Stocks Of The Month: DDD, TWTR, XONE

We're down to 27* stocks owned!

*about 3(?) less(?!) than where I think I will end up? 30 seems like the right number...

Sold are two industrial titans of gluttony: McDonald's (MCD) and Coca-Cola (KO). Although they both pay greater than 3% dividends, they also both have negative revenue growth (-4% and -5% respectively) and some underperforming charts as well.

MCD - 5 YR

MCD - 6 MO

KO - 5 YR

KO - 6 MO

For the first time in 8 months, there is a new addition to the portfolio...sort of. ExOne (XONE) was first bought and sold in 2013-2014. I was wrong early; as I said then: "it would be quite arrogant, and very likely incorrect, if I were to act under the assumption that DDD (and/or SSYS) will the only winner(s) in the red-hot 3D printing industry."

I also added to my positions in 3D Systems (DDD) and Twitter (TWTR); rewarding the former for further rising from the abyss of earlier this year, and the latter for what is now a certain buyout offer by one of Disney, Google, Microsoft, or Salesforce.

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

3D Systems (DDD) 11.78%
Apple (AAPL) 11.61%
Tesla Motors (TSLA) 9.07%
Amazon (AMZN) 8.94%
Alphabet (GOOGL) 7.89%
Twitter (TWTR) 6.72%
Facebook (FB) 5.27%
Stratasys (SSYS) 4.94%
Under Armour (UAA) 4.20%
Intuitive Surgical (ISRG) 3.84%
Nike (NKE) 3.07%
Starbucks (SBUX) 2.53%
Chubb Limited (CB) 2.36%
Adobe Systems (ADBE) 2.32%
Salesforce.com (CRM) 2.27%
Microsoft (MSFT) 2.10%
Costco Wholesale (COST) 1.75%
ExOne (XONE) 1.34%
BlackRock (BLK) 1.27%
Intel (INTC) 1.21%
Veolia Environnement (VEOEY) 0.99%
Autodesk (ADSK) 0.96%
American Water Works (AWK) 0.84%
Ansys (ANSS) 0.70%
Aqua America (WTR) 0.69%
Canadian National Railway (CNI) 0.65%
Waste Management (WM) 0.64%