Thoughts of the 2007 Buy List

Mark your calendars now! I’m going to unveil my 2007 Buy List on Friday, December 15. I won’t start tracking the new list until Tuesday, January 2, which will be the first day of trading of 2007. I use this lag period so no one can say I’m cheating or front-running, or whatever else I’m accused of.
I’ll ruin the suspense right now. Next year’s Buy List will look a whole lot like this year’s I’ll probably keep about half the current stocks and add some new names. Once again, I’ll cap the list at 20 stocks.
Here’s my current Buy List with some preliminary thoughts on each stock. Please note that I’ll probably change my mind between now and December 15, but I wanted to show you what I’m thinking as of now.
AFLAC (Keep)
Bed Bath & Beyond (Keep)
Biomet (Keep)
Brown & Brown (Not sure)
Donaldson (Keep)
Dell (Dump)
Danaher (Keep)
Expeditors International (Dump)
FactSet Research Systems (Not sure)
Fair Isaac (Keep)
Fiserv (Not sure)
Home Depot (Keep)
Harley-Davidson (Not sure)
Medtronic (Keep)
Respironics (Keep)
SEI Investments (Not sure)
Sysco (Keep)
UnitedHealth Group (Keep)
Varian Medical Systems (Keep)
Wachovia (Dump)
Here are some stocks I’m thinking about adding:
Johnson & Johnson (JNJ)
Nicholas Financial (NICK)
Progressive (PGR)
Pool Corp. (POOL)
American Vanguard (AVD)
Sonic (SONC)
O’Reilly Automotive (ORLY)
Johnson Controls (JCI)
Lincare (LNCR)
Patterson (PDCO)
Getty Images (GYI)
Coastal Financial (CFCP)
Graco (GGG)
Courier (CRRC)
Like I said, this is all preliminary. If you have any favorites, let me know now!

Posted by on November 28th, 2006 at 12:05 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.