Becton, Dickinson and Co. (BDX), Walgreen Company (WAG): How Graham-Inspired Investing Still Works Today

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Graham’s strategies get the job done

Put together all three aspects of this Graham-inspired strategy, and the result is something that looks like the iPIG portfolio. That portfolio finished last week looking like this:

Company Name Purchase Date Number of Shares Total Investment (including commissions) Value as of June 28, 2013
United Technologies 12/10/2012 18 $1,464.82 $1,672.92
Teva Pharmaceutical 12/12/2012 38 $1,519.40 $1,489.60
J.M. Smucker 12/13/2012 17 $1,483.45 $1,753.55
Genuine Parts 12/21/2012 23 $1,476.47 $1,795.61
Mine Safety Appliances 12/21/2012 36 $1,504.96 $1,675.80
Microsoft 12/26/2012 55 $1,499.15 $1,899.70
Hasbro 12/28/2012 43 $1,520.60 $1,927.69
NV Energy 12/31/2012 84 $1,504.72 $1,970.64
United Parcel Service 1/2/2013 20 $1,524.00 $1,729.60
Walgreen 1/4/2013 40 $1,501.80 $1,768.00
Texas Instruments 1/7/2013 47 $1,515.70 $1,637.95
Union Pacific 1/22/2013 6 $805.42 $925.68
CSX 1/22/2013 34 $712.50 $788.46
McDonald’s 1/24/2013 16 $1,499.64 $1,584.00
Becton, Dickinson 1/31/2013 18 $1,518.64 $1,778.94
AFLAC 2/5/2013 27 $1,466.35 $1,569.24
Air Products & Chemicals 2/11/2013 17 $1,510.99 $1,556.69
Raytheon 2/22/2013 27 $1,473.91 $1,785.24
Emerson Electric 4/3/2013 28 $1,548.12 $1,527.12
Wells Fargo & Co 5/30/2013 37 $1,525.48 $1,526.99
Kinder Morgan 6/21/2013 42 $1,518.37 $1,602.30
Cash $254.50

Data from the iPIG portfolio brokerage account as of June 28, 2013.

Not bad for a strategy based on ideas that are nearly a century old.

The article How Graham-Inspired Investing Still Works Today originally appeared on Fool.com and is written by Chuck Saletta.

Chuck Saletta owns shares of Aflac, Texas Instruments, Microsoft, McDonald’s, Genuine Parts Company, United Technologies, Wells Fargo, Teva Pharmaceutical Industries, Emerson Electric Co., Becton Dickinson, Walgreen, Union Pacific, Hasbro, United Parcel Service, CSX, J.M. Smucker, Air Products & Chemicals, Mine Safety Appliances, NV Energy, Raytheon, and Kinder Morgan. The Motley Fool recommends Aflac, Becton Dickinson, Berkshire Hathaway, Emerson Electric Co., Hasbro, Kinder Morgan, McDonald’s, Mine Safety Appliances, United Parcel Service, and Wells Fargo. It owns shares of Berkshire Hathaway, Hasbro, Kinder Morgan, McDonald’s, Microsoft, Raytheon, and Wells Fargo.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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