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March 23, 2007
The Buy List So Far
With a week to go in the first quarter, the Buy List is up 2.39% compared with 1.26% for the S&P 500 (this doesn't include dividends). The Buy List is a tiny bit less volatile than the S&P 500 (average daily swing of 0.781% compared with 0.785%).
Here's the chart:

Here's the stock-by-stock breakdown:
Jos. A Bank Clothiers (JOSB)..............................................21.12%
FactSet Research Systems (FDS)......................................16.22%
Respironics (RESP).............................................................10.94%
Bed Bath & Beyond (BBBY).................................................8.14%
Amphenol (APH)..................................................................6.68%
UnitedHealth Group (UNH).................................................5.17%
Donaldson (DCI).................................................................4.18%
AFLAC (AFL)........................................................................3.57%
Graco (GGG) .......................................................................2.88%
Biomet (BMET).....................................................................2.74%
Fiserv (FISV).......................................................................2.04%
Nicholas Financial (NICK)..................................................1.78%
Varian Medical Systems (VAR)..........................................1.26%
SEI Investments (SEIC).....................................................1.23%
Danaher (DHR)..................................................................-0.23%
WR Berkley (BER).............................................................-4.38%
Fair Isaac (FIC)..................................................................-5.31%
Medtronic (MDT).................................................................-6.71%
Sysco (SYY) ......................................................................-10.34%
Harley-Davidson (HOG)....................................................-13.15%
Posted by edelfenbein at March 23, 2007 4:43 PM
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