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Beat the Market with the Father's Day Portfolio

6/16/2013

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I love Father's Day. No, it's not because I think it's such a special day that everyone awaits with anticipation. Let's be real here, it's always going to be runner-up to Mother's Day; not that there's anything wrong with that.

Father’s Day-sized returns

No, there are two main reasons I love Father's Day: I’m a proud father myself and Father’s Day just makes me think of my dad and all the things he's done for me, simple as that. I owe my love of investing to my father. And with this in mind I give you the Father's Day portfolio. These are ten stocks that remind me of my dad and together they will form a formidable, market beating team that will offer investors outstanding returns for years to come.

Dick’s Sporting Goods (NYSE: DKS) is a family affair. CEO Edward Stack is the son of founder Richard Stack  and he owns close to 18%  of the shares outstanding. With a good share of the tremendous sporting goods market I like what this company has done and where it’s headed.

Boston Beer (NYSE: SAM) seems an appropriate call here. Having a beer with your dad is one of the great moments in life and given that the company sold more than 50 beers  under the Samuel Adams brand in 2012, chances are pretty darn good that there may be a Samuel Adams in dad’s fridge.

My dad drives a Ford (NYSE: F) Expedition and he’s owned a few Fords in his life. Every time I see the blue oval I think of him and I think this company will play a big part in the fast-changing automobile market.

Seeing my dad using his iPhone and  iPad courtesy of Apple (Nasdaq: AAPL) makes me look like I’ve got a coat hanger in my mouth I smile so wide. The guy turned 71 this Father’s Day (Happy Birthday dad!) and he’s embraced technology like a 15 year old.

We all know that if you have a question these days you can just ask Google (Nasdaq: GOOG). These guys do a lot of things well, but search and maps are their specialty.

It’s not just iDevices for my dad either. He loves his new Kindle Paperwhite courtesy of Amazon.com (Nasdaq: AMZN), not to mention the fact that he can order just about anything from the ecommerce giant.

My dad’s a doctor and St. Jude Medical (NYSE: STJ) is a device company that has a wonderfully diverse product mix. From heart devices to strokes, Parkinson’s and migraines th is company is playing a big role in up-and-coming medical technology.

Shout out number one to our Georgia roots, Home Depot (NYSE: HD) is the mac-daddy of home improvement retail and whether you rent or own you’re going to need to go at some point. The recent dividend boost and share repurchase authorization are signs of things to come for shareholders.

Ecommerce is in the early stages and my second shout out to Georgia is United Parcel Service (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 (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

Like I said, I owe my love of investing to my father. 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.

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    My name is Jason A. Moser and I'm lucky enough to have a job doing what I love to do: investing. But my family, golf, music, watercolors, reading, writing, current events...these are all things that matter to me. Consider yourself warned.

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