Symbol Stock Price change today
ALXN Alexion Pharmaceuticals, Inc. 6.2891%
MU Micron Technology, Inc. 4.4049%
ANET Arista Networks Inc 4.3992%
LRCX Lam Research Corporation 4.2684%
AAPL Apple Inc. 4.0279%
LGIH LGI Homes Inc 3.8481%
CVCO Cavco Industries, Inc. 3.8269%
AMZN Amazon.com, Inc. 3.4809%
COF Capital One Financial Corp. 3.4449%
NFLX Netflix, Inc. 3.3992%
TNET TriNet Group Inc 3.3417%
ADS Alliance Data Systems Corporation 3.1662%
AMAT Applied Materials, Inc. 2.9534%
DPZ Domino’s Pizza, Inc. 2.8046%
HZO MarineMax Inc 2.5943%
AYI Acuity Brands, Inc. 2.3393%
ADBE Adobe Systems Incorporated 2.2129%
TMO Thermo Fisher Scientific Inc. 2.1631%
CRTO Criteo SA (ADR) 2.139%
TGS Transportadora de Gas del Sur SA (ADR) 1.9099%
ABMD ABIOMED, Inc. 1.8921%
REGN Regeneron Pharmaceuticals Inc 1.8699%
ILMN Illumina, Inc. 1.768%
MIDD Middleby Corp 1.7626%
ALGN Align Technology, Inc. 1.6393%
SCHW Charles Schwab Corp 1.6361%
SBUX Starbucks Corporation 1.4657%
SWKS Skyworks Solutions Inc 1.4224%
PCLN Priceline Group Inc 1.4164%
STZ Constellation Brands, Inc. 1.3079%
MKTX MarketAxess Holdings Inc. 1.237%
CBPO China Biologic Products Holdings, Inc. 1.0746%
GILD Gilead Sciences, Inc. 1.0338%
MRK Merck & Co., Inc. 1.0206%
GTN Gray Television, Inc. 1%
GOOGL Alphabet Inc 0.7923%
SUI Sun Communities Inc 0.6848%
GWR Genesee & Wyoming Inc 0.6466%
MEI Methode Electronics Inc. 0.5229%
EXR Extra Space Storage, Inc. 0.51%
EW Edwards Lifesciences Corp 0.491%
THRM Gentherm Inc 0.4894%
CRUS Cirrus Logic, Inc. 0.4483%
BABA Alibaba Group Holding Ltd 0.4358%
FB Facebook Inc 0.1703%
MCK McKesson Corporation 0.0604%
LULU Lululemon Athletica inc. -0.4537%
HDSN Hudson Technologies, Inc. -0.8606%
IBP Installed Building Products Inc -1.105%
HSKA Heska Corp -1.5935%
CEVA CEVA, Inc. -1.7159%
NVDA NVIDIA Corporation -1.7451%
TMUS T-Mobile US Inc -1.8243%
ULTA Ulta Beauty Inc -4.1501%

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $156.4100 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $229.3800 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $187.9900 Very Concerned, may need to wait
ADS Alliance Data Systems Corporation $240.6700 Very Concerned, may need to wait
ALGN Align Technology, Inc. $229.3700 Very Concerned, may need to wait
ALXN Alexion Pharmaceuticals, Inc. $108.6000 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $48.0800 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1339.6000 Very Concerned, may need to wait
ANET Arista Networks Inc $272.5500 Very Concerned, may need to wait
AYI Acuity Brands, Inc. $147.0500 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $176.6700 Very Concerned, may need to wait
CBPO China Biologic Products Holdings, Inc. $79.1000 Very Concerned, may need to wait
CEVA CEVA, Inc. $36.4250 Very Concerned, may need to wait
COF Capital One Financial Corp. $92.0200 Very Concerned, may need to wait
CRTO Criteo SA (ADR) $22.4400 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $42.3800 Very Concerned, may need to wait
CVCO Cavco Industries, Inc. $159.4000 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $206.0900 Very Concerned, may need to wait
EW Edwards Lifesciences Corp $126.2700 Very Concerned, may need to wait
EXR Extra Space Storage, Inc. $80.3900 Very Concerned, may need to wait
FB Facebook Inc $176.1100 Very Concerned, may need to wait
GILD Gilead Sciences, Inc. $79.3200 Very Concerned, may need to wait
GOOGL Alphabet Inc $1046.2700 Very Concerned, may need to wait
GTN Gray Television, Inc. $15.0000 Very Concerned, may need to wait
GWR Genesee & Wyoming Inc $69.5900 Very Concerned, may need to wait
HDSN Hudson Technologies, Inc. $5.8100 Very Concerned, may need to wait
HSKA Heska Corp $61.5000 Very Concerned, may need to wait
HZO MarineMax Inc $21.2000 Very Concerned, may need to wait
IBP Installed Building Products Inc $63.3500 Very Concerned, may need to wait
ILMN Illumina, Inc. $217.1900 Very Concerned, may need to wait
LGIH LGI Homes Inc $59.5100 Very Concerned, may need to wait
LRCX Lam Research Corporation $165.8700 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $77.1500 Very Concerned, may need to wait
MCK McKesson Corporation $148.9300 Very Concerned, may need to wait
MEI Methode Electronics Inc. $38.2500 Very Concerned, may need to wait
MIDD Middleby Corp $131.0600 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $189.1600 Very Concerned, may need to wait
MRK Merck & Co., Inc. $54.8700 Very Concerned, may need to wait
MU Micron Technology, Inc. $40.4100 Very Concerned, may need to wait
NFLX Netflix, Inc. $249.4700 Very Concerned, may need to wait
NVDA NVIDIA Corporation $232.0800 Very Concerned, may need to wait
PCLN Priceline Group Inc $1765.0000 Very Concerned, may need to wait
REGN Regeneron Pharmaceuticals Inc $336.3800 Very Concerned, may need to wait
SBUX Starbucks Corporation $54.5800 Very Concerned, may need to wait
SCHW Charles Schwab Corp $50.1200 Very Concerned, may need to wait
STZ Constellation Brands, Inc. $210.2600 Very Concerned, may need to wait
SUI Sun Communities Inc $84.7000 Very Concerned, may need to wait
SWKS Skyworks Solutions Inc $102.6400 Strong Buy or Hold
TGS Transportadora de Gas del Sur SA (ADR) $20.4200 Very Concerned, may need to wait
THRM Gentherm Inc $30.6500 Very Concerned, may need to wait
TMO Thermo Fisher Scientific Inc. $200.1800 Very Concerned, may need to wait
TMUS T-Mobile US Inc $59.2000 Very Concerned, may need to wait
TNET TriNet Group Inc $39.8000 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $218.5500 Very Concerned, may need to wait

 

Nvidia[stckqut]NVDA[/stckqut] may have only high-quality problems these days, but it still needs to solve them.

One problem the chip maker has is that it seems to be selling all the chips it can make. Nvidia’s graphics processors, also called GPUs, are in hot demand by everyone from giant tech companies building data centers to videogamers to cryptocurrency enthusiasts. The latter two in particular are competing for the type of GPU cards used in supercharged PCs, causing a shortage that began last summer but seemed to have worsened later in the year as the value of cryptocurrencies continued to soar.

That gave a boost to what was already a strong year for Nvidia. Revenue from the company’s gaming segment jumped 33% to a record $5.5 billion for the fiscal year ended Jan. 28. This included an unspecified contribution from crypto demand, as well as the chips the company sells to Nintendo that are used in its popular Switch console.

Nvidia is a “fabless” chip company that outsources the actual manufacturing of its chips to others. CEO Jensen Huang said on the company’s earnings call Thursday that it is working with its partners to “catch up to that demand.”

Source: Nvidia’s Cryptic Road Ahead

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
Month
ago
Month ago
change
Week
ago
Week ago
change
AAPL Apple Inc. $155.15 $130.58 18.82% $175.28 -11.48% $160.50 -3.33%
ABMD ABIOMED, Inc. $229.50 $108.64 111.25% $210.15 9.21% $248.20 -7.53%
ADBE Adobe Systems Incorporated $185.16 $116.85 58.46% $188.92 -1.99% $195.64 -5.36%
ADS Alliance Data Systems Corporation $240.60 $225.00 6.94% $273.62 -12.07% $249.91 -3.73%
ALGN Align Technology, Inc. $220.71 $96.97 127.61% $252.91 -12.73% $257.38 -14.25%
ALXN Alexion Pharmaceuticals, Inc. $108.47 $126.51 -14.26% $122.48 -11.44% $116.15 -6.61%
AMAT Applied Materials, Inc. $45.75 $35.00 30.70% $53.20 -14.00% $50.68 -9.73%
AMZN Amazon.com, Inc. $1,350.50 $827.46 63.21% $1,276.68 5.78% $1,429.95 -5.56%
ANET Arista Networks Inc $264.52 $98.78 167.79% $260.79 1.43% $273.48 -3.28%
AYI Acuity Brands, Inc. $145.41 $211.53 -31.26% $159.72 -8.96% $149.95 -3.03%
BABA Alibaba Group Holding Ltd $173.70 $102.36 69.70% $188.75 -7.97% $187.31 -7.27%
CBPO China Biologic Products Holdings, Inc. $78.68 $114.06 -31.02% $77.50 1.52% $80.42 -2.16%
CEVA CEVA, Inc. $35.00 $35.10 -0.28% $45.95 -23.83% $41.25 -15.15%
COF Capital One Financial Corp. $91.80 $87.15 5.34% $104.42 -12.09% $101.57 -9.62%
CRTO Criteo SA (ADR) $22.54 $45.46 -50.42% $25.51 -11.64% $22.90 -1.57%
CRUS Cirrus Logic, Inc. $40.27 $54.19 -25.69% $52.34 -23.06% $46.75 -13.86%
CVCO Cavco Industries, Inc. $159.70 $111.20 43.62% $161.00 -0.81% $151.35 5.52%
DPZ Domino’s Pizza, Inc. $198.57 $184.59 7.57% $209.85 -5.38% $214.38 -7.37%
EW Edwards Lifesciences Corp $123.78 $90.34 37.02% $119.99 3.16% $131.83 -6.11%
EXR Extra Space Storage, Inc. $77.56 $72.08 7.61% $82.25 -5.70% $81.84 -5.23%
FB Facebook Inc $171.58 $134.19 27.86% $187.77 -8.62% $190.28 -9.83%
GILD Gilead Sciences, Inc. $78.22 $64.47 21.33% $79.06 -1.06% $81.73 -4.29%
GOOGL Alphabet Inc $1,007.71 $834.85 20.71% $1,112.05 -9.38% $1,119.20 -9.96%
GTN Gray Television, Inc. $15.10 $12.60 19.84% $17.25 -12.46% $15.90 -5.03%
GWR Genesee & Wyoming Inc $68.99 $74.19 -7.01% $83.53 -17.41% $76.58 -9.91%
HDSN Hudson Technologies, Inc. $5.87 $7.65 -23.27% $6.43 -8.71% $6.09 -3.61%
HSKA Heska Corp $60.07 $83.97 -28.46% $81.07 -25.90% $71.57 -16.07%
HZO MarineMax Inc $20.75 $21.55 -3.71% $19.70 5.33% $21.10 -1.66%
IBP Installed Building Products Inc $61.60 $41.50 48.43% $73.25 -15.90% $66.80 -7.78%
ILMN Illumina, Inc. $209.54 $163.04 28.52% $240.04 -12.71% $220.18 -4.83%
LGIH LGI Homes Inc $59.05 $28.40 107.92% $76.82 -23.13% $68.41 -13.68%
LRCX Lam Research Corporation $162.23 $114.61 41.55% $189.12 -14.22% $179.06 -9.40%
LULU Lululemon Athletica inc. $76.67 $67.62 13.38% $78.99 -2.94% $78.62 -2.48%
MCK McKesson Corporation $150.23 $138.44 8.52% $162.30 -7.44% $159.21 -5.64%
MEI Methode Electronics Inc. $37.90 $41.43 -8.51% $41.30 -8.23% $40.45 -6.30%
MIDD Middleby Corp $131.26 $137.13 -4.28% $133.71 -1.83% $132.76 -1.13%
MKTX MarketAxess Holdings Inc. $189.02 $185.83 1.71% $201.52 -6.20% $196.29 -3.70%
MRK Merck & Co., Inc. $54.73 $62.23 -12.06% $57.60 -4.98% $58.56 -6.54%
MU Micron Technology, Inc. $40.00 $24.05 66.32% $42.82 -6.59% $40.82 -2.01%
NFLX Netflix, Inc. $250.10 $144.82 72.70% $217.24 15.13% $267.43 -6.48%
NVDA NVIDIA Corporation $217.52 $113.18 92.18% $224.08 -2.93% $233.52 -6.85%
PCLN Priceline Group Inc $1,806.06 $1,646.51 9.69% $1,893.10 -4.60% $1,859.10 -2.85%
REGN Regeneron Pharmaceuticals Inc $322.62 $359.87 -10.35% $368.26 -12.39% $347.86 -7.26%
SBUX Starbucks Corporation $53.77 $55.14 -2.48% $59.67 -9.89% $55.46 -3.06%
SCHW Charles Schwab Corp $48.90 $39.63 23.39% $54.06 -9.54% $53.23 -8.14%
STZ Constellation Brands, Inc. $208.73 $153.83 35.69% $218.51 -4.47% $215.35 -3.08%
SUI Sun Communities Inc $83.96 $77.82 7.89% $88.13 -4.73% $87.32 -3.85%
SWKS Skyworks Solutions Inc $99.04 $91.41 8.35% $99.92 -0.88% $98.96 0.08%
TGS Transportadora de Gas del Sur SA (ADR) $20.92 $11.29 85.30% $22.55 -7.23% $21.77 -3.90%
THRM Gentherm Inc $30.80 $35.50 -13.24% $32.25 -4.50% $31.10 -0.96%
TMO Thermo Fisher Scientific Inc. $198.73 $154.37 28.74% $208.66 -4.76% $217.69 -8.71%
TMUS T-Mobile US Inc $58.88 $62.39 -5.63% $63.84 -7.77% $63.59 -7.41%
TNET TriNet Group Inc $40.00 $24.74 61.68% $41.66 -3.98% $44.20 -9.50%
ULTA Ulta Beauty Inc $209.09 $269.84 -22.51% $233.15 -10.32% $219.47 -4.73%

Over the last year, my Watch List returned 22.09%
Over the last month, my Watch List returned -5.15%
Over the last week, my Watch List returned -5.85%

 

SHORT TERM WATCH LIST STOCK RESULTS

 

Stock
Ticker
Company
name
Current
price
Year
ago
Year ago
change
Month
ago
Month ago
change
Week
ago
Week ago
change
ABMD ABIOMED, Inc. $229.50 $108.64 111.25% $210.15 9.21% $248.20 -7.53%
ADBE Adobe Systems Incorporated $185.16 $116.85 58.46% $188.92 -1.99% $195.64 -5.36%
ALGN Align Technology, Inc. $220.71 $96.97 127.61% $252.91 -12.73% $257.38 -14.25%
AMAT Applied Materials, Inc. $45.75 $35.00 30.70% $53.20 -14.00% $50.68 -9.73%
AMZN Amazon.com, Inc. $1,350.50 $827.46 63.21% $1,276.68 5.78% $1,429.95 -5.56%
ANET Arista Networks Inc $264.52 $98.78 167.79% $260.79 1.43% $273.48 -3.28%
BABA Alibaba Group Holding Ltd $173.70 $102.36 69.70% $188.75 -7.97% $187.31 -7.27%
IBP Installed Building Products Inc $61.60 $41.50 48.43% $73.25 -15.90% $66.80 -7.78%
LGIH LGI Homes Inc $59.05 $28.40 107.92% $76.82 -23.13% $68.41 -13.68%
LRCX Lam Research Corporation $162.23 $114.61 41.55% $189.12 -14.22% $179.06 -9.40%
MU Micron Technology, Inc. $40.00 $24.05 66.32% $42.82 -6.59% $40.82 -2.01%
NFLX Netflix, Inc. $250.10 $144.82 72.70% $217.24 15.13% $267.43 -6.48%
NVDA NVIDIA Corporation $217.52 $113.18 92.18% $224.08 -2.93% $233.52 -6.85%
TGS Transportadora de Gas del Sur SA (ADR) $20.92 $11.29 85.30% $22.55 -7.23% $21.77 -3.90%
TNET TriNet Group Inc $40.00 $24.74 61.68% $41.66 -3.98% $44.20 -9.50%

Over the last year, my Short Term Watch List returned 75.85%
Over the last month, my Short Term Watch List returned 0.07%
Over the last week, my Short Term Watch List returned -6.83%

Short Term List returned 76%
High growth stock: Arista Networks Inc ($ANET) at 168%
Total Execution Time: 3.9763879776001 Sec

Symbol Stock Price change today
NVDA NVIDIA Corporation 6.6936%
CRUS Cirrus Logic, Inc. 5.2396%
AMAT Applied Materials, Inc. 5.0929%
ULTA Ulta Beauty Inc 4.5244%
REGN Regeneron Pharmaceuticals Inc 4.2651%
CEVA CEVA, Inc. 4.0714%
ALGN Align Technology, Inc. 3.9237%
GOOGL Alphabet Inc 3.8265%
DPZ Domino’s Pizza, Inc. 3.7871%
ILMN Illumina, Inc. 3.6509%
EXR Extra Space Storage, Inc. 3.6488%
SWKS Skyworks Solutions Inc 3.6349%
ANET Arista Networks Inc 3.0357%
IBP Installed Building Products Inc 2.8409%
FB Facebook Inc 2.6402%
SCHW Charles Schwab Corp 2.4949%
HSKA Heska Corp 2.3806%
LRCX Lam Research Corporation 2.2437%
HZO MarineMax Inc 2.1687%
EW Edwards Lifesciences Corp 2.0116%
BABA Alibaba Group Holding Ltd 1.7098%
ADBE Adobe Systems Incorporated 1.5284%
SBUX Starbucks Corporation 1.5064%
GILD Gilead Sciences, Inc. 1.4063%
AYI Acuity Brands, Inc. 1.1278%
MU Micron Technology, Inc. 1.025%
MEI Methode Electronics Inc. 0.9235%
SUI Sun Communities Inc 0.8814%
GWR Genesee & Wyoming Inc 0.8697%
AAPL Apple Inc. 0.8121%
LGIH LGI Homes Inc 0.779%
STZ Constellation Brands, Inc. 0.733%
TMO Thermo Fisher Scientific Inc. 0.7296%
LULU Lululemon Athletica inc. 0.6261%
TMUS T-Mobile US Inc 0.5435%
CBPO China Biologic Products Holdings, Inc. 0.5338%
MRK Merck & Co., Inc. 0.2558%
COF Capital One Financial Corp. 0.2397%
ALXN Alexion Pharmaceuticals, Inc. 0.1198%
MKTX MarketAxess Holdings Inc. 0.0741%
ADS Alliance Data Systems Corporation 0.0291%
ABMD ABIOMED, Inc. -0.0523%
MIDD Middleby Corp -0.1524%
CVCO Cavco Industries, Inc. -0.1879%
NFLX Netflix, Inc. -0.2519%
CRTO Criteo SA (ADR) -0.4437%
THRM Gentherm Inc -0.487%
TNET TriNet Group Inc -0.5%
GTN Gray Television, Inc. -0.6623%
AMZN Amazon.com, Inc. -0.8071%
MCK McKesson Corporation -0.8653%
HDSN Hudson Technologies, Inc. -1.0221%
PCLN Priceline Group Inc -2.2735%
TGS Transportadora de Gas del Sur SA (ADR) -2.3901%