Stratasys, Ltd. (SSYS), Lululemon Athletica inc. (LULU), LinkedIn Corp (LNKD): Three Buy-Now Stocks from the “World’s Greatest Growth Portfolio”

In January 2012, I identified 13 stocks that would compromise an ideal growth portfolio. Since then, investors following along with me have turned $10,000 into $13,930 — a 39.3% increase, and $1,280 — or 12.8 percentage points — better than if they had just invested the money in the S&P 500.

Every month, I look over these stocks to see which three are tempting. I call these my “Buy Now” stocks because I think they’re pretty good deals. Read the chart below to see how the whole portfolio has performed, check out my best buys and, at the end, I’ll offer up access to a special premium report on one of the 13 stocks included.

Source: YCharts. All numbers accurate as of market open, July 5, 2013. Dividends not included, as this is a growth portfolio focused on capital appreciation.

Stratasys, Ltd. (NASDAQ:SSYS)
First on my list of “buy now” stocks is one half of the duopoly in 3-D printing, with 3D Systems — another company in this portfolio — representing the other half. In truth, there are many other smaller players in the field as well, but they are slowly being bought out by the Big Two.

Case in point: Earlier this year, Stratasys, Ltd. (NASDAQ:SSYS) merged with Isreali-based Objet. The new company solidified Stratasys, Ltd. (NASDAQ:SSYS)’ leading position in making 3-D printers for use by industrial customers. While I liked that move, I think the company’s most recent purchase of consumer-facing Makerbot is even more interesting.

3D Systems and its CubeX printer have dominated the consumer printing market, but combining Makerbot’s Replicator with Stratasys, Ltd. (NASDAQ:SSYS)’ financial backing could mean that things are going to start to heat up in this industry.

Although Stratasys, Ltd. (NASDAQ:SSYS) shares are pretty expensive right now, I see its market cap easily doubling (or more) in the next decade if it can keep up the positive momentum.