2007 Buy List

Here’s my 2007 Buy List. For tracking purposes, I assume it’s a $1,000,000 portfolio and each position is worth $50,000. Here’s each stock, ticker, starting price and number of shares. This is what I’m refering to when I write on how the Buy List is doing.

Company Ticker Price Shares
AFLAC AFL $46.00 1086.9565
Amphenol APH $62.08 805.4124
Bed Bath & Beyond BBBY $38.10 1312.3360
Biomet BMET $41.27 1211.5338
Donaldson DCI $34.71 1440.5071
Danaher DHR $72.44 690.2264
FactSet Research Systems FDS $56.48 885.2691
Fair Isaac FIC $40.65 1230.0123
Fiserv FISV $52.42 953.8344
Graco GGG $39.62 1261.9889
Harley-Davidson HOG $70.47 709.5218
Jos. A Bank Clothiers JOSB $29.35 1703.5775
Medtronic MDT $53.51 934.4048
Nicholas Financial NICK $11.80 4237.2881
Respironics RESP $37.75 1324.5033
SEI Investments SEIC $59.56 839.4896
Sysco SYY $36.76 1360.1741
UnitedHealth UNH $53.73 930.5788
Varian Medical Systems VAR $47.57 1051.0826
WR Berkley BER $34.51 1448.8554

Fifteen stocks return from 2006. The five new stocks are Amphenol, Graco, Jos. A Bank Clothiers, Nicholas Financial and WR Berkley. The sells are Brown & Brown, Dell, Expeditors, Home Depot and Wachovia.
The total market cap of all the companies is $288 billion, which is much smaller than last year. UnitedHealth is the largest at $72 billion. Nicholas Financial is by far the smallest at $117 million. The average dividend yield is 0.55%.
That’s it. The list is now “lock and sealed,” and I can’t touch it until next year.

Posted by on December 30th, 2006 at 6:55 am

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.