The 2012 Buy List

Here’s my 2012 Buy List. For tracking purposes, I assume it’s a $1,000,000 portfolio and that each position is worth $50,000. When I discuss how well the Buy List is doing, I’m referring to this list. Here’s each stock, ticker, starting price, number of shares and starting balance:

Company Ticker Price Shares Balance
AFLAC AFL $43.26 1,155.8021 $50,000
Bed Bath & Beyond BBBY $57.97 862.5151 $50,000
CA Technologies CA $20.22 2,472.7992 $50,000
CR Bard BCR $85.50 584.7953 $50,000
DirecTV DTV $42.76 1,169.3171 $50,000
Fiserv FISV $58.74 851.2087 $50,000
Ford Motor Company F $10.76 4,646.8401 $50,000
Harris Corporation HRS $36.04 1,387.3474 $50,000
Hudson City Bancorp HCBK $6.25 8,000.0000 $50,000
Johnson & Johnson JNJ $65.58 762.4276 $50,000
Jos. A. Bank Clothiers JOSB $48.76 1,025.4307 $50,000
JPMorgan Chase JPM $33.25 1,503.7594 $50,000
Medtronic MDT $38.25 1,307.1895 $50,000
Moog MOG-A $43.93 1,138.1744 $50,000
Nicholas Financial NICK $12.82 3,900.1560 $50,000
Oracle ORCL $25.65 1,949.3177 $50,000
Reynolds American RAI $41.42 1,207.1463 $50,000
Stryker SYK $49.71 1,005.8338 $50,000
Sysco SYY $29.33 1,704.7392 $50,000
Wright Express WXS $54.28 921.1496 $50,000

The five new stocks are CA Technologies ($CA), Hudson City Bancorp ($HCBK), CR Bard ($BCR), Harris ($HRS) and DirecTV ($DTV). The deletions are Abbott Labs ($ABT), Becton, Dickinson ($BDX), Deluxe ($DLX), Gilead Sciences ($GILD) and Leucadia National ($LUK).

The average market value is $34 billion. The largest is Johnson & Johnson ($JNJ) at $179 billion. The smallest, by far, is Nicholas Financial ($NICK) which is about one-tenth the size of the second-smallest.

Thirteen of the Buy List stocks pay dividends. The average yield of the dividend payers is 2.85%. The yield for the entire Buy List is 1.85%.

Only five stocks have remained on the Buy List for all six years: AFLAC ($AFL), Bed Bath & Beyond ($BBBY), Fiserv ($FISV), Medtronic ($MDT) and Sysco ($SYY).

Posted by on December 31st, 2011 at 3:29 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.