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 543 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 97 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 the choices of the last two years performed: 2017, 2016.
NAME
|
SYMBOL
|
CURRENT MKT CAP
|
# YEARS ON LIST
|
Alibaba Group Holding Limited
|
488.64B
|
1
| |
The Home Depot, Inc.
|
228.34B
|
2
| |
Mastercard Incorporated
|
216.92B
|
-
| |
The Boeing Company
|
201.59B
|
1
| |
Netflix, Inc.
|
179.75B
|
2
| |
AbbVie Inc.
|
144.76B
|
2
| |
PayPal Holdings, Inc.
|
105.83B
|
1
| |
HDFC Bank Limited
|
86.27B
|
2
| |
Thermo Fisher Scientific Inc.
|
85.32B
|
2
| |
Caterpillar Inc.
|
83.36B
|
1
| |
Dell Technologies Inc.
|
73.04B
|
-
| |
EOG Resources, Inc.
|
71.86B
|
-
| |
Becton, Dickinson and Company
|
65.93B
|
2
| |
Stryker Corporation
|
65.15B
|
2
| |
Micron Technology, Inc.
|
64.31B
|
-
| |
Anthem, Inc.
|
63.95B
|
1
| |
Aetna Inc.
|
62.50B
|
1
| |
Automatic Data Processing, Inc.
|
60.57B
|
-
| |
CME Group Inc.
|
56.76B
|
2
| |
Intuit Inc.
|
54.84B
|
-
| |
Valero Energy Corporation
|
46.02B
|
-
| |
Boston Scientific Corporation
|
46.00B
|
2
| |
Electronic Arts Inc.
|
45.49B
|
2
| |
Illumina, Inc.
|
44.79B
|
-
| |
Humana Inc.
|
43.47B
|
1
| |
Moody's Corporation
|
34.83B
|
1
| |
ServiceNow, Inc.
|
34.39B
|
1
| |
The Progressive Corporation
|
34.16B
|
-
| |
Twitter, Inc.
|
33.94B
|
-
| |
Spotify Technology S.A.
|
33.55B
|
-
| |
Fiserv, Inc.
|
31.75B
|
-
| |
TD Ameritrade Holding Corporation
|
31.29B
|
1
| |
Edwards Lifesciences Corporation
|
31.02B
|
2
| |
Align Technology, Inc.
|
29.08B
|
2
| |
Square, Inc.
|
26.96B
|
1
| |
Red Hat, Inc.
|
26.61B
|
1
| |
iQIYI, Inc.
|
24.98B
|
-
| |
Dr Pepper Snapple Group, Inc.
|
22.29B
|
-
| |
NetApp, Inc.
|
21.57B
|
-
| |
Best Buy Co., Inc.
|
20.87B
|
1
| |
Arista Networks, Inc.
|
20.71B
|
-
| |
Waste Connections, Inc.
|
20.64B
|
2
| |
IDEXX Laboratories, Inc.
|
20.63B
|
-
| |
Palo Alto Networks, Inc.
|
20.28B
|
-
| |
Weibo Corporation
|
20.19B
|
2
| |
TransDigm Group Incorporated
|
18.68B
|
2
| |
VeriSign, Inc.
|
18.12B
|
-
| |
Total System Services, Inc.
|
16.62B
|
2
| |
Advanced Micro Devices, Inc.
|
16.05B
|
1
| |
Nasdaq, Inc.
|
15.59B
|
2
| |
CoStar Group, Inc.
|
15.51B
|
1
| |
Ansys, Inc.
|
15.14B
|
1
| |
Citrix Systems, Inc.
|
14.89B
|
-
| |
Sociedad Química y Minera de Chile S.A.
|
13.80B
|
2
| |
Copart, Inc.
|
13.68B
|
2
| |
IAC/InterActiveCorp
|
13.01B
|
1
| |
Zillow Group, Inc.
|
12.65B
|
2
| |
XPO Logistics, Inc.
|
12.26B
|
1
| |
HollyFrontier Corporation
|
11.89B
|
-
| |
Veeva Systems Inc.
|
11.84B
|
1
| |
NVR, Inc.
|
11.16B
|
2
| |
Steel Dynamics, Inc.
|
11.04B
|
2
| |
F5 Networks, Inc.
|
10.84B
|
-
| |
Jack Henry & Associates, Inc.
|
10.59B
|
2
| |
GrubHub Inc.
|
10.04B
|
-
| |
DexCom, Inc.
|
9.22B
|
-
| |
Bluebird Bio, Inc.
|
9.04B
|
-
| |
HEICO Corporation
|
8.99B
|
2
| |
Tableau Software, Inc.
|
8.88B
|
-
| |
Robert Half International Inc.
|
8.14B
|
-
| |
Canopy Growth Corporation
|
7.81B
|
-
| |
Guidewire Software, Inc.
|
7.64B
|
1
| |
NICE Ltd.
|
6.64B
|
-
| |
Ubiquiti Networks, Inc.
|
6.56B
|
2
| |
Paycom Software, Inc.
|
6.53B
|
2
| |
Proofpoint, Inc.
|
6.42B
|
2
| |
Columbia Sportswear Company
|
6.39B
|
-
| |
Fair Isaac Corporation
|
6.04B
|
1
| |
World Wrestling Entertainment, Inc.
|
5.75B
|
-
| |
Stamps.com Inc.
|
4.95B
|
-
| |
Roku, Inc.
|
4.91B
|
-
| |
Cree, Inc.
|
4.58B
|
-
| |
Teladoc, Inc.
|
4.17B
|
-
| |
Green Dot Corporation
|
4.14B
|
2
| |
Proto Labs, Inc.
|
3.54B
|
-
| |
Baozun Inc.
|
3.46B
|
-
| |
Emergent BioSolutions Inc.
|
2.73B
|
-
| |
CyberArk Software Ltd.
|
2.44B
|
-
| |
Central Garden & Pet Company
|
2.15B
|
-
| |
PJT Partners Inc.
|
1.98B
|
-
| |
Editas Medicine, Inc.
|
1.77B
|
-
| |
The Greenbrier Companies, Inc.
|
1.74B
|
-
| |
Mazor Robotics Ltd.
|
1.60B
|
-
| |
Radware Ltd.
|
1.21B
|
-
| |
Comtech Telecommunications Corp.
|
0.82B
|
-
| |
DMC Global Inc.
|
0.68B
|
-
| |
Hooker Furniture Corporation
|
0.58B
|
1
|
