Goodfellow LLC Growth Stock Portfolio for Second Half 2015

 

 

Dear Investors,

Herein please find a diversified portfolio of growth stocks for the second half of 2015, from which you can fine-tune your investment portfolios.  These are all growing, profitable companies, with bullish charts. Half of these stocks offer dividend yields of 1.5% or higher.

All of these companies operate with a fiscal year-end in December, unless otherwise noted.  

Please review How to Structure a Stock Portfolio before proceeding with purchasing more stocks.

Best wishes for a profitable 2015!

 

Crista Huff

President

Goodfellow LLC

 

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Adobe Systems Inc. (ADBE, $81.01) is a software company.  Its earnings per share (EPS) growth is expected to be very aggressive over the next two years.  Adobe’s fiscal year ends in November.

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Carnival Corp. (CCL, $49.39) is a cruise vacation company. Carnival operates on a November fiscal year. This undervalued, aggressive growth stock pays a 2.0% dividend.

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Celgene Corp. (CELG, $115.74) is a biopharmaceutical company.

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CRH PLC (CRH, $28.11) is a building materials company, based in Ireland. This undervalued stock offers aggressive earnings growth. The approximate dividend yield is 2.5%, paid in May and October.

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D.R. Horton Inc. (DHI, $27.36) is a U.S. homebuilding company.  The company’s fiscal year ends in September.  The stock has a modest dividend yield of 0.89%

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M.D.C. Holdings, Inc. (MDC, $29.97) is a U.S. homebuilder. This undervalued stock offers significant earnings growth, and a 3.2% dividend yield.

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Molina Healthcare, Inc. (MOH, $70.30) is a managed healthcare company. MOH is an undervalued, aggressive growth stock.

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Royal Caribbean Cruises Ltd. (RCL, $78.69) is a cruise vacation company. This undervalued, aggressive growth stock has a dividend yield of 1.49%.

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Walgreens Boots Alliance, Inc. (WBA, $84.44) is a pharmacy retailer and pharmaceutical manufacturer. The company operates on an August fiscal year. The stock offers aggressive earnings growth, a low debt ratio, and a dividend yield of 1.56%.

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