Dicks Sporting Goods Inc (DKS), Boston Beer Co Inc (SAM): Beat the Market With the Father’s Day Portfolio

• Shout-out No. 1 to our Georgia roots: The Home Depot, Inc. (NYSE:HD) is the mac-daddy of home-improvement retail, and whether you rent or own, you’re going to need to go there at some point. The recent dividend boost and share-repurchase authorization are signs of things to come for shareholders at this Georgia-based company.
• E-commerce is in its early stages, and my second shout-out to Georgia is United Parcel Service, Inc. (NYSE:UPS), which is one of the two big shippers that should benefit. I love this company’s moat, and the capital-intensive nature of its market offers up some serious barriers to entry for competitors.
• As a doc, my dad knows the trouble medical waste presents, and
  Stericycle Inc (NASDAQ:SRCL) is the company that’s taking care of business where this is concerned. Its competitive advantage only strengthens with time, and with a market cap under $10 billion, there’s plenty of room to run.

For fathers and their children
I’ll be tracking the results of this portfolio versus the S&P 500 indefinitely, beginning with the closing prices from Monday, June 17, 2013, and I’m confident that this one will be a long-term market-beater. This portfolio is just a simple way say thanks to my dad for the gift of investing. I count myself as very fortunate that we get to talk about investing (and golf … lots of golf) all the time. Maybe this is one more thing we’ll get to talk about for a long time to come.

The article Beat the Market With the Father’s Day Portfolio originally appeared on Fool.com is written by Jason Moser.

Jason Moser owns shares of Amazon.com and Apple. The Motley Fool recommends Amazon.com, Apple, Boston Beer, Ford, Google, Home Depot, Stericycle, and UPS and owns shares of Amazon.com, Apple, Boston Beer, Ford, and Google.

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