Warm & Fuzzy Index - by Special Request
Warm & Fuzzy Index (WARM)
Stock | % Change | Value |
3M Company (MMM) | 1.13 | 102.47 |
Anheuser-Busch Co (BUD) | 1.36 | 101.44 |
Berkshire Hathaway B (BRK.B) | 0.32 | 104.33 |
Biomet (BMET) | 1.52 | 103.75 |
Coca-Cola (KO) | 0.54 | 101.84 |
eBay (EBAY) | 6.10 | 114.56 |
Expeditors International (EXPD) | 5.63 | 107.81 |
ExxonMobil (XOM) | 1.83 | 102.62 |
Fastenal (FAST) | 3.41 | 104.41 |
Home Depot (HD) | 1.79 | 104.26 |
Johnson & Johnson (JNJ) | 0.50 | 102.93 |
Medtronic (MDT) | 3.78 | 104.98 |
Microsoft (MSFT) | 2.08 | 104.80 |
Western Union (WU) | -1.10 | 114.01 |
United Parcel Service (UPS) | 1.20 | 105.08 |
Wal-Mart (WMT) | 0.18 | 102.61 |
Washington Post (WPO) | 0.27 | 104.75 |
Wrigley (WWY) | -0.42 | 101.49 |
It looks like the Warm & Fuzzy index is beating both the Spiders & DWD Index
Here are the percentage gains for all three indexes since closing price of Friday, Sept 22, 2006
Spider Index 2.624%
DWD Index 3.542%
WARM Index 4.896%
So, what exactly is the Warm & Fuzzy index? I have learned that when I run various screens on Morning Star that regardless of what other criteria I'm looking at when I get done I also want to see which stocks are 5 star, low risk and have a wide moat. I want to feel a certain sense of comfort with stocks I might be buying with my hard earned money so I finally decided to just run a screen which looked for nothing but 5 star stocks (which mean value), low risk (which means less of a chance of me losing my money) and wide moat (which means there's a competetive advantage enjoyed by these companeis ...they're just better than the rest)
Out of the 18 stocks that resulted in the WARM index I only found 5 which were not part of either the DOW or S&P500 those 5 are as follows
- Berkshire Hathaway - Large Core, Classic Growth
- Expeditors International of Washington - Mid Growth, Classic Growth
- Fastenal - Mid Growth, Classic Growth
- Western Union - Large Growth, Classic Growth
- Washington Post - Mid Core, Classic Growth
After the name of each company I listed it's position in the Morningstar Style Box as well as its stock type.
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