My 2010 Buy List

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Includes: AFL, BAX, BBBY, BDX, EV, FISV, GILD, INTC, JNJ, JOSB, LUK, MDT, RAI, SEIC, SYK, SYY, WEX
by: Eddy Elfenbein

Here’s my 2010 Buy List. For tracking purposes, I assume it’s a $1,000,000 portfolio and each position is worth $50,000. Here’s each stock, ticker, starting price and number of shares. This is what I'm referring to when I discuss how well the Buy List is doing.

Company Ticker Price Shares
AFLAC AFL $46.25 1,081.0811
Baxter International BAX $58.68 852.0791
Becton, Dickinson & Co. BDX $78.86 634.0350
Bed Bath & Beyond BBBY $38.61 1,295.0013
Eaton Vance EV $30.41 1,644.1960
Eli Lilly LLY $35.71 1,400.1680
Fiserv FISV $48.48 1,031.3531
Gilead Sciences GILD $43.27 1,155.5350
Intel INTC $20.40 2,450.9804
Johnson & Johnson JNJ $64.41 776.2770
Jos. A Bank Clothiers JOSB $42.19 1,185.1150
Leucadia National LUK $23.79 2,101.7234
Medtronic MDT $43.98 1,136.8804
Moog MOG-A $29.23 1,710.5713
Nicholas Financial NICK $6.89 7,256.8940
Reynolds American RAI $52.97 943.9305
SEI Investments SEIC $17.52 2,853.8813
Stryker SYK $50.37 992.6544
Sysco SYY $27.94 1,789.5490
Wright Express WXS $31.86 1,569.3660
Click to enlarge

Also as in previous years, I’ve only changed five stocks to the Buy List.

The five stocks I’m taking out are Amphenol (APH), Cognizant Technology Solutions (CTSH), Donaldson (DCI), Danaher (DHR) and FactSet Research Systems (FDS).

The five new stocks are Gilead Sciences (GILD), Intel (INTC), Johnson & Johnson (JNJ), Reynolds American (RAI) and Wright Express (WXS).

The average stock on the Buy List is a bit larger than in previous years. The total market cap of the 20 stocks is $580 billion. The average dividend yield is 1.70% which is also higher than in previous years.

Only six stocks have remained on for all five years; AFLAC (AFL), Bed, Bath & Beyond (BBBY), Fiserv (FISV), Medtronic (MDT), SEI Investments (SEIC) and Sysco (SYY).

The list is now locked in and I can’t make any changes for the next 12 month. I’ll start tracking the new list on Monday, January 4, 2010.

See also My 2009 Buy List: Year-End Report >>