Crossing Wall Street Buy List Third-Quarter Summary

September and the third quarter are over. This was the best September for stocks in 71 years.

Our Buy List is up 5.23% for the year compared with 2.34% for the S&P 500. Including dividends, the Buy List is up 6.54% compared with 3.89% for the S&P 500. The “beta” for the Buy List is 0.9738.

Here’s a look at how the 20 stocks on the Buy List have done in descending order:

Stock Ticker Symbol YTD %
Jos. A Bank Clothiers JOSB 51.49%
Nicholas Financial NICK 33.38%
Moog MOG-A 21.48%
SEI Investments SEIC 16.10%
Bed Bath & Beyond BBBY 12.43%
Reynolds American RAI 12.12%
Wright Express WXS 12.08%
AFLAC AFL 11.81%
Fiserv FISV 11.01%
Eli Lilly LLY 2.30%
Sysco SYY 2.08%
Stryker SYK -0.64%
Leucadia National LUK -0.71%
Johnson & Johnson JNJ -3.80%
Eaton Vance EV -4.51%
Intel INTC -5.88%
Becton, Dickinson BDX -6.04%
Gilead Sciences GILD -17.70%
Baxter International BAX -18.69%
Medtronic MDT -23.65%

Notice that it’s all our healthcare stocks crowded at the bottom.

Posted by on September 30th, 2010 at 4:43 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.