The Elite 25 Portfolio
By The Palm Beach Research Group Team

Each month, we update our Elite 25 portfolio. We remove stocks that are too expensive and replace them with new stocks that meet our three criteria for elite status.

We suggest you put an equal dollar amount in each position.

Here’s the updated list for January in alphabetical order (buys shaded in green; sells shaded in yellow. If you’re new to the portfolio, you can buy the “holds,” too):

Company Name Ticker Industry System Says
Aerojet Rocketdyne Holdings AJRD Aerospace/Defense Hold
American Outdoor Brands AOBC Retail/Guns Sell
Argan Inc. AGX Heavy Construction Hold
AutoZone AZO Auto Parts Hold
Brinker International EAT Restaurants Buy
Brunswick Corp. BC Recreational Goods Hold
F5 Networks FFIV Computer Networks Hold
Foot Locker FL Retail Hold
Gilead Sciences GILD Biotech Hold
Herbalife HLF Nutritional Products Hold
InterDigital IDCC Communications Hold
L Brands Inc. LB Retail Hold
Lear Corp. LEA Auto Parts Hold
Michael Kors KORS Retail Hold
National CineMedia Inc. NCMI Advertising in Movie Theaters Hold
Natural Health Trends Corp. NHTC Natural Drugs Sell
Nautilus Inc. NLS Sporting Goods Hold
NIC Inc. EGOV Application Software Buy
Qiwi Plc QIWI Payment Processor Hold
Ruth’s Hospitality RUTH Restaurants Hold
Robert Half International RHI Professional Services Buy
Sally Beauty Holdings. SBH Beauty Supplies Hold
S&P Global Inc. SPGI Financial Information Sell
Skyworks Solutions SWKS Semiconductors/Chipmaker Hold STMP Stamp Equipment Buy
Tractor Supply Co. TSCO Retail Buy
United Therapeutics UTHR Biotech Hold
Winnebago Industries WGO Motor Homes Buy