Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $224.2900 Concerned, but watch close as good things may happen soon
ABMD ABIOMED, Inc. $415.7100 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $263.2200 Very Concerned, may need to wait
ADS Alliance Data Systems Corporation $231.3300 Very Concerned, may need to wait
ALGN Align Technology, Inc. $353.1100 Very Concerned, may need to wait
ALXN Alexion Pharmaceuticals, Inc. $130.8200 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $37.2400 Very Concerned, may need to wait
AMN AMN Healthcare Services, Inc. $51.5700 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1889.6500 Very Concerned, may need to wait
ANET Arista Networks Inc $251.2700 Very Concerned, may need to wait
AVGO Broadcom Inc $244.2300 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $154.6300 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1903.8400 Very Concerned, may need to wait
CBPO China Biologic Products Holdings Inc $77.2900 Very Concerned, may need to wait
COHR Coherent, Inc. $157.7000 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $23.1000 Some Concerns, may need to wait
CRUS Cirrus Logic, Inc. $36.1100 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $97.2800 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $282.9100 Very Concerned, may need to wait
EA Electronic Arts Inc. $113.7300 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $157.3300 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1167.8300 Very Concerned, may need to wait
GTN Gray Television, Inc. $17.5300 Very Concerned, may need to wait
HSKA Heska Corp $100.1500 Very Concerned, may need to wait
HZO MarineMax Inc $20.0100 Very Concerned, may need to wait
IBP Installed Building Products Inc $37.1800 Very Concerned, may need to wait
ILMN Illumina, Inc. $329.5200 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $162.6700 Very Concerned, may need to wait
KNX Knight-Swift Transportation Holdings Inc $32.1100 Very Concerned, may need to wait
LGIH LGI Homes Inc $41.2100 Very Concerned, may need to wait
LRCX Lam Research Corporation $147.9000 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $153.8400 Very Concerned, may need to wait
MA Mastercard Inc $213.2600 Concerned, but watch close as good things may happen soon
MEI Methode Electronics Inc. $32.2100 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $77.2000 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $189.5400 Some Concerns, may need to wait
MTZ MasTec, Inc. $41.7300 Concerned, but watch close as good things may happen soon
MU Micron Technology, Inc. $43.5800 Very Concerned, may need to wait
NFLX Netflix, Inc. $351.3500 Concerned, but watch close as good things may happen soon
NSP Insperity Inc $115.5300 Very Concerned, may need to wait
NVDA NVIDIA Corporation $269.8600 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $79.4500 Concerned, but watch close as good things may happen soon
PATK Patrick Industries, Inc. $56.7400 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $83.1800 Very Concerned, may need to wait
REGN Regeneron Pharmaceuticals Inc $391.7700 Very Concerned, may need to wait
SBUX Starbucks Corporation $55.7600 Concerned, but watch close as good things may happen soon
STZ Constellation Brands, Inc. Class A $223.1800 Strong Buy or Hold
SUI Sun Communities Inc $99.7700 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $87.5500 Concerned, but watch close as good things may happen soon
TGS Transportadora de Gas del Sur SA (ADR) $13.8800 Concerned, but watch close as good things may happen soon
THRM Gentherm Inc $43.1100 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $68.5900 Concerned, but watch close as good things may happen soon
TNET TriNet Group Inc $53.6300 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $269.8500 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $269.2000 Concerned, but watch close as good things may happen soon
V Visa Inc $145.3600 Concerned, but watch close as good things may happen soon
WCG WellCare Health Plans, Inc. $315.4400 Concerned, but watch close as good things may happen soon

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. $224.29 $152.99 46.61% $187.31 19.74% $221.30 1.35% $225.74 -0.64%
ABMD ABIOMED, Inc. $415.71 $174.88 137.71% $405.99 2.39% $377.49 10.12% $449.75 -7.57%
ADBE Adobe Systems Incorporated $263.22 $151.12 74.18% $248.19 6.06% $260.87 0.90% $269.95 -2.49%
ADS Alliance Data Systems Corporation $231.33 $224.00 3.27% $240.00 -3.61% $236.95 -2.37% $236.16 -2.05%
ALGN Align Technology, Inc. $353.11 $187.04 88.79% $347.47 1.62% $368.64 -4.21% $391.22 -9.74%
ALXN Alexion Pharmaceuticals, Inc. $130.82 $141.30 -7.42% $132.20 -1.04% $117.27 11.55% $139.01 -5.89%
AMAT Applied Materials, Inc. $37.24 $51.77 -28.07% $45.92 -18.90% $39.85 -6.55% $38.65 -3.65%
AMN AMN Healthcare Services, Inc. $51.57 $45.05 14.47% $61.70 -16.42% $55.85 -7.66% $54.70 -5.72%
AMZN Amazon.com, Inc. $1,889.65 $989.58 90.95% $1,710.63 10.47% $1,952.07 -3.20% $2,003.00 -5.66%
ANET Arista Networks Inc $251.27 $192.93 30.24% $262.39 -4.24% $267.05 -5.91% $265.86 -5.49%
AVGO Broadcom Inc $244.23 $239.04 2.17% $245.89 -0.67% $230.89 5.78% $246.73 -1.01%
BABA Alibaba Group Holding Ltd $154.63 $179.20 -13.71% $192.27 -19.58% $162.37 -4.77% $164.76 -6.15%
BKNG Booking Holdings Inc $1,925.93 $1,918.00 0.41% $2,086.93 -7.71% $1,901.81 1.27% $1,984.00 -2.93%
CBPO China Biologic Products Holdings Inc $77.85 $96.18 -19.06% $97.29 -19.98% $82.34 -5.45% $80.00 -2.69%
COHR Coherent, Inc. $167.52 $245.09 -31.65% $157.83 6.14% $173.24 -3.30% $172.19 -2.71%
CRTO Criteo SA (ADR) $22.61 $45.20 -49.98% $33.47 -32.45% $23.15 -2.33% $22.94 -1.44%
CRUS Cirrus Logic, Inc. $35.81 $54.30 -34.05% $40.09 -10.68% $42.99 -16.70% $38.60 -7.23%
CVGW Calavo Growers, Inc. $96.73 $72.31 33.77% $97.80 -1.09% $107.10 -9.68% $96.60 0.13%
DPZ Domino’s Pizza, Inc. $280.17 $203.57 37.63% $278.61 0.56% $293.50 -4.54% $294.80 -4.96%
EA Electronic Arts Inc. $112.49 $120.09 -6.33% $145.10 -22.47% $114.91 -2.11% $120.49 -6.64%
FB Facebook, Inc. Common Stock $157.33 $172.23 -8.65% $203.23 -22.59% $163.04 -3.50% $164.46 -4.34%
GOOGL Alphabet Inc Class A $1,167.83 $993.64 17.53% $1,155.08 1.10% $1,177.59 -0.83% $1,207.08 -3.25%
GTN Gray Television, Inc. $17.54 $16.15 8.58% $16.05 9.25% $16.50 6.27% $17.50 0.20%
HSKA Heska Corp $100.15 $96.12 4.19% $106.12 -5.63% $105.02 -4.64% $113.31 -11.61%
HZO MarineMax Inc $20.01 $17.15 16.68% $20.30 -1.43% $22.95 -12.81% $21.25 -5.84%
IBP Installed Building Products Inc $37.18 $65.90 -43.58% $56.15 -33.78% $46.85 -20.64% $39.00 -4.67%
ILMN Illumina, Inc. $329.52 $204.18 61.39% $286.13 15.16% $345.04 -4.50% $367.06 -10.23%
JAZZ Jazz Pharmaceuticals PLC $162.67 $146.47 11.06% $177.67 -8.44% $166.78 -2.46% $168.13 -3.25%
KNX Knight-Swift Transportation Holdings Inc $32.11 $39.59 -18.88% $37.95 -15.39% $35.27 -8.96% $34.48 -6.87%
LGIH LGI Homes Inc $41.21 $52.28 -21.17% $57.97 -28.91% $50.57 -18.51% $47.44 -13.13%
LRCX Lam Research Corporation $147.90 $181.60 -18.56% $172.64 -14.33% $158.46 -6.66% $151.70 -2.50%
LULU Lululemon Athletica inc. $153.84 $61.30 150.96% $128.54 19.68% $150.82 2.00% $162.49 -5.32%
MA Mastercard Inc $213.26 $142.74 49.41% $199.29 7.01% $210.84 1.15% $222.35 -4.09%
MEI Methode Electronics Inc. $32.21 $44.39 -27.44% $40.69 -20.84% $39.00 -17.41% $36.20 -11.02%
MKSI MKS Instruments, Inc. $77.20 $94.71 -18.49% $97.09 -20.49% $85.10 -9.28% $80.15 -3.68%
MKTX MarketAxess Holdings Inc. $189.54 $185.89 1.96% $202.09 -6.21% $186.96 1.38% $178.49 6.19%
MTZ MasTec, Inc. $41.73 $45.95 -9.18% $52.45 -20.44% $40.65 2.66% $44.65 -6.54%
MU Micron Technology, Inc. $43.58 $39.67 9.86% $53.23 -18.13% $44.86 -2.85% $45.23 -3.65%
NFLX Netflix, Inc. $351.35 $198.02 77.43% $408.25 -13.94% $348.68 0.77% $374.13 -6.09%
NSP Insperity Inc $115.53 $45.19 155.67% $96.14 20.17% $118.75 -2.71% $117.95 -2.05%
NVDA NVIDIA Corporation $269.86 $180.85 49.21% $247.20 9.17% $271.86 -0.74% $281.02 -3.97%
NXST Nexstar Media Group Inc $79.45 $61.43 29.33% $75.18 5.68% $79.30 0.19% $81.40 -2.40%
PATK Patrick Industries, Inc. $56.74 $56.40 0.60% $60.45 -6.14% $65.95 -13.97% $59.20 -4.16%
PYPL Paypal Holdings Inc $83.18 $66.05 25.93% $85.94 -3.21% $88.82 -6.35% $87.84 -5.31%
REGN Regeneron Pharmaceuticals Inc $391.77 $469.95 -16.64% $369.59 6.00% $395.42 -0.92% $404.04 -3.04%
SBUX Starbucks Corporation $55.76 $53.92 3.42% $48.64 14.64% $54.86 1.64% $56.84 -1.90%
STZ Constellation Brands, Inc. Class A $223.18 $207.67 7.47% $214.24 4.17% $211.72 5.41% $215.62 3.51%
SUI Sun Communities Inc $99.77 $85.30 16.96% $98.57 1.22% $100.08 -0.31% $101.54 -1.74%
SWKS Skyworks Solutions Inc $87.55 $103.59 -15.48% $99.73 -12.21% $87.48 0.08% $90.71 -3.48%
TGS Transportadora de Gas del Sur SA (ADR) $13.88 $20.63 -32.72% $13.36 3.86% $14.76 -5.95% $14.52 -4.41%
THRM Gentherm Inc $43.11 $37.00 16.51% $40.80 5.66% $46.90 -8.08% $45.45 -5.15%
TMUS T-Mobile Us Inc $68.59 $62.41 9.90% $61.14 12.19% $64.39 6.52% $70.18 -2.27%
TNET TriNet Group Inc $54.98 $34.33 60.15% $55.09 -0.20% $56.42 -2.55% $56.32 -2.38%
ULTA Ulta Beauty Inc $275.00 $219.91 25.05% $242.61 13.35% $285.80 -3.78% $282.12 -2.52%
UNH UnitedHealth Group Inc $270.90 $195.41 38.63% $249.93 8.39% $268.28 0.98% $266.04 1.83%
V Visa Inc $149.37 $106.03 40.87% $133.89 11.56% $143.20 4.31% $150.09 -0.48%
WCG WellCare Health Plans, Inc. $315.30 $174.04 81.17% $253.39 24.43% $310.44 1.57% $320.49 -1.62%

Over the last year, my Watch List returned 23.65%
Over the last quarter, my Watch List returned 0.02%
Over the last month, my Watch List returned -1.17%
Over the last week, my Watch List returned -3.97%

 

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. $415.71 $174.88 137.71% $405.99 2.39% $377.49 10.12% $449.75 -7.57%
ADBE Adobe Systems Incorporated $263.22 $151.12 74.18% $248.19 6.06% $260.87 0.90% $269.95 -2.49%
ALGN Align Technology, Inc. $353.11 $187.04 88.79% $347.47 1.62% $368.64 -4.21% $391.22 -9.74%
AMZN Amazon.com, Inc. $1,889.65 $989.58 90.95% $1,710.63 10.47% $1,952.07 -3.20% $2,003.00 -5.66%
ANET Arista Networks Inc $251.27 $192.93 30.24% $262.39 -4.24% $267.05 -5.91% $265.86 -5.49%
HSKA Heska Corp $100.15 $96.12 4.19% $106.12 -5.63% $105.02 -4.64% $113.31 -11.61%
LGIH LGI Homes Inc $41.21 $52.28 -21.17% $57.97 -28.91% $50.57 -18.51% $47.44 -13.13%
LULU Lululemon Athletica inc. $153.84 $61.30 150.96% $128.54 19.68% $150.82 2.00% $162.49 -5.32%
MA Mastercard Inc $213.26 $142.74 49.41% $199.29 7.01% $210.84 1.15% $222.35 -4.09%
MU Micron Technology, Inc. $43.58 $39.67 9.86% $53.23 -18.13% $44.86 -2.85% $45.23 -3.65%
NFLX Netflix, Inc. $351.35 $198.02 77.43% $408.25 -13.94% $348.68 0.77% $374.13 -6.09%
NSP Insperity Inc $115.53 $45.19 155.67% $96.14 20.17% $118.75 -2.71% $117.95 -2.05%
NVDA NVIDIA Corporation $269.86 $180.85 49.21% $247.20 9.17% $271.86 -0.74% $281.02 -3.97%
TNET TriNet Group Inc $54.98 $34.33 60.15% $55.09 -0.20% $56.42 -2.55% $56.32 -2.38%
WCG WellCare Health Plans, Inc. $315.30 $174.04 81.17% $253.39 24.43% $310.44 1.57% $320.49 -1.62%

Over the last year, my Short Term Watch List returned 77.64%
Over the last quarter, my Short Term Watch List returned 5.51%
Over the last month, my Short Term Watch List returned -1.27%
Over the last week, my Short Term Watch List returned -5.63%

Short Term List returned 78%
High growth stock: Insperity Inc ($NSP) at 156%
Total Execution Time: 77.958431005478 Sec

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $227.9900 Concerned, but watch close as good things may happen soon
ABMD ABIOMED, Inc. $416.7900 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $263.7100 Very Concerned, may need to wait
ADS Alliance Data Systems Corporation $235.5800 Very Concerned, may need to wait
ALGN Align Technology, Inc. $357.8900 Very Concerned, may need to wait
ALXN Alexion Pharmaceuticals, Inc. $133.6100 Concerned, but watch close as good things may happen soon
AMAT Applied Materials, Inc. $37.8900 Very Concerned, may need to wait
AMN AMN Healthcare Services, Inc. $52.2000 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1909.4200 Very Concerned, may need to wait
ANET Arista Networks Inc $257.7400 Very Concerned, may need to wait
AVGO Broadcom Inc $248.1700 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $156.1300 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1933.4000 Very Concerned, may need to wait
CBPO China Biologic Products Holdings Inc $77.8600 Very Concerned, may need to wait
COHR Coherent, Inc. $172.8300 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $22.4100 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $37.4400 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $98.0600 Some Concerns, may need to wait
DPZ Domino’s Pizza, Inc. $281.7700 Very Concerned, may need to wait
EA Electronic Arts Inc. $114.0100 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $158.8500 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1177.0700 Very Concerned, may need to wait
GTN Gray Television, Inc. $17.7300 Strong Buy or Hold
HSKA Heska Corp $103.7900 Very Concerned, may need to wait
HZO MarineMax Inc $20.3000 Very Concerned, may need to wait
IBP Installed Building Products Inc $38.0700 Very Concerned, may need to wait
ILMN Illumina, Inc. $344.7100 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $164.0500 Very Concerned, may need to wait
KNX Knight-Swift Transportation Holdings Inc $32.8300 Very Concerned, may need to wait
LGIH LGI Homes Inc $40.7000 Very Concerned, may need to wait
LRCX Lam Research Corporation $149.0100 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $157.0400 Very Concerned, may need to wait
MA Mastercard Inc $216.1500 Concerned, but watch close as good things may happen soon
MEI Methode Electronics Inc. $33.2000 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $79.8800 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $191.5300 Some Concerns, may need to wait
MTZ MasTec, Inc. $41.6300 Concerned, but watch close as good things may happen soon
MU Micron Technology, Inc. $44.1600 Very Concerned, may need to wait
NFLX Netflix, Inc. $363.6500 Concerned, but watch close as good things may happen soon
NSP Insperity Inc $114.5400 Very Concerned, may need to wait
NVDA NVIDIA Corporation $279.2900 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $81.5200 Concerned, but watch close as good things may happen soon
PATK Patrick Industries, Inc. $57.6300 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $84.3400 Very Concerned, may need to wait
REGN Regeneron Pharmaceuticals Inc $392.0500 Very Concerned, may need to wait
SBUX Starbucks Corporation $55.8900 Concerned, but watch close as good things may happen soon
STZ Constellation Brands, Inc. Class A $222.1000 Strong Buy or Hold
SUI Sun Communities Inc $99.5600 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $91.0500 Concerned, but watch close as good things may happen soon
TGS Transportadora de Gas del Sur SA (ADR) $13.8100 Concerned, but watch close as good things may happen soon
THRM Gentherm Inc $43.5000 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $68.9500 Concerned, but watch close as good things may happen soon
TNET TriNet Group Inc $54.9800 Some Concerns, may need to wait
ULTA Ulta Beauty Inc $275.0000 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $268.3200 Concerned, but watch close as good things may happen soon
V Visa Inc $146.7600 Concerned, but watch close as good things may happen soon
WCG WellCare Health Plans, Inc. $310.0500 Concerned, but watch close as good things may happen soon

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $232.0700 Strong Buy or Hold
ABMD ABIOMED, Inc. $426.4200 Concerned, but watch close as good things may happen soon
ADBE Adobe Systems Incorporated $270.5100 Concerned, but watch close as good things may happen soon
ADS Alliance Data Systems Corporation $237.0000 Very Concerned, may need to wait
ALGN Align Technology, Inc. $375.2600 Very Concerned, may need to wait
ALXN Alexion Pharmaceuticals, Inc. $136.7100 Strong Buy or Hold
AMAT Applied Materials, Inc. $38.9200 Some Concerns, may need to wait
AMN AMN Healthcare Services, Inc. $52.0000 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1952.7600 Very Concerned, may need to wait
ANET Arista Networks Inc $261.4300 Very Concerned, may need to wait
AVGO Broadcom Inc $249.4200 Concerned, but watch close as good things may happen soon
BABA Alibaba Group Holding Ltd $162.3700 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1972.6300 Concerned, but watch close as good things may happen soon
CBPO China Biologic Products Holdings Inc $79.4800 Very Concerned, may need to wait
COHR Coherent, Inc. $179.0300 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $22.6100 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $37.8200 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $99.6400 Some Concerns, may need to wait
DPZ Domino’s Pizza, Inc. $286.0000 Very Concerned, may need to wait
EA Electronic Arts Inc. $116.3900 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $162.4300 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1211.5300 Strong Buy or Hold
GTN Gray Television, Inc. $17.8000 Strong Buy or Hold
HSKA Heska Corp $106.3000 Very Concerned, may need to wait
HZO MarineMax Inc $20.5600 Very Concerned, may need to wait
IBP Installed Building Products Inc $38.0900 Very Concerned, may need to wait
ILMN Illumina, Inc. $359.6000 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $166.7400 Possible Buy or Hold, but some concerns
KNX Knight-Swift Transportation Holdings Inc $33.5000 Very Concerned, may need to wait
LGIH LGI Homes Inc $45.3900 Very Concerned, may need to wait
LRCX Lam Research Corporation $152.1700 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $161.5200 Concerned, but watch close as good things may happen soon
MA Mastercard Inc $223.1300 Strong Buy or Hold
MEI Methode Electronics Inc. $34.0200 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $81.3800 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $183.1400 Some Concerns, may need to wait
MTZ MasTec, Inc. $43.6300 Concerned, but watch close as good things may happen soon
MU Micron Technology, Inc. $45.1500 Some Concerns, may need to wait
NFLX Netflix, Inc. $377.0500 Strong Buy or Hold
NSP Insperity Inc $117.4000 Very Concerned, may need to wait
NVDA NVIDIA Corporation $286.7300 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $82.0000 Concerned, but watch close as good things may happen soon
PATK Patrick Industries, Inc. $58.1200 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $87.1500 Very Concerned, may need to wait
REGN Regeneron Pharmaceuticals Inc $403.0400 Very Concerned, may need to wait
SBUX Starbucks Corporation $55.4700 Concerned, but watch close as good things may happen soon
STZ Constellation Brands, Inc. Class A $210.7600 Concerned, but watch close as good things may happen soon
SUI Sun Communities Inc $100.2800 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $92.4500 Strong Buy or Hold
TGS Transportadora de Gas del Sur SA (ADR) $14.7400 Concerned, but watch close as good things may happen soon
THRM Gentherm Inc $44.6800 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $68.9800 Strong Buy or Hold
TNET TriNet Group Inc $55.5100 Some Concerns, may need to wait
ULTA Ulta Beauty Inc $278.8700 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $270.9000 Concerned, but watch close as good things may happen soon
V Visa Inc $149.3700 Strong Buy or Hold
WCG WellCare Health Plans, Inc. $315.3000 Concerned, but watch close as good things may happen soon

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $229.2800 Strong Buy or Hold
ABMD ABIOMED, Inc. $429.1700 Concerned, but watch close as good things may happen soon
ADBE Adobe Systems Incorporated $272.0000 Strong Buy or Hold
ADS Alliance Data Systems Corporation $233.5400 Very Concerned, may need to wait
ALGN Align Technology, Inc. $376.1700 Very Concerned, may need to wait
ALXN Alexion Pharmaceuticals, Inc. $135.8800 Strong Buy or Hold
AMAT Applied Materials, Inc. $38.9000 Some Concerns, may need to wait
AMN AMN Healthcare Services, Inc. $52.4600 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1971.3100 Concerned, but watch close as good things may happen soon
ANET Arista Networks Inc $256.1500 Very Concerned, may need to wait
AVGO Broadcom Inc $248.1000 Concerned, but watch close as good things may happen soon
BABA Alibaba Group Holding Ltd $160.2300 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1976.5900 Strong Buy or Hold
CBPO China Biologic Products Holdings Inc $79.3400 Very Concerned, may need to wait
COHR Coherent, Inc. $173.1000 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $22.2800 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $37.8300 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $97.5700 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $282.2800 Very Concerned, may need to wait
EA Electronic Arts Inc. $117.0500 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $159.3300 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1207.6400 Strong Buy or Hold
GTN Gray Television, Inc. $17.4100 Very Concerned, may need to wait
HSKA Heska Corp $108.5000 Very Concerned, may need to wait
HZO MarineMax Inc $20.4400 Very Concerned, may need to wait
IBP Installed Building Products Inc $37.9600 Very Concerned, may need to wait
ILMN Illumina, Inc. $362.1400 Concerned, but watch close as good things may happen soon
JAZZ Jazz Pharmaceuticals PLC $166.7000 Possible Buy or Hold, but some concerns
KNX Knight-Swift Transportation Holdings Inc $33.1900 Very Concerned, may need to wait
LGIH LGI Homes Inc $45.6800 Very Concerned, may need to wait
LRCX Lam Research Corporation $151.0800 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $160.2000 Concerned, but watch close as good things may happen soon
MA Mastercard Inc $222.3700 Strong Buy or Hold
MEI Methode Electronics Inc. $34.3200 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $80.4900 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $178.1000 Very Concerned, may need to wait
MTZ MasTec, Inc. $44.0000 Concerned, but watch close as good things may happen soon
MU Micron Technology, Inc. $45.7600 Some Concerns, may need to wait
NFLX Netflix, Inc. $377.1400 Strong Buy or Hold
NSP Insperity Inc $115.5500 Very Concerned, may need to wait
NVDA NVIDIA Corporation $286.4800 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $80.9900 Concerned, but watch close as good things may happen soon
PATK Patrick Industries, Inc. $56.2600 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $86.6800 Very Concerned, may need to wait
REGN Regeneron Pharmaceuticals Inc $400.5700 Very Concerned, may need to wait
SBUX Starbucks Corporation $55.5900 Concerned, but watch close as good things may happen soon
STZ Constellation Brands, Inc. Class A $212.7300 Concerned, but watch close as good things may happen soon
SUI Sun Communities Inc $101.2400 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $91.8800 Strong Buy or Hold
TGS Transportadora de Gas del Sur SA (ADR) $14.8000 Concerned, but watch close as good things may happen soon
THRM Gentherm Inc $44.7000 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $69.7200 Strong Buy or Hold
TNET TriNet Group Inc $54.5800 Some Concerns, may need to wait
ULTA Ulta Beauty Inc $279.9700 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $270.6300 Concerned, but watch close as good things may happen soon
V Visa Inc $149.6700 Strong Buy or Hold
WCG WellCare Health Plans, Inc. $315.0700 Concerned, but watch close as good things may happen soon