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 have completed the yearly 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 125 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:
- 39 of 125 stocks (31%) outperformed the NASDAQ Composite;
- an additional 20 stocks (16%) outperformed the S&P 500;
- an additional 20 stocks (16%) increased in value;
- an additional 43 stocks (34%) decreased in value; and
- the remaining 3 stocks merged with other companies.
The mostly good news: I was able to add three of these stocks to my portfolio, and two have done well.
- Visa (V) (good)
- Norfolk Southern (NSC) (good)
- Booking Holdings (BKNG) (not so good)
NAME
|
SYMBOL
|
CURRENT MKT CAP
|
1 YR. MKT CAP
|
% CHANGE
|
Square, Inc.
|
24.47B
|
8.83B
|
177.12%
|
|
Netflix, Inc.
|
169.76B
|
64.73B
|
162.26%
|
|
Align Technology, Inc.
|
27.15B
|
12.21B
|
122.36%
|
|
Green Dot Corporation
|
3.89B
|
1.96B
|
98.47%
|
|
Copart, Inc.
|
13.32B
|
7.13B
|
86.82%
|
|
ServiceNow, Inc.
|
31.31B
|
18.06B
|
73.37%
|
|
XPO Logistics, Inc.
|
11.96B
|
7.12B
|
67.98%
|
|
CoStar Group, Inc.
|
14.87B
|
8.87B
|
67.64%
|
|
The Boeing Company
|
193.96B
|
122.15B
|
58.79%
|
|
IAC/InterActiveCorp
|
12.81B
|
8.07B
|
58.74%
|
|
Proofpoint, Inc.
|
5.92B
|
3.75B
|
57.87%
|
|
Ubiquiti Networks, Inc.
|
6.50B
|
4.21B
|
54.39%
|
|
PayPal Holdings, Inc.
|
98.87B
|
64.83B
|
52.51%
|
|
HEICO Corporation
|
8.75B
|
5.88B
|
48.81%
|
|
Paycom Software, Inc.
|
5.95B
|
4.02B
|
48.01%
|
|
Becton, Dickinson and Company
|
64.26B
|
44.97B
|
42.90%
|
|
Total System Services, Inc.
|
15.39B
|
10.80B
|
42.50%
|
|
Red Hat, Inc.
|
23.94B
|
17.14B
|
39.67%
|
|
Ansys, Inc.
|
14.56B
|
10.46B
|
39.20%
|
|
Moody's Corporation
|
32.58B
|
23.58B
|
38.17%
|
|
Guidewire Software, Inc.
|
7.16B
|
5.21B
|
37.43%
|
|
Zillow Group, Inc.
|
11.70B
|
8.54B
|
37.00%
|
|
Visa Inc.
|
294.42B
|
216.55B
|
35.96%
|
|
Sociedad QuÃmica y Minera de Chile
S.A.
|
12.50B
|
9.25B
|
35.14%
|
|
Fair Isaac Corporation
|
5.84B
|
4.35B
|
34.25%
|
|
Alibaba Group Holding Limited
|
474.71B
|
360.26B
|
31.77%
|
|
TD Ameritrade Holding Corporation
|
30.64B
|
23.43B
|
30.77%
|
|
TransDigm Group Incorporated
|
18.06B
|
13.87B
|
30.21%
|
|
Electronic Arts Inc.
|
43.23B
|
33.26B
|
29.98%
|
|
CME Group Inc.
|
54.86B
|
42.42B
|
29.33%
|
|
Weibo Corporation
|
19.60B
|
15.18B
|
29.12%
|
|
Veeva Systems Inc.
|
11.14B
|
8.71B
|
27.90%
|
|
Nasdaq, Inc.
|
15.05B
|
11.83B
|
27.22%
|
|
Caterpillar Inc.
|
80.02B
|
62.99B
|
27.04%
|
|
Jack Henry & Associates, Inc.
|
10.18B
|
8.04B
|
26.62%
|
|
Edwards Lifesciences Corporation
|
30.68B
|
24.79B
|
23.76%
|
|
AbbVie Inc.
|
141.73B
|
114.64B
|
23.63%
|
|
Steel Dynamics, Inc.
|
10.67B
|
8.69B
|
22.78%
|
|
The Home Depot, Inc.
|
223.35B
|
182.00B
|
22.72%
|
|
NASDAQ Composite
|
22.00%
|
|||
Boston Scientific Corporation
|
45.82B
|
37.78B
|
21.28%
|
|
Humana Inc.
|
41.42B
|
34.38B
|
20.48%
|
|
Stryker Corporation
|
63.45B
|
52.75B
|
20.28%
|
|
Norfolk Southern Corporation
|
42.64B
|
35.45B
|
20.28%
|
|
HDFC Bank Limited
|
79.37B
|
66.08B
|
20.11%
|
|
Anthem, Inc.
|
60.92B
|
50.77B
|
19.99%
|
|
Thermo Fisher Scientific Inc.
|
82.83B
|
69.44B
|
19.28%
|
|
Aetna Inc.
|
60.58B
|
51.04B
|
18.69%
|
|
Cognizant Technology Solutions
Corporation
|
46.81B
|
39.44B
|
18.69%
|
|
Comerica Incorporated
|
15.55B
|
13.21B
|
17.71%
|
|
NVR, Inc.
|
10.99B
|
9.36B
|
17.41%
|
|
Hooker Furniture Corporation
|
0.56B
|
0.48B
|
16.67%
|
|
Best Buy Co., Inc.
|
20.57B
|
17.65B
|
16.54%
|
|
Waste Connections, Inc.
|
19.84B
|
17.13B
|
15.82%
|
|
Advanced Micro Devices, Inc.
|
14.54B
|
12.63B
|
15.12%
|
|
Bank of America Corporation
|
281.67B
|
247.11B
|
13.99%
|
|
II-VI Incorporated
|
2.55B
|
2.24B
|
13.84%
|
|
Charles River Laboratories
International, Inc.
|
5.43B
|
4.78B
|
13.60%
|
|
Deere & Company
|
45.48B
|
40.31B
|
12.83%
|
|
National Presto Industries, Inc.
|
0.87B
|
0.78B
|
11.54%
|
|
S&P 500
|
11.50%
|
|||
Celanese Corporation
|
15.08B
|
13.56B
|
11.21%
|
|
Raymond James Financial, Inc.
|
12.55B
|
11.33B
|
10.77%
|
|
Westinghouse Air Brake
Technologies Corporation
|
9.56B
|
8.73B
|
9.51%
|
|
Constellation Brands, Inc.
|
41.14B
|
37.71B
|
9.10%
|
|
Intercontinental Exchange, Inc.
|
42.05B
|
39.03B
|
7.74%
|
|
AGNC Investment Corp.
|
8.10B
|
7.60B
|
6.58%
|
|
Nordson Corporation
|
7.40B
|
6.96B
|
6.32%
|
|
Skechers U.S.A., Inc.
|
4.91B
|
4.63B
|
6.05%
|
|
Honeywell International Inc.
|
108.26B
|
102.24B
|
5.89%
|
|
JPMorgan Chase & Co.
|
352.72B
|
333.39B
|
5.80%
|
|
Booking Holdings, Inc.
|
99.25B
|
94.28B
|
5.27%
|
|
PetMed Express, Inc.
|
0.88B
|
0.84B
|
4.76%
|
|
PulteGroup, Inc.
|
8.24B
|
7.87B
|
4.70%
|
|
FedEx Corporation
|
60.82B
|
58.42B
|
4.11%
|
|
Republic Services, Inc.
|
22.44B
|
21.67B
|
3.55%
|
|
Torchmark Corporation
|
9.34B
|
9.08B
|
2.86%
|
|
Elbit Systems Ltd.
|
5.33B
|
5.19B
|
2.70%
|
|
Brunswick Corporation
|
5.69B
|
5.58B
|
1.97%
|
|
The Blackstone Group L.P.
|
40.77B
|
40.24B
|
1.32%
|
|
Broadcom Limited
|
103.30B
|
102.77B
|
0.52%
|
|
NXP Semiconductors N.V.
|
36.76B
|
36.76B
|
0.00%
|
|
The Bank of New York Mellon
Corporation
|
53.76B
|
53.81B
|
-0.09%
|
|
State Street Corporation
|
33.95B
|
34.19B
|
-0.70%
|
|
Rockwell Automation Inc.
|
20.99B
|
21.19B
|
-0.94%
|
|
Restaurant Brands International
Inc.
|
28.10B
|
28.39B
|
-1.02%
|
|
Barnes Group Inc.
|
3.13B
|
3.19B
|
-1.88%
|
|
Morgan Stanley
|
83.24B
|
85.18B
|
-2.28%
|
|
Ellie Mae, Inc.
|
3.59B
|
3.68B
|
-2.45%
|
|
Medtronic plc
|
116.22B
|
119.54B
|
-2.78%
|
|
McDonald's Corporation
|
122.86B
|
127.37B
|
-3.54%
|
|
Pegasystems, Inc.
|
4.34B
|
4.54B
|
-4.41%
|
|
Cigna Corporation
|
41.42B
|
43.42B
|
-4.61%
|
|
Aon plc
|
33.52B
|
35.40B
|
-5.31%
|
|
Erie Indemnity Company
|
6.11B
|
6.47B
|
-5.56%
|
|
Regal Beloit Corporation
|
3.53B
|
3.74B
|
-5.61%
|
|
Healthcare Services Group, Inc.
|
3.19B
|
3.39B
|
-5.90%
|
|
3M Company
|
116.26B
|
125.18B
|
-7.13%
|
|
iRobot Corporation
|
2.12B
|
2.29B
|
-7.42%
|
|
Johnson & Johnson
|
329.13B
|
357.04B
|
-7.82%
|
|
Lumentum Holdings Inc.
|
3.46B
|
3.77B
|
-8.22%
|
|
Stanley Black & Decker, Inc.
|
20.34B
|
22.18B
|
-8.30%
|
|
LCI Industries
|
2.28B
|
2.50B
|
-8.80%
|
|
Citigroup Inc.
|
168.45B
|
186.97B
|
-9.91%
|
|
Equifax Inc.
|
14.93B
|
16.63B
|
-10.22%
|
|
Mercury Systems, Inc.
|
1.86B
|
2.09B
|
-11.00%
|
|
PPG Industries, Inc.
|
24.83B
|
28.44B
|
-12.69%
|
|
Oracle Corporation
|
178.04B
|
204.15B
|
-12.79%
|
|
Carnival Corporation
|
40.53B
|
47.69B
|
-15.01%
|
|
NetEase, Inc.
|
32.78B
|
38.83B
|
-15.58%
|
|
Fidelity National Financial, Inc.
|
10.23B
|
12.16B
|
-15.87%
|
|
Delta Air Lines, Inc.
|
34.09B
|
40.64B
|
-16.12%
|
|
Berry Global Group, Inc.
|
6.12B
|
7.46B
|
-17.96%
|
|
Expedia, Inc.
|
18.51B
|
22.61B
|
-18.13%
|
|
Fabrinet
|
1.34B
|
1.64B
|
-18.29%
|
|
Corning Incorporated
|
22.71B
|
27.86B
|
-18.49%
|
|
Cummins Inc.
|
21.53B
|
27.57B
|
-21.91%
|
|
Southwest Airlines Co.
|
29.87B
|
38.84B
|
-23.09%
|
|
H&R Block, Inc.
|
4.89B
|
6.50B
|
-24.77%
|
|
Universal Display Corporation
|
3.93B
|
5.23B
|
-24.86%
|
|
Aluminum Corporation Of China
Limited
|
6.63B
|
8.96B
|
-26.00%
|
|
Franklin Resources, Inc.
|
17.01B
|
25.49B
|
-33.27%
|
|
Celgene Corporation
|
57.01B
|
103.51B
|
-44.92%
|
|
Regeneron Pharmaceuticals, Inc.
|
9.28B
|
52.50B
|
-82.32%
|
