Rooms a thousand years wide
I walk in the cold sun and wind
All these years can not begin
One year ago, I made a list of stocks, from my other lists of stocks:
"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."
One year later, it is time to review the results of my would-be superlist:
- 44 of 97 stocks (45%) outperformed the S&P 500;
- an additional 1 stock (1%) outperformed the NASDAQ Composite;
- an additional 6 stocks (6%) increased in value;
- an additional 42 stocks (43%) decreased in value; and
- the remaining 4 stocks no longer trade as independent companies.
The good news: I was able to add one of these stocks to my portfolio, and it has done well.
- Advanced Micro Devices (AMD)
|
NAME
|
SYMBOL
|
CURRENT MKT CAP
|
1 YR.
MKT CAP |
% CHANGE
|
|
Canopy Growth Corporation
|
18.511B
|
7.81B
|
137.02%
|
|
|
Roku, Inc.
|
10.789B
|
4.91B
|
119.74%
|
|
|
Paycom Software, Inc.
|
14.152B
|
6.53B
|
116.72%
|
|
|
Veeva Systems Inc.
|
25.316B
|
11.84B
|
113.82%
|
|
|
Advanced Micro Devices, Inc.
|
33.735B
|
16.05B
|
110.19%
|
|
|
CyberArk Software Ltd.
|
4.865B
|
2.44B
|
99.39%
|
|
|
HEICO Corporation
|
16.202B
|
8.99B
|
80.22%
|
|
|
Tableau Software, Inc.
|
15.008B
|
8.88B
|
69.01%
|
|
|
ServiceNow, Inc.
|
55.305B
|
34.39B
|
60.82%
|
|
|
Fair Isaac Corporation
|
9.607B
|
6.04B
|
59.06%
|
|
|
IAC/InterActiveCorp
|
19.318B
|
13.01B
|
48.49%
|
|
|
The Progressive Corporation
|
49.382B
|
34.16B
|
44.56%
|
|
|
Thermo Fisher Scientific Inc.
|
122.166B
|
85.32B
|
43.19%
|
|
|
VeriSign, Inc.
|
25.87B
|
18.12B
|
42.77%
|
|
|
Ubiquiti Networks, Inc.
|
9.357B
|
6.56B
|
42.64%
|
|
|
DexCom, Inc.
|
13.053B
|
9.22B
|
41.57%
|
|
|
TransDigm Group Incorporated
|
26.42B
|
18.68B
|
41.43%
|
|
|
Total System Services, Inc.
|
23.08B
|
16.62B
|
38.87%
|
|
|
DMC Global Inc.
|
0.908B
|
0.68B
|
33.53%
|
|
|
CoStar Group, Inc.
|
20.664B
|
15.51B
|
33.23%
|
|
|
Cree, Inc.
|
6.1B
|
4.58B
|
33.19%
|
|
|
NICE Ltd.
|
8.807B
|
6.64B
|
32.64%
|
|
|
PayPal Holdings, Inc.
|
138.266B
|
105.83B
|
30.65%
|
|
|
CME Group Inc.
|
73.361B
|
56.76B
|
29.25%
|
|
|
Intuit Inc.
|
70.604B
|
54.84B
|
28.75%
|
|
|
Mastercard Incorporated
|
278.929B
|
216.92B
|
28.59%
|
|
|
Boston Scientific Corporation
|
58.994B
|
46.00B
|
28.25%
|
|
|
Copart, Inc.
|
17.177B
|
13.68B
|
25.56%
|
|
|
Edwards Lifesciences Corporation
|
38.947B
|
31.02B
|
25.55%
|
|
|
Red Hat, Inc.
|
33.382B
|
26.61B
|
25.45%
|
|
|
Waste Connections, Inc.
|
25.772B
|
20.64B
|
24.86%
|
|
|
Illumina, Inc.
|
55.645B
|
44.79B
|
24.24%
|
|
|
Stryker Corporation
|
77.809B
|
65.15B
|
19.43%
|
|
|
Square, Inc.
|
31.74B
|
26.96B
|
17.73%
|
|
|
Fiserv, Inc.
|
36.98B
|
31.75B
|
16.47%
|
|
|
Ansys, Inc.
|
17.44B
|
15.14B
|
15.19%
|
|
|
IDEXX Laboratories, Inc.
|
23.715B
|
20.63B
|
14.95%
|
|
|
Automatic Data Processing, Inc.
|
69.515B
|
60.57B
|
14.77%
|
|
|
HDFC Bank Limited
|
98.802B
|
86.27B
|
14.53%
|
|
|
Teladoc, Inc.
|
4.761B
|
4.17B
|
14.17%
|
|
|
Anthem, Inc.
|
72.2B
|
63.95B
|
12.90%
|
|
|
Moody's Corporation
|
38.789B
|
34.83B
|
11.37%
|
|
|
Guidewire Software, Inc.
|
8.449B
|
7.64B
|
10.59%
|
|
|
Nasdaq, Inc.
|
17.24B
|
15.59B
|
10.58%
|
|
|
S&P
500
|
|
|
10.40%
|
|
|
NVR, Inc.
|
12.2B
|
11.16B
|
9.32%
|
|
|
NASDAQ
Composite
|
|
|
8.90%
|
|
|
Proofpoint, Inc.
|
6.975B
|
6.42B
|
8.64%
|
|
|
Columbia Sportswear Company
|
6.929B
|
6.39B
|
8.44%
|
|
|
Becton, Dickinson and Company
|
68.846B
|
65.93B
|
4.42%
|
|
|
World Wrestling Entertainment,
Inc.
|
5.919B
|
5.75B
|
2.94%
|
|
|
The Home Depot, Inc.
|
233.215B
|
228.34B
|
2.13%
|
|
|
Arista Networks, Inc.
|
20.794B
|
20.71B
|
0.41%
|
|
|
Jack Henry & Associates, Inc.
|
10.587B
|
10.59B
|
-0.03%
|
|
|
The Boeing Company
|
199.435B
|
201.59B
|
-1.07%
|
|
|
Palo Alto Networks, Inc.
|
19.969B
|
20.28B
|
-1.53%
|
|
|
Baozun Inc.
|
3.365B
|
3.46B
|
-2.75%
|
|
|
Radware Ltd.
|
1.16B
|
1.21B
|
-4.13%
|
|
|
Caterpillar Inc.
|
77.541B
|
83.36B
|
-6.98%
|
|
|
Netflix, Inc.
|
166.896B
|
179.75B
|
-7.15%
|
|
|
Alibaba Group Holding Limited
|
452.914B
|
488.64B
|
-7.31%
|
|
|
Best Buy Co., Inc.
|
19.219B
|
20.87B
|
-7.91%
|
|
|
Emergent BioSolutions Inc.
|
2.409B
|
2.73B
|
-11.76%
|
|
|
TD Ameritrade Holding Corporation
|
27.605B
|
31.29B
|
-11.78%
|
|
|
Citrix Systems, Inc.
|
13.124B
|
14.89B
|
-11.86%
|
|
|
Robert Half International Inc.
|
7.008B
|
8.14B
|
-13.91%
|
|
|
Comtech Telecommunications Corp.
|
0.687B
|
0.82B
|
-16.22%
|
|
|
Proto Labs, Inc.
|
2.894B
|
3.54B
|
-18.25%
|
|
|
Twitter, Inc.
|
27.686B
|
33.94B
|
-18.43%
|
|
|
Humana Inc.
|
35.216B
|
43.47B
|
-18.99%
|
|
|
F5 Networks, Inc.
|
8.719B
|
10.84B
|
-19.57%
|
|
|
Bluebird Bio, Inc.
|
7.14B
|
9.04B
|
-21.02%
|
|
|
Spotify Technology S.A.
|
26.352B
|
33.55B
|
-21.45%
|
|
|
Zillow Group, Inc.
|
9.873B
|
12.65B
|
-21.95%
|
|
|
AbbVie Inc.
|
112.071B
|
144.76B
|
-22.58%
|
|
|
Align Technology, Inc.
|
21.938B
|
29.08B
|
-24.56%
|
|
|
Central Garden & Pet Company
|
1.558B
|
2.15B
|
-27.53%
|
|
|
Valero Energy Corporation
|
32.764B
|
46.02B
|
-28.80%
|
|
|
NetApp, Inc.
|
14.999B
|
21.57B
|
-30.46%
|
|
|
GrubHub Inc.
|
6.959B
|
10.04B
|
-30.69%
|
|
|
Micron Technology, Inc.
|
43.699B
|
64.31B
|
-32.05%
|
|
|
Editas Medicine, Inc.
|
1.194B
|
1.77B
|
-32.54%
|
|
|
EOG Resources, Inc.
|
47.598B
|
71.86B
|
-33.76%
|
|
|
HollyFrontier Corporation
|
7.694B
|
11.89B
|
-35.29%
|
|
|
Electronic Arts Inc.
|
29.076B
|
45.49B
|
-36.08%
|
|
|
Green Dot Corporation
|
2.624B
|
4.14B
|
-36.62%
|
|
|
iQIYI, Inc.
|
15.38B
|
24.98B
|
-38.43%
|
|
|
Steel Dynamics, Inc.
|
6.696B
|
11.04B
|
-39.35%
|
|
|
Sociedad QuÃmica y Minera de Chile
S.A.
|
7.841B
|
13.80B
|
-43.18%
|
|
|
The Greenbrier Companies, Inc.
|
0.916B
|
1.74B
|
-47.36%
|
|
|
Weibo Corporation
|
9.953B
|
20.19B
|
-50.70%
|
|
|
PJT Partners Inc.
|
0.952B
|
1.98B
|
-51.92%
|
|
|
XPO Logistics, Inc.
|
5.228B
|
12.26B
|
-57.36%
|
|
|
Hooker Furniture Corporation
|
0.245B
|
0.58B
|
-57.76%
|
|
|
Stamps.com Inc.
|
0.829B
|
4.95B
|
-83.25%
|
