Rooms a thousand years wide
I walk in the cold sun and wind
All these years can not begin
One year ago, I made a list of stocks, from my other lists of stocks:
"I recently made the effort to update the "Short List" by combing through all 13 watchlists, looking for one particular characteristic: the stock must have consistently outperformed the market...across several historical time horizons.
The following 124 stocks made the cut. They may have questionable valuation/financials, or lack upside due to shear size, or participate in a boring business, or represent additional risks going forward; but if the point of investing in individual stocks is to beat the broader market, all of these stocks have a history of doing exactly just that...which may be the most fundamental characteristic of all."
One year later, it is time to review the results of my would-be superlist:
- 32 of 124 stocks (26%) outperformed the NASDAQ Composite;
- an additional 19 stocks (15%) outperformed the S&P 500;
- an additional 35 stocks (28%) increased in value; and
- the remaining 38 stocks (31%) decreased in value.
The good news: I was able to add five of these stocks to my portfolio, and they all have done well:
- NVIDIA (NVDA)
- UnitedHealth Group (UNH)
- Union Pacific (UNP)
- Comcast (CMCSA)
- ULTA Salon, Cosmetics & Fragrance (ULTA)
NAME
|
SYMBOL
|
MKT CAP
|
1 YR. MKT CAP
|
% CHANGE
|
NVIDIA Corporation
|
87.32B
|
27.15B
|
221.62%
|
|
Weibo Corporation
|
15.18B
|
6.41B
|
136.82%
|
|
Pegasystems Inc.
|
4.54B
|
2.09B
|
117.22%
|
|
Waste Connections
Inc.
|
17.13B
|
8.99B
|
90.55%
|
|
Align Technology
Inc.
|
12.21B
|
6.65B
|
83.61%
|
|
Green Dot
Corporation
|
1.96B
|
1.14B
|
71.93%
|
|
Broadcom Limited
|
102.77B
|
61.36B
|
67.49%
|
|
NetEase, Inc.
|
38.83B
|
24.36B
|
59.40%
|
|
Universal Display
Corp.
|
5.23B
|
3.31B
|
58.01%
|
|
Netflix, Inc.
|
64.73B
|
41.57B
|
55.71%
|
|
Berry Plastics
Group, Inc.
|
7.46B
|
4.87B
|
53.18%
|
|
Southwest Airlines
Co.
|
38.84B
|
25.89B
|
50.02%
|
|
Paycom Software,
Inc.
|
4.02B
|
2.73B
|
47.25%
|
|
The Priceline Group
Inc.
|
94.28B
|
65.99B
|
42.87%
|
|
Nordson Corporation
|
6.96B
|
4.90B
|
42.04%
|
|
Electronic Arts Inc.
|
33.26B
|
23.59B
|
40.99%
|
|
Expedia Inc.
|
22.61B
|
16.28B
|
38.88%
|
|
Chemical & Mining Co. of Chile Inc.
|
9.25B
|
6.72B
|
37.65%
|
|
UnitedHealth Group
Incorporated
|
181.13B
|
134.32B
|
34.85%
|
|
Steel Dynamics Inc.
|
8.69B
|
6.49B
|
33.90%
|
|
Zillow Group, Inc.
|
8.54B
|
6.39B
|
33.65%
|
|
Proofpoint, Inc.
|
3.75B
|
2.82B
|
32.98%
|
|
HEICO Corporation
|
5.88B
|
4.44B
|
32.43%
|
|
NVR, Inc.
|
9.36B
|
7.13B
|
31.28%
|
|
Copart, Inc.
|
7.13B
|
5.45B
|
30.83%
|
|
Callidus Software
Inc.
|
1.51B
|
1.16B
|
30.17%
|
|
Ellie Mae, Inc.
|
3.68B
|
2.84B
|
29.58%
|
|
Ubiquiti Networks,
Inc.
|
4.21B
|
3.27B
|
28.75%
|
|
HDFC Bank Limited
|
66.08B
|
51.52B
|
28.26%
|
|
Intercontinental
Exchange, Inc.
|
39.03B
|
30.58B
|
27.63%
|
|
CME Group Inc.
|
42.42B
|
33.49B
|
26.66%
|
|
Erie Indemnity
Company
|
6.47B
|
5.11B
|
26.61%
|
|
NASDAQ Composite
|
23.34%
|
|||
Torchmark
Corporation
|
9.08B
|
7.40B
|
22.70%
|
|
Aon plc
|
35.40B
|
29.03B
|
21.94%
|
|
Becton, Dickinson
and Company
|
44.97B
|
37.27B
|
20.66%
|
|
Republic Services,
Inc.
|
21.67B
|
18.08B
|
19.86%
|
|
NICE Ltd.
|
4.57B
|
3.82B
|
19.63%
|
|
Berkshire Hathaway
Inc.
|
422.45B
|
353.84B
|
19.39%
|
|
Worthington
Industries, Inc.
|
3.21B
|
2.69B
|
19.33%
|
|
Visa Inc.
|
216.55B
|
182.25B
|
18.82%
|
|
Charles River
Laboratories Intl, Inc.
|
4.78B
|
4.03B
|
18.61%
|
|
EnerSys
|
3.15B
|
2.67B
|
17.98%
|
|
3M Company
|
125.18B
|
107.43B
|
16.52%
|
|
Boston Scientific
Corporation
|
37.78B
|
32.43B
|
16.50%
|
|
Jack Henry & Associates Inc.
|
8.04B
|
6.93B
|
16.02%
|
|
The Sherwin-Williams
Company
|
32.78B
|
28.35B
|
15.63%
|
|
Thermo Fisher
Scientific, Inc.
|
69.44B
|
60.09B
|
15.56%
|
|
Stryker Corporation
|
52.75B
|
45.73B
|
15.35%
|
|
LCI Incorporated
|
2.50B
|
2.17B
|
15.21%
|
|
Union Pacific
Corporation
|
87.49B
|
76.27B
|
14.71%
|
|
Healthcare Services
Group Inc.
|
3.39B
|
2.97B
|
14.14%
|
|
S&P 500
|
13.48%
|
|||
Constellation Brands
Inc.
|
37.71B
|
33.28B
|
13.31%
|
|
Honeywell
International Inc.
|
102.24B
|
90.57B
|
12.89%
|
|
The York Water
Company
|
0.45B
|
0.40B
|
12.74%
|
|
Edwards Lifesciences
Corp.
|
24.97B
|
22.18B
|
12.58%
|
|
Comcast Corporation
|
182.94B
|
162.89B
|
12.31%
|
|
Laboratory Corp. of
America Holdings
|
15.49B
|
13.85B
|
11.84%
|
|
ULTA Salon,
Cosmetics & Fragrance, Inc.
|
17.21B
|
15.66B
|
9.90%
|
|
American States
Water Company
|
1.74B
|
1.59B
|
9.43%
|
|
Automatic Data
Processing, Inc.
|
47.04B
|
43.03B
|
9.32%
|
|
Nasdaq, Inc.
|
11.83B
|
10.84B
|
9.13%
|
|
Brookfield Asset
Management Inc.
|
35.36B
|
32.44B
|
9.00%
|
|
The Home Depot, Inc.
|
182.00B
|
167.12B
|
8.90%
|
|
Total System
Services, Inc.
|
10.80B
|
9.92B
|
8.87%
|
|
Standex
International Corporation
|
1.17B
|
1.08B
|
8.33%
|
|
Granite Construction
Incorporated
|
2.00B
|
1.88B
|
6.38%
|
|
AbbVie Inc.
|
114.64B
|
107.80B
|
6.35%
|
|
Johnson & Johnson
|
357.04B
|
337.92B
|
5.66%
|
|
Equifax Inc.
|
16.63B
|
15.74B
|
5.65%
|
|
Cisco Systems, Inc.
|
154.50B
|
147.17B
|
4.98%
|
|
Papa John's
International Inc.
|
2.67B
|
2.55B
|
4.71%
|
|
Tyler Technologies,
Inc.
|
6.39B
|
6.11B
|
4.58%
|
|
Amgen Inc.
|
126.07B
|
121.02B
|
4.17%
|
|
Danaher Corp.
|
57.66B
|
55.69B
|
3.54%
|
|
Markel Corp.
|
13.70B
|
13.24B
|
3.47%
|
|
Aflac Incorporated
|
30.95B
|
30.01B
|
3.13%
|
|
VeriSign, Inc.
|
9.58B
|
9.29B
|
3.12%
|
|
Vulcan Materials
Company
|
16.94B
|
16.46B
|
2.92%
|
|
Xcel Energy Inc.
|
23.20B
|
22.65B
|
2.43%
|
|
The Interpublic
Group of Companies, Inc.
|
9.78B
|
9.55B
|
2.41%
|
|
The Ultimate
Software Group, Inc.
|
6.36B
|
6.23B
|
2.09%
|
|
Jack in the Box Inc.
|
2.86B
|
2.81B
|
1.78%
|
|
The Estée Lauder
Companies Inc.
|
34.68B
|
34.34B
|
0.99%
|
|
CMS Energy Corp.
|
12.80B
|
12.70B
|
0.79%
|
|
Anheuser-Busch InBev
SA/NV
|
206.43B
|
205.22B
|
0.59%
|
|
The Walt Disney
Company
|
161.68B
|
161.63B
|
0.03%
|
|
Verisk Analytics,
Inc.
|
13.83B
|
14.03B
|
-1.43%
|
|
CyberArk Software,
Ltd.
|
1.71B
|
1.74B
|
-1.72%
|
|
Medtronic plc
|
120.41B
|
123.24B
|
-2.30%
|
|
NiSource Inc.
|
8.19B
|
8.40B
|
-2.50%
|
|
Sempra Energy
|
27.72B
|
28.47B
|
-2.63%
|
|
Cogent Communications
Holdings, Inc.
|
1.82B
|
1.87B
|
-2.67%
|
|
Mueller Water
Products, Inc.
|
1.82B
|
1.87B
|
-2.67%
|
|
TransDigm Group
Incorporated
|
13.87B
|
14.29B
|
-2.94%
|
|
Columbia Sportswear
Company
|
4.01B
|
4.14B
|
-3.14%
|
|
The Clorox Company
|
17.31B
|
17.90B
|
-3.30%
|
|
Farmer Brothers Co.
|
0.50B
|
0.52B
|
-4.72%
|
|
Paychex, Inc.
|
20.64B
|
22.10B
|
-6.61%
|
|
The Kraft Heinz
Company
|
101.11B
|
109.25B
|
-7.45%
|
|
Citrix Systems, Inc.
|
11.98B
|
12.96B
|
-7.56%
|
|
Kimberly-Clark
Corporation
|
45.00B
|
48.96B
|
-8.09%
|
|
Axon Enterprise,
Inc.
|
1.32B
|
1.44B
|
-8.33%
|
|
Dr Pepper Snapple
Group, Inc.
|
16.41B
|
18.05B
|
-9.09%
|
|
Nippon Telegraph and
Telephone Corp.
|
92.47B
|
101.75B
|
-9.12%
|
|
Pfizer Inc.
|
199.03B
|
219.06B
|
-9.14%
|
|
AMN Healthcare
Services Inc.
|
1.83B
|
2.05B
|
-10.73%
|
|
Lowe's Companies,
Inc.
|
65.13B
|
72.96B
|
-10.73%
|
|
Universal Health
Services Inc.
|
11.83B
|
13.31B
|
-11.12%
|
|
Monster Beverage
Corporation
|
28.79B
|
32.79B
|
-12.20%
|
|
Realty Income
Corporation
|
14.96B
|
18.01B
|
-16.94%
|
|
Simon Property Group
Inc.
|
56.33B
|
67.94B
|
-17.09%
|
|
NIC Inc.
|
1.24B
|
1.50B
|
-17.33%
|
|
Genuine Parts
Company
|
12.80B
|
15.71B
|
-18.52%
|
|
Organovo Holdings,
Inc.
|
0.28B
|
0.36B
|
-20.65%
|
|
Treehouse Foods,
Inc.
|
4.62B
|
5.88B
|
-21.43%
|
|
Cimarex Energy Co.
|
8.71B
|
11.23B
|
-22.44%
|
|
Sabre Corporation
|
5.96B
|
7.70B
|
-22.60%
|
|
CVS Health
Corporation
|
80.04B
|
103.90B
|
-22.96%
|
|
Lululemon Athletica
Inc.
|
8.00B
|
10.51B
|
-23.88%
|
|
B&G Foods Inc.
|
2.29B
|
3.04B
|
-24.67%
|
|
Bristol-Myers Squibb
Company
|
92.11B
|
125.67B
|
-26.70%
|
|
The J. M. Smucker
Company
|
13.09B
|
17.94B
|
-27.03%
|
|
Dollar Tree, Inc.
|
16.09B
|
22.41B
|
-28.20%
|
|
AutoZone, Inc.
|
14.05B
|
24.34B
|
-42.28%
|
