Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Stratasys, Ltd. (SSYS), Lululemon Athletica inc. (LULU), LinkedIn Corp (LNKD): Three Buy-Now Stocks from the “World’s Greatest Growth Portfolio”

Stratasys, Ltd.In January 2012, I identified 13 stocks that would compromise an ideal growth portfolio. Since then, investors following along with me have turned $10,000 into $13,930 — a 39.3% increase, and $1,280 — or 12.8 percentage points — better than if they had just invested the money in the S&P 500.

Every month, I look over these stocks to see which three are tempting. I call these my “Buy Now” stocks because I think they’re pretty good deals. Read the chart below to see how the whole portfolio has performed, check out my best buys and, at the end, I’ll offer up access to a special premium report on one of the 13 stocks included.

Core
Company Allocation Jan. 1 Balance Current balance Change
Baidu 11.5% $115.00 $102.35 (11%)
Google 11.5% $115.00 $144.10 25.3%
Amazon.com 11.5% $115.00 $130.18 13.2%
Whole Foods 11.5% $115.00 $133.75 16.3%
Tier One
Starbucks 7.5% $75.25 $94.44 25.5%
Apple 7.5% $75.25 $59.52 (20.9%)
Intuitive Surgical 7.5% $75.25 $76.68 1.9%
IPG Photonics 7.5% $75.25 $67.05 (10.9%)
Tier Two
3D Systems Corporation (NYSE:DDD) 5% $50.00 $63.45 26.9%
LinkedIn Corp (NYSE:LNKD) 5% $50.00 $81.95 63.9%
Stratasys, Ltd. (NASDAQ:SSYS) 5% $50.00 $52.60 5.2%
Westport Innovations 5% $50.00 $60.10 20.2%
Lululemon Athletica inc. (NASDAQ:LULU) 5% $50.00 $42.30 (15.4%)
Year-to-date $1,000.00 $1,108.46 10.8%

Source: YCharts. All numbers accurate as of market open, July 5, 2013. Dividends not included, as this is a growth portfolio focused on capital appreciation.

Stratasys, Ltd. (NASDAQ:SSYS)
First on my list of “buy now” stocks is one half of the duopoly in 3-D printing, with 3D Systems — another company in this portfolio — representing the other half. In truth, there are many other smaller players in the field as well, but they are slowly being bought out by the Big Two.

Case in point: Earlier this year, Stratasys, Ltd. (NASDAQ:SSYS) merged with Isreali-based Objet. The new company solidified Stratasys, Ltd. (NASDAQ:SSYS)’ leading position in making 3-D printers for use by industrial customers. While I liked that move, I think the company’s most recent purchase of consumer-facing Makerbot is even more interesting.

3D Systems and its CubeX printer have dominated the consumer printing market, but combining Makerbot’s Replicator with Stratasys, Ltd. (NASDAQ:SSYS)’ financial backing could mean that things are going to start to heat up in this industry.

Although Stratasys, Ltd. (NASDAQ:SSYS) shares are pretty expensive right now, I see its market cap easily doubling (or more) in the next decade if it can keep up the positive momentum.

Lululemon Athletica inc. (NASDAQ:LULU)
This retailer, which got its start by offering yoga-wear to athletic-minded women but has now branched out, had a recent earnings report that by most measures was solid. Why, then, did it drop so harshly?

Because CEO Christine Day, who has led the company during an impressive growth spurt over the past five years, announced that she will resign when a replacement is found.

I’m a big fan of Christine Day, and think her loss is important for investors to take note of. However, given the stock’s 20% sell-off, I think much of the risk associated with Day leaving has already been priced in. What we’re left with is a company that has a great brand and a solid growth story. With Day likely having a hand in finding her replacement, I think Lululemon Athletica inc. (NASDAQ:LULU)’s shares are worth looking into right now.

LinkedIn Corp (NYSE:LNKD)
While there isn’t necessarily any new news to add to LinkedIn Corp (NYSE:LNKD)’s story, I think it has the potential to be one of the great growth stories of the 21st century. The company has three revenue streams — one based on helping companies fill openings, one based on helping individuals find jobs, and one based on advertising — that are all growing by more than 50% per year.

At its highest potential, LinkedIn Corp (NYSE:LNKD) could disrupt the HR departments at companies worldwide, allowing for cheaper, more efficient, and streamlined recruiting. While I think the price point earlier this month of about $160 per share was more tempting, I fully plan on adding small portions of LinkedIn Corp (NYSE:LNKD) to my Roth IRA as the company’s story continues to unfold.

The article 3 Buy-Now Stocks from the “World’s Greatest Growth Portfolio” originally appeared on Fool.com and is written by Brian Stoffel.

Fool contributor Brian Stoffel owns shares of Apple, Google, Amazon.com, LinkedIn, 3D Systems, Starbucks, Baidu, Whole Foods Market, lululemon athletica, Intuitive Surgical, Westport Innovations, Stratasys, and IPG Photonics. The Motley Fool recommends 3D Systems, Amazon.com, Apple, Baidu, Google, Intuitive Surgical, IPG Photonics, LinkedIn, lululemon athletica, Starbucks, Stratasys, Westport Innovations, and Whole Foods Market, owns shares of 3D Systems, Amazon.com, Apple, Baidu, Google, Intuitive Surgical, IPG Photonics, LinkedIn, Starbucks, Stratasys, Westport Innovations, and Whole Foods Market, and has options on 3D Systems.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

DOWNLOAD FREE REPORT: Warren Buffett's Best Stock Picks

Let Warren Buffett, George Soros, Steve Cohen, and Daniel Loeb WORK FOR YOU.

If you want to beat the low cost index funds by 19 percentage points per year, look no further than our monthly newsletter.In this free report you can find an in-depth analysis of the performance of Warren Buffett's entire historical stock picks. We uncovered Warren Buffett's Best Stock Picks and a way to for Buffett to improve his returns by more than 4 percentage points per year.

Bonus Biotech Stock Pick: You can also find a detailed bonus biotech stock pick that we expect to return more than 50% within 12 months.
Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.