Saturday, February 25, 2017

Five More Winners

We will not buy these in the portfolio but these five companies are all great companies worthy of your consideration. All of them meet the Better Investing guidelines of our investment club community. We are looking for growth opportunities.

So here we go:




This bank is a major winner. Growing at great rates. With interest rates increasing this year the banking industry will be growing.



Maximus is a software company that caters to government portals and security. Will all the talk about secure email use among government leaders companies like Maximus are going to be attractive. It is already a successful company but will be on the grow.



Trex you have seen and it is not the dinosaur. No, they make non-wood decking materials sold at your local building and supply store. It is a system with lots of plans for your do-it-yourself project. They are growing a good rates. Buy this for long term.




Visa needs no explanation. I was surprised that the price of this stock was not in the Hold or Sell zone in the better investing scale. It is a buy and perhaps an opportunity to get in at a good time.
Try this and see what happens. Brand is hard to mimic. This one is here to stay. Buy. Buy. Buy.



You don't know this company officially but you really do know it. They make North Face, Wrangler, Lees and sell both in stores and online. They also have nautilus contracts with the NFL MLB and Harley Davidson. It is the oldest textile company in North Carolina dating back to the 1890's. Really. They are a winner except they pay too much of a dividend for the BI investment tolerance but I am fine with too much dividend for a company this old. They are still putting a lot of money into new product lines and research so it is still a growth play even though the dividend is awesome. It is a win/win to me. Just my opinion. Buy it.



Where we stand in our portfolio:


DRQ cost basis $6,547.00 value is $6,495
DNKN cost basis $5,273.00 value is $5,469.00 
CGI cost basis $769.00 value is $810.00 
SRCL cost basis $7,719 value is $8,293.00 
LULU cost basis $6,855.00 value is $6,532.00
GNTX cost $1,856.00 current $2,088.00 
BNS paid $5,408.00 value $6,129.00 
TSCO paid $6,667 value $7,117.00
KMX paid $5,444 value $6,583.00
LCI paid $3,238 value $2,290.00 
JLL paid $9,699 value $11,393.00

Three losers are DRQ, LULU, and LCI.

We are positive on the others with total gains of $3,731.00 or 6.27% since September. We will wait to buy any others for a little while although I am tempted to buy Visa now. We will wait for a pull back in the market and snatch these stocks. It is always good to study so you are ready when it is time to invest new dollars. 






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