All of the 3D printing stocks that I own - 3D Systems (DDD), Stratasys (SSYS), and ExOne (XONE) - recently reported earnings. In a surprising development, the market reacted...not terribly.
It appears that the industry is turning the corner (famous last words). It's been a long time coming. Over the past 3 years, I've repeatedly (and somewhat stubbornly) added to a losing position - 11 times for DDD and 8 times for SSYS - because I believed in the technology, even as the stocks struggled. I came *this* close to giving up and selling it all. Instead, in a testament to the miracle that is dollar cost averaging, DDD is back in black and SSYS is mostly out of deep red.
This month's purchase is Stratasys, as I'd like to own DDD and SSYS in proportion to their respective market caps going forward; even after this month I'm a little shy on SSYS, so I will have to revisit.
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.
Tesla (TSLA) 15.42%
Apple (AAPL) 11.47%
Amazon (AMZN) 10.49%
3D Systems (DDD) 9.89%
Alphabet (GOOGL) 8.46%
Stratasys (SSYS) 5.58%
Facebook (FB) 5.43%
NVIDIA (NVDA) 5.08%
Intuitive Surgical (ISRG) 3.58%
Nike (NKE) 2.27%
Adobe Systems (ADBE) 2.23%
Starbucks (SBUX) 2.21%
Salesforce.com (CRM) 2.07%
Chubb Limited (CB) 2.02%
Microsoft (MSFT) 1.92%
Costco Wholesale (COST) 1.53%
Autodesk (ADSK) 1.08%
BlackRock (BLK) 1.07%
Comcast (CMCSA) 1.00%
UnitedHealth Group (UNH) 0.99%
Intel (INTC) 0.85%
ExOne (XONE) 0.83%
American Water Works (AWK) 0.66%
Activision Blizzard (ATVI) 0.66%
Canadian National Railway (CNI) 0.56%
Aqua America (WTR) 0.56%
Waste Management (WM) 0.55%
CSX (CSX) 0.54%
ULTA Salon, Cosmetics & Fragrance (ULTA) 0.51%
Union Pacific (UNP) 0.46%
