The Confident Investor

 

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.

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.	$169.37	$112.14	51.04%	$174.67	-3.03%	$171.05	-0.98%
ABMD	ABIOMED, Inc.	$191.36	$116.92	63.67%	$195.21	-1.97%	$194.60	-1.66%
ADS	Alliance Data Systems Corporation	$233.05	$230.12	1.27%	$224.93	3.61%	$234.03	-0.42%
ALGN	Align Technology, Inc.	$238.43	$98.62	141.77%	$249.46	-4.42%	$254.07	-6.16%
ALXN	Alexion Pharmaceuticals, Inc.	$114.46	$132.07	-13.33%	$115.17	-0.62%	$108.96	5.05%
AMAT	Applied Materials, Inc.	$51.43	$32.06	60.42%	$56.26	-8.59%	$51.91	-0.92%
AMZN	Amazon	$1,162.00	$768.66	51.17%	$1,125.35	3.26%	$1,162.35	-0.03%
AYI	Acuity Brands, Inc.	$171.65	$248.13	-30.82%	$160.18	7.16%	$167.01	2.78%
BABA	Alibaba Group Holding Ltd	$177.62	$93.28	90.42%	$186.41	-4.72%	$174.61	1.72%
BWLD	Buffalo Wild Wings	$156.30	$174.90	-10.63%	$118.85	31.51%	$155.50	0.51%
CBPO	China Biologic Products Inc	$78.80	$116.33	-32.26%	$87.31	-9.75%	$80.93	-2.63%
COF	Capital One Financial Corp.	$95.79	$88.77	7.91%	$87.15	9.91%	$92.72	3.31%
CRUS	Cirrus Logic, Inc.	$49.98	$57.36	-12.87%	$56.69	-11.84%	$53.16	-5.98%
CVCO	Cavco Industries, Inc.	$146.35	$102.80	42.36%	$145.35	0.69%	$153.20	-4.47%
DPZ	Domino’s Pizza, Inc.	$183.91	$162.04	13.50%	$173.33	6.10%	$184.62	-0.38%
EW	Edwards Lifesciences Corp	$118.03	$90.37	30.61%	$103.85	13.65%	$116.41	1.39%
EXR	Extra Space Storage, Inc.	$86.28	$71.96	19.90%	$86.00	0.33%	$85.20	1.27%
FB	Facebook Inc	$179.00	$119.68	49.57%	$178.46	0.30%	$175.10	2.23%
GOOGL	Alphabet Inc	$1,049.38	$809.45	29.64%	$1,044.15	0.50%	$1,025.07	2.37%
GTN	Gray Television, Inc.	$14.65	$10.90	34.40%	$15.40	-4.87%	$14.50	1.03%
GWR	Genesee & Wyoming Inc	$78.57	$80.01	-1.80%	$74.04	6.12%	$78.30	0.34%
HDSN	Hudson Technologies, Inc.	$5.61	$7.39	-24.09%	$6.12	-8.33%	$5.66	-0.88%
HOG	Harley-Davidson Inc	$51.19	$59.21	-13.54%	$47.30	8.22%	$50.03	2.32%
HSKA	Heska Corp	$79.00	$68.24	15.77%	$85.17	-7.24%	$86.32	-8.47%
HZO	MarineMax Inc	$21.70	$21.60	0.46%	$20.30	6.90%	$21.40	1.40%
IDXX	IDEXX Laboratories, Inc.	$160.57	$118.24	35.80%	$147.68	8.73%	$155.00	3.59%
LNCE	Snyder’s-Lance Inc	$38.44	$38.33	0.28%	$35.32	8.82%	$38.49	-0.13%
LULU	Lululemon Athletica inc.	$73.77	$69.30	6.45%	$64.87	13.72%	$67.22	9.74%
MCK	McKesson Corporation	$152.57	$145.06	5.17%	$137.29	11.13%	$146.39	4.22%
MEI	Methode Electronics Inc.	$42.20	$42.24	-0.09%	$46.50	-9.25%	$46.70	-9.64%
MET	Metlife Inc	$53.76	$44.28	21.41%	$52.20	2.99%	$53.61	0.28%
MIDD	Middleby Corp	$125.61	$142.20	-11.67%	$109.84	14.36%	$126.59	-0.77%
MNST	Monster Beverage Corporation	$63.22	$44.04	43.55%	$61.16	3.37%	$62.92	0.48%
MRK	Merck & Co., Inc.	$55.57	$59.46	-6.54%	$55.48	0.16%	$55.87	-0.54%
NFLX	Netflix, Inc.	$188.54	$122.88	53.43%	$192.02	-1.81%	$186.82	0.92%
NVDA	NVIDIA Corporation	$191.49	$91.47	109.35%	$215.99	-11.34%	$197.68	-3.13%
PCLN	Priceline Group Inc	$1,719.84	$1,557.98	10.39%	$1,697.25	1.33%	$1,735.30	-0.89%
REGN	Regeneron Pharmaceuticals Inc	$380.78	$372.83	2.13%	$404.54	-5.87%	$373.47	1.96%
SAM	Boston Beer Company Inc	$194.00	$173.55	11.78%	$176.40	9.98%	$182.25	6.45%
SBUX	Starbucks Corporation	$58.61	$57.68	1.62%	$56.74	3.30%	$57.32	2.25%
STZ	Constellation Brands, Inc.	$217.98	$151.21	44.16%	$218.67	-0.32%	$218.60	-0.28%
SUI	Sun Communities Inc	$95.60	$71.67	33.39%	$92.54	3.31%	$93.73	2.00%
SWKS	Skyworks Solutions Inc	$96.28	$76.03	26.64%	$110.09	-12.54%	$102.23	-5.82%
THRM	Gentherm Inc	$33.40	$33.80	-1.18%	$34.28	-2.57%	$35.50	-5.92%
TMO	Thermo Fisher Scientific Inc.	$187.96	$144.89	29.73%	$186.18	0.96%	$192.20	-2.21%
TRN	Trinity Industries Inc	$35.95	$27.87	29.00%	$32.58	10.34%	$35.44	1.44%
UA	Under Armour Inc	$12.19	$28.81	-57.69%	$11.37	7.21%	$11.73	3.92%
ULTA	Ulta Beauty Inc	$224.54	$251.14	-10.59%	$200.76	11.84%	$212.58	5.63%

Over the last year, my Watch List returned 20.27%
Over the last month, my Watch List returned 1.64%
Over the last week, my Watch List returned 0.24%

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
AAPL	Apple Inc.	$169.37	$112.14	51.04%	$174.67	-3.03%	$171.05	-0.98%
ABMD	ABIOMED, Inc.	$191.36	$116.92	63.67%	$195.21	-1.97%	$194.60	-1.66%
ALGN	Align Technology, Inc.	$238.43	$98.62	141.77%	$249.46	-4.42%	$254.07	-6.16%
AMAT	Applied Materials, Inc.	$51.43	$32.06	60.42%	$56.26	-8.59%	$51.91	-0.92%
BABA	Alibaba Group Holding Ltd	$177.62	$93.28	90.42%	$186.41	-4.72%	$174.61	1.72%
CVCO	Cavco Industries, Inc.	$146.35	$102.80	42.36%	$145.35	0.69%	$153.20	-4.47%
DPZ	Domino’s Pizza, Inc.	$183.91	$162.04	13.50%	$173.33	6.10%	$184.62	-0.38%
FB	Facebook Inc	$179.00	$119.68	49.57%	$178.46	0.30%	$175.10	2.23%
GTN	Gray Television, Inc.	$14.65	$10.90	34.40%	$15.40	-4.87%	$14.50	1.03%
HSKA	Heska Corp	$79.00	$68.24	15.77%	$85.17	-7.24%	$86.32	-8.47%
NFLX	Netflix, Inc.	$188.54	$122.88	53.43%	$192.02	-1.81%	$186.82	0.92%
NVDA	NVIDIA Corporation	$191.49	$91.47	109.35%	$215.99	-11.34%	$197.68	-3.13%
PCLN	Priceline Group Inc	$1,719.84	$1,557.98	10.39%	$1,697.25	1.33%	$1,735.30	-0.89%
STZ	Constellation Brands, Inc.	$217.98	$151.21	44.16%	$218.67	-0.32%	$218.60	-0.28%
TRN	Trinity Industries Inc	$35.95	$27.87	29.00%	$32.58	10.34%	$35.44	1.44%

Over the last year, my Short Term Watch List returned 31.97%
Over the last month, my Short Term Watch List returned -0.82%
Over the last week, my Short Term Watch List returned -1.28%

Short Term List returned 32%
High growth stock: Align Technology, Inc. ($ALGN) at 142%
Total Execution Time: 3.1599969863892 Sec