My Watch List

Below is my latest Watch List. This is my unofficial list of high-quality stocks I like to follow. If a stock is on this list, then there’s a very good chance that it’s in the upper 5% of well-run companies on Wall Street. This is the elite.

I’m often asked how I go about selecting the stocks for my Buy List. It’s actually very simple. I have this Watch List of stocks and if one of them falls down to a very attractive price, then it becomes a contender for the new Buy List. I like to think of the Watch List as the minor leagues for the Buy List. Strong prospects earn their way up the ladder.

The Watch List is very informal. Unlike the Buy List, I’m constantly adding and deleting names. In fact, I have a bad habit of letting the Watch List grow too large. I often find myself adding three names for every one I delete. It’s simply not possible to follow 130 stocks.

Every few months I promise myself that this will be the time to trim down the Watch List. Well, I actually did it this time! Over the past several weeks, I trimmed the Watch List down to 76 names.

Symbol Stock
ABC AmerisourceBergen
ABT Abbott Laboratories
ADS Alliance Data Systems
AL Air Lease
AME Ametek
ANSS Ansys
ANTM Anthem
APH Amphenol
AZO AutoZone
BCPC Balchem
BDX Becton, Dickinson
BIIB Biogen Idec
CATM Cardtronics
CTAS Cintas
CERN Cerner
CHD Church & Dwight
CL Colgate-Palmolive
COST Costco
CPRT Copart
CVS CVS Health
DHR Danaher
DKS Dick’s Sporting Goods
DLX Deluxe
EV Eaton Vance
FAST Fastenal
FDS FactSet Research Systems
FL Foot Locker
FTI FMC Technologies
GGG Graco
GPN Global Payments
GWW W.W. Grainger
HEI HEICO
HSIC Henry Schein
HSNI HSN Inc
HSY Hershey
HUB-B Hubbell
ICE Intercontinental Exchange
IDXX IDEXX Laboratories
IEX IDEX
IFF International Flavors & Fragrances
INTU Intuit
IPCM IPC Healthcare
IT Gartner
JBHT JB Hunt Transport Services
JKHY Jack Henry & Associates
MDT Medtronic
MIDD Middleby
MKC McCormick
MTD Mettler-Toledo International
MWIV MWI Veterinary Supply
NKE Nike
NTCT NetScout Systems
OSIS OSI Systems
PB Prosperity Bancshares
PSA Public Storage
PZZA Papa John’s International
RAI Reynolds American
RMD ResMed
ROL Rollins
SBUX Starbucks
SEIC SEI Investments
SJI South Jersey Industries
SLGN Silgan Holdings
SRCL Stericycle
STJ St. Jude Medical
SWI SolarWinds
TJX TJX
TMO Thermo Fisher Scientific
TSCO Tractor Supply
TXRH Texas Roadhouse
TYL Tyler Technologies
V Visa
VFC V.F. Corp
VSI Vitamin Shoppe
WEX WEX
ZMH Zimmer Holdings

Posted by on January 27th, 2015 at 1:08 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.