The 2014 Buy List

Here are the 20 stocks for the 2014 Buy List. It’s locked and sealed and I can’t make any changes for 12 months.

For tracking purposes, I assume the Buy List is a $1 million portfolio that’s equally divided among 20 stocks. Below are all 20 positions with the amount of shares for each and the closing price for 2013. Whenever I discuss how the Buy List is doing, the list below is what I’m referring to.

Company Ticker Price Shares Balance
AFLAC AFL $66.80 748.5030 $50,000.00
Bed Bath & Beyond BBBY $80.30 622.6650 $50,000.00
CA Technologies CA $33.65 1485.8841 $50,000.00
Cognizant Technology Solutions CTSH $100.98 495.1476 $50,000.00
CR Bard BCR $133.94 373.3015 $50,000.00
DirecTV DTV $69.06 724.0081 $50,000.00
eBay EBAY $54.87 911.2448 $50,000.00
Express Scripts ESRX $70.24 711.8451 $50,000.00
Fiserv FISV $59.05 846.7401 $50,000.00
Ford Motor F $15.43 3240.4407 $50,000.00
IBM IBM $187.57 266.5671 $50,000.00
McDonald’s MCD $97.03 515.3045 $50,000.00
Medtronic MDT $57.39 871.2319 $50,000.00
Microsoft MSFT $37.41 1336.5410 $50,000.00
Moog MOG-A $67.94 735.9435 $50,000.00
Oracle ORCL $38.26 1306.8479 $50,000.00
Qualcomm QCOM $74.25 673.4007 $50,000.00
Ross Stores ROST $74.93 667.2895 $50,000.00
Stryker SYK $75.14 665.4245 $50,000.00
Wells Fargo WFC $45.40 1101.3216 $50,000.00

There are five new stocks and five stocks that I’m removing. The five new stocks are eBay ($EBAY), Express Scripts ($ESRX), IBM ($IBM), McDonald’s ($MCD) and Qualcomm ($QCOM).

The five stocks I’m removing are FactSet Research Systems ($FDS), Harris ($HRS), JPMorgan Chase ($JPM), Nicholas Financial ($NICK) and WEX Inc. ($WEX).

The average market cap is $80 billion. That ranges from a high of $312 billion for Microsoft ($MSFT) to $3 billion for Moog ($MOG-A).

Thirteen of the twenty stocks pay dividends. The average yield is 1.35%.

Only four stocks have remained on the Buy List for all eight years: AFLAC ($AFL), Bed Bath & Beyond ($BBBY), Fiserv ($FISV) and Medtronic ($MDT).

Posted by on December 31st, 2013 at 8:05 pm


The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.