The 2013 Buy List
Here are the 20 stocks for the 2013 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 2012. 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 |
$53.12 |
941.2651 |
$50,000.00 |
Bed Bath & Beyond |
BBBY |
$55.91 |
894.2944 |
$50,000.00 |
CA Technologies |
CA |
$21.98 |
2,274.7953 |
$50,000.00 |
Cognizant Technology Solutions |
CTSH |
$73.88 |
676.7731 |
$50,000.00 |
CR Bard |
BCR |
$97.74 |
511.5613 |
$50,000.00 |
DirecTV |
DTV |
$50.16 |
996.8102 |
$50,000.00 |
FactSet Research Systems |
FDS |
$88.06 |
567.7947 |
$50,000.00 |
Fiserv |
FISV |
$79.03 |
632.6711 |
$50,000.00 |
Ford Motor |
F |
$12.95 |
3,861.0039 |
$50,000.00 |
Harris Corporation |
HRS |
$48.96 |
1,021.2418 |
$50,000.00 |
JPMorgan Chase |
JPM |
$43.97 |
1,137.1390 |
$50,000.00 |
Medtronic |
MDT |
$41.02 |
1,218.9176 |
$50,000.00 |
Microsoft |
MSFT |
$26.71 |
1,871.9581 |
$50,000.00 |
Moog |
MOG-A |
$41.03 |
1,218.6205 |
$50,000.00 |
Nicholas Financial |
NICK |
$12.40 |
4,032.2581 |
$50,000.00 |
Oracle |
ORCL |
$33.32 |
1,500.6002 |
$50,000.00 |
Ross Stores |
ROST |
$54.09 |
924.3853 |
$50,000.00 |
Stryker |
SYK |
$54.82 |
912.0759 |
$50,000.00 |
Wells Fargo |
WFC |
$34.18 |
1,462.8438 |
$50,000.00 |
WEX Inc. |
WXS |
$75.37 |
663.3939 |
$50,000.00 |
There are five new stocks and five stocks that I’m removing. The five new stocks are Cognizant Technology Solutions ($CTSH), FactSet Research Systems ($FDS), Microsoft ($MSFT), Ross Stores ($ROST) and Wells Fargo ($WFC).
The five stocks I’m removing are Hudson City Bancorp ($HCBK), Johnson & Johnson ($JNJ), JoS. A Bank Clothiers ($JOSB), Reynolds American ($RAI) and Sysco ($SYY).
The average market cap is $49 billion. That ranges from a high of $225 billion for Microsoft to $150 million for Nicholas Financial ($NICK). Moog ($MOG-A) is the second-smallest and it’s still 12 times the size of Nicholas.
Fourteen of the twenty stocks pay dividends. The average yield is 1.64%.
Only four stocks have remained on the Buy List for all seven years: AFLAC ($AFL), Bed Bath & Beyond ($BBBY), Fiserv ($FISV) and Medtronic ($MDT).
Posted by Eddy Elfenbein on December 31st, 2012 at 8:56 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.
-
Eddy Elfenbein is a Washington, DC-based speaker, portfolio manager and editor of the blog Crossing Wall Street. His Buy List has beaten the S&P 500 by 102% over the last 17 years. (more)
-
-
-
Archives