The 2025 Buy List

Here are the 25 stocks for the 2025 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 2024. Whenever I discuss how the Buy List is doing, the list below is what I’m referring to.

Here are the five new buys with their starting Buy Below prices:

Adobe ($480)
Allison Transmission ($115)
Henry Schein ($75)
IES Holdings ($220)
Mueller Industries ($85)

The five sells are:

AFLAC
Celanese
Farmer Mac
Hershey
Polaris

Here are the corporate descriptions from Dun & Bradstreet of our five new stocks:

Adobe is one of the largest and most diversified software companies in the world. It has been known for brands such as Acrobat, Photoshop, and Adobe Document Cloud. Adobe serves customers such as content creators and web application developers with its digital media products, and marketers, advertisers, publishers, and others with its digital marketing business. Its creative cloud offering is a cloud-based subscription offering that enables creative professionals and enthusiasts alike to express themselves with apps and services for video, design, photography and the web that connect across devices, platforms and geographies. The Americas account for about 60% of revenue. The company was founded in 1982.

Allison Transmission is the world’s largest manufacturer of fully-automatic transmissions for medium- and heavy-duty commercial vehicles and medium- and heavy-tactical US defense vehicles and a leader in electrified propulsion systems. Its products are used in vehicles such as on-highway trucks, transit buses, motorhomes, off-highway vehicles and equipment, and defense vehicles. In addition to the sale of propulsion solutions, it also sells branded replacement parts, support equipment, and aluminum die-cast components, among others. The company also makes electric drives for transit buses and shuttles and its ReTran remanufactured transmissions for aftermarket customers. The US accounts for most of the company’s revenue, but Allison also serves customers in the Americas, EMEA, and APAC regions. The company traces its historical roots back to 1915.

Henry Schein is the world’s largest provider of health care products and services primarily to office-based dental and medical practitioners, as well as alternate sites of care. It provides everything from infection-control products, hand-pieces, preventatives, impression materials, composites, anesthetics, and dental implants to vaccines, surgical products, diagnostic tests, infection-control products, and X-ray products. Other offerings include practice management, business analytics, patient engagement, and patient demand software, repair services, and financial services. The company stocks a comprehensive selection of more than 300,000 branded products and Henry Schein corporate brand products through its main distribution centers. The US accounts for about 70% of its revenue. Founded in 1932 by Henry and Esther Schein as a storefront pharmacy, Henry Schein became a public company in 1995.

IES designs and installs integrated electrical and technology systems and provides infrastructure products and services to a variety of end markets, including data centers, residential housing, and commercial and industrial facilities. Our more than 9,000 employees serve clients in the United States.

Mueller Industries is a leading manufacturer of copper, brass, aluminum, and plastic products. The range of products it manufactures is broad copper tube and fittings, line sets, steel nipples, brass rod, bar, and shapes, aluminum and brass forgings, compressed gas valves, refrigeration valves and fittings, and insulated flexible duct systems, to name a few. It also resells a myriad of products, including brass and plastic plumbing valves, plastic fittings, malleable iron fittings, faucets, and plumbing specialty products. Its operations are divided among three segments: Piping Systems, Industrial Metals, and Climate. The company’s products are used in a wide range of applications including transportation, automotive, and industrial applications, among others. With operations in North America, Europe, Asia, and the Middle East, Muller Industries generates most of its revenue in the US.

Posted by on December 31st, 2024 at 9:35 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.