Third-Quarter Performance Update

We have three quarters of 2017 under our belt. So far, our Buy List is up 11.53% on the year. That compares with a gain of 12.53% for the S&P 500.

Add in dividends are we’re up 12.36% compared with 14.24% for the S&P 500.

Here’s how each stock has done:

Company Symbol YTD % Total Return
Cerner CERN 50.56% 50.56%
Moody’s MCO 47.67% 49.13%
HEICO HEI 45.51% 45.68%
CR Bard BCR 42.66% 43.05%
Sherwin-Williams SHW 33.23% 34.27%
Cognizant Tech Solutions CTSH 29.47% 30.05%
Intercontinental Exchange ICE 21.77% 22.92%
Fiserv FISV 21.34% 21.34%
Microsoft MSFT 19.87% 21.93%
Stryker SYK 18.54% 19.65%
AFLAC AFL 16.94% 18.99%
Continental Building Products CBPX 12.55% 12.55%
Danaher DHR 10.20% 10.74%
Axalta Coating Systems AXTA 6.32% 6.32%
Ross Stores ROST -1.57% -0.81%
Alliance Data Systems ADS -3.04% -2.41%
Ingredion INGR -3.46% -2.65%
RPM International RPM -4.63% -2.99%
Cinemark CNK -5.60% -3.41%
Hormel Foods HRL -7.67% -6.27%
Express Scripts ESRX -7.95% -7.95%
Wabtec WAB -8.76% -8.39%
Snap-on SNA -13.00% -11.86%
Signature Bank SBNY -14.75% -14.75%
JM Smucker SJM -18.06% -16.59%
Total 11.53% 12.36%

Posted by on September 30th, 2017 at 4:08 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.