My Watchlist – November 8, 2010

I have reviewed issue 11 of Value Line and added companies that have exceptional returns on equity, strong book value growth or strong “guru investor” sponsorship.

The idea here is to have a dashboard of substantially all the larger-cap high quality businesses in the U.S. in one place that you can review at least weekly to see what Mr. Market is making available to you.

Because of a limit on the number of functions that Google allows in a single spreadsheet, I had to split the spreadsheet into two parts. This week’s update is in part 2.

Watchlist – Part 1

Watchlist – Part 2

Stocks Added This Week (see Watchlist – Part 2)

Gildan Activewear Inc. (USA)

AutoZone, Inc.

CarMax, Inc

Costco Wholesale Corporation

Family Dollar Stores, Inc.

Kohl’s Corporation

Target Corporation

Wal-Mart Stores, Inc.

NIKE, Inc.

Aeropostale, Inc.

Bed Bath & Beyond Inc.

Best Buy Co., Inc.

Coach, Inc.

Fossil, Inc.

Hibbett Sports, Inc.

RadioShack Corporation

Ross Stores, Inc.

The TJX Companies, Inc.

A few thoughts…

Many stocks are close to new highs and are well above their lows. Some caution is in order.

Please take the expected return estimate with a large grain of salt. This projection is based in large part on the company’s growth over the past ten years. This may OR MAY NOT be indicative of its future growth.

The author of this blog is NOT an investment, trading, legal, or tax advisor, and none of the information available through this blog is intended to provide tax, legal, investment or trading advice. Nothing provided through these posts constitutes a solicitation of the purchase or sale of securities/futures. The data and information presented in this blog entry is believed to be accurate but should not be relied upon by the user for any purpose. Any and all liability for the content or any omissions, including any inaccuracies, errors or misstatements in such data is expressly disclaimed.

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4 thoughts on “My Watchlist – November 8, 2010

  1. Andrew Schneck

    No issues with the ones listed… I didn’t think all of them were great (Carmax was probably the furthest away for me).

    Only company I think definitely needs to be listed is Buckle Inc (BKE). They’re similar to Aero & have a much better corporate structure. Full disclosure: I own stock in Buckle, purchased around $24. Your thoughts?

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