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50 shares from the QV portfolio, in great 3G businesses, so really good ones, to buy now

February 3, 2021

The chart of Alphabet above shows what is happening with so many exciting stocks in the market, which are reporting great growth and great prospects as the global technology revolution roars ahead stronger than ever.

Just to give you the flavour of the great results being achieved by Quentinvest I have updated the performance for Great Stocks for Quentinvest (formerly known as Quantum Leap). Nearly every year since 2009 shows gains well into three figures. The latest full year, 2020, is not quite there yet but has beaten the Nasdaq 100, the world’s best performing index in 2020, by nearly three times! Even I am a little stunned by that performance but these are great times for investors.

Below I pick 50 shares from the QV for Shares portfolio that I believe are timely to buy right now. This is mainly based on price action. It is not so much breakouts as strong performance that I am looking for. I pick shares that feel right in the moment. All the shares I pick and many more that don’t get picked this time but will on another occasion, are 3G, which means that they are in a short list of the world’s most exciting, fastest-growing, highest quality, best led businesses.

This means you can buy them for the first time or add to holdings you may already have with great confidence that over the long term they will deliver. Short term as always is a roll of the dice although when the long term outlook is this good most short terms will be good also.

Agora API Buy @ $74.87 MV: $6.1bn Next figures: 3 March Times recommended: 1 First recommended: $58.50

Airbnb ABNB Buy @ $179 MV: $106bn Next figures: 3 March Times recommended: 1 First recommended: $156

Alphabet GOOGL Buy @ $1919 MV: $1298bn Next figures: 29 April Times recommended: 14 First recommended:$985.19 Last recommended: $1838

Anaplan: PLAN Buy @ $74.80 MV: $10.6bn Next figures: 25 February Times recommended: 4 First recommended: $52 Last recommended: $63 Lowest recommended: $40.40

Aptitude Software Group (formerly Microgen) APTD Buy @ 610p MV: £333m Next figures: 11 March Times recommended: 1 First recommended: 495p

Atlassian Corporation TEAM Buy @ $248.50 MV: $62.2bn Next figures: 6 May Times recommended: 11 First recommended: $110 Last recommended; $220

Axon Enterprise AXON Buy @ $166 MV: $10.6bn Next figures: 2 March Times recommended: 4 First recommended: $84.90 Last recommended: $101

Baidu BIDU Buy @ $250 MV: $66bn Next figures: 25 February Times recommended: 5 First recommended: $259.37 Last recommended: $212 Lowest recommended: $125

BOTB (Best of the Best) BOTB Buy @ 2260p MV: £210m Next figures: 15 June Times recommended: 5 First recommended: 1480p Last recommended: 2260p

Bio-Techne TECH Buy @ $375 MV: $14.5bn Next figures: 4 May Times recommended: 4 First recommended: $279.50 Last recommended: $317

Blackline BL Buy @ $138.5 MV: $8bn Next figures: 11 February Times recommended: 2 First recommended: $80 Last recommended: $88

Broadcom AVGO Buy @ $476 MV: $193bn Next figures: 18 March Times recommended: 1 First recommended: $441

C3.ai AI Buy @ $146 MV: $13.5bn Next figures: 31 March Times recommended: 2 First recommended: $137 Last recommended: $144.50

Carvana CVNA Buy @ $280 MV: $19.8bn Next figures: 25 February Times recommended: 11 First recommended: $28.85 Last recommended: $257.50

Chegg CHGG Buy @ $98.5 MV: $12.6bn Next figures: 8 February Times recommended: 5 First recommended: $67.81 Last recommended: $89.64

Chipotle Mexican Grill CMG Buy @ $1470 MV: $42.6bn Next figures: 27 April Times recommended: 5 First recommended: $934 Last recommended: $1280

Cloudflare NET Buy @ $83.50 MV: $25.6bn Next figures: 11 February Times recommended: 7 First recommended: $23.28 Last recommended: $77

Crowdstrike CRWD Buy @ $216.50 MV: $48.5bn Next figures: 19 March Times recommended: 13 First recommended: $92 Last recommended: $205 Lowest recommended: $51

Domo Inc. DOMO Buy @ $69.5 MV: $2.09bn Next figures: 9 March Times recommended: 4 First recommended: $40 Last recommended: $61 Lowest recommended: $19.34

Epam Systems EPAM Buy @ $370 MV: $20.7bn Next figures: 18 February Times recommended: 7 First recommended: $163 Last recommended: $345

Ether Cryptocurrency Buy @ $1546 Times recommended: 5 First recommended: $1100 Last recommended: $1127 Lowest recommended: $240

Etsy ETSY Buy @ $210 MV: $26.5bn Next figures: 2 March Times recommended: 11 First recommended: $30 Last recommended: $175

Freshpet FRPT Buy @ $149.50 MV: $6.1bn Next figures: 22 February Times recommended: 1 First recommended: $144

Futu Holdings FUTU Buy @ $117 MV: $7.0bn Next figures: 24 March Times recommended: 5 First recommended: $29.40 Last recommended: $69.38

Fiverr international FVRR Buy @ $233 MV: $8.2bn Next figures: 18 February Times recommended: 5 First recommended: $65 Last recommended: $210

Hermes International RMS Buy @ €891 MV: €89.1bn Next figures: 19 February Times recommended: 8 First recommended: €523 Last recommended: €825

Logitech International LOGI Buy @ $109.5 MV: $18.5bn Next figures: 28 April Times recommended: 5 First recommended: $66 Last recommended: $99.50

London Stock Exchange LSE Buy @ 9344p MV: £42.2bn Next figures: 5 March Times recommended: 8 First recommended: 4350p Last recommended: 9216p

LVMH LVMH Buy @ €524 MV: €255bn Next figures: 27 July Times recommended: 8 First recommended: €249.45 Last recommended: €505

Meituan 3690 Buy @ HK$414 MV: HK$2288bn (US$295bn) Next figures: 15 March Times recommended: 5 First recommended: HK$223 Last recommended: HK$380

MongoDB MDB Buy @ $394 MV: $23.8bn Next figures: 17 March Times recommended: 13 First recommended: $74 Last recommended: $365

Natera NTRA Buy @ $118.50 MV: $10.2bn Next figures: 9 March Times recommended: 1 First recommended: $108

Okta OKTA Buy @ $276 MV: $35.8bn Next figures: 3 March Times recommended: 10 First recommended: $57.50 Last recommended: $240

Palo Alto Networks PANW Buy @ $387 MV: $38.5bn Next figures: 22 February Times recommended: 6 First recommended: $205 Last recommended: $350

Repligen RGEN Buy @ $215 MV: $11.6bn Next figures: 18 February Times recommended: 4 First recommended: $116.43 Last recommended: $176

RingCentral RNG Buy @ $402 MV: $36.1bn Next figures: 16 February Times recommended: 8 First recommended: $238.73 Last recommended: $383.50

ServiceNow NOW Buy @ $583 MV: $113bn Next figures: 28 April Times recommended: 7 First recommended: $243 Last recommended: $543

Shake Shack SHAK Buy @ $108 MV: $4.1bn Next figures: 1 March Times recommended: 4 First recommended: $66.50 Last recommended: $85 Lowest recommended: $55.70

Shopify SHOP Buy @ $1235 MV: $150bn Next figures: 17 February Times recommended: 19 First recommended: $118.84 Last recommended: $1089

SmartSheet SMAR Buy @ $73.43 MV: $9bn Next figures: 17 March Times recommended: 8 First recommended: $38 Last recommended: $69

Snap SNAP Buy @ $58.87 MV: $87.7bn Next figures: 4 February Times recommended: 1 First recommended: $48

Spotify Technology SPOT Buy @ $323 MV: $63bn Next figures: 5 May Times recommended: 7 First recommended: $175 Last recommended: $319

Square SQ Buy @ $227.50 MV: $102bn Next figures: 23 February Times recommended: 15 First recommended: $39.51 Last recommended: $201

Tencent 700 Buy @ HK$736 MV: HK$6772bn (US$874bn) Next figures: 24 March Times recommended: 8 HK$304.8 First recommended: Last recommended: HK$585

Tesla TSLA Buy @ $872 MV: $827bn Next figures: 5 May Times recommended: 14 First recommended: $75.96 Last recommended: $735

Upstart Holdings UPST Buy @ $75.50 MV: $5.5bn Next figures: 3 March Times recommended: 2 First recomended; $62.50 Last recommended: $64.50

Workday WDAY Buy @ $257.50 MV: $61.8bn Next figures: 1 March Times recommended: 2 First recommended: $194.70 Last recommended: $154.4 (also lowest recommended)

Zai Lab Limited ZAI Buy @ $176.5 MV: $14.5bn Next figures: 5 May Times recommended: 2 First recommended: $145 Last recommended: $170

Zebra Technologies ZBRA Buy @ $405 MV: $21.6bn Next figures: 11 February Times recommended: 4First recommended: $232 Last recommended: $375

Zendesk ZEN Buy @ $153 MV: $17.9bn Next figures: 4 February Times recommended: 7 First recommended: $68.67 Last recommended: $135

The main reason why I periodically come up with these lists of shares to buy is because if I wait to write about them individually it will take so long it just won’t happen and many great buying opportunities will be missed.

I already know they are great stocks from previous research. What I am looking for here to signal a buy is great price action.

If you are already fully invested you could consider careful use of an IG CFD account. Put a small amount of money into a CFD account, say five per cent of your portfolio value and use that with leverage to make modest sized add-on purchases; that way you can use the table to buy stocks without taking uncomfortable levels of risk.

Over time as profit builds you can take a little more risk knowing it is profit that you are risking. This is very much how I operate. I try not to put into a CFD or other leveraged account money it would hurt to lose and aim to reach a position where it is mostly profits I am risking.

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