Wednesday, November 4, 2015

Stocks Of The Month: DDD, SSYS (The True Believer Edition)

(...remember that time that I tried to chase a bunch of high-flying growth stocks? Yeah, I'm unwinding that trade.)

(...however, I decided this month to cut some losers in order to buy the biggest losers of all...)

Including this month, I've bought DDD and SSYS twelve and eight times respectively. If there are any stocks that I believe in more than any others, it would be these; even to my great detriment.

There is some actual evidence that this could be the end of the downward spiral. I submit:
  • It might be the case that consumer 3D printing technologies are now poised to begin climbing the "Slope of Enlightenment", with further-out technologies moving post-"Peak of Inflated Expectations" (from Gartner):





Here's my current portfolio (growth, dividend, and speculative). As always, I believe in all of these stocks - until I sell them.

Apple (AAPL) 13.44%
Tesla Motors (TSLA) 9.95%
Alphabet (GOOGL) 7.49%
Baidu (BIDU) 5.45%
Amazon (AMZN) 5.30%
Under Armour (UA) 5.25%
3D Systems (DDD) 4.87%
Stratasys (SSYS) 4.01%
Nike (NKE) 3.95%
Blackstone (BX) 3.01%
Starbucks (SBUX) 2.80%
Ace Limited (ACE) 2.68%
Southern Copper (SCCO) 2.26%
Intuitive Surgical (ISRG) 2.21%
Qihoo 360 (QIHU) 2.04%
Twitter (TWTR) 1.86%
Microsoft (MSFT) 1.74%
American Software (AMSWA) 1.63%
Wells Fargo (WFC) 1.59%
BlackRock (BLK) 1.57%
Cisco (CSCO) 1.44%
Boeing (BA) 1.39%
Intel (INTC) 1.35%
China Mobile (CHL) 1.29%
Veolia Environnement (VEOEY) 1.24%
McDonald's (MCD) 1.18%
DuPont (DD) 1.10%
Ansys (ANSS) 0.92%
Salesforce.com (CRM) 0.86%
Aqua America (WTR) 0.84%
American Water Works (AWK) 0.83%
Costco Wholesale (COST) 0.78%
American Express (AXP) 0.73%
F5 Networks (FFIV) 0.73%
Canadian National Railway (CNI) 0.73%
Coca-Cola (KO) 0.69%
Lululemon Athletica (LULU) 0.63%