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Now that the third quarter is over with, I wanted to pass along some thoughts about changes to my Buy List. I make changes once a year in mid-December, and start tracking the new list on January 1. Right now, I'm considering cutting a few stocks. I don't know yet, but these are on my short list:

Clarcor (CLC)
Harley-Davidson (HOG)
Lincare (LNCR)
SEI Investments (SEIC)
WR Berkley (WRB)
Unitedhealth (UNH)

Posted by edelfenbein at October 1, 2008 7:39 PM