The 2008 Buy List

Here’s my 2008 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 referring to when I discuss how well the Buy List is doing.

Company Ticker Price Shares
AFLAC AFL $62.63 798.3395
Amphenol APH $46.37 1,078.2834
Bed Bath & Beyond BBBY $29.39 1,701.2589
Clarcor CLC $37.97 1,316.8291
Danaher DHR $87.74 569.8655
Donaldson DCI $46.38 1,078.0509
FactSet Research Systems FDS $55.70 897.6661
Fiserv FISV $55.49 901.0633
Harley-Davidson HOG $46.71 1,070.4346
Jos. A Bank Clothiers JOSB $28.45 1,757.4692
Leucadia National LUK $47.10 1,061.5711
Lincare LNCR $35.16 1,422.0705
Medtronic MDT $50.27 994.6290
Moog MOG-A $45.81 1,091.4647
Nicholas Financial NICK $7.23 6,915.6293
SEI Investments SEIC $32.17 1,554.2431
Stryker SYK $74.72 669.1649
Sysco SYY $31.21 1,602.0506
UnitedHealth UNH $58.20 859.1065
WR Berkley BER $29.81 1,677.2895

Fifteen stocks return from 2007. The five new stocks are Clarcor, Leucadia National, Lincare, Moog and Stryker. The sells are Fair Isaac, Graco, Respironics and Varian Medical Systems. Biomet was bought out for cash in September.
The total market cap of all the companies is $303 billion. UnitedHealth is the largest at $74 billion. Nicholas Financial is by far the smallest at $71 million. The average dividend yield is 0.63%.
That’s it. The list is now “lock and sealed,” and I can’t touch it until next year.

Posted by on December 31st, 2007 at 9:56 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.