Current prices: 

$TWTR $28.74 (+10.5%)
$DLTR   $74.54 (-6%)
$DIS     $101.19 (+3.8%)
$AZO   $1047.77 (+23.3%)

This mini-portfolio has returned 31.6% compared to the $DJIA which has returned a still very respectable 21.8%. Anytime I can beat the market by even 1%, I'll take it!