Sampling of My 2012
Stock Picks
This sampling of my picks was updated October 6th, 2012 and does not include price increases of 7% or less. Subscribe Now or view my picks from past years by downloading any of the PDF files on the lower left-hand side of this page:
SolarWinds (SWI), Up 112.70%
Alexion Pharmaceuticals (ALXN), Up 73.09%
Mellanox Technologies (MLNX), Up 68.67%
Nationstar Mortgage (NSM), Up 66.57%
Apple (AAPL), Up 59.39%
Rackspace (RAX), Up 56.46%
TransDigm Group (TDG), Up 51.89%
Lululemon Athletica (LULU), Up 49.54%
Catamaran Corp (CTRX), Up 41.80%
Blucora (BCOR), Up 41.71%
Ulta Salon Cosmetics & Fragrances (ULTA), Up 39.48%
Mastercard (MA), Up 39.09%
CF Industries (CF), Up 37.42%
Tractor Supply (TSCO), Up 36.75%
Google (GOOG), Up 35.96%
Cirrus Logic (CRUS), Up 35.60%
Visa (V), Up 35.45%
Buffalo Wild Wings (BWLD), Up 34.60%
Biogen Idec (BIIB), Up 34.28%
Polaris (PII), Up 33.77%
ASML Hldg (ASML), Up 32.78%
Texas Capital Bancshares (TCBI), Up 30.98%
Whole Foods Markets (WFM), Up 29.09%
Michael Kors (KORS), Up 26.03%
Ross Stores (ROST), Up 25.15%
The Fresh Market (TFM), Up 23.25%
Watson Pharmaceuticals (WPI), Up 21.40%
Verisk Analytics (VRSK), Up 20.85%
Salesforce.com (CRM), Up 20.36%
Liquidity Services (LQDT), Up 19.69%
Terra Nitrogen (TNH), Up 19.38%
Valspar (VAL), Up 19.36%
Align Technology (ALGN), Up 18.19%
GNC Hldgs (GNC), Up 17.31%
Netease.com (NTES), Up 16.80%
NewMarket (NEU), up 16.65%
Panera Bread (PNRA), Up 16.37%
NewMarket (NEU), Up 16.16%
Monster Beverage Corp (MNST), Up 16.13%
Sherwin Williams (SHW), Up 16.12%
IBM (IBM), Up 15.90%
Cabelas (CAB), Up 15.19%
Commvault systems (CVLT), Up 14.33%
DSW Inc, (DSW), Up 14.10%
Wright Express (WXS), Up 13.66%
Intuitive Surgical (ISRG), Up 13.65%
eBay (EBAY), Up 13.47%
Cubist Pharmaceuticals (CBST), Up 13.06%
Jarden (JAH), Up 12.78%
Agrium (AGU), Up 11.15%
LinkedIn (LNKD), Up 10.95%
Autozone (AZO), Up 10.84%
eBay (EBAY), Up 10.65%
Under Armour (UA), Up 10.78%
Steve Madden (SHOO), Up 10.36%
VMWare (VMW), Up 9.54%
American Tower (AMT), Up 9.23%
Arm Hldgs (ARMH), up 9.19$
Ebix (EBIX), Up 8.37%
Mercadolibre (MELI), Up 8.15%
Priceline.com (PCLN), Up 7.63%
Alexion Pharmaceuticals (ALXN), Up 73.09%
Mellanox Technologies (MLNX), Up 68.67%
Nationstar Mortgage (NSM), Up 66.57%
Apple (AAPL), Up 59.39%
Rackspace (RAX), Up 56.46%
TransDigm Group (TDG), Up 51.89%
Lululemon Athletica (LULU), Up 49.54%
Catamaran Corp (CTRX), Up 41.80%
Blucora (BCOR), Up 41.71%
Ulta Salon Cosmetics & Fragrances (ULTA), Up 39.48%
Mastercard (MA), Up 39.09%
CF Industries (CF), Up 37.42%
Tractor Supply (TSCO), Up 36.75%
Google (GOOG), Up 35.96%
Cirrus Logic (CRUS), Up 35.60%
Visa (V), Up 35.45%
Buffalo Wild Wings (BWLD), Up 34.60%
Biogen Idec (BIIB), Up 34.28%
Polaris (PII), Up 33.77%
ASML Hldg (ASML), Up 32.78%
Texas Capital Bancshares (TCBI), Up 30.98%
Whole Foods Markets (WFM), Up 29.09%
Michael Kors (KORS), Up 26.03%
Ross Stores (ROST), Up 25.15%
The Fresh Market (TFM), Up 23.25%
Watson Pharmaceuticals (WPI), Up 21.40%
Verisk Analytics (VRSK), Up 20.85%
Salesforce.com (CRM), Up 20.36%
Liquidity Services (LQDT), Up 19.69%
Terra Nitrogen (TNH), Up 19.38%
Valspar (VAL), Up 19.36%
Align Technology (ALGN), Up 18.19%
GNC Hldgs (GNC), Up 17.31%
Netease.com (NTES), Up 16.80%
NewMarket (NEU), up 16.65%
Panera Bread (PNRA), Up 16.37%
NewMarket (NEU), Up 16.16%
Monster Beverage Corp (MNST), Up 16.13%
Sherwin Williams (SHW), Up 16.12%
IBM (IBM), Up 15.90%
Cabelas (CAB), Up 15.19%
Commvault systems (CVLT), Up 14.33%
DSW Inc, (DSW), Up 14.10%
Wright Express (WXS), Up 13.66%
Intuitive Surgical (ISRG), Up 13.65%
eBay (EBAY), Up 13.47%
Cubist Pharmaceuticals (CBST), Up 13.06%
Jarden (JAH), Up 12.78%
Agrium (AGU), Up 11.15%
LinkedIn (LNKD), Up 10.95%
Autozone (AZO), Up 10.84%
eBay (EBAY), Up 10.65%
Under Armour (UA), Up 10.78%
Steve Madden (SHOO), Up 10.36%
VMWare (VMW), Up 9.54%
American Tower (AMT), Up 9.23%
Arm Hldgs (ARMH), up 9.19$
Ebix (EBIX), Up 8.37%
Mercadolibre (MELI), Up 8.15%
Priceline.com (PCLN), Up 7.63%
Note: The percentages in this list indicate the increase in each stock’s value above my lowest end-of-2011 or 2012 buy point through October 6th, 2012.