Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $193.3400 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $204.5300 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $280.3600 Very Concerned, may need to wait
ALGN Align Technology, Inc. $188.3700 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $45.4600 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1765.1300 Very Concerned, may need to wait
ANET Arista Networks Inc $230.9500 Very Concerned, may need to wait
ATHM Autohome Inc $78.9700 Very Concerned, may need to wait
AVGO Broadcom Inc $267.6600 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $153.6700 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1788.6000 Very Concerned, may need to wait
CBPO China Biologic Products Holdings Inc $93.2900 Very Concerned, may need to wait
COHR Coherent, Inc. $125.1300 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $86.2000 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $239.7200 Very Concerned, may need to wait
ETFC E*TRADE Financial Corp $43.2000 Very Concerned, may need to wait
EPAM EPAM Systems Inc $176.3800 Very Concerned, may need to wait
EVR Evercore Inc $77.9900 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $181.7300 Very Concerned, may need to wait
FIVE Five Below Inc $104.4300 Very Concerned, may need to wait
FTNT Fortinet Inc $80.8600 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1154.7500 Very Concerned, may need to wait
GTN Gray Television, Inc. $16.8100 Very Concerned, may need to wait
HZO MarineMax Inc $14.9400 Very Concerned, may need to wait
ILMN Illumina, Inc. $289.0600 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $135.5000 Very Concerned, may need to wait
KNX Knight-Swift Transportation Holdings Inc $33.8200 Very Concerned, may need to wait
LGIH LGI Homes Inc $68.1900 Very Concerned, may need to wait
LRCX Lam Research Corporation $193.5300 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $174.4600 Very Concerned, may need to wait
MA Mastercard Inc $256.8400 Very Concerned, may need to wait
MEOH Methanex Corporation $33.1400 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $73.7100 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $341.4700 Very Concerned, may need to wait
MTZ MasTec, Inc. $57.9700 Strong Buy or Hold
MTCH Match Group Inc $71.4100 Very Concerned, may need to wait
NFLX Netflix, Inc. $307.6300 Very Concerned, may need to wait
NSP Insperity Inc $97.7600 Very Concerned, may need to wait
NVDA NVIDIA Corporation $150.7900 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $97.0500 Very Concerned, may need to wait
PATK Patrick Industries, Inc. $42.6500 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $103.6000 Very Concerned, may need to wait
SBUX Starbucks Corporation $93.7000 Very Concerned, may need to wait
SINA SINA Corp $34.4100 Very Concerned, may need to wait
SIVB SVB Financial Group $205.8100 Very Concerned, may need to wait
STZ Constellation Brands, Inc. Class A $186.6900 Very Concerned, may need to wait
SUI Sun Communities Inc $133.1000 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $75.8200 Very Concerned, may need to wait
TGS Transportadora de Gas del Sur SA (ADR) $14.7100 Very Concerned, may need to wait
THRM Gentherm Inc $38.2700 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $76.1900 Very Concerned, may need to wait
TNET TriNet Group Inc $68.2100 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $330.1400 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $245.0600 Very Concerned, may need to wait
V Visa Inc $168.8600 Very Concerned, may need to wait
WCG WellCare Health Plans, Inc. $274.5600 Very Concerned, may need to wait

Symbol Stock Price change today
ABMD ABIOMED, Inc. 1.949%
MKTX MarketAxess Holdings Inc. 0.2466%
MTZ MasTec, Inc. -0.0862%
TGS Transportadora de Gas del Sur SA (ADR) -0.9428%
HZO MarineMax Inc -1.1251%
SUI Sun Communities Inc -1.3928%
GTN Gray Television, Inc. -1.5808%
NXST Nexstar Media Group Inc -1.7414%
SBUX Starbucks Corporation -1.8951%
CVGW Calavo Growers, Inc. -1.934%
TMUS T-Mobile Us Inc -1.9812%
UNH UnitedHealth Group Inc -1.9956%
ULTA Ulta Beauty Inc -2.0414%
DPZ Domino’s Pizza, Inc. -2.0552%
THRM Gentherm Inc -2.1978%
LULU Lululemon Athletica inc. -2.4982%
KNX Knight-Swift Transportation Holdings Inc -2.6202%
CBPO China Biologic Products Holdings Inc -2.6404%
ILMN Illumina, Inc. -2.7978%
JAZZ Jazz Pharmaceuticals PLC -2.9787%
WCG WellCare Health Plans, Inc. -3.0748%
PATK Patrick Industries, Inc. -3.1122%
BKNG Booking Holdings Inc -3.1136%
MEOH Methanex Corporation -3.1277%
STZ Constellation Brands, Inc. Class A -3.1389%
ATHM Autohome Inc -3.1637%
AMZN Amazon.com, Inc. -3.1872%
EVR Evercore Inc -3.2022%
PYPL Paypal Holdings Inc -3.2589%
GOOGL Alphabet Inc Class A -3.4748%
NFLX Netflix, Inc. -3.5128%
LGIH LGI Homes Inc -3.5366%
FB Facebook, Inc. Common Stock -3.8567%
AVGO Broadcom Inc -3.9026%
SIVB SVB Financial Group -4.2967%
FIVE Five Below Inc -4.3944%
AMAT Applied Materials, Inc. -4.3954%
SWKS Skyworks Solutions Inc -4.4246%
ADBE Adobe Systems Incorporated -4.5453%
BABA Alibaba Group Holding Ltd -4.5528%
MA Mastercard Inc -4.6799%
TNET TriNet Group Inc -4.708%
NSP Insperity Inc -4.7266%
V Visa Inc -4.8247%
MTCH Match Group Inc -5.0273%
LRCX Lam Research Corporation -5.1742%
AAPL Apple Inc. -5.2348%
ANET Arista Networks Inc -5.3949%
ALGN Align Technology, Inc. -5.5221%
COHR Coherent, Inc. -6.0021%
FTNT Fortinet Inc -6.0314%
EPAM EPAM Systems Inc -6.0959%
ETFC E*TRADE Financial Corp -6.25%
NVDA NVIDIA Corporation -6.452%
SINA SINA Corp -7.748%
MKSI MKS Instruments, Inc. -8.3323%

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $204.0200 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $200.6200 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $293.7100 Very Concerned, may need to wait
ALGN Align Technology, Inc. $199.3800 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $47.5500 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1823.2400 Very Concerned, may need to wait
ANET Arista Networks Inc $244.1200 Very Concerned, may need to wait
ATHM Autohome Inc $81.5500 Very Concerned, may need to wait
AVGO Broadcom Inc $278.5300 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $161.0000 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1846.0800 Very Concerned, may need to wait
CBPO China Biologic Products Holdings Inc $95.8200 Strong Buy or Hold
COHR Coherent, Inc. $133.1200 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $87.9000 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $244.7500 Very Concerned, may need to wait
ETFC E*TRADE Financial Corp $46.0800 Very Concerned, may need to wait
EPAM EPAM Systems Inc $187.8300 Very Concerned, may need to wait
EVR Evercore Inc $80.5700 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $189.0200 Very Concerned, may need to wait
FIVE Five Below Inc $109.2300 Very Concerned, may need to wait
FTNT Fortinet Inc $86.0500 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1196.3200 Concerned, but watch close as good things may happen soon
GTN Gray Television, Inc. $17.0800 Very Concerned, may need to wait
HZO MarineMax Inc $15.1100 Very Concerned, may need to wait
ILMN Illumina, Inc. $297.3800 Very Concerned, may need to wait
JAZZ Jazz Pharmaceuticals PLC $139.6600 Concerned, but watch close as good things may happen soon
KNX Knight-Swift Transportation Holdings Inc $34.7300 Very Concerned, may need to wait
LGIH LGI Homes Inc $70.6900 Very Concerned, may need to wait
LRCX Lam Research Corporation $204.0900 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $178.9300 Very Concerned, may need to wait
MA Mastercard Inc $269.4500 Very Concerned, may need to wait
MEOH Methanex Corporation $34.2100 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $80.4100 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $340.6300 Very Concerned, may need to wait
MTZ MasTec, Inc. $58.0200 Strong Buy or Hold
MTCH Match Group Inc $75.1900 Very Concerned, may need to wait
NFLX Netflix, Inc. $318.8300 Very Concerned, may need to wait
NSP Insperity Inc $102.6100 Very Concerned, may need to wait
NVDA NVIDIA Corporation $161.1900 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $98.7700 Very Concerned, may need to wait
PATK Patrick Industries, Inc. $44.0200 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $107.0900 Very Concerned, may need to wait
SBUX Starbucks Corporation $95.5100 Concerned, but watch close as good things may happen soon
SINA SINA Corp $37.3000 Very Concerned, may need to wait
SIVB SVB Financial Group $215.0500 Very Concerned, may need to wait
STZ Constellation Brands, Inc. Class A $192.7400 Very Concerned, may need to wait
SUI Sun Communities Inc $134.9800 Strong Buy or Hold
SWKS Skyworks Solutions Inc $79.3300 Very Concerned, may need to wait
TGS Transportadora de Gas del Sur SA (ADR) $14.8500 Very Concerned, may need to wait
THRM Gentherm Inc $39.1300 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $77.7300 Very Concerned, may need to wait
TNET TriNet Group Inc $71.5800 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $337.0200 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $250.0500 Very Concerned, may need to wait
V Visa Inc $177.4200 Very Concerned, may need to wait
WCG WellCare Health Plans, Inc. $283.2700 Very Concerned, may need to wait

One of the biggest challenges in investing in the stock market is picking the best stocks. In my book, “The Confident Investor” I teach my readers how to pick Good Companies. This page is designed to show the raw performance of these companies. It is not designed to show my personal portfolio, which may or may not exceed the performance stated here. Since I use the trading system described in my book, you can assume that I beat the performance recorded here.

I must caution you, I do not actually propose that you “buy and hold” any given stock, but rather you should “buy to hold” the stock. My investing technique teaches you to efficiently move your money to the stocks that are currently increasing in value the most. I use my Watch List for this work, these are Good Companies that I wait for great buying opportunities. This strategy is well described in my book, “The Confident Investor” and tends to be a very safe strategy in bear markets while typically still providing above market returns in a bull or flat market.

My Short Term Watch List are 15 companies that are hot right now. I select this list every quarter. I evenly divide a portion of my portfolio among these 15 companies. The next quarter, I add or delete companies as necessary and then re-balance the portfolio. This tends to be a more risky strategy because I don’t bail out on bad stock movement (at least until the end of the quarter). In a bull market or a flat market, these very well-run and high-performing companies tend to beat the general market by a significant margin.

BL-TCI-cover

You can purchase my book wherever books are sold such as Amazon, Barnes and Noble, and Books A Million. It is available in paperback as well as e-book formats for Nook, Kindle, and iPad.

WATCH LIST STOCK RESULTS

 

Stock
Ticker
Company
name
Current
price
Year
ago
Year ago
change
Quarter
ago
Quarter ago
change
Month
ago
Month ago
change
Week
ago
Week ago
change
AAPL Apple Inc. $204.02 $204.86 -0.41% $210.93 -3.27% $204.41 -0.19% $207.74 -1.79%
ABMD ABIOMED, Inc. $200.62 $377.11 -46.80% $271.75 -26.17% $261.33 -23.23% $272.66 -26.42%
ADBE Adobe Systems Incorporated $293.71 $253.28 15.96% $285.58 2.85% $305.70 -3.92% $311.27 -5.64%
ALGN Align Technology, Inc. $199.38 $363.51 -45.15% $331.08 -39.78% $275.00 -27.50% $198.84 0.27%
AMAT Applied Materials, Inc. $47.55 $47.84 -0.62% $43.73 8.73% $44.67 6.45% $50.74 -6.29%
AMZN Amazon.com, Inc. $1,823.24 $1,823.29 -0.00% $1,962.46 -7.09% $1,939.00 -5.97% $1,943.05 -6.17%
ANET Arista Networks Inc $244.12 $257.54 -5.21% $278.41 -12.32% $268.86 -9.20% $272.98 -10.57%
ATHM Autohome Inc $81.55 $93.59 -12.86% $116.85 -30.21% $87.39 -6.68% $85.24 -4.33%
AVGO Broadcom Inc $278.53 $210.00 32.63% $312.69 -10.92% $284.89 -2.23% $300.92 -7.44%
BABA Alibaba Group Holding Ltd $161.00 $180.84 -10.97% $195.21 -17.52% $174.67 -7.83% $178.74 -9.93%
BKNG Booking Holdings Inc $1,846.08 $2,029.71 -9.05% $1,824.07 1.21% $1,919.65 -3.83% $1,966.85 -6.14%
CBPO China Biologic Products Holdings Inc $95.82 $100.02 -4.20% $94.62 1.27% $95.29 0.56% $96.00 -0.19%
COHR Coherent, Inc. $133.12 $182.10 -26.90% $155.49 -14.39% $136.86 -2.73% $147.28 -9.61%
CVGW Calavo Growers, Inc. $87.90 $93.78 -6.27% $96.25 -8.68% $96.18 -8.61% $90.18 -2.53%
DPZ Domino’s Pizza, Inc. $244.75 $276.98 -11.64% $279.11 -12.31% $280.96 -12.89% $259.06 -5.52%
ETFC E*TRADE Financial Corp $46.08 $59.59 -22.67% $50.46 -8.68% $45.53 1.21% $49.50 -6.91%
EPAM EPAM Systems Inc $187.83 $125.14 50.10% $177.31 5.93% $177.39 5.89% $200.82 -6.47%
EVR Evercore Inc $80.57 $111.78 -27.92% $94.29 -14.55% $89.18 -9.65% $89.39 -9.87%
FB Facebook, Inc. Common Stock $189.02 $177.78 6.32% $195.47 -3.30% $197.20 -4.15% $199.75 -5.37%
FIVE Five Below Inc $109.23 $100.12 9.10% $146.08 -25.23% $125.88 -13.23% $121.56 -10.14%
FTNT Fortinet Inc $86.05 $73.63 16.87% $85.96 0.10% $78.84 9.15% $85.36 0.81%
GOOGL Alphabet Inc Class A $1,196.32 $1,238.16 -3.38% $1,189.55 0.57% $1,122.99 6.53% $1,245.22 -3.93%
GTN Gray Television, Inc. $17.08 $15.10 13.11% $22.70 -24.76% $16.88 1.18% $17.84 -4.26%
HZO MarineMax Inc $15.11 $19.00 -20.47% $16.81 -10.11% $16.68 -9.41% $15.41 -1.95%
ILMN Illumina, Inc. $297.38 $332.49 -10.56% $325.52 -8.64% $377.82 -21.29% $300.90 -1.17%
JAZZ Jazz Pharmaceuticals PLC $139.66 $176.05 -20.67% $132.32 5.55% $143.24 -2.50% $138.05 1.17%
KNX Knight-Swift Transportation Holdings Inc $34.73 $32.18 7.93% $33.23 4.52% $33.22 4.55% $36.83 -5.70%
LGIH LGI Homes Inc $70.69 $50.97 38.69% $71.08 -0.55% $73.14 -3.35% $72.48 -2.47%
LRCX Lam Research Corporation $204.09 $182.43 11.87% $206.58 -1.21% $184.86 10.40% $210.75 -3.16%
LULU Lululemon Athletica inc. $178.93 $126.08 41.92% $178.64 0.16% $183.99 -2.75% $190.61 -6.13%
MA Mastercard Inc $269.45 $200.10 34.66% $247.65 8.80% $272.75 -1.21% $282.07 -4.47%
MEOH Methanex Corporation $34.21 $69.77 -50.97% $52.61 -34.98% $44.86 -23.74% $41.80 -18.16%
MKSI MKS Instruments, Inc. $80.41 $93.51 -14.01% $90.69 -11.33% $78.87 1.95% $87.57 -8.18%
MKTX MarketAxess Holdings Inc. $340.63 $188.06 81.13% $285.53 19.30% $338.50 0.63% $347.94 -2.10%
MTZ MasTec, Inc. $58.02 $46.70 24.24% $49.90 16.27% $52.13 11.30% $51.92 11.75%
MTCH Match Group Inc $75.19 $36.01 108.83% $61.91 21.45% $71.54 5.10% $77.19 -2.59%
NFLX Netflix, Inc. $318.83 $343.09 -7.07% $385.03 -17.19% $381.72 -16.48% $335.78 -5.05%
NSP Insperity Inc $102.61 $102.85 -0.24% $120.93 -15.15% $128.51 -20.15% $144.63 -29.05%
NVDA NVIDIA Corporation $161.19 $251.16 -35.82% $182.80 -11.82% $162.75 -0.96% $175.07 -7.93%
NXST Nexstar Media Group Inc $98.77 $72.07 37.05% $110.65 -10.74% $110.42 -10.55% $101.55 -2.74%
PATK Patrick Industries, Inc. $44.02 $59.60 -26.14% $49.32 -10.75% $48.05 -8.39% $46.21 -4.74%
PYPL Paypal Holdings Inc $107.09 $85.19 25.71% $111.96 -4.35% $117.68 -9.00% $115.49 -7.27%
SBUX Starbucks Corporation $95.51 $51.09 86.96% $77.69 22.93% $87.79 8.79% $99.11 -3.63%
SINA SINA Corp $37.30 $79.62 -53.15% $62.90 -40.70% $43.38 -14.02% $40.33 -7.51%
SIVB SVB Financial Group $215.05 $321.66 -33.14% $258.61 -16.84% $218.27 -1.48% $233.79 -8.02%
STZ Constellation Brands, Inc. Class A $192.74 $210.80 -8.57% $210.62 -8.49% $199.90 -3.58% $203.92 -5.48%
SUI Sun Communities Inc $134.98 $96.10 40.46% $122.98 9.76% $133.54 1.08% $133.16 1.37%
SWKS Skyworks Solutions Inc $79.33 $93.76 -15.39% $87.11 -8.93% $80.69 -1.69% $85.98 -7.73%
TGS Transportadora de Gas del Sur SA (ADR) $14.85 $14.24 4.31% $10.88 36.49% $14.73 0.81% $15.33 -3.13%
THRM Gentherm Inc $39.13 $46.05 -15.03% $41.57 -5.87% $40.84 -4.19% $41.70 -6.16%
TMUS T-Mobile Us Inc $77.73 $61.55 26.29% $74.74 4.00% $75.82 2.52% $84.25 -7.74%
TNET TriNet Group Inc $71.58 $54.06 32.41% $65.00 10.12% $69.09 3.60% $76.78 -6.77%
ULTA Ulta Beauty Inc $337.02 $235.02 43.40% $341.96 -1.44% $345.43 -2.43% $353.88 -4.76%
UNH UnitedHealth Group Inc $250.05 $253.47 -1.35% $230.93 8.28% $245.21 1.97% $252.94 -1.14%
V Visa Inc $177.42 $138.91 27.72% $161.79 9.66% $176.87 0.31% $183.69 -3.41%
WCG WellCare Health Plans, Inc. $283.27 $275.64 2.77% $261.50 8.33% $281.69 0.56% $290.60 -2.52%

Over the last year, my Watch List returned -2.38%
Over the last quarter, my Watch List returned -4.95%
Over the last month, my Watch List returned -4.38%
Over the last week, my Watch List returned -5.79%

 

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
ADBE Adobe Systems Incorporated $293.71 $253.28 15.96% $285.58 2.85% $305.70 -3.92% $311.27 -5.64%
EPAM EPAM Systems Inc $187.83 $125.14 50.10% $177.31 5.93% $177.39 5.89% $200.82 -6.47%
FIVE Five Below Inc $109.23 $100.12 9.10% $146.08 -25.23% $125.88 -13.23% $121.56 -10.14%
LULU Lululemon Athletica inc. $178.93 $126.08 41.92% $178.64 0.16% $183.99 -2.75% $190.61 -6.13%
MA Mastercard Inc $269.45 $200.10 34.66% $247.65 8.80% $272.75 -1.21% $282.07 -4.47%
MKTX MarketAxess Holdings Inc. $340.63 $188.06 81.13% $285.53 19.30% $338.50 0.63% $347.94 -2.10%
MTCH Match Group Inc $75.19 $36.01 108.83% $61.91 21.45% $71.54 5.10% $77.19 -2.59%
NSP Insperity Inc $102.61 $102.85 -0.24% $120.93 -15.15% $128.51 -20.15% $144.63 -29.05%
NXST Nexstar Media Group Inc $98.77 $72.07 37.05% $110.65 -10.74% $110.42 -10.55% $101.55 -2.74%
PYPL Paypal Holdings Inc $107.09 $85.19 25.71% $111.96 -4.35% $117.68 -9.00% $115.49 -7.27%
SBUX Starbucks Corporation $95.51 $51.09 86.96% $77.69 22.93% $87.79 8.79% $99.11 -3.63%
SUI Sun Communities Inc $134.98 $96.10 40.46% $122.98 9.76% $133.54 1.08% $133.16 1.37%
TGS Transportadora de Gas del Sur SA (ADR) $14.85 $14.24 4.31% $10.88 36.49% $14.73 0.81% $15.33 -3.13%
TNET TriNet Group Inc $71.58 $54.06 32.41% $65.00 10.12% $69.09 3.60% $76.78 -6.77%
V Visa Inc $177.42 $138.91 27.72% $161.79 9.66% $176.87 0.31% $183.69 -3.41%

Over the last year, my Short Term Watch List returned 37.39%
Over the last quarter, my Short Term Watch List returned 4.31%
Over the last month, my Short Term Watch List returned -2.45%
Over the last week, my Short Term Watch List returned -5.97%

Short Term List returned 37%
High growth stock: Match Group Inc ($MTCH) at 109%
Total Execution Time: 0.79644203186035 Sec

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $208.4300 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $204.8700 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $298.4400 Very Concerned, may need to wait
ALGN Align Technology, Inc. $202.3500 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $48.4700 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1855.3200 Very Concerned, may need to wait
ANET Arista Networks Inc $272.2200 Very Concerned, may need to wait
ATHM Autohome Inc $85.0000 Possible Buy or Hold, but some concerns
AVGO Broadcom Inc $285.3400 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $165.6500 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1879.8600 Very Concerned, may need to wait
CBPO China Biologic Products Holdings Inc $95.8500 Strong Buy or Hold
COHR Coherent, Inc. $138.3400 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $88.4000 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $245.8300 Very Concerned, may need to wait
ETFC E*TRADE Financial Corp $47.0000 Very Concerned, may need to wait
EPAM EPAM Systems Inc $193.7400 Very Concerned, may need to wait
EVR Evercore Inc $82.0000 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $192.7300 Very Concerned, may need to wait
FIVE Five Below Inc $110.1300 Very Concerned, may need to wait
FTNT Fortinet Inc $79.0200 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1211.7800 Strong Buy or Hold
GTN Gray Television, Inc. $17.6400 Very Concerned, may need to wait
HZO MarineMax Inc $15.0900 Very Concerned, may need to wait
ILMN Illumina, Inc. $301.6600 Some Concerns, may need to wait
JAZZ Jazz Pharmaceuticals PLC $141.5000 Strong Buy or Hold
KNX Knight-Swift Transportation Holdings Inc $34.3400 Very Concerned, may need to wait
LGIH LGI Homes Inc $71.1800 Very Concerned, may need to wait
LRCX Lam Research Corporation $205.7600 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $185.4500 Very Concerned, may need to wait
MA Mastercard Inc $274.1600 Very Concerned, may need to wait
MEOH Methanex Corporation $35.9700 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $83.0400 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $340.3000 Very Concerned, may need to wait
MTZ MasTec, Inc. $50.0900 Very Concerned, may need to wait
MTCH Match Group Inc $75.4400 Very Concerned, may need to wait
NFLX Netflix, Inc. $319.5000 Very Concerned, may need to wait
NSP Insperity Inc $105.4500 Very Concerned, may need to wait
NVDA NVIDIA Corporation $164.9200 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $101.4900 Very Concerned, may need to wait
PATK Patrick Industries, Inc. $44.1000 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $110.8000 Very Concerned, may need to wait
SBUX Starbucks Corporation $95.3800 Strong Buy or Hold
SINA SINA Corp $37.3600 Very Concerned, may need to wait
SIVB SVB Financial Group $218.2400 Very Concerned, may need to wait
STZ Constellation Brands, Inc. Class A $193.6000 Very Concerned, may need to wait
SUI Sun Communities Inc $133.9300 Concerned, but watch close as good things may happen soon
SWKS Skyworks Solutions Inc $82.7700 Very Concerned, may need to wait
TGS Transportadora de Gas del Sur SA (ADR) $15.1500 Very Concerned, may need to wait
THRM Gentherm Inc $39.7200 Concerned, but watch close as good things may happen soon
TMUS T-Mobile Us Inc $79.3100 Very Concerned, may need to wait
TNET TriNet Group Inc $73.1400 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $345.5100 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $249.2500 Very Concerned, may need to wait
V Visa Inc $179.1700 Very Concerned, may need to wait
WCG WellCare Health Plans, Inc. $284.3900 Very Concerned, may need to wait