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« The 2008 Buy List | Main | A Year to Forget » December 31, 2008 The 2009 Buy ListHere’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.
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 edelfenbein at December 31, 2008 6:22 PM |
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