Previously Recommended Stocks
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The Prudent Speculator All Previously Recommended Stocks Important Information These pages display all stocks recommended in The Prudent Speculator since it began on 03/11/1977 through 08/31/2021. These 1929 stocks have an average annualized market appreciation of 17.5% {not counting dividends} with an average 6.39 year holding period and a 63.35% success {profitable} rate. Asterisks ”*” note changes of original recommended prices due to stock splits, mergers, spinoffs, or returns of capital. Gain/Loss stated is not representative of an individual’s performance. An individual investor’s performance would have and will vary based on the securities selected and timing of purchases and sales. Performance calculations are blithely offered as if they were the final and single result of a stock’s or portfolio’s gain over an arbitrary time period. Alas, there are many variables that may not be obvious but ought to be carefully considered for a more accurate accounting. Tax considerations are usually important to most investors but are rarely notes in ”total return performance” percentages. One portfolio gains 20% a year but ”turns over” 100% each year generating short-term gains taxed at high rates of 39% or more. Another portfolio holds shares for several years, so most of its returns are long term capital gains taxed at 20%. Year after year, the long-term portfolio’s gains are taxed less frequently and at lower rates so there is more after-tax capital gains remaining to reinvest, resulting in a significantly higher after-tax return, even though each portfolio showed 20% appreciation each year. Also, there are fewer trading costs taking their toll on gains. Kovitz Investment Group Partners, LLC, an SEC registered investment adviser, is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain mutual funds. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in these lists. Open Stocks: 137; Up: 113; Down or Unchanged: 24. Open Stocks Rec.Date Issue Symbol Company.Name Rec.Price Last.Price GainLoss Hld.Per Annualized 10/06/2000 408 AAPL Apple $0.40 $151.83 37857.5% 20.9 32.9% 11/30/2005 470 ABT Abbott Labs $18.07 $126.37 598.9% 15.8 13.1% 04/30/2003 439 ADM ArchDanMid $11.08 $60.00 441.5% 18.3 9.6% 03/31/2019 630 ALB Albemarle $81.98 $236.74 188.8% 2.4 55.0% 06/30/2016 597 ALIZY Allianz SE $14.40 $23.41 62.6% 5.2 9.8% 06/30/2016 597 ALK Alaska Air Group $58.29 $57.34 −1.6% 5.2 −0.3% 06/30/2013 561 ALL Allstate $48.12 $135.28 181.1% 8.2 13.5% 04/30/2014 571 AMGN Amgen $111.75 $225.53 101.8% 7.3 10.0% 02/28/2021 653 ANTM Anthem $303.19 $375.13 23.7% 0.5 52.6% 02/28/2021 653 APD Air Products and Chemicals $255.62 $269.51 5.4% 0.5 11.1% 06/30/2020 645 ARE Alexandria Real Estate $162.25 $206.37 27.2% 1.2 22.8% 10/31/2019 637 AVGO Broadcom $292.85 $497.21 69.8% 1.8 33.5% 10/31/2017 613 AXAHY AXA SA $30.20 $28.08 −7.0% 3.8 −1.9% 07/31/2020 646 AYI Acuity Brands $99.10 $184.53 86.2% 1.1 77.4% 02/29/2016 593 BAC Bank of America $12.52 $41.75 233.5% 5.5 24.5% 09/30/2018 624 BASFY BASF SE $22.21 $19.34 −12.9% 2.9 −4.6% 02/28/2005 461 BHE Benchmark Elec* $21.68 $27.03 24.7% 16.5 1.3% 07/31/2012 550 BHF Brighthouse Financial $37.06 $48.96 32.1% 9.1 3.1% 12/31/2020 651 BIG Big Lots $42.93 $48.66 13.3% 0.7 20.7% 10/31/2015 589 BIIB Biogen* $267.97 $338.91 26.5% 5.8 4.1% 12/31/2008 507 BK Bank of NY $28.33 $55.22 94.9% 12.7 5.4% 03/31/2020 642 BLK BlackRock $439.97 $943.29 114.4% 1.4 71.2% 05/31/2019 632 BMY Bristol−Myers Squibb $45.37 $66.86 47.4% 2.2 18.8% 05/31/2018 620 C Citigroup $66.69 $71.91 7.8% 3.2 2.3% 01/31/2013 556 CAH Cardinal Health $43.81 $52.49 19.8% 8.6 2.1% 07/31/2008 502 CAT Caterpillar $69.52 $210.87 203.3% 13.1 8.8% 10/31/2008 505 CE Celanese $13.86 $158.60 1044.3% 12.8 20.9% 01/31/2016 592 CHNG Change Healthcare* $14.11 $21.83 54.7% 5.6 8.1% 10/31/2018 625 CMA Comerica $81.56 $73.91 −9.4% 2.8 −3.4% 07/31/2009 514 CMCSA Comcast $14.99 $60.68 304.8% 12.1 12.3% 11/30/2015 590 CMI Cummins $100.37 $235.98 135.1% 5.8 16.0% 04/30/2013 559 COF Capital One Financial $57.78 $165.97 187.2% 8.3 13.5% 02/28/2018 617 COHU Cohu Inc $26.15 $35.68 36.4% 3.5 9.3% 01/31/2008 496 CSCO Cisco Systems $24.50 $59.02 140.9% 13.6 6.7% 06/30/2016 597 CVS CVS Health $95.74 $86.39 −9.8% 5.2 −2.0% 11/28/2018 626 CVS CVS Health* $79.50 $86.39 8.7% 2.8 3.1% 05/31/2016 596 DAL Delta Air Lines $43.46 $40.44 −7.0% 5.2 −1.4% 03/31/2013 558 DE Deere & Co $85.98 $378.03 339.7% 8.4 19.2% 09/30/2005 468 DIS Walt Disney* $23.81 $181.30 661.4% 15.9 13.6% 11/30/2016 602 DLR Digital Realty Trust $92.33 $163.91 77.5% 4.8 12.8% 08/31/2017 611 DOC Physicians Realty Trust $18.73 $18.51 −1.2% 4.0 −0.3% 05/31/2017 608 DPSGY Deutsche Post $36.53 $70.56 93.2% 4.2 16.7% 10/30/2020 649 EOG EOG Resources $34.24 $67.52 97.2% 0.8 125.5% The Prudent Speculator All Previously Recommended Stocks Open Stocks (cont.) Rec.Date Issue Symbol Company.Name Rec.Price Last.Price GainLoss Hld.Per Annualized 10/31/2005 469 ETN Eaton Corp* $29.42 $168.36 472.3% 15.8 11.6% 01/31/2016 592 FDX FedEx $132.88 $265.69 100.0% 5.6 13.2% 10/31/2015 589 FITB Fifth Third Bancorp $19.05 $38.86 104.0% 5.8 13.0% 05/31/2016 596 FL Footlocker $55.92 $56.69 1.4% 5.2 0.3% 08/31/2019 635 GBX Greenbrier $23.29 $44.10 89.3% 2.0 37.6% 12/31/2019 639 GD General Dynamics $176.35 $200.31 13.6% 1.7 7.9% 03/31/2015 582 GILD Gilead $98.13 $72.78 −25.8% 6.4 −4.5% 01/31/2012 544 GLW Corning $12.87 $39.99 210.7% 9.6 12.6% 07/31/2015 586 GM General Motors $31.51 $49.01 55.5% 6.1 7.5% 04/30/2018 619 GOOG Alphabet Class C $1017.33 $2909.24 186.0% 3.3 37.0% 05/31/2005 464 GS Goldman Sachs $97.50 $413.51 324.1% 16.2 9.3% 01/31/2015 580 GT Goodyear Tire & Rubber $24.24 $15.84 −34.6% 6.6 −6.3% 06/30/2020 645 HAS Hasbro $74.95 $98.31 31.2% 1.2 26.1% 08/31/2013 563 HFC HollyFrontier $44.48 $32.33 −27.3% 8.0 −3.9% 08/31/2014 575 HMC Honda Motor Co Ltd $34.04 $30.26 −11.1% 7.0 −1.7% 08/31/2020 647 HPE Hewlett Packard Enterprise $9.67 $15.46 59.9% 1.0 59.9% 04/28/2006 475 IBM Intl Bus Mach $82.34 $140.34 70.4% 15.3 3.5% 08/31/2020 647 INT World Fuel Services $26.40 $32.36 22.6% 1.0 22.6% 04/29/1994 331 INTC Intel* $3.81 $54.06 1318.9% 27.3 10.2% 03/31/2018 618 IP Int'l Paper $53.43 $60.09 12.5% 3.4 3.5% 01/31/2014 568 JBL Jabil Circuit $17.97 $61.78 243.8% 7.6 17.7% 01/31/2014 568 JNJ Johnson & Johnson $88.47 $173.13 95.7% 7.6 9.2% 01/31/2018 616 JNPR Juniper Networks $26.15 $28.98 10.8% 3.6 2.9% 04/09/1982 131 JPM J.P. Morgan (ONE 1)* $1.50 $159.94 10563.3% 39.4 12.6% 03/23/1984 166 JPM J.P. Morgan (ONE 2)* $6.27 $159.94 2451.0% 37.4 9.0% 10/30/1987 228 JPM J.P. Morgan (former Bear Stearns)* $25.27 $159.94 533.0% 33.8 5.6% 01/31/1995 340 JPM JPMorganChase* $10.62 $159.94 1406.1% 26.6 10.7% 07/31/2020 646 JWN Nordstrom $13.69 $28.61 109.0% 1.1 97.3% 01/31/2013 556 KEY KeyCorp $9.40 $20.32 116.2% 8.6 9.4% 05/31/2017 608 KIM Kimco Realty $17.54 $21.79 24.2% 4.2 5.2% 12/31/2018 627 KLIC Kulicke and Soffa $20.27 $70.19 246.3% 2.7 59.3% 06/30/2017 609 KR Kroger $23.32 $46.03 97.4% 4.2 17.7% 11/30/2012 554 KSS Kohl's $44.65 $57.40 28.6% 8.8 2.9% 04/30/2020 644 LEG Leggett & Platt $30.59 $48.39 58.2% 1.3 41.0% 02/28/2020 641 LMT Lockheed Martin $369.87 $359.80 −2.7% 1.5 −1.8% 08/31/2017 611 LOW Lowes Companies $73.89 $203.89 175.9% 4.0 28.9% 06/30/2018 621 LRCX Lam Research $175.85 $604.82 243.9% 3.2 47.6% 10/31/2011 541 MAN Manpower $43.14 $121.42 181.5% 9.8 11.1% 01/31/2016 592 MCK McKesson $160.97 $204.14 26.8% 5.6 4.3% 04/29/2005 463 MDC M.D.C.