3 Buy-Now Stocks From the “World’s Greatest Retirement Portfolio”: National-Oilwell Varco, Inc. (NOV), Baidu.com, Inc. (BIDU), Whole Foods Market, Inc. (WFM)

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It’s been almost 21 months since I introduced the World’s Greatest Retirement Portfolio to Foolish readers. This was, has been, and will continue to be my way of helping the world to invest better. Putting my money where my mouth is, I pledged to put at least $4,000 behind each stock and attempt to hold each one for at least three years — though I’ve already broken that promise.

Since I began, the market has returned 18.2%, which is fantastic by historical measures. But this portfolio has lived up to its moniker as the “World’s Greatest,” outperforming the market by about 12 percentage points.

National-Oilwell Varco, Inc. (NYSE:NOV)Below, I’ll show you why it’s doing so well, offer up three stocks that I think are excellent buys right now, and offer access to a premium report that offers deeper analysis than I can cover in one article.

Company Publication Date Change Vs. S&P 500
Google (NASDAQ:GOOG) 6/26/11 56.5% 36
PriceSmart (NASDAQ:PSMT) 6/28/11 55.1% 36
Baidu (NASDAQ:BIDU)* 9/15/12 (2.2%) (20)
Intuitive Surgical
(NASDAQ:ISRG)
7/25/11 43.2% 28
National Oilwell Varco (NYSE:NOV) 7/28/11 (7.8%) (27)
Coca-Cola (NYSE:KO) 6/21/11 17.1% (2)
Whole Foods (NASDAQ:WFM) 7/5/11 55.7% 40
Amazon.com (NASDAQ:AMZN) 7/12/11 25.6% 8
Apple (NASDAQ:AAPL) 6/30/11 36.8% 20
Johnson & Johnson (NYSE:JNJ) 8/1/11 21.1% 1

Source: Fool.com. All numbers accurate as of market close Jan. 31, 2013. **Returns are for position in ATVI held from July 15, 2011, to Sept. 9, 2012, and transferred over to BIDU on Sept. 15, 2012.

It’s good to see that the portfolio is up slightly from last month, despite the plunge that Apple took after its earnings release. Though I think that shares of the company are pretty cheap right now, I’ve voiced some long-term concerns about its ability to innovate in the post-Jobs era and will be holding off from including it on this list for now.

3 best buys now
The first company that did make the list for this month is National-Oilwell Varco, Inc. (NYSE:NOV). Though the company took a dip after earnings were released, I think long-term investors have a lot to like from the report.

On the whole, the company has three segments: rig technology (which accounts for roughly half of the company’s revenue) was up 30% on the year; petroleum services (about 33% of all revenue) was up 23%; and distribution revenues (which account for 20% of the company’s revenue pie) was up an impressive 110% on the year.

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