Third-Quarter Update

Now that the third quarter is over with, I wanted to pass along some thoughts about changes to my Buy List. I make changes once a year in mid-December, and start tracking the new list on January 1. Right now, I’m considering cutting a few stocks. I don’t know yet, but these are on my short list:
Clarcor (CLC)
Harley-Davidson (HOG)
Lincare (LNCR)
SEI Investments (SEIC)
WR Berkley (WRB)
Unitedhealth (UNH)

Posted by on October 1st, 2008 at 7:39 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.