Three Quarters Down

That’s the end of the third-quarter. The year is officially 75% over, and the decade is already 47.5% past.

For the year, the S&P 500 is up 6.70%. Add in dividends, and the S&P 500 is up 8.34%.

For the year, our Buy List is up 1.83%. With dividends, we’re up 2.89%.

Here’s the stock-by-stock gain not including dividends:

Stock Symbol 31-Dec 30-Sep Gain/Loss
DirecTV DTV $69.06 $86.52 25.28%
Microsoft MSFT $37.41 $46.36 23.92%
Wells Fargo WFC $45.40 $51.87 14.25%
Fiserv FISV $59.05 $64.64 9.46%
Medtronic MDT $57.39 $61.95 7.95%
Stryker SYK $75.14 $80.75 7.47%
CR Bard BCR $133.94 $142.71 6.55%
eBay EBAY $54.87 $56.63 3.21%
IBM IBM $187.57 $189.83 1.20%
Ross Stores ROST $74.93 $75.58 0.87%
Qualcomm QCOM $74.25 $74.77 0.70%
Moog MOG-A $67.94 $68.40 0.68%
Express Scripts ESRX $70.24 $70.63 0.56%
Oracle ORCL $38.26 $38.28 0.05%
McDonald’s MCD $97.03 $94.81 -2.29%
Ford Motor F $15.43 $14.79 -4.15%
Cognizant Tech. CTSH $50.49 $44.77 -11.33%
AFLAC AFL $66.80 $58.25 -12.80%
CA Technologies CA $33.65 $27.94 -16.97%
Bed Bath & Beyond BBBY $80.30 $65.83 -18.02%

Posted by on September 30th, 2014 at 4:59 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.