Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $227.2600 Strong Buy or Hold
ABMD ABIOMED, Inc. $444.2500 Strong Buy or Hold
ADBE Adobe Systems Incorporated $275.4900 Strong Buy or Hold
ADS Alliance Data Systems Corporation $237.8400 Very Concerned, may need to wait
ALGN Align Technology, Inc. $391.5200 Strong Buy or Hold
ALXN Alexion Pharmaceuticals, Inc. $137.1200 Strong Buy or Hold, but there are some concerns
AMAT Applied Materials, Inc. $38.3400 Very Concerned, may need to wait
AMN AMN Healthcare Services, Inc. $52.5400 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $2004.3600 Strong Buy or Hold
ANET Arista Networks Inc $259.6400 Very Concerned, may need to wait
AVGO Broadcom Inc $249.5100 Concerned, but watch close as good things may happen soon
BABA Alibaba Group Holding Ltd $162.0000 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1989.2100 Strong Buy or Hold
CBPO China Biologic Products Holdings Inc $79.8100 Very Concerned, may need to wait
COHR Coherent, Inc. $172.5900 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $22.3200 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $37.9000 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $96.4100 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $285.5200 Concerned, but watch close as good things may happen soon
EA Electronic Arts Inc. $117.5500 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $162.4400 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1208.5300 Possible Buy or Hold, but some concerns
GTN Gray Television, Inc. $17.4000 Very Concerned, may need to wait
HSKA Heska Corp $110.3400 Very Concerned, may need to wait
HZO MarineMax Inc $20.4500 Very Concerned, may need to wait
IBP Installed Building Products Inc $38.7100 Very Concerned, may need to wait
ILMN Illumina, Inc. $366.5400 Strong Buy or Hold
JAZZ Jazz Pharmaceuticals PLC $165.5500 Very Concerned, may need to wait
KNX Knight-Swift Transportation Holdings Inc $34.8900 Very Concerned, may need to wait
LGIH LGI Homes Inc $46.4100 Very Concerned, may need to wait
LRCX Lam Research Corporation $150.2400 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $161.6400 Concerned, but watch close as good things may happen soon
MA Mastercard Inc $223.7700 Strong Buy or Hold
MEI Methode Electronics Inc. $34.3800 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $80.4100 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $173.8900 Very Concerned, may need to wait
MTZ MasTec, Inc. $43.8000 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. $381.4300 Strong Buy or Hold
NSP Insperity Inc $117.5200 Very Concerned, may need to wait
NVDA NVIDIA Corporation $289.3600 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $79.9400 Concerned, but watch close as good things may happen soon
PATK Patrick Industries, Inc. $56.9200 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $87.5500 Very Concerned, may need to wait
REGN Regeneron Pharmaceuticals Inc $394.2300 Very Concerned, may need to wait
SBUX Starbucks Corporation $55.5800 Concerned, but watch close as good things may happen soon
STZ Constellation Brands, Inc. Class A $213.3200 Concerned, but watch close as good things may happen soon
SUI Sun Communities Inc $100.9200 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $91.4500 Strong Buy or Hold
TGS Transportadora de Gas del Sur SA (ADR) $14.6900 Concerned, but watch close as good things may happen soon
THRM Gentherm Inc $45.0100 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $70.2500 Strong Buy or Hold
TNET TriNet Group Inc $55.3100 Some Concerns, may need to wait
ULTA Ulta Beauty Inc $282.9600 Concerned, but watch close as good things may happen soon
UNH UnitedHealth Group Inc $269.1000 Concerned, but watch close as good things may happen soon
V Visa Inc $150.7900 Strong Buy or Hold
WCG WellCare Health Plans, Inc. $321.8800 Concerned, but watch close as good things may happen soon

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $225.7400 Strong Buy or Hold
ABMD ABIOMED, Inc. $449.7500 Strong Buy or Hold, but there are some concerns
ADBE Adobe Systems Incorporated $269.9500 Strong Buy or Hold
ADS Alliance Data Systems Corporation $236.1600 Very Concerned, may need to wait
ALGN Align Technology, Inc. $391.2200 Strong Buy or Hold
ALXN Alexion Pharmaceuticals, Inc. $139.0100 Strong Buy or Hold, but there are some concerns
AMAT Applied Materials, Inc. $38.6500 Some Concerns, may need to wait
AMN AMN Healthcare Services, Inc. $54.7000 Possible Buy or Hold, but some concerns
AMZN Amazon.com, Inc. $2003.0000 Strong Buy or Hold
ANET Arista Networks Inc $265.8600 Very Concerned, may need to wait
AVGO Broadcom Inc $246.7300 Concerned, but watch close as good things may happen soon
BABA Alibaba Group Holding Ltd $164.7600 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1984.0000 Strong Buy or Hold
CBPO China Biologic Products Holdings Inc $80.0000 Very Concerned, may need to wait
COHR Coherent, Inc. $172.1900 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $22.9400 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $38.6000 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $96.6000 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $294.8000 Strong Buy or Hold
EA Electronic Arts Inc. $120.4900 Possible Buy or Hold, but some concerns
FB Facebook, Inc. Common Stock $164.4600 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1207.0800 Possible Buy or Hold, but some concerns
GTN Gray Television, Inc. $17.5000 Strong Buy or Hold
HSKA Heska Corp $113.3100 Strong Buy or Hold
HZO MarineMax Inc $21.2500 Very Concerned, may need to wait
IBP Installed Building Products Inc $39.0000 Very Concerned, may need to wait
ILMN Illumina, Inc. $367.0600 Strong Buy or Hold
JAZZ Jazz Pharmaceuticals PLC $168.1300 Possible Buy or Hold, but some concerns
KNX Knight-Swift Transportation Holdings Inc $34.4800 Very Concerned, may need to wait
LGIH LGI Homes Inc $47.4400 Very Concerned, may need to wait
LRCX Lam Research Corporation $151.7000 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $162.4900 Concerned, but watch close as good things may happen soon
MA Mastercard Inc $222.6100 Strong Buy or Hold
MEI Methode Electronics Inc. $36.2000 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $80.1500 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $178.4900 Very Concerned, may need to wait
MTZ MasTec, Inc. $44.6500 Concerned, but watch close as good things may happen soon
MU Micron Technology, Inc. $45.2300 Some Concerns, may need to wait
NFLX Netflix, Inc. $374.1300 Strong Buy or Hold
NSP Insperity Inc $117.9500 Very Concerned, may need to wait
NVDA NVIDIA Corporation $281.0200 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $81.4000 Concerned, but watch close as good things may happen soon
PATK Patrick Industries, Inc. $59.2000 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $87.8400 Very Concerned, may need to wait
REGN Regeneron Pharmaceuticals Inc $404.0400 Very Concerned, may need to wait
SBUX Starbucks Corporation $56.8400 Strong Buy or Hold
STZ Constellation Brands, Inc. Class A $215.6200 Strong Buy or Hold
SUI Sun Communities Inc $101.5400 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $90.7100 Concerned, but watch close as good things may happen soon
TGS Transportadora de Gas del Sur SA (ADR) $14.5200 Concerned, but watch close as good things may happen soon
THRM Gentherm Inc $45.4500 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $70.1800 Strong Buy or Hold
TNET TriNet Group Inc $56.3200 Some Concerns, may need to wait
ULTA Ulta Beauty Inc $282.1200 Concerned, but watch close as good things may happen soon
UNH UnitedHealth Group Inc $266.0400 Concerned, but watch close as good things may happen soon
V Visa Inc $150.0900 Strong Buy or Hold
WCG WellCare Health Plans, Inc. $320.4900 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. $225.74 $151.83 48.68% $184.46 22.38% $225.03 0.32% $217.66 3.71%
ABMD ABIOMED, Inc. $449.75 $168.60 166.76% $409.05 9.95% $408.58 10.08% $384.88 16.85%
ADBE Adobe Systems Incorporated $269.95 $149.18 80.96% $243.81 10.72% $266.43 1.32% $260.88 3.48%
ADS Alliance Data Systems Corporation $236.16 $219.37 7.65% $232.62 1.52% $239.19 -1.27% $248.69 -5.04%
ALGN Align Technology, Inc. $391.22 $186.27 110.03% $342.14 14.35% $387.05 1.08% $380.84 2.73%
ALXN Alexion Pharmaceuticals, Inc. $139.01 $140.29 -0.91% $124.15 11.97% $122.80 13.20% $121.99 13.95%
AMAT Applied Materials, Inc. $38.65 $51.46 -24.90% $45.98 -15.93% $43.14 -10.41% $39.63 -2.47%
AMN AMN Healthcare Services, Inc. $54.70 $45.70 19.69% $58.60 -6.66% $58.00 -5.69% $51.30 6.63%
AMZN Amazon.com, Inc. $2,003.00 $961.35 108.35% $1,699.80 17.84% $2,002.38 0.03% $1,915.01 4.59%
ANET Arista Networks Inc $265.86 $189.61 40.21% $257.49 3.25% $297.87 -10.75% $269.29 -1.27%
AVGO Broadcom Inc $246.73 $235.93 4.58% $240.88 2.43% $215.08 14.72% $248.10 -0.55%
BABA Alibaba Group Holding Ltd $164.76 $172.71 -4.60% $185.53 -11.19% $174.60 -5.64% $164.63 0.08%
BKNG Booking Holdings Inc $1,984.00 $1,830.82 8.37% $2,027.09 -2.13% $1,944.00 2.06% $1,956.74 1.39%
CBPO China Biologic Products Holdings Inc $80.00 $92.27 -13.30% $99.33 -19.46% $89.46 -10.57% $81.53 -1.88%
COHR Coherent, Inc. $172.19 $235.17 -26.78% $156.42 10.08% $188.98 -8.88% $186.60 -7.72%
CRTO Criteo SA (ADR) $22.94 $41.50 -44.72% $32.85 -30.17% $25.45 -9.86% $23.83 -3.73%
CRUS Cirrus Logic, Inc. $37.87 $53.32 -28.98% $38.33 -1.20% $44.07 -14.07% $39.82 -4.90%
CVGW Calavo Growers, Inc. $96.65 $72.26 33.75% $96.15 0.52% $103.70 -6.80% $100.60 -3.93%
DPZ Domino’s Pizza, Inc. $295.96 $196.80 50.39% $281.63 5.09% $300.09 -1.38% $286.22 3.40%
EA Electronic Arts Inc. $119.50 $118.06 1.22% $141.02 -15.26% $115.94 3.07% $115.02 3.89%
FB Facebook, Inc. Common Stock $163.19 $170.87 -4.50% $194.32 -16.02% $177.64 -8.13% $162.93 0.16%
GOOGL Alphabet Inc Class A $1,201.55 $973.72 23.40% $1,129.19 6.41% $1,254.44 -4.22% $1,172.12 2.51%
GTN Gray Television, Inc. $17.73 $15.70 12.90% $15.80 12.18% $17.15 3.35% $17.65 0.42%
HSKA Heska Corp $111.74 $88.09 26.85% $103.79 7.66% $101.33 10.28% $111.03 0.64%
HZO MarineMax Inc $21.25 $16.55 28.40% $18.95 12.14% $22.10 -3.85% $21.75 -2.30%
IBP Installed Building Products Inc $39.00 $64.80 -39.81% $56.55 -31.03% $46.85 -16.76% $45.10 -13.53%
ILMN Illumina, Inc. $367.06 $199.20 84.27% $279.29 31.43% $353.01 3.98% $358.16 2.48%
JAZZ Jazz Pharmaceuticals PLC $168.13 $146.25 14.96% $172.30 -2.42% $171.67 -2.06% $163.78 2.66%
KNX Knight-Swift Transportation Holdings Inc $34.55 $41.31 -16.37% $38.14 -9.43% $33.71 2.48% $35.09 -1.55%
LGIH LGI Homes Inc $48.30 $48.57 -0.56% $57.73 -16.33% $57.56 -16.09% $50.44 -4.24%
LRCX Lam Research Corporation $151.70 $181.80 -16.56% $171.64 -11.61% $171.26 -11.42% $155.68 -2.56%
LULU Lululemon Athletica inc. $162.49 $62.25 161.03% $124.85 30.15% $137.00 18.61% $156.99 3.50%
MA Mastercard Inc $222.61 $140.38 58.58% $196.27 13.42% $213.80 4.12% $221.90 0.32%
MEI Methode Electronics Inc. $36.20 $41.92 -13.64% $40.19 -9.93% $39.55 -8.47% $36.85 -1.76%
MKSI MKS Instruments, Inc. $80.15 $93.77 -14.52% $95.49 -16.07% $92.45 -13.30% $83.65 -4.18%
MKTX MarketAxess Holdings Inc. $178.49 $182.98 -2.45% $197.41 -9.59% $189.98 -6.05% $181.86 -1.85%
MTZ MasTec, Inc. $44.65 $46.40 -3.77% $50.75 -12.02% $44.20 1.02% $45.80 -2.51%
MU Micron Technology, Inc. $45.23 $39.33 15.00% $52.44 -13.75% $52.76 -14.27% $44.74 1.10%
NFLX Netflix, Inc. $374.13 $181.35 106.30% $391.43 -4.42% $370.98 0.85% $361.19 3.58%
NSP Insperity Inc $117.95 $42.85 175.26% $95.09 24.04% $118.50 -0.47% $115.00 2.57%
NVDA NVIDIA Corporation $281.02 $178.33 57.58% $236.77 18.69% $277.81 1.16% $263.45 6.67%
NXST Nexstar Media Group Inc $81.40 $61.04 33.35% $73.04 11.44% $81.30 0.12% $82.40 -1.21%
PATK Patrick Industries, Inc. $59.20 $56.07 5.59% $56.85 4.13% $64.10 -7.64% $61.50 -3.74%
PYPL Paypal Holdings Inc $87.84 $64.03 37.19% $83.27 5.49% $92.09 -4.62% $90.62 -3.07%
REGN Regeneron Pharmaceuticals Inc $404.04 $447.12 -9.63% $344.99 17.12% $408.51 -1.09% $390.28 3.53%
SBUX Starbucks Corporation $56.84 $52.49 8.29% $48.51 17.17% $53.10 7.04% $57.45 -1.06%
STZ Constellation Brands, Inc. Class A $215.62 $197.14 9.38% $218.12 -1.15% $208.76 3.29% $216.94 -0.61%
SUI Sun Communities Inc $101.54 $83.20 22.04% $97.19 4.48% $102.45 -0.89% $101.47 0.07%
SWKS Skyworks Solutions Inc $90.71 $100.57 -9.80% $96.27 -5.77% $91.49 -0.85% $92.17 -1.58%
TGS Transportadora de Gas del Sur SA (ADR) $14.52 $19.29 -24.73% $11.53 25.92% $10.86 33.64% $16.94 -14.29%
THRM Gentherm Inc $45.45 $37.15 22.34% $39.30 15.65% $48.65 -6.58% $48.85 -6.96%
TMUS T-Mobile Us Inc $70.18 $61.66 13.82% $59.75 17.46% $66.01 6.32% $69.07 1.61%
TNET TriNet Group Inc $56.32 $33.62 67.52% $55.94 0.68% $58.75 -4.14% $52.70 6.87%
ULTA Ulta Beauty Inc $282.12 $226.06 24.80% $233.46 20.84% $244.41 15.43% $280.77 0.48%
UNH UnitedHealth Group Inc $266.04 $193.23 37.68% $244.52 8.80% $267.50 -0.54% $266.67 -0.24%
V Visa Inc $150.09 $104.55 43.56% $132.25 13.49% $146.74 2.28% $150.05 0.03%
WCG WellCare Health Plans, Inc. $320.49 $171.74 86.61% $246.24 30.15% $300.24 6.74% $304.30 5.32%

Over the last year, my Watch List returned 32.29%
Over the last quarter, my Watch List returned 6.38%
Over the last month, my Watch List returned 0.18%
Over the last week, my Watch List returned 2.15%

 

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. $449.75 $168.60 166.76% $409.05 9.95% $408.58 10.08% $384.88 16.85%
ADBE Adobe Systems Incorporated $269.95 $149.18 80.96% $243.81 10.72% $266.43 1.32% $260.88 3.48%
ALGN Align Technology, Inc. $391.22 $186.27 110.03% $342.14 14.35% $387.05 1.08% $380.84 2.73%
AMZN Amazon.com, Inc. $2,003.00 $961.35 108.35% $1,699.80 17.84% $2,002.38 0.03% $1,915.01 4.59%
ANET Arista Networks Inc $265.86 $189.61 40.21% $257.49 3.25% $297.87 -10.75% $269.29 -1.27%
HSKA Heska Corp $111.74 $88.09 26.85% $103.79 7.66% $101.33 10.28% $111.03 0.64%
LGIH LGI Homes Inc $48.30 $48.57 -0.56% $57.73 -16.33% $57.56 -16.09% $50.44 -4.24%
LULU Lululemon Athletica inc. $162.49 $62.25 161.03% $124.85 30.15% $137.00 18.61% $156.99 3.50%
MA Mastercard Inc $222.61 $140.38 58.58% $196.27 13.42% $213.80 4.12% $221.90 0.32%
MU Micron Technology, Inc. $45.23 $39.33 15.00% $52.44 -13.75% $52.76 -14.27% $44.74 1.10%
NFLX Netflix, Inc. $374.13 $181.35 106.30% $391.43 -4.42% $370.98 0.85% $361.19 3.58%
NSP Insperity Inc $117.95 $42.85 175.26% $95.09 24.04% $118.50 -0.47% $115.00 2.57%
NVDA NVIDIA Corporation $281.02 $178.33 57.58% $236.77 18.69% $277.81 1.16% $263.45 6.67%
TNET TriNet Group Inc $56.32 $33.62 67.52% $55.94 0.68% $58.75 -4.14% $52.70 6.87%
WCG WellCare Health Plans, Inc. $320.49 $171.74 86.61% $246.24 30.15% $300.24 6.74% $304.30 5.32%

Over the last year, my Short Term Watch List returned 93.83%
Over the last quarter, my Short Term Watch List returned 13.46%
Over the last month, my Short Term Watch List returned 1.37%
Over the last week, my Short Term Watch List returned 4.65%

Short Term List returned 94%
High growth stock: Insperity Inc ($NSP) at 175%
Total Execution Time: 74.720367908478 Sec

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $224.9500 Strong Buy or Hold
ABMD ABIOMED, Inc. $442.8900 Strong Buy or Hold
ADBE Adobe Systems Incorporated $269.9100 Concerned, but watch close as good things may happen soon
ADS Alliance Data Systems Corporation $236.2400 Very Concerned, may need to wait
ALGN Align Technology, Inc. $389.9700 Strong Buy or Hold
ALXN Alexion Pharmaceuticals, Inc. $138.2700 Strong Buy or Hold, but there are some concerns
AMAT Applied Materials, Inc. $38.3500 Very Concerned, may need to wait
AMN AMN Healthcare Services, Inc. $53.3000 Possible Buy or Hold, but some concerns
AMZN Amazon.com, Inc. $2012.9800 Strong Buy or Hold
ANET Arista Networks Inc $265.3300 Very Concerned, may need to wait
AVGO Broadcom Inc $246.4500 Concerned, but watch close as good things may happen soon
BABA Alibaba Group Holding Ltd $166.3200 Possible Buy or Hold, but some concerns
BKNG Booking Holdings Inc $1969.3400 Strong Buy or Hold
CBPO China Biologic Products Holdings Inc $79.8700 Very Concerned, may need to wait
COHR Coherent, Inc. $172.1400 Concerned, but watch close as good things may happen soon
CRTO Criteo SA (ADR) $23.9900 Some Concerns, may need to wait
CRUS Cirrus Logic, Inc. $38.2100 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $96.0500 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $293.4500 Possible Buy or Hold, but some concerns
EA Electronic Arts Inc. $119.3800 Possible Buy or Hold, but some concerns
FB Facebook, Inc. Common Stock $168.8400 Some Concerns, may need to wait
GOOGL Alphabet Inc Class A $1207.3600 Some Concerns, may need to wait
GTN Gray Television, Inc. $17.5000 Strong Buy or Hold
HSKA Heska Corp $109.9700 Concerned, but watch close as good things may happen soon
HZO MarineMax Inc $21.4000 Very Concerned, may need to wait
IBP Installed Building Products Inc $39.7500 Very Concerned, may need to wait
ILMN Illumina, Inc. $366.9800 Strong Buy or Hold
JAZZ Jazz Pharmaceuticals PLC $166.3100 Some Concerns, may need to wait
KNX Knight-Swift Transportation Holdings Inc $34.9200 Very Concerned, may need to wait
LGIH LGI Homes Inc $48.4000 Very Concerned, may need to wait
LRCX Lam Research Corporation $150.5700 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $161.2400 Concerned, but watch close as good things may happen soon
MA Mastercard Inc $222.3100 Strong Buy or Hold
MEI Methode Electronics Inc. $36.2500 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $80.4500 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $178.1700 Very Concerned, may need to wait
MTZ MasTec, Inc. $44.3500 Concerned, but watch close as good things may happen soon
MU Micron Technology, Inc. $44.9900 Some Concerns, may need to wait
NFLX Netflix, Inc. $380.7100 Strong Buy or Hold
NSP Insperity Inc $115.5000 Very Concerned, may need to wait
NVDA NVIDIA Corporation $267.4000 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $80.7000 Concerned, but watch close as good things may happen soon
PATK Patrick Industries, Inc. $59.6000 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $88.9900 Very Concerned, may need to wait
REGN Regeneron Pharmaceuticals Inc $406.0000 Very Concerned, may need to wait
SBUX Starbucks Corporation $57.3400 Strong Buy or Hold
STZ Constellation Brands, Inc. Class A $214.9400 Concerned, but watch close as good things may happen soon
SUI Sun Communities Inc $99.8300 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $89.9400 Concerned, but watch close as good things may happen soon
TGS Transportadora de Gas del Sur SA (ADR) $15.2500 Concerned, but watch close as good things may happen soon
THRM Gentherm Inc $45.8500 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $70.4900 Strong Buy or Hold
TNET TriNet Group Inc $55.1000 Some Concerns, may need to wait
ULTA Ulta Beauty Inc $279.2800 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $264.6500 Very Concerned, may need to wait
V Visa Inc $150.0200 Strong Buy or Hold
WCG WellCare Health Plans, Inc. $320.6300 Concerned, but watch close as good things may happen soon

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $220.4200 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $444.7000 Strong Buy or Hold, but there are some concerns
ADBE Adobe Systems Incorporated $268.4700 Concerned, but watch close as good things may happen soon
ADS Alliance Data Systems Corporation $239.2100 Very Concerned, may need to wait
ALGN Align Technology, Inc. $389.2300 Strong Buy or Hold
ALXN Alexion Pharmaceuticals, Inc. $135.6100 Strong Buy or Hold, but there are some concerns
AMAT Applied Materials, Inc. $38.2600 Very Concerned, may need to wait
AMN AMN Healthcare Services, Inc. $53.5500 Some Concerns, may need to wait
AMZN Amazon.com, Inc. $1974.8500 Strong Buy or Hold
ANET Arista Networks Inc $263.8700 Very Concerned, may need to wait
AVGO Broadcom Inc $245.4300 Concerned, but watch close as good things may happen soon
BABA Alibaba Group Holding Ltd $165.4000 Possible Buy or Hold, but some concerns
BKNG Booking Holdings Inc $1967.5100 Strong Buy or Hold
CBPO China Biologic Products Holdings Inc $79.2400 Very Concerned, may need to wait
COHR Coherent, Inc. $174.2300 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $23.9400 Some Concerns, may need to wait
CRUS Cirrus Logic, Inc. $38.2500 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $95.5000 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $289.1800 Possible Buy or Hold, but some concerns
EA Electronic Arts Inc. $118.0900 Possible Buy or Hold, but some concerns
FB Facebook, Inc. Common Stock $166.9500 Possible Buy or Hold, but some concerns
GOOGL Alphabet Inc Class A $1194.0600 Possible Buy or Hold, but some concerns
GTN Gray Television, Inc. $17.2500 Concerned, but watch close as good things may happen soon
HSKA Heska Corp $110.0100 Concerned, but watch close as good things may happen soon
HZO MarineMax Inc $21.5500 Very Concerned, may need to wait
IBP Installed Building Products Inc $40.4500 Very Concerned, may need to wait
ILMN Illumina, Inc. $361.4500 Strong Buy or Hold
JAZZ Jazz Pharmaceuticals PLC $164.5000 Some Concerns, may need to wait
KNX Knight-Swift Transportation Holdings Inc $35.2400 Very Concerned, may need to wait
LGIH LGI Homes Inc $49.6600 Very Concerned, may need to wait
LRCX Lam Research Corporation $148.8100 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $158.9600 Concerned, but watch close as good things may happen soon
MA Mastercard Inc $222.2600 Strong Buy or Hold
MEI Methode Electronics Inc. $36.3500 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $78.9500 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $179.1900 Very Concerned, may need to wait
MTZ MasTec, Inc. $43.9000 Concerned, but watch close as good things may happen soon
MU Micron Technology, Inc. $44.3500 Very Concerned, may need to wait
NFLX Netflix, Inc. $377.8800 Strong Buy or Hold
NSP Insperity Inc $116.7500 Very Concerned, may need to wait
NVDA NVIDIA Corporation $266.9200 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $81.2500 Concerned, but watch close as good things may happen soon
PATK Patrick Industries, Inc. $59.5000 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $89.8500 Very Concerned, may need to wait
REGN Regeneron Pharmaceuticals Inc $391.5300 Very Concerned, may need to wait
SBUX Starbucks Corporation $57.2700 Strong Buy or Hold
STZ Constellation Brands, Inc. Class A $213.7600 Concerned, but watch close as good things may happen soon
SUI Sun Communities Inc $99.7400 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $90.0400 Concerned, but watch close as good things may happen soon
TGS Transportadora de Gas del Sur SA (ADR) $16.2800 Strong Buy or Hold
THRM Gentherm Inc $46.4000 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $68.7900 Concerned, but watch close as good things may happen soon
TNET TriNet Group Inc $55.4700 Some Concerns, may need to wait
ULTA Ulta Beauty Inc $278.3300 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $262.9100 Very Concerned, may need to wait
V Visa Inc $149.2700 Strong Buy or Hold
WCG WellCare Health Plans, Inc. $307.3600 Concerned, but watch close as good things may happen soon