The Buy List So Far

With a week to go in the first quarter, the Buy List is up 2.39% compared with 1.26% for the S&P 500 (this doesn’t include dividends). The Buy List is a tiny bit less volatile than the S&P 500 (average daily swing of 0.781% compared with 0.785%).
Here’s the chart:

Here’s the stock-by-stock breakdown:
Jos. A Bank Clothiers (JOSB)……………………………………….21.12%
FactSet Research Systems (FDS)………………………………..16.22%
Respironics (RESP)…………………………………………………….10.94%
Bed Bath & Beyond (BBBY)………………………………………….8.14%
Amphenol (APH)…………………………………………………………6.68%
UnitedHealth Group (UNH)………………………………………….5.17%
Donaldson (DCI)………………………………………………………..4.18%
AFLAC (AFL)………………………………………………………………3.57%
Graco (GGG) ……………………………………………………………..2.88%
Biomet (BMET)……………………………………………………………2.74%
Fiserv (FISV)……………………………………………………………..2.04%
Nicholas Financial (NICK)…………………………………………..1.78%
Varian Medical Systems (VAR)……………………………………1.26%
SEI Investments (SEIC)……………………………………………..1.23%
Danaher (DHR)…………………………………………………………-0.23%
WR Berkley (BER)…………………………………………………….-4.38%
Fair Isaac (FIC)…………………………………………………………-5.31%
Medtronic (MDT)………………………………………………………..-6.71%
Sysco (SYY) …………………………………………………………….-10.34%
Harley-Davidson (HOG)…………………………………………….-13.15%

Posted by Eddy Elfenbein on March 23rd, 2007 at 4:43 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.