The 27 (Really 28) Stocks That Fit Buffett’s High-Quality Buy Criteria

From Barron’s and according to Credit Suisse these are the 27 companies (although the list is 28) that fit Warren Buffett’s high-quality investment criteria right now.

  • Hanesbrands (HBI )
  • Hasbro (HAS)
  • Carter’s (CRI)
  • Ross Stores (ROST)
  • Dollar General (DG)
  • Wal-Mart Stores (WMT)
  • CVS Health (CVS)
  • Walgreens Boots Alliance (WBA)
  • Aon (AON)
  • UnitedHealth Group (UNH)
  • Aetna (AET)
  • Cigna (CI)
  • Universal Health Services (UHS)
  • Johnson & Johnson (JNJ)
  • Bristol-Myers Squibb (BMY)
  • General Electric (GE)
  • Honeywell (HON)
  • General Dynamics (GD)
  • Snap-On (SNA)
  • Acuity Brands (AYI)
  • Carlisle Cos. (CSL)
  • MSC Industrial Direct (MSM)
  • Toro (TTC)
  • C.H. Robinson Worldwide (CHRW)
  • International Flavors & Fragrances (IFF)

The next three stand out because they are technology companies and Warren has repeatedly said tech companies are not in his circle of competency.

  • Oracle (ORCL)
  • CA (CA)
  • Amdocs (DOX)

Warren did buy IBM so maybe an investment in Oracle and its recurring revenue streams and high switching costs could be attractive. I still say it’s a stretch.

Source:

27 High-Quality Stocks Warren Buffett Might Buy (Barron’s)

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