Author: Eddy Elfenbein
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Here are the 25 stocks for the 2022 Buy List. It’s locked and sealed, and I can’t make any changes for 12 months.
For tracking purposes, I assume the Buy List is a $1 million portfolio that’s equally divided among 25 stocks. Below are all 25 positions with the number of shares for each and the closing price for 2021. Whenever I discuss how the Buy List is doing, the list below is what I’m referring to.
| Company | Ticker | Price | Shares | Balance |
| Abbott Laboratories | ABT | $140.74 | 284.212022 | $40,000.00 |
| AFLAC | AFL | $58.39 | 685.048810 | $40,000.00 |
| Broadridge Financial Solutions | BR | $182.82 | 218.794443 | $40,000.00 |
| Carrier Global | CARR | $54.24 | 737.463127 | $40,000.00 |
| Church & Dwight | CHD | $102.50 | 390.243902 | $40,000.00 |
| Danaher | DHR | $329.01 | 121.576852 | $40,000.00 |
| FactSet | FDS | $486.01 | 82.302833 | $40,000.00 |
| Fair Isaac | FICO | $433.67 | 92.236032 | $40,000.00 |
| Fiserv | FISV | $103.79 | 385.393583 | $40,000.00 |
| HEICO | HEI | $144.22 | 277.354042 | $40,000.00 |
| Hershey | HSY | $193.47 | 206.750401 | $40,000.00 |
| Intercontinental Exchange | ICE | $136.77 | 292.461797 | $40,000.00 |
| Moody’s | MCO | $390.58 | 102.411798 | $40,000.00 |
| Miller Industries | MLR | $33.40 | 1,197.604790 | $40,000.00 |
| Otis Worldwide | OTIS | $87.07 | 459.400482 | $40,000.00 |
| Reynolds Consumer Products | REYN | $31.40 | 1,273.885350 | $40,000.00 |
| Ross Stores | ROST | $114.28 | 350.017501 | $40,000.00 |
| Science Applications International | SAIC | $83.59 | 478.526139 | $40,000.00 |
| Stepan | SCL | $124.29 | 321.827983 | $40,000.00 |
| Sherwin-Williams | SHW | $352.16 | 113.584734 | $40,000.00 |
| Silgan | SLGN | $42.84 | 933.706816 | $40,000.00 |
| Stryker | SYK | $267.42 | 149.577444 | $40,000.00 |
| Thermo Fisher | TMO | $667.24 | 59.948444 | $40,000.00 |
| Trex | TREX | $135.03 | 296.230467 | $40,000.00 |
| Zoetis | ZTS | $244.03 | 163.914273 | $40,000.00 |
| Total | $1,000,000.00 |
The five news buys are Carrier Global (CARR), Fair Isaac (FICO), Otis Worldwide (OTIS), Reynolds Consumer Products (REYN) and Science Applications International (SAIC). Fair Isaac is a returning member. It was on our Buy List in 2006 and 2007.
The five sells are Ansys (ANSS), Cerner (CERN), Check Point Software (CHKP), Disney (DIS) and Middleby (MIDD).
Only AFLAC (AFL) and Fiserv (FISV) have been on the Buy List all 17 years. This is Stryker’s (SYK) 15th year.
Thermo Fisher Scientific (TMO) is our largest stock with a market value of $263 billion. Miller Industries (MLR) is by far our smallest with a market value of $381 million. Stepan (SCL) is our second smallest and its market value is more than seven times that of Miller.
Here are the corporate descriptions of our five new stocks:
Carrier Global Corporation is located in Palm Beach Gardens, FL, United States and is part of the Ventilation, Heating, Air-Conditioning, and Commercial Refrigeration Equipment Manufacturing Industry. Carrier Global Corporation has 56,000 total employees across all of its locations and generates $17.46 billion in sales (USD). There are 1,495 companies in the Carrier Global Corporation corporate family.
FICO powers decisions that help people and businesses around the world prosper. Founded in 1956 and based in Silicon Valley, the company is a pioneer in the use of predictive analytics and data science to improve operational decisions. FICO holds more than 200 US and foreign patents on technologies that increase profitability, customer satisfaction and growth for businesses in financial services, manufacturing, telecommunications, health care, retail and many other industries. Using FICO solutions, businesses in more than 120 countries do everything from protecting 2.6 billion payment cards from fraud, to helping people get credit, to ensuring that millions of airplanes and rental cars are in the right place at the right time.
Otis is the world’s leading elevator and escalator manufacturing, installation and service company. We move 2 billion people a day and maintain approximately 2.1 million customer units worldwide, the industry’s largest Service portfolio. Headquartered in Connecticut, USA, Otis is 69,000 people strong, including 40,000 field professionals, all committed to meeting the diverse needs of our customers and passengers in more than 200 countries and territories worldwide.
RCP’s mission is to simplify daily life so consumers can enjoy what matters most. RCP is a market-leading consumer products company with a presence in 95% of households across the United States. RCP produces and sells products across three broad categories: cooking products, waste & storage products and disposable tableware; that are sold under iconic brands such as Reynolds and Hefty, as well as under store brands that are strategically important to RCP’s customers. Overall, across both branded and store brand offerings, RCP holds the #1 or #2 U.S. market share position in the majority of product categories in which it participates.
SAIC® is a premier Fortune 500® technology integrator driving our nation’s technology transformation. Our robust portfolio of offerings across the defense, space, civilian, and intelligence markets includes secure high-end solutions in engineering, digital, artificial intelligence, and mission solutions. Using our expertise and understanding of existing and emerging technologies, we integrate the best components from our own portfolio and our partner ecosystem to deliver innovative, effective, and efficient solutions that are critical to achieving our customers’ missions.
We are more than 26,000 strong; driven by mission, united by purpose, and inspired by opportunities. Headquartered in Reston, Virginia, SAIC has annual revenues of approximately $7.2 billion.