The Buy List So Far

Our Buy List has beaten the S&P 500 for the last five years in a row. But this year so far, we’re trailing the market just slightly.

Through June 20th, our Buy List is up 7.74% while the S&P 500 is up 7.80%. That’s a gap of only 0.06%.

Including dividends, our Buy List is up 8.83% for the year while the S&P 500 is up 8.90%. The margin is so close that 18 more cents in Nicholas Financial’s share price would put us ahead of the market.

As usual, I’m in for the long haul so I’m confident that we’ll be ahead of the market once again at the end of the year.

Name Symbol Gain
AFLAC AFL -2.01%
Bed Bath & Beyond BBBY 27.08%
CA Technologies CA 31.50%
CR Bard BCR 22.51%
DIRECTV DTV 10.62%
Fiserv FISV 20.74%
Ford Motor F -1.02%
Harris Corp. HRS 17.20%
Hudson City Bancorp HCBK 2.08%
Johnson & Johnson JNJ 2.17%
Jos. A Bank Clothiers JOSB -15.03%
JPMorgan Chase JPM 9.62%
Medtronic MDT 0.39%
Moog MOG-A -10.88%
Nicholas Financial NICK -0.08%
Oracle ORCL 11.07%
Reynolds American RAI 4.80%
Stryker SYK 10.44%
Sysco SYY -0.31%
Wright Express WXS 14.31%

Posted by on June 20th, 2012 at 10:50 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.