.76 2.29% $163.74 12.30% $167.97 9.47% $176.92 3.93%
BKNG Booking Holdings Inc $1,714.08 $2,033.79 -15.72% $1,919.70 -10.71% $1,836.96 -6.69% $1,910.52 -10.28%
CBPO China Biologic Products Holdings Inc $81.00 $75.00 8.00% $82.94 -2.34% $80.40 0.75% $80.80 0.25%
COHR Coherent, Inc. $135.59 $208.81 -35.07% $137.50 -1.39% $121.89 11.24% $136.59 -0.73%
CRTO Criteo SA (ADR) $27.15 $29.85 -9.05% $24.12 12.56% $25.48 6.55% $27.47 -1.16%
CRUS Cirrus Logic, Inc. $41.07 $43.60 -5.80% $38.67 6.21% $37.46 9.64% $39.79 3.22%
CVGW Calavo Growers, Inc. $85.58 $83.34 2.69% $96.97 -11.75% $77.37 10.61% $83.35 2.68%
DPZ Domino’s Pizza, Inc. $250.73 $221.20 13.35% $275.75 -9.07% $278.39 -9.94% $260.71 -3.83%
EA Electronic Arts Inc. $97.41 $125.09 -22.13% $84.00 15.96% $91.22 6.79% $95.92 1.55%
FB Facebook, Inc. Common Stock $162.28 $176.62 -8.12% $141.09 15.02% $165.71 -2.07% $161.89 0.24%
GOOGL Alphabet Inc Class A $1,148.52 $1,084.14 5.94% $1,116.36 2.88% $1,118.62 2.67% $1,116.56 2.86%
GTN Gray Television, Inc. $22.57 $13.90 62.37% $18.54 21.74% $16.55 36.37% $18.12 24.56%
HSKA Heska Corp $84.77 $66.87 26.77% $104.18 -18.63% $99.34 -14.67% $98.56 -13.99%
HZO MarineMax Inc $19.69 $20.55 -4.18% $22.28 -11.62% $18.13 8.60% $18.97 3.80%
IBP Installed Building Products Inc $46.90 $57.85 -18.93% $38.77 20.97% $42.23 11.06% $46.53 0.80%
ILMN Illumina, Inc. $321.18 $229.19 40.14% $350.25 -8.30% $282.86 13.55% $301.06 6.68%
JAZZ Jazz Pharmaceuticals PLC $138.98 $141.45 -1.75% $148.82 -6.61% $128.35 8.28% $126.01 10.29%
KNX Knight-Swift Transportation Holdings Inc $33.68 $48.10 -29.98% $33.90 -0.65% $32.17 4.69% $33.54 0.42%
LGIH LGI Homes Inc $58.43 $56.94 2.62% $44.96 29.96% $60.02 -2.65% $61.96 -5.70%
LRCX Lam Research Corporation $176.75 $190.26 -7.10% $159.85 10.58% $172.77 2.30% $179.22 -1.38%
LULU Lululemon Athletica inc. $151.38 $82.07 84.45% $139.89 8.21% $146.12 3.60% $149.26 1.42%
MA Mastercard Inc $227.25 $174.04 30.57% $209.50 8.47% $213.77 6.31% $223.32 1.76%
MEI Methode Electronics Inc. $28.58 $39.31 -27.29% $31.45 -9.13% $26.31 8.63% $28.60 -0.07%
MKSI MKS Instruments, Inc. $83.85 $113.37 -26.04% $81.10 3.39% $83.90 -0.06% $84.55 -0.83%
MKTX MarketAxess Holdings Inc. $243.09 $201.14 20.85% $218.80 11.10% $213.14 14.05% $238.97 1.72%
MTZ MasTec, Inc. $46.89 $49.25 -4.79% $45.39 3.30% $43.19 8.57% $44.60 5.13%
MU Micron Technology, Inc. $41.58 $49.11 -15.33% $40.03 3.87% $39.60 5.00% $42.57 -2.33%
NFLX Netflix, Inc. $357.32 $301.05 18.69% $290.30 23.09% $339.85 5.14% $363.02 -1.57%
NSP Insperity Inc $127.79 $66.77 91.39% $102.88 24.22% $107.01 19.42% $130.40 -2.00%
NVDA NVIDIA Corporation $156.45 $235.78 -33.65% $169.86 -7.90% $144.58 8.21% $159.03 -1.62%
NXST Nexstar Media Group Inc $101.55 $71.16 42.71% $87.85 15.60% $83.62 21.44% $91.80 10.62%
PATK Patrick Industries, Inc. $47.68 $60.90 -21.71% $41.07 16.09% $39.77 19.89% $47.64 0.08%
PYPL Paypal Holdings Inc $98.80 $78.87 25.27% $87.98 12.30% $90.01 9.77% $95.98 2.94%
REGN Regeneron Pharmaceuticals Inc $439.57 $330.47 33.01% $382.61 14.89% $430.15 2.19% $422.52 4.04%
SBUX Starbucks Corporation $70.85 $55.65 27.32% $67.15 5.51% $67.76 4.57% $71.30 -0.63%
STZ Constellation Brands, Inc. Class A $171.94 $216.63 -20.63% $197.36 -12.88% $173.01 -0.62% $169.06 1.70%
SUI Sun Communities Inc $113.79 $84.44 34.77% $104.48 8.91% $110.00 3.45% $113.76 0.03%
SWKS Skyworks Solutions Inc $81.98 $107.28 -23.59% $73.12 12.11% $73.62 11.36% $82.04 -0.08%
TGS Transportadora de Gas del Sur SA (ADR) $14.15 $18.97 -25.40% $15.95 -11.29% $16.58 -14.66% $15.21 -6.97%
THRM Gentherm Inc $41.62 $32.20 29.25% $46.40 -10.30% $42.69 -2.51% $42.78 -2.71%
TMUS T-Mobile Us Inc $72.34 $62.47 15.80% $67.80 6.70% $69.63 3.89% $73.20 -1.17%
TNET TriNet Group Inc $61.73 $46.85 31.76% $46.18 33.67% $46.91 31.59% $62.21 -0.77%
ULTA Ulta Beauty Inc $315.30 $194.00 62.53% $306.49 2.87% $291.36 8.22% $310.72 1.47%
UNH UnitedHealth Group Inc $246.15 $222.20 10.78% $286.33 -14.03% $268.72 -8.40% $267.11 -7.85%
V Visa Inc $149.47 $119.97 24.59% $144.75 3.26% $139.91 6.84% $145.87 2.47%
WCG WellCare Health Plans, Inc. $260.05 $193.95 34.08% $261.42 -0.52% $276.11 -5.82% $276.26 -5.87%

Over the last year, my Watch List returned 4.96%
Over the last quarter, my Watch List returned 0.11%
Over the last month, my Watch List returned 2.49%
Over the last week, my Watch List returned -0.67%

 

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. $348.06 $275.13 26.51% $343.45 1.34% $351.08 -0.86% $352.60 -1.29%
ADBE Adobe Systems Incorporated $264.01 $209.79 25.84% $255.26 3.43% $247.38 6.72% $258.90 1.97%
AMN AMN Healthcare Services, Inc. $49.18 $56.30 -12.65% $64.00 -23.16% $64.61 -23.88% $53.41 -7.92%
AMZN Amazon.com, Inc. $1,671.73 $1,500.25 11.43% $1,772.36 -5.68% $1,626.23 2.80% $1,631.56 2.46%
DPZ Domino’s Pizza, Inc. $250.73 $221.20 13.35% $275.75 -9.07% $278.39 -9.94% $260.71 -3.83%
ILMN Illumina, Inc. $321.18 $229.19 40.14% $350.25 -8.30% $282.86 13.55% $301.06 6.68%
LULU Lululemon Athletica inc. $151.38 $82.07 84.45% $139.89 8.21% $146.12 3.60% $149.26 1.42%
MA Mastercard Inc $227.25 $174.04 30.57% $209.50 8.47% $213.77 6.31% $223.32 1.76%
NFLX Netflix, Inc. $357.32 $301.05 18.69% $290.30 23.09% $339.85 5.14% $363.02 -1.57%
NSP Insperity Inc $127.79 $66.77 91.39% $102.88 24.22% $107.01 19.42% $130.40 -2.00%
PYPL Paypal Holdings Inc $98.80 $78.87 25.27% $87.98 12.30% $90.01 9.77% $95.98 2.94%
SUI Sun Communities Inc $113.79 $84.44 34.77% $104.48 8.91% $110.00 3.45% $113.76 0.03%
UNH UnitedHealth Group Inc $246.15 $222.20 10.78% $286.33 -14.03% $268.72 -8.40% $267.11 -7.85%
V Visa Inc $149.47 $119.97 24.59% $144.75 3.26% $139.91 6.84% $145.87 2.47%
WCG WellCare Health Plans, Inc. $260.05 $193.95 34.08% $261.42 -0.52% $276.11 -5.82% $276.26 -5.87%

Over the last year, my Short Term Watch List returned 21.54%
Over the last quarter, my Short Term Watch List returned -1.10%
Over the last month, my Short Term Watch List returned 2.09%
Over the last week, my Short Term Watch List returned 0.30%

Short Term List returned 22%
High growth stock: Insperity Inc ($NSP) at 91%
Total Execution Time: 0.75961899757385 Sec

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $173.1500 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $334.5000 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $262.5000 Concerned, but watch close as good things may happen soon
ADS Alliance Data Systems Corporation $173.0000 Concerned, but watch close as good things may happen soon
ALGN Align Technology, Inc. $258.9700 Concerned, but watch close as good things may happen soon
ALXN Alexion Pharmaceuticals, Inc. $135.3300 Strong Buy or Hold
AMAT Applied Materials, Inc. $38.3400 Very Concerned, may need to wait
AMN AMN Healthcare Services, Inc. $50.0100 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1639.8300 Strong Buy or Hold
ANET Arista Networks Inc $285.2500 Strong Buy or Hold, but there are some concerns
AVGO Broadcom Inc $275.3600 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $183.0300 Strong Buy or Hold, but there are some concerns
BKNG Booking Holdings Inc $1697.0400 Very Concerned, may need to wait
CBPO China Biologic Products Holdings Inc $80.3600 Very Concerned, may need to wait
COHR Coherent, Inc. $133.0800 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $27.1400 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $40.1300 Concerned, but watch close as good things may happen soon
CVGW Calavo Growers, Inc. $85.1300 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $250.9400 Very Concerned, may need to wait
EA Electronic Arts Inc. $95.7800 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $161.4500 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1126.5500 Concerned, but watch close as good things may happen soon
GTN Gray Television, Inc. $21.9100 Strong Buy or Hold, but there are some concerns
HSKA Heska Corp $81.7900 Very Concerned, may need to wait
HZO MarineMax Inc $19.6300 Strong Buy or Hold
IBP Installed Building Products Inc $43.6200 Very Concerned, may need to wait
ILMN Illumina, Inc. $312.7700 Strong Buy or Hold
JAZZ Jazz Pharmaceuticals PLC $140.0300 Strong Buy or Hold, but there are some concerns
KNX Knight-Swift Transportation Holdings Inc $33.6300 Very Concerned, may need to wait
LGIH LGI Homes Inc $59.1000 Very Concerned, may need to wait
LRCX Lam Research Corporation $176.0900 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $150.4200 Concerned, but watch close as good things may happen soon
MA Mastercard Inc $224.7700 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. $82.8700 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $243.8800 Strong Buy or Hold, but there are some concerns
MTZ MasTec, Inc. $43.1800 Very Concerned, may need to wait
MU Micron Technology, Inc. $40.8800 Very Concerned, may need to wait
NFLX Netflix, Inc. $358.1000 Very Concerned, may need to wait
NSP Insperity Inc $126.2700 Very Concerned, may need to wait
NVDA NVIDIA Corporation $154.2600 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $97.7300 Strong Buy or Hold, but there are some concerns
PATK Patrick Industries, Inc. $45.2100 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $98.0700 Strong Buy or Hold, but there are some concerns
REGN Regeneron Pharmaceuticals Inc $430.7400 Strong Buy or Hold
SBUX Starbucks Corporation $70.2600 Very Concerned, may need to wait
STZ Constellation Brands, Inc. Class A $169.1600 Very Concerned, may need to wait
SUI Sun Communities Inc $113.5700 Concerned, but watch close as good things may happen soon
SWKS Skyworks Solutions Inc $81.6600 Very Concerned, may need to wait
TGS Transportadora de Gas del Sur SA (ADR) $14.5300 Very Concerned, may need to wait
THRM Gentherm Inc $41.0000 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $72.2100 Very Concerned, may need to wait
TNET TriNet Group Inc $61.2900 Concerned, but watch close as good things may happen soon
ULTA Ulta Beauty Inc $312.4900 Concerned, but watch close as good things may happen soon
UNH UnitedHealth Group Inc $242.2200 Very Concerned, may need to wait
V Visa Inc $148.1200 Strong Buy or Hold
WCG WellCare Health Plans, Inc. $253.5800 Very Concerned, may need to wait

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $174.8700 Concerned, but watch close as good things may happen soon
ABMD ABIOMED, Inc. $336.1700 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $262.9000 Concerned, but watch close as good things may happen soon
ADS Alliance Data Systems Corporation $173.2700 Concerned, but watch close as good things may happen soon
ALGN Align Technology, Inc. $258.2500 Concerned, but watch close as good things may happen soon
ALXN Alexion Pharmaceuticals, Inc. $136.0100 Strong Buy or Hold, but there are some concerns
AMAT Applied Materials, Inc. $38.7800 Very Concerned, may need to wait
AMN AMN Healthcare Services, Inc. $50.5600 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1641.0900 Strong Buy or Hold
ANET Arista Networks Inc $283.9900 Strong Buy or Hold, but there are some concerns
AVGO Broadcom Inc $271.4900 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $184.5800 Strong Buy or Hold, but there are some concerns
BKNG Booking Holdings Inc $1906.0000 Very Concerned, may need to wait
CBPO China Biologic Products Holdings Inc $81.0000 Concerned, but watch close as good things may happen soon
COHR Coherent, Inc. $134.7900 Concerned, but watch close as good things may happen soon
CRTO Criteo SA (ADR) $27.3800 Concerned, but watch close as good things may happen soon
CRUS Cirrus Logic, Inc. $39.5100 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $84.4300 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $252.5100 Very Concerned, may need to wait
EA Electronic Arts Inc. $97.8400 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $162.8100 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1122.8900 Concerned, but watch close as good things may happen soon
GTN Gray Television, Inc. $18.8100 Strong Buy or Hold, but there are some concerns
HSKA Heska Corp $83.3600 Very Concerned, may need to wait
HZO MarineMax Inc $19.5300 Strong Buy or Hold
IBP Installed Building Products Inc $45.4600 Very Concerned, may need to wait
ILMN Illumina, Inc. $309.1600 Strong Buy or Hold
JAZZ Jazz Pharmaceuticals PLC $137.8300 Strong Buy or Hold, but there are some concerns
KNX Knight-Swift Transportation Holdings Inc $33.8700 Concerned, but watch close as good things may happen soon
LGIH LGI Homes Inc $59.1700 Very Concerned, may need to wait
LRCX Lam Research Corporation $177.2000 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $150.5600 Concerned, but watch close as good things may happen soon
MA Mastercard Inc $224.5700 Concerned, but watch close as good things may happen soon
MEI Methode Electronics Inc. $28.3900 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $83.3400 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $244.5000 Strong Buy or Hold, but there are some concerns
MTZ MasTec, Inc. $42.8700 Concerned, but watch close as good things may happen soon
MU Micron Technology, Inc. $41.3200 Very Concerned, may need to wait
NFLX Netflix, Inc. $362.8700 Concerned, but watch close as good things may happen soon
NSP Insperity Inc $126.0500 Very Concerned, may need to wait
NVDA NVIDIA Corporation $155.4100 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $95.4900 Strong Buy or Hold, but there are some concerns
PATK Patrick Industries, Inc. $46.3400 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $97.8600 Strong Buy or Hold
REGN Regeneron Pharmaceuticals Inc $433.3300 Strong Buy or Hold
SBUX Starbucks Corporation $70.1500 Very Concerned, may need to wait
STZ Constellation Brands, Inc. Class A $169.2500 Very Concerned, may need to wait
SUI Sun Communities Inc $113.2800 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $81.2400 Very Concerned, may need to wait
TGS Transportadora de Gas del Sur SA (ADR) $15.0400 Very Concerned, may need to wait
THRM Gentherm Inc $40.8900 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $72.1200 Very Concerned, may need to wait
TNET TriNet Group Inc $62.3900 Strong Buy or Hold, but there are some concerns
ULTA Ulta Beauty Inc $307.1100 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $250.0800 Very Concerned, may need to wait
V Visa Inc $147.2200 Strong Buy or Hold
WCG WellCare Health Plans, Inc. $263.2000 Very Concerned, may need to wait

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $174.3300 Concerned, but watch close as good things may happen soon
ABMD ABIOMED, Inc. $342.8700 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $261.2200 Concerned, but watch close as good things may happen soon
ADS Alliance Data Systems Corporation $174.5500 Strong Buy or Hold
ALGN Align Technology, Inc. $259.7900 Concerned, but watch close as good things may happen soon
ALXN Alexion Pharmaceuticals, Inc. $133.2900 Strong Buy or Hold
AMAT Applied Materials, Inc. $39.5800 Concerned, but watch close as good things may happen soon
AMN AMN Healthcare Services, Inc. $50.9000 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1636.4000 Strong Buy or Hold
ANET Arista Networks Inc $280.5300 Strong Buy or Hold, but there are some concerns
AVGO Broadcom Inc $275.0000 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $183.5400 Strong Buy or Hold, but there are some concerns
BKNG Booking Holdings Inc $1915.7300 Concerned, but watch close as good things may happen soon
CBPO China Biologic Products Holdings Inc $80.7900 Very Concerned, may need to wait
COHR Coherent, Inc. $135.8300 Strong Buy or Hold
CRTO Criteo SA (ADR) $27.1600 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $39.4400 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $83.1000 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $252.8100 Very Concerned, may need to wait
EA Electronic Arts Inc. $98.5000 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $164.1300 Concerned, but watch close as good things may happen soon
GOOGL Alphabet Inc Class A $1122.0100 Concerned, but watch close as good things may happen soon
GTN Gray Television, Inc. $18.1600 Strong Buy or Hold
HSKA Heska Corp $82.9200 Very Concerned, may need to wait
HZO MarineMax Inc $19.3600 Strong Buy or Hold
IBP Installed Building Products Inc $45.6500 Concerned, but watch close as good things may happen soon
ILMN Illumina, Inc. $301.2100 Strong Buy or Hold
JAZZ Jazz Pharmaceuticals PLC $127.7600 Possible Buy or Hold, but some concerns
KNX Knight-Swift Transportation Holdings Inc $33.6800 Very Concerned, may need to wait
LGIH LGI Homes Inc $58.5200 Very Concerned, may need to wait
LRCX Lam Research Corporation $178.5600 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $150.9800 Very Concerned, may need to wait
MA Mastercard Inc $224.0000 Concerned, but watch close as good things may happen soon
MEI Methode Electronics Inc. $28.6300 Strong Buy or Hold
MKSI MKS Instruments, Inc. $84.7300 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $240.4500 Strong Buy or Hold, but there are some concerns
MTZ MasTec, Inc. $44.6600 Strong Buy or Hold
MU Micron Technology, Inc. $42.9600 Concerned, but watch close as good things may happen soon
NFLX Netflix, Inc. $364.9700 Concerned, but watch close as good things may happen soon
NSP Insperity Inc $126.1100 Very Concerned, may need to wait
NVDA NVIDIA Corporation $157.1000 Concerned, but watch close as good things may happen soon
NXST Nexstar Media Group Inc $94.8400 Strong Buy or Hold, but there are some concerns
PATK Patrick Industries, Inc. $45.9300 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $96.5900 Strong Buy or Hold
REGN Regeneron Pharmaceuticals Inc $426.1500 Strong Buy or Hold
SBUX Starbucks Corporation $71.1400 Concerned, but watch close as good things may happen soon
STZ Constellation Brands, Inc. Class A $169.4100 Very Concerned, may need to wait
SUI Sun Communities Inc $113.5900 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $82.0200 Very Concerned, may need to wait
TGS Transportadora de Gas del Sur SA (ADR) $15.3900 Very Concerned, may need to wait
THRM Gentherm Inc $42.7800 Strong Buy or Hold
TMUS T-Mobile Us Inc $72.5300 Concerned, but watch close as good things may happen soon
TNET TriNet Group Inc $62.3500 Strong Buy or Hold, but there are some concerns
ULTA Ulta Beauty Inc $310.0000 Concerned, but watch close as good things may happen soon
UNH UnitedHealth Group Inc $262.9800 Very Concerned, may need to wait
V Visa Inc $147.0400 Strong Buy or Hold
WCG WellCare Health Plans, Inc. $273.8100 Very Concerned, may need to wait

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $174.2300 Concerned, but watch close as good things may happen soon
ABMD ABIOMED, Inc. $352.8900 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $258.6200 Concerned, but watch close as good things may happen soon
ADS Alliance Data Systems Corporation $174.2900 Strong Buy or Hold
ALGN Align Technology, Inc. $262.3500 Concerned, but watch close as good things may happen soon
ALXN Alexion Pharmaceuticals, Inc. $133.1700 Strong Buy or Hold
AMAT Applied Materials, Inc. $39.6600 Very Concerned, may need to wait
AMN AMN Healthcare Services, Inc. $52.5900 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1633.0000 Possible Buy or Hold, but some concerns
ANET Arista Networks Inc $279.3000 Strong Buy or Hold, but there are some concerns
AVGO Broadcom Inc $278.6000 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $183.2500 Strong Buy or Hold, but there are some concerns
BKNG Booking Holdings Inc $1890.0300 Very Concerned, may need to wait
CBPO China Biologic Products Holdings Inc $81.4600 Strong Buy or Hold
COHR Coherent, Inc. $140.5300 Strong Buy or Hold, but there are some concerns
CRTO Criteo SA (ADR) $27.3600 Concerned, but watch close as good things may happen soon
CRUS Cirrus Logic, Inc. $40.0100 Strong Buy or Hold
CVGW Calavo Growers, Inc. $83.9900 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $255.9400 Very Concerned, may need to wait
EA Electronic Arts Inc. $95.8600 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $164.6200 Concerned, but watch close as good things may happen soon
GOOGL Alphabet Inc Class A $1117.3300 Very Concerned, may need to wait
GTN Gray Television, Inc. $18.0200 Strong Buy or Hold
HSKA Heska Corp $96.5000 Very Concerned, may need to wait
HZO MarineMax Inc $19.2200 Strong Buy or Hold
IBP Installed Building Products Inc $45.7800 Strong Buy or Hold
ILMN Illumina, Inc. $304.7400 Strong Buy or Hold
JAZZ Jazz Pharmaceuticals PLC $126.2500 Possible Buy or Hold, but some concerns
KNX Knight-Swift Transportation Holdings Inc $33.9300 Concerned, but watch close as good things may happen soon
LGIH LGI Homes Inc $61.3000 Concerned, but watch close as good things may happen soon
LRCX Lam Research Corporation $179.6000 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $148.5400 Very Concerned, may need to wait
MA Mastercard Inc $223.3200 Concerned, but watch close as good things may happen soon
MEI Methode Electronics Inc. $29.1800 Strong Buy or Hold, but there are some concerns
MKSI MKS Instruments, Inc. $85.8400 Concerned, but watch close as good things may happen soon
MKTX MarketAxess Holdings Inc. $241.3900 Strong Buy or Hold, but there are some concerns
MTZ MasTec, Inc. $45.3500 Strong Buy or Hold
MU Micron Technology, Inc. $42.7500 Concerned, but watch close as good things may happen soon
NFLX Netflix, Inc. $363.9100 Concerned, but watch close as good things may happen soon
NSP Insperity Inc $128.0400 Very Concerned, may need to wait
NVDA NVIDIA Corporation $158.6900 Strong Buy or Hold
NXST Nexstar Media Group Inc $90.8600 Strong Buy or Hold
PATK Patrick Industries, Inc. $46.9000 Strong Buy or Hold, but there are some concerns
PYPL Paypal Holdings Inc $96.7000 Strong Buy or Hold
REGN Regeneron Pharmaceuticals Inc $420.3800 Concerned, but watch close as good things may happen soon
SBUX Starbucks Corporation $71.0500 Concerned, but watch close as good things may happen soon
STZ Constellation Brands, Inc. Class A $167.1500 Very Concerned, may need to wait
SUI Sun Communities Inc $113.4900 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $82.3900 Concerned, but watch close as good things may happen soon
TGS Transportadora de Gas del Sur SA (ADR) $15.4700 Very Concerned, may need to wait
THRM Gentherm Inc $42.4000 Concerned, but watch close as good things may happen soon
TMUS T-Mobile Us Inc $73.0500 Strong Buy or Hold
TNET TriNet Group Inc $62.6200 Strong Buy or Hold, but there are some concerns
ULTA Ulta Beauty Inc $309.0500 Concerned, but watch close as good things may happen soon
UNH UnitedHealth Group Inc $264.6000 Very Concerned, may need to wait
V Visa Inc $146.0600 Strong Buy or Hold
WCG WellCare Health Plans, Inc. $276.0800 Concerned, but watch close as good things may happen soon