The 2009 Buy List

Here’s my 2009 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 $45.84 1090.7504
Amphenol APH $23.98 2,085.0709
Baxter International BAX $53.59 933.0099
Becton, Dickinson & Co. BDX $68.39 731.1010
Bed Bath & Beyond BBBY $25.42 1,966.9552
Cognizant Technology Solutions CTSH $18.06 2,768.5493
Danaher DHR $56.61 883.2362
Donaldson DCI $33.65 1,485.8841
Eaton Vance EV $21.01 2,379.8191
Eli Lilly LLY $40.27 1,241.6191
FactSet Research Systems FDS $44.24 1,130.1989
Fiserv FISV $36.37 1,374.7594
Jos. A Bank Clothiers JOSB $26.15 1,912.0459
Leucadia National LUK $19.80 2,525.2525
Medtronic MDT $31.42 1,591.3431
Moog MOG-A $36.57 1,367.2409
Nicholas Financial NICK $2.35 21,276.5957
SEI Investments SEIC $15.71 3,182.6862
Stryker SYK $39.95 1,251.5645
Sysco SYY $22.94 2,179.5990

Fifteen stocks return from 2008. The five new stocks are Baxter, Becton Dickinson, Cognizant, Eaton Vance and Eli Lilly. The sells are Clarcor, Harley-Davidson, Lincare, WR Berkley and UnitedHealth Group. We turnover one-fourth of the Buy List each year, however, nine stocks return to the Buy List for the fourth straight year.
The total market cap of all the companies is $238 billion. Eli Lilly is the largest at $45 billion. Nicholas Financial is by far the smallest at $24 million. The average dividend yield is 1.29%, which is much higher than we’ve had in previous years.
That’s it. The list is now “lock and sealed,” and I can’t touch it until next year.

Posted by on December 31st, 2008 at 6:22 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.