My Watchlist – December 8, 2010

I have reviewed issue 2 of Value Line looking for companies that have exceptional returns on equity, strong book value growth or strong “guru investor” sponsorship.

I have added Tim Hortons Inc. (THI)

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 1.

Watchlist – Part 1

Watchlist – Part 2

Stocks from issue 2 (see Watchlist – Part 1)

C.H. Robinson Worldwide, Inc.

Expeditors International of Washington

United Parcel Service, Inc.

Rollins, Inc.

FactSet Research Systems Inc.

CEC Entertainment, Inc.

McDonald’s Corporation

Papa John’s Int’l, Inc.

Yum! Brands, Inc.

Tim Hortons Inc. (USA) – ADDED

Nothing in this group looks cheap. All but one of the stocks is within 5% of its 52-week high. Some caution is in order.


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