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Crossing Wall Street Buy List
The Crossing Wall Street Buy List contains 20 stocks. I’ve provided each stock’s name, ticker, current price, year-to-date return and a brief company description. I change the Buy List just once a year, on January 1. After that, the Buy List is set for the next 12 months. In mid-December, I’ll unveil next year’s list.
| Stock |
Symbol |
Current Price |
YTD % |
Comments |
| AFLAC |
AFL |
$67.00 |
6.98% |
The duck stock. Sells supplemental life and health insurance. |
| Amphenol |
APH |
$46.67 |
0.65% |
One of the world's leading makers of electronic and fiber optic connectors. |
| Bed Bath & Beyond |
BBBY |
$33.51 |
14.02% |
The home furnishings retailer is one of the most efficiently run companies around. |
| Clarcor |
CLC |
$40.38 |
6.35% |
Small-cap maker industrial and environmental filtration products, and consumer and industrial packaging products. The company has delivered record earnings for 14 straight years. |
| Donaldson |
DCI |
$45.29 |
-2.35% |
A worldwide leader in air and liquid filtration systems. The company is on track for its 18th straight year of record profits. |
| Danaher |
DHR |
$78.41 |
-10.63% |
Probably the best-run conglomerate in America. The company is an oddball collection of dull, unloved and highly efficient companies. |
| FactSet Research Systems |
FDS |
$61.63 |
10.65% |
Provides Wall Street with all the numbers we love. |
| Fiserv |
FISV |
$52.05 |
-6.20% |
The major outsourcing resource for the financial services industry. |
| Harley-Davidson |
HOG |
$39.03 |
-16.44% |
Harley-Davidson is an American icon. For 100 years, Harleys have ruled the road. |
| Jos. A Bank Clothiers |
JOSB |
$25.85 |
-9.14% |
102-year-old men's fashion store. |
| Lincare |
LNCR |
$25.84 |
-26.51% |
Lincare is one of the top companies in respiratory therapy. In Florida, their portable oxygen tanks are sorta like iPods for the retiree set. |
| Leucadia National |
LUK |
$53.17 |
12.89% |
Broadly diversified holding company. Leucadia is often called the mini Berkshire Hathaway. Actually, LUK has beaten BRKA since 1981. |
| Medtronic |
MDT |
$48.15 |
-4.22% |
One of the largest medical device makers in the world. |
| Moog |
MOG-A |
$42.48 |
-7.27% |
Moog makes flight control systems for commercial and military aircraft. Employees own about 60% of the stock. |
| Nicholas Financial |
NICK |
$6.94 |
-4.01% |
Nicholas finances used car loans through a network of 46 branch offices. |
| SEI Investments |
SEIC |
$23.47 |
-27.04% |
Helps banks and money managers with their technology needs. |
| Stryker |
SYK |
$64.38 |
-13.84% |
One of the world's leading orthopedic companies. Stryker's goal is to grow its EPS by 20% a year. What's amazing is how often they've done it. |
| Sysco |
SYY |
$30.91 |
-0.96% |
Servicing nearly 400,000 American eating establishments, Sysco is America's top food supplier. The stock has increased its dividend every year since it went public in 1970. |
| UnitedHealth Group |
UNH |
$32.78 |
-43.68% |
The Minnesota-based company is the nation's largest provider of health care services. |
| WR Berkley |
WRB |
$27.33 |
-8.32% |
One of the best-run big insurance companies. It specializes in underserved markets. |
| Total YTD Portfolio Performance |
-6.45% |
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Stock Prices Updated: Mon May 12 17:41:16 EDT 2008
Here’s a summary of the Buy List’s performance in 2007.
Here’s a summary of the Buy List’s performance in 2006.
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