Welcome to the Peroni Growth 30 Stock Index!
This list will be updated monthly on the last day of each month. To get on our alert list, simply sign up below and we will send an alert each time a new company is added or subtracted from the list.
In the table below, you will see the stocks that made Jay’s growth list, and their return since they have been held (adjusted for dividends and splits). Stocks that have a check in the “Buy Signal” column are those that are currently the most attractive buys.
As always, do your own homework! This is not a solicitation to purchase or sell securities. The Peroni Growth 30 Index is a place for investment ideas in today’s market!
Top 30 Stocks
(returns as of close 11/30/15)
|Stock||Buy Signal||Company Name – Industry||Consecutive Months||Return
|1. AMWD||✔||American Woodmark – Furniture||3||26.17%|
|2. AOS||✔||A.O. Smith Corp. – Electrical Machinery||3||21.98%|
|3. AVGO||✔||Avago Technologies – Semiconductors||3||5.96%|
|4. AYI||✔||Acuity Brands – Electrical Equipment||3||31.51%|
|5. CBPO||✔||China Biological Products – Biotechnology||3||31.40%|
|6. CMN||✔||Cantel Medical – Health Care Equipment & Services||1||NEW|
|7. DY||✔||Dycom Industries – Construction||3||20.54%|
|8. ELLI||Ellie Mae – Internet Software||2||-9.81%|
|9. EW||Edwards Lifesciences – Medical Instruments||3||15.18%|
|10. EXR||✔||Extra Storage – REIT – Self Storage||2||5.37%|
|11. FLTX||✔||Fleetmatrcics – Computer Software||2||6.97%|
|12. IDTI||✔||Integrated Device Technology – Semiconductors||1||NEW|
|13. LGND||Ligand Pharmaceuticals – Biotechnology||3||25.27%|
|14. LII||Lennox International – Building Products||1||NEW|
|15. LXFT||✔||Luxoft Holdings – IT Services||2||15.61%|
|16. MANH||✔||Manhattan Associates – Software||2||4.33%|
|17. MHK||Mohawk Industries – Textile/ Home Furnishings||3||4.24%|
|18. MKTX||✔||MarketAxess – Securities Exchanges||3||14.92%|
|19. ORLY||✔||O’Reilly Automotive – Retail/Wholesale Auto Parts||3||5.13%|
|20. POOL||✔||Pool Corporation – Distributor – Recreational Products||1||NEW|
|21. SWKS||Skyworks Solutions – Semi/Integrated Circuits||3||-1.44%|
|22. TDG||✔||TransDigm Group – Aerospace & Defense||1||NEW|
|23. TSO||✔||Tesoro Corp. – Oil & Gas||3||18.68%|
|24. TSS||✔||Total System Services – IT Services||1||NEW|
|25. TYL||✔||Tyler Technologies – Business Software||2||4.13%|
|26. ULTA||Ulta Salon & Cosmetics – Retail/ Beauty Supplies||3||1.67%|
|27. USCR||✔||U.S. Concrete – Construction Materials||3||22.97%|
|28. VMC||✔||Vulcan Materials – Construction Materials||1||NEW|
|29. VNTV||✔||Vantiv Inc. – Financial Transaction Processing||3||14.89%|
|30. VRSN||✔||VeriSign Inc. – Financial Transaction Processing||1||NEW|
December Buys: VRSN, VMC, TSS, TDG, POOL, LII, IDTI, CMN
December Sells: PZZA, UVE, CTAS, SCMP, TTC, MIDD, HAIN, CACC
Tracking the Peroni Growth 30 Index
I have created a spreadsheet to help you follow companies coming and going from my month list and to help track performance. All buys and sells in the hypothetical portfolio will be bought and sold at the open price each month. Click below to see the results!
Over the past 10 years, I have been compiling a monthly list of top investment ideas that make it through both the moral and financial screens I utilize. I am now going to be publishing this list each month so you have a manageable list of ideas!
The Peroni Growth 30 Index is primarily based on fundamental analysis. Every month thousands of companies are screened from both a moral and financial perspective to create a growth list for investors looking for ideas on ways to maximize their portfolios.
Over time, an average score and rank is compiled for a select group of stocks that meet my standards. Below are the five categories (with weighting) that contribute to my five-point stock inspection screen:
- 20% Growth Rates
- 20% Profit Margins
- 20% Financial Health
- 20% Momentum
- 20% Valuation
Within each category are an assortment of parameters that comprise the custom growth formula I use in my daily money management.
In creating the Buy Signal List, it will help you see some of my top picks among the 30 Growth Stocks on my list.
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