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Overall, our Buy List had a good first quarter. The 20 stocks were up an average of 3.40% compared with 3.73% for the S&P 500.

Here's how our stocks did:

I'm surprised to see Expeditors do so well. Perhaps the biggest surprise is that Medtronic and UnitedHealth are near the back of the pack.

What really defines the Buy List this year is that it doesn't have any energy stocks. Energy was the best-performing sector in the first quarter, and that was mainly due to a big surge in January. I still think it's the right to decision to steer clear of this sector. If energy prices take a big fall, those stocks will be very vulnerable.

Posted by edelfenbein at April 1, 2006 8:15 PM