The 2013 Buy List

Here are the 20 stocks for the 2013 Buy List. It’s locked and sealed and I can’t make any changes for 12 months.

For tracking purposes, I assume the Buy List is a $1 million portfolio that’s equally divided among 20 stocks. Below are all 20 positions with the amount of shares for each, and the closing price for 2012. Whenever I discuss how the Buy List is doing, the list below is what I’m referring to.

Company Ticker Price Shares Balance
AFLAC AFL $53.12 941.2651 $50,000.00
Bed Bath & Beyond BBBY $55.91 894.2944 $50,000.00
CA Technologies CA $21.98 2,274.7953 $50,000.00
Cognizant Technology Solutions CTSH $73.88 676.7731 $50,000.00
CR Bard BCR $97.74 511.5613 $50,000.00
DirecTV DTV $50.16 996.8102 $50,000.00
FactSet Research Systems FDS $88.06 567.7947 $50,000.00
Fiserv FISV $79.03 632.6711 $50,000.00
Ford Motor F $12.95 3,861.0039 $50,000.00
Harris Corporation HRS $48.96 1,021.2418 $50,000.00
JPMorgan Chase JPM $43.97 1,137.1390 $50,000.00
Medtronic MDT $41.02 1,218.9176 $50,000.00
Microsoft MSFT $26.71 1,871.9581 $50,000.00
Moog MOG-A $41.03 1,218.6205 $50,000.00
Nicholas Financial NICK $12.40 4,032.2581 $50,000.00
Oracle ORCL $33.32 1,500.6002 $50,000.00
Ross Stores ROST $54.09 924.3853 $50,000.00
Stryker SYK $54.82 912.0759 $50,000.00
Wells Fargo WFC $34.18 1,462.8438 $50,000.00
WEX Inc. WXS $75.37 663.3939 $50,000.00

There are five new stocks and five stocks that I’m removing. The five new stocks are Cognizant Technology Solutions ($CTSH), FactSet Research Systems ($FDS), Microsoft ($MSFT), Ross Stores ($ROST) and Wells Fargo ($WFC).

The five stocks I’m removing are Hudson City Bancorp ($HCBK), Johnson & Johnson ($JNJ), JoS. A Bank Clothiers ($JOSB), Reynolds American ($RAI) and Sysco ($SYY).

The average market cap is $49 billion. That ranges from a high of $225 billion for Microsoft to $150 million for Nicholas Financial ($NICK). Moog ($MOG-A) is the second-smallest and it’s still 12 times the size of Nicholas.

Fourteen of the twenty stocks pay dividends. The average yield is 1.64%.

Only four stocks have remained on the Buy List for all seven years: AFLAC ($AFL), Bed Bath & Beyond ($BBBY), Fiserv ($FISV) and Medtronic ($MDT).

Posted by on December 31st, 2012 at 8:56 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.