The 2022 Buy List
Here are the 25 stocks for the 2022 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 2021. 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 | $140.74 | 284.212022 | $40,000.00 |
AFLAC | AFL | $58.39 | 685.048810 | $40,000.00 |
Broadridge Financial Solutions | BR | $182.82 | 218.794443 | $40,000.00 |
Carrier Global | CARR | $54.24 | 737.463127 | $40,000.00 |
Church & Dwight | CHD | $102.50 | 390.243902 | $40,000.00 |
Danaher | DHR | $329.01 | 121.576852 | $40,000.00 |
FactSet | FDS | $486.01 | 82.302833 | $40,000.00 |
Fair Isaac | FICO | $433.67 | 92.236032 | $40,000.00 |
Fiserv | FISV | $103.79 | 385.393583 | $40,000.00 |
HEICO | HEI | $144.22 | 277.354042 | $40,000.00 |
Hershey | HSY | $193.47 | 206.750401 | $40,000.00 |
Intercontinental Exchange | ICE | $136.77 | 292.461797 | $40,000.00 |
Moody’s | MCO | $390.58 | 102.411798 | $40,000.00 |
Miller Industries | MLR | $33.40 | 1,197.604790 | $40,000.00 |
Otis Worldwide | OTIS | $87.07 | 459.400482 | $40,000.00 |
Reynolds Consumer Products | REYN | $31.40 | 1,273.885350 | $40,000.00 |
Ross Stores | ROST | $114.28 | 350.017501 | $40,000.00 |
Science Applications International | SAIC | $83.59 | 478.526139 | $40,000.00 |
Stepan | SCL | $124.29 | 321.827983 | $40,000.00 |
Sherwin-Williams | SHW | $352.16 | 113.584734 | $40,000.00 |
Silgan | SLGN | $42.84 | 933.706816 | $40,000.00 |
Stryker | SYK | $267.42 | 149.577444 | $40,000.00 |
Thermo Fisher | TMO | $667.24 | 59.948444 | $40,000.00 |
Trex | TREX | $135.03 | 296.230467 | $40,000.00 |
Zoetis | ZTS | $244.03 | 163.914273 | $40,000.00 |
Total | $1,000,000.00 |
The five news buys are Carrier Global (CARR), Fair Isaac (FICO), Otis Worldwide (OTIS), Reynolds Consumer Products (REYN) and Science Applications International (SAIC). Fair Isaac is a returning member. It was on our Buy List in 2006 and 2007.
The five sells are Ansys (ANSS), Cerner (CERN), Check Point Software (CHKP), Disney (DIS) and Middleby (MIDD).
Only AFLAC (AFL) and Fiserv (FISV) have been on the Buy List all 17 years. This is Stryker’s (SYK) 15th year.
Thermo Fisher Scientific (TMO) is our largest stock with a market value of $263 billion. Miller Industries (MLR) is by far our smallest with a market value of $381 million. Stepan (SCL) is our second smallest and its market value is more than seven times that of Miller.
Here are the corporate descriptions of our five new stocks:
Carrier Global Corporation is located in Palm Beach Gardens, FL, United States and is part of the Ventilation, Heating, Air-Conditioning, and Commercial Refrigeration Equipment Manufacturing Industry. Carrier Global Corporation has 56,000 total employees across all of its locations and generates $17.46 billion in sales (USD). There are 1,495 companies in the Carrier Global Corporation corporate family.
FICO powers decisions that help people and businesses around the world prosper. Founded in 1956 and based in Silicon Valley, the company is a pioneer in the use of predictive analytics and data science to improve operational decisions. FICO holds more than 200 US and foreign patents on technologies that increase profitability, customer satisfaction and growth for businesses in financial services, manufacturing, telecommunications, health care, retail and many other industries. Using FICO solutions, businesses in more than 120 countries do everything from protecting 2.6 billion payment cards from fraud, to helping people get credit, to ensuring that millions of airplanes and rental cars are in the right place at the right time.
Otis is the world’s leading elevator and escalator manufacturing, installation and service company. We move 2 billion people a day and maintain approximately 2.1 million customer units worldwide, the industry’s largest Service portfolio. Headquartered in Connecticut, USA, Otis is 69,000 people strong, including 40,000 field professionals, all committed to meeting the diverse needs of our customers and passengers in more than 200 countries and territories worldwide.
RCP’s mission is to simplify daily life so consumers can enjoy what matters most. RCP is a market-leading consumer products company with a presence in 95% of households across the United States. RCP produces and sells products across three broad categories: cooking products, waste & storage products and disposable tableware; that are sold under iconic brands such as Reynolds and Hefty, as well as under store brands that are strategically important to RCP’s customers. Overall, across both branded and store brand offerings, RCP holds the #1 or #2 U.S. market share position in the majority of product categories in which it participates.
SAIC® is a premier Fortune 500® technology integrator driving our nation’s technology transformation. Our robust portfolio of offerings across the defense, space, civilian, and intelligence markets includes secure high-end solutions in engineering, digital, artificial intelligence, and mission solutions. Using our expertise and understanding of existing and emerging technologies, we integrate the best components from our own portfolio and our partner ecosystem to deliver innovative, effective, and efficient solutions that are critical to achieving our customers’ missions.
We are more than 26,000 strong; driven by mission, united by purpose, and inspired by opportunities. Headquartered in Reston, Virginia, SAIC has annual revenues of approximately $7.2 billion.
Posted by Eddy Elfenbein on December 31st, 2021 at 9:15 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.
- Tweets by @EddyElfenbein
-
Archives
- December 2024
- November 2024
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- February 2024
- January 2024
- December 2023
- November 2023
- October 2023
- September 2023
- August 2023
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- July 2009
- June 2009
- May 2009
- April 2009
- March 2009
- February 2009
- January 2009
- December 2008
- November 2008
- October 2008
- September 2008
- August 2008
- July 2008
- June 2008
- May 2008
- April 2008
- March 2008
- February 2008
- January 2008
- December 2007
- November 2007
- October 2007
- September 2007
- August 2007
- July 2007
- June 2007
- May 2007
- April 2007
- March 2007
- February 2007
- January 2007
- December 2006
- November 2006
- October 2006
- September 2006
- August 2006
- July 2006
- June 2006
- May 2006
- April 2006
- March 2006
- February 2006
- January 2006
- December 2005
- November 2005
- October 2005
- September 2005
- August 2005
- July 2005