TMH data by YCharts

PXD data by YCharts

BGS data by YCharts

Stocks to buy. And sell.

Good stocks are harder to find in a tight market.

But last week, using the Best Stocks Now app, i could not resist these winners:

USANA Health Sciences, Thor Industries, Drew Industries, Isis Pharmaceuticals, Cornerstone OnDemand:

Here’s some Year to Date Information on these five stocks I recently purchased for my Aggressive Growth Portfolio.

 Year to Date: 

USNA data by YCharts

I had a good run, but I sold these five stocks over the last week:

• Onyx Pharmaceutical –  ONXX.
• Aegerion Pharmaceuticals – AEGR.
• Asbury Automotive Group – ABG.
• Lions Gate Entertainment – LGF.
• Regeneron Pharmaceuticals – REGN.

 Year to Date. Total Return.

Here it is. How did I do? (Chart below.)

“Tractor Supply looks like a buy here.”

By Bill Gunderson

A farmer’s duties and responsibilities require the wearing of many hats, and the tasks vary according to the type of operation. A farmer who raises crops is busy preparing the land in April and May for planting, and then caring for the crops until harvest time in the fall.

Some farmers sell their own crops at the market, while others have contracts with processing companies or other organizations. Both require a certain amount of business savvy and management skills.

Some farmers use their crops for livestock feed such as hay or grain, and some grow fruits and vegetables or specialty crops, such as cotton, for our use.

And then there’s a wide variety of farming machinery and equipment that farmers must be adept at servicing, maintaining and operating. Whether they are a crop or livestock farmer there will be tractors, trucks, plows, combines, milking machines, sprayers and harvesters to keep maintained and operational.

Nobody likes bugs in their cereal.

In order to keep things operating correctly, farm personnel need a reliable source for supplies. One such supply source is a company called Tractor Supply Company TSCO +1.16% .

Data from Best Stocks Now app

The company was founded in 1938, and as of December 29, 2012, operated 1,176 retail farm and ranch stores in 45 states under the names of Tractor Supply Company and Del’s Feed & Farm Supply.

They provide merchandise for livestock and animals, such as items for their health, care, growth, and containment; hardware, truck, towing, and tool products; seasonal products comprising lawn and garden items, power equipment, and maintenance products for agricultural and rural use. They even carry work and recreational clothing, as well as footwear products.

How did I do?

Here’s the chart from April 16 to June 18:

TSCO Total Return Price data by YCharts

 Thank you, Best Stocks Now, app.

TMH data by YCharts

PXD data by YCharts

BGS data by YCharts

Performance Plus Value In A Leading Sector: TMH

by Bill Gunderson

With Obamacare set to take hold in 2014, is it any surprise that healthcare continues to be one of the top performing sectors in the market?

Of the sixty sectors that I track with my Best Stocks Now™ App, four of the top ten are currently healthcare related. I rank them on short-term, intermediate-term, and long-term performance.

(click to enlarge)

Data from Best Stocks Now App

I have been heavily weighted in the drug, biotech, and healthcare sectors for over one year, and I continue to reap the benefits from them. I have also noticed lately that as this current seven-month old uptrend in the market gets longer and longer in the tooth, the leadership in the market continues to get narrower and narrower.

The once, red-hot building and construction sector has cooled off considerably and has fallen from its leadership perch. And although I have cashed in on most of the profits that I was able to garner from this sector from earlier in the year, I still believe that the housing sector is in the early innings of a multi-year rebound. In other words, this sector will eventually come back into favor once again.

Stocks, sectors, and asset classes fall in and out of favor during the cycles that the market goes through, and I am a big believer in rolling with those cycles as opposed to fighting them. Just look at the huge difference in the performance of domestic stocks vs. foreign stocks so far this year. While the home-grown S&P 500 is up about 15% year-to-date, the emerging markets (VWO) are down over 8%, and China is down over 12%!

Read more at Seeking Alpha: Performance Plus Value in a Leading Sector

Best Stocks Now ap

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