The New Buy List

For 2006, I going to track the new Buy List based on Friday’s closing prices. All 20 stocks will be equally weighted. I’m going to assume a portfolio of $1 million, $50,000 for each position. Just in case anyone in the middle of August questions where I get my track numbers from, here are the 20 stocks, with the starting prices and number of shares:
Company (Symbol)……………….Price……………Shares
AFLAC (AFL)………………………….$46.42……….1,077.1219
Bed Bath & Beyond (BBBY)……..$36.15……….1,383.1259
Biomet (BMET)……………………….$36.57……….1,367.2409
Brown & Brown (BRO)……………$30.54……….1,637.1971
Donaldson (DCI)……………………$31.80……….1,572.3270
Dell (DELL)……………………………$29.95……….1,669.4491
Danaher (DHR)………………………$55.78………….896.3786
Expeditors International (EXPD)..$67.51……….740.6310
FactSet Research Systems (FDS)..$41.16……1,214.7716
Fair Isaac (FIC)…………………….$44.17……….1,131.9900
Fiserv (FISV)…………………………$43.27……….1,155.5350
Golden West Financial (GDW)…$66.00………….757.5758
Harley-Davidson (HDI)…………..$51.49…………971.0623
Home Depot (HD)………………….$40.48……….1,235.1799
Medtronic (MDT)……………………$57.57………….868.5079
Respironics (RESP)………………..$37.07……….1,348.7996
SEI Investments (SEIC)…………$37.00……….1,351.3514
Sysco (SYY)…………………………..$31.05……….1,610.3060
UnitedHealth Group (UNH)……..$62.14………….804.6347
Varian Medical Systems (VAR)..$50.34………….993.2459
The 20 stocks have a combined market value of $458 billion. The average dividend yield is about 0.5%. Twelve of the stocks are in the S&P 500, six are in the S&P 400 Mid-Cap Index and two are in the S&P 600 Small-Cap Index. Home Depot (HD) is our only Dow stock.

Posted by on December 31st, 2005 at 12:15 am


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.