Nuverra Environmental Solutions Inc (NES), Stratasys, Ltd. (SSYS), LinkedIn Corp (LNKD): 3 Stocks to Buy This July

For the past two years, I have picked out one company every month that I would be putting my own Roth IRA money behind. So far, those picks have returned over 19%, and they are beating the S&P 500 by just over 3 percentage points.

This month, however, I’m breaking form and buying three stocks for my Roth, as my recent sale of Lumber Liquidators Holdings Inc (NYSE:LL) — which returned 250% — has freed up more cash to invest. Read below to see which three stocks to buy this July, and at the end, I’ll offer up access to a special free report on how to maximize your retirement savings.

Nuverra Environmental Solutions Inc (NYSE:NES)
Until recently, Nuverra Environmental Solutions Inc (NYSE:NES) used to be known as Heckmann, but the goal of the company remains the same: to meet all of the water needs of North America’s energy industry. Over the past few years, Nuverra Environmental Solutions Inc (NYSE:NES) has built out an impressive network of pipes, injection wells, water treatment plants, and trucking fleets that help streamline water usage.

While the energy industry — because it’s based on the underlying value of its commodities — can be fairly volatile, there’s no denying Nuverra Environmental Solutions Inc (NYSE:NES)’s momentum. The company increased revenue during the first quarter by 190%, and from 2010 to 2012, that revenue increased 381% per year. The company also let it be known that the years of heavy spending on infrastructure will soon be coming to an end as Nuverra Environmental Solutions Inc (NYSE:NES) leverages its assets.

With shares trading 25% lower now than they were three months ago, I’m going to be buying shares when Fool trading rules allow.

Stratasys, Ltd. (NASDAQ:SSYS)
Though there are more than just two players in the game, the emerging 3-D printing industry is dominated by heavyweights Stratasys, Ltd. (NASDAQ:SSYS) and 3D Systems Corporation (NYSE:DDD). While Stratasys, Ltd. (NASDAQ:SSYS) has focused primarily on making printers for industrial use — and bolstered that focus with its earlier merger with Objet — it is 3D Systems Corporation (NYSE:DDD) that has focused on consumer products.

But Stratasys, Ltd. (NASDAQ:SSYS) made waves last month when it announced it was merging with consumer-facing 3-D printing company Makerbot. As fellow Fool Blake Bos pointed out recently, MakerBot’s Replicator is considered the iPhone of 3-D printers — the coolest player in the game.

While Stratasys, Ltd. (NASDAQ:SSYS) is certainly expensive by most traditional measures, these latest moves lead me to think that today’s market cap for Stratasys, Ltd. (NASDAQ:SSYS) of just $3.3 billion will look tiny a decade from now.

LinkedIn Corp (NYSE:LNKD)
I’ll admit it, I would much rather have been buying shares of LinkedIn Corp (NYSE:LNKD) when it was around $160 earlier in June. But the market — and I — has no qualms about paying a premium for a company that could disrupt HR departments of companies worldwide.

During the first quarter of 2013, LinkedIn Corp (NYSE:LNKD) was able to grow its revenue by 73% through three different channels: one focused on helping businesses fill openings, one focused on premium individual memberships, and one focused on advertising.

LinkedIn Corp (NYSE:LNKD) is certainly expensive right now, but it was when I bought it back in February and October 2012 as well. Since then, shares are up 115% and 80%, respectively.