Goodfellow LLC Growth Stock Portfolio for 2015

 

Dear Investors,

Herein please find a diversified portfolio of growth stocks for 2015 from which you can fine-tune your investment portfolios.  These are all growing, profitable companies, with bullish charts.

Six of the seven Goodfellow LLC model growth portfolios from 2012, 2013, and 2014 outperformed the S&P 500 Index by margins of 39-158%.  I aim to outperform the S&P 500 again in 2015.   

All of the companies have their fiscal year-end in December, unless otherwise noted.  None of the companies are based outside the United States.

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, $72.70) 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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Boise Cascade Co. (BCC, $37.15) is a wood products manufacturer.

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CBS Corp. (CBS, $55.34) is a media & entertainment company.  Its stock has a modest dividend yield of 1.08%

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Celgene Corp. (CELG, $111.86) is a biopharmaceutical company.

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D.R. Horton Inc. (DHI, $25.29) is a U.S. homebuilding company.  The company’s fiscal year ends in September.  The stock has a modest dividend yield of 0.99%

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Intercontinental Exchange Inc. (ICE, $219.29) owns a worldwide network of electronic financial exchanges and clearing houses, serving stock and commodity markets.  Its stock has a modest dividend yield of 1.19%

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Spirit Airlines Inc. (SAVE, $75.58) is a commercial airline company.  As of the completion of the company’s last fiscal year, there was no long-term debt on the company’s balance sheet.  Spirit’s 2015 price/earnings ratio (PE) is less than half its expected 2015 earnings per share (EPS) growth rate.

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Textron Inc. (TXT, $42.11) is a diversified company in the areas of aircraft, defense, industry, and finance.

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Urban Outfitters Inc. (URBN, $35.13) is a specialty retailer, offering fashion apparel, accessories and home goods.  As with most retailers, the company’s fiscal year ends in January.  At the end of the company’s last fiscal year, there was no long-term debt on the company’s balance sheet.  The stock’s 2016 price/earnings ratio (PE) is 18.1, which is at the bottom of its typical PE range of 18-28.

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Vulcan Materials Co. (VMC, $65.73) produces crushed stones, sand, and gravel, for the construction industry.  The company’s earnings per share (EPS) growth is expected to be very aggressive over the next two years.  Vulcan Material’s 2015 price/earnings ratio (PE) is less than half its expected 2015 earnings per share (EPS) growth rate.

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