Goodfellow LLC Growth Stock Portfolio for Spring 2013

Goodfellow LLC Growth Stock Portfolio for Spring 2013

Dear Investors,

Herein please find a portfolio of growth stocks  from which you can fine tune your investment portfolios.  These are all large, growing, profitable companies.

The products and services on this list include appliances, automotive, clothing, energy, financial, food, IT, hotels, and restaurants.

All four of the Goodfellow LLC stock portfolios for 2012 outperformed their respective market averages by wide margins.  And as of this writing, both Goodfellow LLC stock portfolios for 2013 are also outperforming their respective market averages.  (See 2013 portfolio updates in the top right corner of the home page.)

Please review How to Structure a Stock Portfolio before proceeding with purchasing more stocks.  Also, I know that some stock investors make illogical assumptions about “high-priced stocks” which impede their ability to make money in the stock market.  Please review “Can an Investor Make Money in ‘High-Priced’ Stocks?”

Best wishes for a profitable year!


Crista Huff


Goodfellow LLC

April 28, 2013

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BlackRock, Inc. (BLK, $263.77) is the world’s largest asset manager.  Wall Street expects BlackRock’s earnings per share (EPS) to grow 17%, 13%, and 15% over the next three years.  The dividend yield is 2.55%.  The stock recently broke past long-term resistance at $240, and appears ready to launch upwards again.

Cerner Corp. (CERN, $95.88) is a leader in healthcare information technology.  The company is projected to grow earnings per share (EPS) 17, 18, and 17% over the next three years.  The stock does not pay a dividend.  CERN has recently been in a trading range of $90-$96, and appears immediately ready to break out on the upside.

The Cheesecake Factory Inc. (CAKE, $39.77) operates 177 restaurants, and also bakery operations.  EPS are expected to grow 14%, 14%, and 15% over the next three years.  The dividend yield is 1.21%.  The stock price just began breaking through long-term resistance at $38.

IAC/InterActiveCorp. (IACI, $46.10) is an internet company offering diversified consumer products and services.  IAC is projected to grow EPS 25%, 21%, and 23% over the next three years.  The dividend yield is 2.08%.  The stock fell last summer, and is now on an uptrend.  There is price resistance at $51.

Loews Corporation (L, $44.44) is a diversified company, in the businesses of  insurance, oil & gas, and hotels.  Wall Street expects Loews’ EPS to grow 73% and 17% over the next two years.  There is a small dividend.  The stock appears to be breaking out of its recent trading range.  There is price resistance in the low $50’s.

O’Reilly Automotive (ORLY, $106.44) operates close to 4000 stores in the United States.  Earnings are projected to grow 21%, 14% and 13% over the next three years.  The stock does not pay a dividend.  ORLY shares look immediately ready to break past resistance at $107 and begin reaching new highs.

Starbucks Corporation (SBUX, $60.00) is a global roaster and retailer of specialty coffee.  Its brands include Starbucks, Tazo Tea and Seattle’s Best Coffee.  Wall Street expects Starbucks’ EPS to grow 21%, 22%, and 17% in the next three years.  The dividend yield is 1.40%.  The stock appears to be ready to break past price resistance at $62 in the near-term.

V.F. Corp.  (VFC, $174.82) is a global apparel company, known for its brands The North Face, Wrangler, Lee and Timberland.  EPS are expected to grow 12%, 12%, and 13% over the next three years.  The dividend yield is 1.99%.    The stock just broke past resistance at $174 and appears ready to immediately climb again.

Whirlpool Corp.  (WHR, $116.20) is a global manufacturer of home appliances.  EPS are expected to grow 37, 17, and 16% in the next three years.  The PE is 12.0 and the dividend yield is 2.15%.  WHR has long-term resistance at $118, and appears finally ready to climb past that sticking point toward new highs.

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The information provided herein is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. When information is provided herein from third parties — such as financial news outlets, financial websites, investment firms, or any other source of financial information – the reliability or completeness of such financial information cannot be guaranteed.

The information contained on this website is provided for informational purposes only and contains no investment advice or recommendations to buy or sell any specific securities. This is not an offer or solicitation for any particular trading strategy, or confirmation of any transaction. Statements made on the website are based on the authors’ opinions and based on information available at the time this page was published. The creators are not liable for any errors, omissions or misstatements. Any performance data quoted represents past performance and past performance is not a guarantee of future results. Investments always have a degree of risk, including the potential risk of the loss of the investor’s entire principal. There is no guarantee against any loss.

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Goodfellow LLC is a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.

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