Monday, July 11, 2016

Stocks Of The Month: AMZN, FB, TSLA

We're down to 30* stocks owned!

*about 5(?) more than where I think I will end up?

The most recent departure is Boeing (BA). I sold for a loss of -4% actual/-3% annualized, and has a history of underperforming the market (which is now a point of emphasis for the stocks that I own).

This month's buys are Tesla Motors (TSLA), Amazon (AMZN), and for the fourth consecutive (and probably final) month in a row, Facebook (FB). Elon Musk believes that the combined Tesla/SolarCity will be worth $1 trillion someday...and doubting Elon Musk is not a wise idea. (Even if he comes up half-way short, $500 billion is still a 15x increase.) Amazon was recently cited as having the ability to "snuff out competition", which can only be a good thing in an investing sense. And Facebook is a competition-snuffing monster in its own right.

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

Tesla Motors (TSLA) 10.88%
Apple (AAPL) 10.61%
3D Systems (DDD) 9.41%
Amazon (AMZN) 9.12%
Alphabet (GOOGL) 6.60%
Facebook (FB) 5.47%
Stratasys (SSYS) 5.30%
Twitter (TWTR) 4.96%
Under Armour (UAA) 4.96%
Baidu (BIDU) 4.21%
Nike (NKE) 3.15%
Chubb Limited (CB) 2.82%
Intuitive Surgical (ISRG) 2.72%
Starbucks (SBUX) 2.33%
Microsoft (MSFT) 1.54%
Salesforce.com (CRM) 1.48%
Costco Wholesale (COST) 1.43%
BlackRock (BLK) 1.40%
Wells Fargo (WFC) 1.28%
Intel (INTC) 1.25%
McDonald's (MCD) 1.17%
American Water Works (AWK) 1.08%
Veolia Environnement (VEOEY) 1.05%
Adobe Systems (ADBE) 0.98%
Aqua America (WTR) 0.90%
Autodesk (ADSK) 0.84%
Waste Management (WM) 0.79%
Ansys (ANSS) 0.78%
Coca-Cola (KO) 0.69%
Canadian National Railway (CNI) 0.66%
Posted by at
Labels: ,

Saturday, July 9, 2016

Searching With My Good Eye Closed: 124 Stocks That I Don't Own, And Wish I Could

If I took you for a ride, would you take it wrong?
Or would you make it right, make it right?
Looking for a pedestal that I can put you on
And be on my way, on my way

Fun fact:  I have 12 "watchlists", broken out by sector, which in total contain 656 stocks.  These watchlists mostly consist of stocks that at some point in time made me say "wow, that is interesting", followed by me forgetting about them entirely, followed by me looking at them and saying "what is this, and why is it here?"

I also have a 13th watchlist entitled "Short List" consisting of the stocks that I actually pay attention to, and have varying degrees of intent for addition to my portfolio in the future.

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 (more on that in a post TBD), 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.

I will track these and post a yearly update going forward.

NAME
SYMBOL
MKT CAP
Berkshire Hathaway Inc.
BRK-A
353.84B
Top of Form
Bottom of Form
HDFC Bank Limited
HDB
340.50B
Top of Form
Bottom of Form
Johnson & Johnson
JNJ
337.92B
Top of Form
Bottom of Form
Pfizer Inc.
PFE
219.06B
Top of Form
Bottom of Form
Anheuser-Busch InBev SA/NV
BUD
205.22B
Top of Form
Bottom of Form
Visa Inc.
V
182.25B
Top of Form
Bottom of Form
The Home Depot, Inc.
HD
167.12B
Top of Form
Bottom of Form
Comcast Corporation
CMCSA
162.89B
Top of Form
Bottom of Form
The Walt Disney Company
DIS
161.63B
Top of Form
Bottom of Form
Cisco Systems, Inc.
CSCO
147.17B
Top of Form
Bottom of Form
UnitedHealth Group Incorporated
UNH
134.32B
Top of Form
Bottom of Form
Bristol-Myers Squibb Company
BMY
125.67B
Top of Form
Bottom of Form
Medtronic plc
MDT
123.24B
Top of Form
Bottom of Form
Amgen Inc.
AMGN
121.02B
Top of Form
Bottom of Form
The Kraft Heinz Company
KHC
109.25B
Top of Form
Bottom of Form
AbbVie Inc.
ABBV
107.80B
Top of Form
Bottom of Form
3M Company
MMM
107.43B
Top of Form
Bottom of Form
CVS Health Corporation
CVS
103.90B
Top of Form
Bottom of Form
Nippon Telegraph and Telephone Corporation
NTT
101.75B
Top of Form
Bottom of Form
Honeywell International Inc.
HON
90.57B
Top of Form
Bottom of Form
Union Pacific Corporation
UNP
76.27B
Top of Form
Bottom of Form
Lowe's Companies, Inc.
LOW
72.96B
Top of Form
Bottom of Form
Simon Property Group Inc.
SPG
67.94B
Top of Form
Bottom of Form
The Priceline Group Inc.
PCLN
65.99B
Top of Form
Bottom of Form
Broadcom Limited
AVGO
61.36B
Top of Form
Bottom of Form
Thermo Fisher Scientific, Inc.
TMO
60.09B
Top of Form
Bottom of Form
Danaher Corp.
DHR
55.69B
Top of Form
Bottom of Form
Kimberly-Clark Corporation
KMB
48.96B
Top of Form
Bottom of Form
Stryker Corporation
SYK
45.73B
Top of Form
Bottom of Form
Automatic Data Processing, Inc.
ADP
43.03B
Top of Form
Bottom of Form
Netflix, Inc.
NFLX
41.57B
Top of Form
Bottom of Form
Becton, Dickinson and Company
BDX
37.27B
Top of Form
Bottom of Form
The Estée Lauder Companies Inc.
EL
34.34B
Top of Form
Bottom of Form
CME Group Inc.
CME
33.49B
Top of Form
Bottom of Form
Constellation Brands Inc.
STZ
33.28B
Top of Form
Bottom of Form
Monster Beverage Corporation
MNST
32.79B
Top of Form
Bottom of Form
Brookfield Asset Management Inc.
BAM
32.44B
Top of Form
Bottom of Form
Boston Scientific Corporation
BSX
32.43B
Top of Form
Bottom of Form
Intercontinental Exchange, Inc.
ICE
30.58B
Top of Form
Bottom of Form
Aflac Incorporated
AFL
30.01B
Top of Form
Bottom of Form
Aon plc
AON
29.03B
Top of Form
Bottom of Form
Sempra Energy
SRE
28.47B
Top of Form
Bottom of Form
The Sherwin-Williams Company
SHW
28.35B
Top of Form
Bottom of Form
NVIDIA Corporation
NVDA
27.15B
Top of Form
Bottom of Form
Southwest Airlines Co.
LUV
25.89B
Top of Form
Bottom of Form
NetEase, Inc.
NTES
24.36B
Top of Form
Bottom of Form
AutoZone, Inc.
AZO
24.34B
Top of Form
Bottom of Form
Electronic Arts Inc.
EA
23.59B
Top of Form
Bottom of Form
Xcel Energy Inc.
XEL
22.65B
Top of Form
Bottom of Form
Dollar Tree, Inc.
DLTR
22.41B
Top of Form
Bottom of Form
Edwards Lifesciences Corp.
EW
22.18B
Top of Form
Bottom of Form
Paychex, Inc.
PAYX
22.10B
Top of Form
Bottom of Form
Republic Services, Inc.
RSG
18.08B
Top of Form
Bottom of Form
Dr Pepper Snapple Group, Inc.
DPS
18.05B
Top of Form
Bottom of Form
Realty Income Corporation
O
18.01B
Top of Form
Bottom of Form
The J. M. Smucker Company
SJM
17.94B
Top of Form
Bottom of Form
The Clorox Company
CLX
17.90B
Top of Form
Bottom of Form
Vulcan Materials Company
VMC
16.46B
Top of Form
Bottom of Form
Expedia Inc.
EXPE
16.28B
Top of Form
Bottom of Form
Equifax Inc.
EFX
15.74B
Top of Form
Bottom of Form
Genuine Parts Company
GPC
15.71B
Top of Form
Bottom of Form
ULTA Salon, Cosmetics & Fragrance, Inc.
ULTA
15.66B
Top of Form
Bottom of Form
TransDigm Group Incorporated
TDG
14.29B
Top of Form
Bottom of Form
Verisk Analytics, Inc.
VRSK
14.03B
Top of Form
Bottom of Form
Laboratory Corp. of America Holdings
LH
13.85B
Top of Form
Bottom of Form
Universal Health Services Inc.
UHS
13.31B
Top of Form
Bottom of Form
Markel Corp.
MKL
13.24B
Top of Form
Bottom of Form
Citrix Systems, Inc.
CTXS
12.96B
Top of Form
Bottom of Form
CMS Energy Corp.
CMS
12.70B
Top of Form
Bottom of Form
Cimarex Energy Co.
XEC
11.23B
Top of Form
Bottom of Form
Nasdaq, Inc.
NDAQ
10.84B
Top of Form
Bottom of Form
Lululemon Athletica Inc.
LULU
10.51B
Top of Form
Bottom of Form
Total System Services, Inc.
TSS
9.92B
Top of Form
Bottom of Form
The Interpublic Group of Companies, Inc.
IPG
9.55B
Top of Form
Bottom of Form
VeriSign, Inc.
VRSN
9.29B
Top of Form
Bottom of Form
Waste Connections Inc.
WCN
8.99B
Top of Form
Bottom of Form
NiSource Inc.
NI
8.40B
Top of Form
Bottom of Form
Sabre Corporation
SABR
7.70B
Top of Form
Bottom of Form
Torchmark Corporation
TMK
7.40B
Top of Form
Bottom of Form
NVR, Inc.
NVR
7.13B
Top of Form
Bottom of Form
Jack Henry & Associates Inc.
JKHY
6.93B
Top of Form
Bottom of Form
Chemical & Mining Co. of Chile Inc.
SQM
6.72B
Top of Form
Bottom of Form
Align Technology Inc.
ALGN
6.65B
Top of Form
Bottom of Form
Steel Dynamics Inc.
STLD
6.49B
Top of Form
Bottom of Form
Weibo Corporation
WB
6.41B
Top of Form
Bottom of Form
Zillow Group, Inc.
Z
6.39B
Top of Form
Bottom of Form
The Ultimate Software Group, Inc.
ULTI
6.23B
Top of Form
Bottom of Form
Tyler Technologies, Inc.
TYL
6.11B
Top of Form
Bottom of Form
Treehouse Foods, Inc.
THS
5.88B
Top of Form
Bottom of Form
Copart, Inc.
CPRT
5.45B
Top of Form
Bottom of Form
Erie Indemnity Company
ERIE
5.11B
Top of Form
Bottom of Form
Nordson Corporation
NDSN
4.90B
Top of Form
Bottom of Form
Berry Plastics Group, Inc.
BERY
4.87B
Top of Form
Bottom of Form
HEICO Corporation
HEI
4.44B
Top of Form
Bottom of Form
Columbia Sportswear Company
COLM
4.14B
Top of Form
Bottom of Form
Charles River Laboratories International, Inc.
CRL
4.03B
Top of Form
Bottom of Form
NICE Ltd.
NICE
3.82B
Top of Form
Bottom of Form
Universal Display Corp.
OLED
3.31B
Top of Form
Bottom of Form
Ubiquiti Networks, Inc.
UBNT
3.27B
Top of Form
Bottom of Form
B&G Foods Inc.
BGS
3.04B
Top of Form
Bottom of Form
Healthcare Services Group Inc.
HCSG
2.97B
Top of Form
Bottom of Form
Ellie Mae, Inc.
ELLI
2.84B
Top of Form
Bottom of Form
Proofpoint, Inc.
PFPT
2.82B
Top of Form
Bottom of Form
Jack in the Box Inc.
JACK
2.81B
Top of Form
Bottom of Form
Paycom Software, Inc.
PAYC
2.73B
Top of Form
Bottom of Form
Worthington Industries, Inc.
WOR
2.69B
Top of Form
Bottom of Form
EnerSys
ENS
2.67B
Top of Form
Bottom of Form
Papa John's International Inc.
PZZA
2.55B
Top of Form
Bottom of Form
Drew Industries Incorporated
DW
2.17B
Top of Form
Bottom of Form
Pegasystems Inc.
PEGA
2.09B
Top of Form
Bottom of Form
AMN Healthcare Services Inc.
AHS
2.05B
Top of Form
Bottom of Form
Granite Construction Incorporated
GVA
1.88B
Top of Form
Bottom of Form
Mueller Water Products, Inc.
MWA
1.87B
Top of Form
Bottom of Form
Cogent Communications Holdings, Inc.
CCOI
1.87B
Top of Form
Bottom of Form
CyberArk Software, Ltd.
CYBR
1.74B
Top of Form
Bottom of Form
American States Water Company
AWR
1.59B
Top of Form
Bottom of Form
NIC Inc.
EGOV
1.50B
Top of Form
Bottom of Form
TASER International Inc.
TASR
1.44B
Top of Form
Bottom of Form
Callidus Software Inc.
CALD
1.16B
Top of Form
Bottom of Form
Green Dot Corporation
GDOT
1.14B
Top of Form
Bottom of Form
Standex International Corporation
SXI
1.08B
Top of Form
Bottom of Form
Farmer Brothers Co.
FARM
519.91M
Top of Form
Bottom of Form
The York Water Company
YORW
397.02M
Top of Form
Bottom of Form
Organovo Holdings, Inc.
ONVO
358.48M
Posted by at
Labels: ,
Subscribe to: Posts (Atom)