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 665 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 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.
I will track these and post an update one year from now. Find out how last year's choices performed here.
NAME
|
SYMBOL
|
CURRENT MKT CAP
|
# YEARS ON LIST
|
Alibaba Group Holding Limited
|
360.26B
|
-
|
|
Johnson & Johnson
|
357.04B
|
1
|
|
JPMorgan Chase & Co.
|
333.39B
|
-
|
|
Bank of America Corporation
|
247.11B
|
-
|
|
Visa Inc.
|
216.55B
|
1
|
|
Oracle Corporation
|
204.15B
|
-
|
|
Citigroup Inc.
|
186.97B
|
-
|
|
The Home Depot, Inc.
|
182.00B
|
1
|
|
McDonald's Corporation
|
127.37B
|
-
|
|
3M Company
|
125.18B
|
1
|
|
The Boeing Company
|
122.15B
|
-
|
|
Medtronic plc
|
119.54B
|
1
|
|
AbbVie Inc.
|
114.64B
|
1
|
|
Celgene Corporation
|
103.51B
|
-
|
|
Broadcom Limited
|
102.77B
|
1
|
|
Honeywell International Inc.
|
102.24B
|
1
|
|
The Priceline Group Inc.
|
94.28B
|
1
|
|
Morgan Stanley
|
85.18B
|
-
|
|
The Dow Chemical Company
|
78.05B
|
-
|
|
E. I. du Pont de Nemours and
Company
|
71.12B
|
-
|
|
Thermo Fisher Scientific Inc.
|
69.44B
|
1
|
|
HDFC Bank Limited
|
66.08B
|
1
|
|
PayPal Holdings, Inc.
|
64.83B
|
-
|
|
Netflix, Inc.
|
64.73B
|
1
|
|
Caterpillar Inc.
|
62.99B
|
-
|
|
FedEx Corporation
|
58.42B
|
-
|
|
The Bank of New York Mellon
Corporation
|
53.81B
|
-
|
|
Stryker Corporation
|
52.75B
|
1
|
|
Regeneron Pharmaceuticals, Inc.
|
52.50B
|
-
|
|
Aetna Inc.
|
51.04B
|
-
|
|
Anthem, Inc.
|
50.77B
|
-
|
|
Carnival Corporation
|
47.69B
|
-
|
|
Becton, Dickinson and Company
|
44.97B
|
1
|
|
Cigna Corporation
|
43.42B
|
-
|
|
CME Group Inc.
|
42.42B
|
1
|
|
Delta Air Lines, Inc.
|
40.64B
|
-
|
|
Deere & Company
|
40.31B
|
-
|
|
The Blackstone Group L.P.
|
40.24B
|
-
|
|
Cognizant Technology Solutions
Corporation
|
39.44B
|
-
|
|
Intercontinental Exchange, Inc.
|
39.03B
|
1
|
|
Southwest Airlines Co.
|
38.84B
|
1
|
|
NetEase, Inc.
|
38.83B
|
1
|
|
Boston Scientific Corporation
|
37.78B
|
1
|
|
Constellation Brands, Inc.
|
37.71B
|
1
|
|
NXP Semiconductors N.V.
|
36.76B
|
-
|
|
Norfolk Southern Corporation
|
35.45B
|
-
|
|
Aon plc
|
35.40B
|
1
|
|
Humana Inc.
|
34.38B
|
-
|
|
State Street Corporation
|
34.19B
|
-
|
|
Electronic Arts Inc.
|
33.26B
|
1
|
|
PPG Industries, Inc.
|
28.44B
|
-
|
|
Restaurant Brands International
Inc.
|
28.39B
|
-
|
|
Corning Incorporated
|
27.86B
|
-
|
|
Cummins Inc.
|
27.57B
|
-
|
|
Franklin Resources, Inc.
|
25.49B
|
-
|
|
Edwards Lifesciences Corporation
|
24.79B
|
1
|
|
Moody's Corporation
|
23.58B
|
-
|
|
TD Ameritrade Holding Corporation
|
23.43B
|
-
|
|
Expedia, Inc.
|
22.61B
|
1
|
|
Stanley Black & Decker, Inc.
|
22.18B
|
-
|
|
Republic Services, Inc.
|
21.67B
|
1
|
|
Rockwell Automation Inc.
|
21.19B
|
-
|
|
ServiceNow, Inc.
|
18.06B
|
-
|
|
Best Buy Co., Inc.
|
17.65B
|
-
|
|
Red Hat, Inc.
|
17.14B
|
-
|
|
Waste Connections, Inc.
|
17.13B
|
1
|
|
Equifax Inc.
|
16.63B
|
1
|
|
Weibo Corporation
|
15.18B
|
1
|
|
TransDigm Group Incorporated
|
13.87B
|
1
|
|
Celanese Corporation
|
13.56B
|
-
|
|
Comerica Incorporated
|
13.21B
|
-
|
|
Advanced Micro Devices, Inc.
|
12.63B
|
-
|
|
Align Technology, Inc.
|
12.21B
|
1
|
|
Fidelity National Financial, Inc.
|
12.16B
|
-
|
|
Nasdaq, Inc.
|
11.83B
|
1
|
|
Raymond James Financial, Inc.
|
11.33B
|
-
|
|
Total System Services, Inc.
|
10.80B
|
1
|
|
Ansys, Inc.
|
10.46B
|
-
|
|
NVR, Inc.
|
9.36B
|
1
|
|
Sociedad QuÃmica y Minera de Chile
S.A.
|
9.25B
|
1
|
|
Torchmark Corporation
|
9.08B
|
1
|
|
Aluminum Corporation Of China
Limited
|
8.96B
|
-
|
|
CoStar Group, Inc.
|
8.87B
|
-
|
|
Square, Inc.
|
8.83B
|
-
|
|
Westinghouse Air Brake
Technologies Corporation
|
8.73B
|
-
|
|
Veeva Systems Inc.
|
8.71B
|
-
|
|
Steel Dynamics, Inc.
|
8.69B
|
1
|
|
Zillow Group, Inc.
|
8.54B
|
1
|
|
IAC/InterActiveCorp
|
8.07B
|
-
|
|
Jack Henry & Associates, Inc.
|
8.04B
|
1
|
|
PulteGroup, Inc.
|
7.87B
|
-
|
|
AGNC Investment Corp.
|
7.60B
|
-
|
|
Berry Global Group, Inc.
|
7.46B
|
1
|
|
Copart, Inc.
|
7.13B
|
1
|
|
XPO Logistics, Inc.
|
7.12B
|
-
|
|
Nordson Corporation
|
6.96B
|
1
|
|
H&R Block, Inc.
|
6.50B
|
-
|
|
Erie Indemnity Company
|
6.47B
|
1
|
|
HEICO Corporation
|
5.88B
|
1
|
|
Brunswick Corporation
|
5.58B
|
-
|
|
Universal Display Corporation
|
5.23B
|
1
|
|
Guidewire Software, Inc.
|
5.21B
|
-
|
|
Elbit Systems Ltd.
|
5.19B
|
-
|
|
Charles River Laboratories
International, Inc.
|
4.78B
|
1
|
|
Skechers U.S.A., Inc.
|
4.63B
|
-
|
|
Pegasystems, Inc.
|
4.54B
|
1
|
|
Fair Isaac Corporation
|
4.35B
|
-
|
|
Ubiquiti Networks, Inc.
|
4.21B
|
1
|
|
Paycom Software, Inc.
|
4.02B
|
1
|
|
Lumentum Holdings Inc.
|
3.77B
|
-
|
|
Proofpoint, Inc.
|
3.75B
|
1
|
|
Regal Beloit Corporation
|
3.74B
|
-
|
|
Ellie Mae, Inc.
|
3.68B
|
1
|
|
Healthcare Services Group, Inc.
|
3.39B
|
1
|
|
Barnes Group Inc.
|
3.19B
|
-
|
|
LCI Industries
|
2.50B
|
1
|
|
iRobot Corporation
|
2.29B
|
-
|
|
II-VI Incorporated
|
2.24B
|
-
|
|
Mercury Systems, Inc.
|
2.09B
|
-
|
|
Green Dot Corporation
|
1.96B
|
1
|
|
Fabrinet
|
1.64B
|
-
|
|
Callidus Software Inc.
|
1.51B
|
1
|
|
PetMed Express, Inc.
|
0.84B
|
-
|
|
National Presto Industries, Inc.
|
0.78B
|
-
|
|
Hooker Furniture Corporation
|
0.48B
|
-
|
