The 2021 Buy List

Here are the 25 stocks for the 2021 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 25 stocks. Below are all 25 positions with the number of shares for each and the closing price for 2020. Whenever I discuss how the Buy List is doing, the list below is what I’m referring to.

Company Ticker Price Shares Balance
Abbott Laboratories ABT $109.49 365.330167 $40,000.00
AFLAC AFL $44.47 899.482797 $40,000.00
Ansys ANSS $363.80 109.950522 $40,000.00
Broadridge Financial Solutions BR $153.20 261.096606 $40,000.00
Cerner CERN $78.48 509.683996 $40,000.00
Check Point Software CHKP $132.91 300.955534 $40,000.00
Church & Dwight CHD $87.23 458.557836 $40,000.00
Danaher DHR $222.14 180.066625 $40,000.00
Disney DIS $181.18 220.774920 $40,000.00
FactSet FDS $332.50 120.300752 $40,000.00
Fiserv FISV $113.86 351.308625 $40,000.00
HEICO HEI $132.40 302.114804 $40,000.00
Hershey HSY $152.33 262.587803 $40,000.00
Intercontinental Exchange ICE $115.29 346.951167 $40,000.00
Middleby MIDD $128.92 310.269935 $40,000.00
Miller Industries MLR $38.02 1,052.077854 $40,000.00
Moody’s MCO $290.24 137.816979 $40,000.00
Ross Stores ROST $122.81 325.706376 $40,000.00
Sherwin-Williams SHW $734.91 54.428433 $40,000.00
Silgan SLGN $37.08 1,078.748652 $40,000.00
Stepan SCL $119.32 335.232987 $40,000.00
Stryker SYK $245.04 163.238655 $40,000.00
Thermo Fisher TMO $465.78 85.877453 $40,000.00
Trex TREX $83.72 477.783086 $40,000.00
Zoetis ZTS $165.50 241.691843 $40,000.00
Total $1,000,000.00

The five new stocks are Abbott Laboratories (ABT), HEICO (HEI), Miller Industries (MLR), Thermo Fisher Scientific (TMO) and Zoetis (ZTS).

The five sells are Becton, Dickinson (BDX), Eagle Bancorp (EGBN), Globe Life (GL), Hormel Foods (HRL) and RPM International (RPM).

Disney (DIS) is our largest stock, with a market cap of $328 billion. The Buy List is mostly large- and mid-cap stocks. Miller Industries (MLR) is our smallest stock with a market cap of $434 million. Stepan (SCL) is the next smallest and it’s six times larger than Miller.

Only AFLAC (AFL) and Fiserv (FISV) have been on the Buy List all 16 years. This is Stryker’s (SYK) 14th year.

Here’s a brief description (via Hoovers) of our five new stocks:

With activities ranging from filling baby bottles to making generic medications and cardiovascular devices, Abbott Laboratories (ABT) is a diverse health care products manufacturer. Its cardiovascular and neuromodulation segment makes products for cardiac rhythm management, electrophysiology, and other areas of cardiovascular care. Abbott’s diagnostics division makes laboratory testing systems and point-of-care tests. The nutritional products division makes such well-known brands as Similac infant formula and Ensure supplements. Abbott also sells branded generic medicines (including gastroenterology and women’s health products) in emerging markets and makes the FreeStyle diabetes care line.

As one of the world’s largest independent providers of aircraft replacement parts, HEICO Corporation (HEI) helps jets get airborne. Its Flight Support Group makes FAA-approved replacement parts for jet engines that can be substituted for original parts, including airfoils, bearings, and fuel pump gears. Flight Support also repairs, overhauls, and distributes jet engine parts as well as avionics and instruments for commercial air carriers. HEICO’s second segment, Electronic Technologies Group, makes a variety of electronic equipment for the aerospace/defense, electronic, medical, and telecommunications industries. The company generates about 65% of revenue in the US.

This body builder wants to pump up your chassis. Miller Industries (MLR) makes bodies for light- and heavy-duty wreckers, along with car carriers and multi-vehicle trailers. It serves as the official recovery team at some of the NASCAR races (including Talladega), as well as the Indy 500 races. Miller makes its recovery and towing vehicles at plants in the US and Europe. Its multi-vehicle transport trailers can carry as many as eight vehicles and loads up to 75 tons. Miller Industries’ US brand names include Century, Challenger, Champion, Chevron, Eagle, Holmes, Titan, and Vulcan. The company’s European brands are Jige (France) and Boniface (UK). Miller and rival Jerr-Dan dominate the US market for wrecker bodies.

Thermo Fisher Scientific (TMO) preps the laboratory for research, analysis, discovery, or diagnostics. The company makes and distributes analytical instruments, scientific equipment, consumables, and other laboratory supplies. Products range from chromatographs and spectrometers to Erlenmeyer flasks and fume hoods to gene-sequencers. Moving into other areas, it offers testing and manufacturing of drugs, including biologicals. Thermo Fisher also provides specialty diagnostic testing products, as well as clinical analytical tools. The company tallies more than 400,000 customers worldwide. Its key markets are pharmaceutical and biotech, diagnostics and health care, academic and government, and industrial and applied research. Nearly half of the company’s sales were generated in the US.

Whether you have cats or cattle, Zoetis (ZTS) has medicines to keep them healthy. The company manufactures and sells veterinary products such as parasiticides (to protect against fleas, ticks, and worms), anti-infectives, medicated feed additives, vaccines, and other pharmaceuticals for companion and farm animals. Zoetis boasts more than 300 product lines sold in more than 100 countries around the world, making it one of the world’s largest animal health businesses. In addition to medications and vaccines, Zoetis offers diagnostics, genetic tests, biodevices, and a range of services. About half of the company’s total revenue is generated from the US.

Posted by on December 31st, 2020 at 11:14 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.