David Gardner Stock Pick (+Analysis)

David Gardner Stock Pick

———–UPDATED DECEMBER 1, 2019—————–

The key to “winning” as an investor is to uncover high-performing stocks before the rest of the market does.

David Gardner and his brother Tom started the Motley Fool in the 1990s to help investors do exactly that–pick solid stocks and learn how to invest better.

Their most popular newsletter service is called the ‘Stock Advisor' and has over 600,000 subscribers.  It claims to have outperformed the market by 382% to the market's 91% since inception.  (See our review of the Motley Fool Stock Advisor service here.)

But HERE is the Little Know Secret…

David Gardner's stock picks for the Stock Advisor have outperformed his brother's picks by a wide margin.   For example, in their Stock Advisor service, David ‘s stock picks are up 548%, Tom's are up 161% and the S&P500 is up 95% over the same time period (percentages as of December 1, 2019).

Yes, that is correct.  David Gardner's picks in the Stock Advisor service are up 548% compared to the market's 95%.

Not to say anything negative about Tom's picks given they are up 161%, but David's stocks were amazing!

How did he do it?

We purchased a subscription to the Stock Advisor 4 years ago to find out.  What we learned was that he picked stocks like AMZN, NFLX, DIS, BKNG, and SHOP just to name a few and these picks are all up over 1,000% since he picked them.  It seems that he has knack of picking at least one stock a year that doubles or triples.  And he has continued to do so.

Subscribers to the Motley Fool Stock Advisor service, like me, know that David's stocks have historically outperformed Tom's picks.  So what did the Motley Fool do?  They created another newsletter just for David Gardner and his team of analysts.  This newsletter is called “The Motley Fool Rule Breakers.”

So how have David Gardner's stock picks in the Fool's Rule Breaker service performed?  Since it was launched, it is up 171% compared to the market's 79%.  Another amazingly successful stock picking newsletter.

Recent David Gardner's Stock Picks Performance

We bought a subscription to this Rule Breakers service 3 years ago and have some valuable incite to share with you.

Over the last 3 years, going back to January 2016 when we got a subscription to both, Rule Breakers has outperformed Stock Advisor!

So why does the Fool promote Stock Advisor so much?  Because their marketing works go get you in the door on Stock Advisor, and then they try to get you to subscribe to Rule Breakers because from 2016 to 2019 it has OUTPERFORMED Stock Advisor.

Here are some examples of David Gardner's recent stock picks in his Rule Breakers service:

  • January 2016 pick of PLNT is up 519%
  • February 2016 pick of SHOP is up 1,502%
  • March 2016 pick of SHOP again is up 1185%
  • Sept 2016 pick of TEAM is up 323%
  • October 2016 pick of RMD is up 160%
  • Nov 2016 pick of ETSY is up 230%
  • Nov 16 pick of UI is up 251%
  • January 2017 pick of TWLO is up 255%
  • Feb 2017 pick of TREX is up 161%
  • Feb 2017 pick of TTD is up 667%
  • March 2017 pick ov VEEV is up 204%
  • May 2017 pick of TTD again is up another 411%
  • January 2018 pick of AYX is up 361%
  • July 2018 pick of MDB is
  • Nov 2018 pick of GH is up 109%
  • January 2019 pick of SKX is up 61%
  • Feb 2019 pic of GH is up 58%
  • March 2019 pick of ROKU is up 159%
  • June 2019 pick of NVCR is up 51%
  • Sept 2019 picks are up 21 and 2%
  • Oct picks are up 22 and 25%
  • Nov 2019 picks are up 4 and 10% already

Pretty impressive right?

TRUE, I just picked the stocks that are up over 200% in the last few years and gave you the good ones for 2019.

But overall, for the last 4 years here is what you really need to know:

  • The 2016 picks are up 194% vs 59% for the SP500
  • The 2017 picks are up 107% vs 32%
  • The 2018 picks are up 41% vs 18%
  • And the 2019 picks are up 19% vs 9%

But here is a another little know secret… David releases a new stock pick every over Thursday around noon ET. And when the email alert comes out, the recommended stock usually pops up $2 or $3 in the first few hours. So if you want to maximize your profits on David's picks, you need to get his alerts in real-time.

And here is another tip from my analysis:  There worst pick from 2016 is down 59%; the worst pick from 2017 is down 88%; the worst pick from 2918 is down 88%.  So you MUST UNDERSTAND, that this service is trying to pick true rule breakers and innovators so not every stock pick is profitable.  But since several stocks each year have been up over 200% it more than makes up for the losers.  I suggest using a stop loss order to minimize the losses.

So how much is a subscription to the Fool's Rule Breaker service?

The Rule Breaker service is usually $299 a year, but there is a special sales page for new subscribers.  They frequently run special promotions like “50% OFF” and “TRY IT FOR JUST $19.”

So if you are a new subscriber, click THIS LINK and you can try it for just $19 and see their lastest sales promotion.

And, there is a 30 day cancellation period for a full refund.


There is Even a Rule Breaker Podcast

Did you know that Motley Fool co-founder, David Gardner, recommends sets of stocks on the Rule Breaker Investing podcast?

For every five-stock set, at every annual review, Gardner has beaten the S&P 500's performance over the same period.

And today, we are here to put that claim to the test.

We have selected one of David Gardner’s five-stock sets from about a year ago to analyze.

We will take a look at:

  • Why David Gardner chose the stock
  • How the stock has performed
  • Where the stock is today

So, how did these stocks perform?

You are about to find out!

5 Stocks That David Said Could Double Your Money in 2018

1- Activision Blizzard (ATVI)

David Gardner Analysis

Gardner acknowledges that Activision is not as prominent as other large Chinese companies, like NetEase, for example. Gardner praises the future of interactive entertainment, particularly the digital card game Hearthstone and Overwatch. These games have proved to be hits and moneymakers for the company.

Cities in the United States and abroad are paying millions to have rights to have a team competing in Overwatch. Thus, e-sports is a major component of Activision Blizzard. These games also include Starcraft and World of Warcraft. Bottom line – this company has plenty to offer gaming enthusiasts.

Oh, and Gardner loves Activision CEO Bobby Kotick. Gardner’s ringing endorsement of the CEO included calling him a “brilliant asset allocator.”

Stock Price (as of 4/23/2018): 66.23


Where is Activision today?

It appears that David Gardner was off on his initial predication.

The first major speed bump came when shares of Activision Blizzard sunk 28% in November 2018 following a weak outlook for the holiday quarter. The company reported revenue of $1.51 billion, down from $1.62 billion year over year.

The stock was loved in 2017, but not-so-much in 2018. However, you may not need to continue looking in the rear-view mirror for this stock. Shares have been trading sideways for the past six months. This trend could be a result of the lingering negative sentiment surrounding the stock.

But there is one thing you can’t deny – people around the world love video games. Activision is one of the largest companies in this space and is in virtually every corner of the world.

So, let’s just say that David Gardner is wrong…for now.

Stock Price (as of 12/1/2019): $55

The verdict: WRONG… down 10%

Activision Stock Chart

2- Google (GOOG)

David Gardner Analysis

Alphabet is the parent company of Google.

When you think of Google you likely think ‘Search engine’ to start out. After all, Google is the company that answers all of the important questions in the world like ‘Who would win in a fight between superman and batman.’

However, Gardner suggests that, in 20 years, we will remember Google for Artificial Intelligence (AI). That’s right – we will remember Google as the AI, the artificial intelligence company as artificial intelligence.

Gardner goes on to suggest that AI will be as vital to day-to-day life as Wi-Fi. If he is right, Google certainly would not be a bad bet, right?

Stock Price (as of 4/23/2018): 1,073.81


Where is Google Stock today?

Google stock dropped as low as $984.67 around Christmas 2018.

But hopefully you held the stock rather than sold it whilst cursing out Gardner and cutting your losses. Google still maintains its giant presence as a search engine and has powerful tailwinds in digital advertising, cloud, and computing platforms.

Not only does the company dominate the search game, it also has investments in a variety of other businesses. These investments may not be fully built into the stock price which is why the stock continues to rise and may not be done. Oh, and don’t forget these guys own YouTube, as well.

Gardner got this one correct – but is it possible to go wrong with Google?

Stock Price (as of 12/1/2019): $1304

The verdict: CORRECT!  

  Get David Gardner's Current Stock Picks

3- Intuitive Surgical

David Gardner Analysis

Intuitive Surgical was a winner in 2017 and perhaps there is more to come in 2018.

David Gardner has held Intuitive Surgical for 15 years. During that time, the company has split a few times (including a three to one stock split in 2017) but that has not deterred Gardner from the stock.

The company spends around $250 million a year on R&D investing in the future. Other upstart companies would kill for having that as their revenues or profits. So, think about that – Intuitive Surgical is spending that much on R&D.

Was David Gardner right on this one?

Stock Price (as of 4/23/2018): $447.84

Where they are today?

Intuitive Surgical is up more than 1,600% over the last ten years.

The market for robotic surgical systems should continue to grow in the future. Think about it – baby boomers are going to require more healthcare services, including surgery. Additionally, many of these surgeries are going to be candidates for Intuitive’ s da Vinci system.

Furthermore, millennials are getting older, too! In 10 years, many of this group will be in their 40s which is the prime age for hysterectomies. And guess what? Hysterectomies are one of the most frequently performed surgeries for da Vinci.

Perhaps there is a reason Gardner picked this winner.

Stock Price (as of 12/1/2019): $593

The verdict: CORRECT! 

Intuitive Stock Chart

4- Zillow

David Gardner Analysis

Zillow has about 150 million people who visit on a monthly basis.

These people are looking at listings of their house, of other houses, or places they would like to move. Or maybe people just enjoy looking at houses. However, these reasons make Zillow the go-to home-search site and the friend of realtors everywhere.

Stock Price (as of 4/23/2018): $47.69

Where is Zillow today?

Zillow stock declined around 17% in March 2019.

Zillow’s shares have rebounded slightly in April, up 7%. The Federal Reserve recently announced that it would back away from its plan to raise rates later in 2019. This is good news for Zillow and investors seem to be pricing in the potential for lower mortgage rates to increase home sales and refinancing activity.

New home sales are at an 11-month high and refinancing applications are up, as well. The housing market appears to be getting strong which bodes very well for this stock.

Gardner was right as of today – the stock has recovered nicely from a tough March but is recently performed well.

Stock Price (as of 12/1/2019): $50.16

The verdict: RIGHT… 


 5- Match Group

David Gardner Analysis

Gardner has found memories of growing with Match.com. Gardner goes on to describe Match.com as the “LinkedIn of dating” for the sites professional look.

But do not forget that Match Group owns Tinder and Match.com. In addition to those offerings, Match Group has 30 to 40 other sites appealing to people of all different, um, tastes?

So, let’s face it – meeting other people online and forming life-long relationships is how people nowadays.

Stock Price (as of 4/23/2018): $46.41


Where they are today?

Match Group continues with its strong push and should not be overlooked by investors.

The company runs leading online dating sites like Match, Tinder, PlentyofFish, OkCupid, Pairs, Twoo, OurTime, and many more.

And Tinder is poised to continue to be a leader in the global app market. The company gets around 1.6 billion swipes per day and about 1 million dates per week. This makes Tinder (and the other sites) excellent targets for online advertisers.

Furthermore, Match Group’s products are available in 42 languages in over 190 countries.

Hopefully you swiped right last year when Gardner made the pick.

Stock Price (as of 12/1/2019): $71

The verdict: CORRECT! 

Match Stock Chart

David Gardner Stock Pick Summary

As you can see, no one can predict the market with 100% accuracy. Even the greatest investors in the world like David Gardner make mistakes some times.

BUT I like to look at his performance with a baseball analogy… He got 4 out of 5 right; that's a .800 batting average! I want him on my TEAM!

Here are the final results (on a per company basis) on the David Gardner stock picks that we sampled:

Activision Blizzard: Wrong

Google: Correct!

Intuitive Surgical: Correct!

Zillow: Correct!

Match Group: Correct!

Get David Gardner's Current Stock Picks

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