A board to discuss Large Cap ideas -- market caps from 15 to 40 Bil -
(23)
Basic Materials - 2
Consumer ------- 8
Energy ----------- 0
Financial --------- 4
Healthcare ------ 2
Retail ------------- 1
Services --------- 1
Technology ----- 2
Transportation - 2
Utilities ----------- 1
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Autozone (AZO) - Automotive replacement parts and accessories (23) - (Transportation)
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Brown Forman (BF.B) - Distiller, Jack Daniels, many others (23 Bil, 1.6%) - (Consumer)
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Clorox (CLX) - Cleaning, household products (20 Bil, 2.4%) --------------------- (Consumer)
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DaVita (DVA) - Kidney dialysis services (10 bil) -------------------------------------(Healthcare)
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Ecolab (ECL) - Cleaning and sanitizing products and programs (48 Bil, 1.2%) (Consumer)
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Equifax (EFX) - Financial services (13 Bil, 1.1%) -------------------------------------- (Financial)
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Fidelity National Info Svcs (FIS) - Banking + payment technol svcs (35 Bil,1.4%)(Financial)
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Fiserv (FISV) - Financial services technology solutions (33 Bil) ------------------ (Financial)
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Hormel (HRL) - Meat and food products (23 Bil, 1.7%) ---------------------------- (Consumer)
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Intuit (INTU) - Business and financial management solutions (65 Bil, 1.1%) - (Technology)
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Monster Beverage (MNST) - Non-alcoholic beverages (32 Bil) ------------------ ( Consumer)
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NetEase (NTES) - Internet services (29 Bil, 1.4%) (China) -----------------------(Technology)
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O'Reilly Automotive (ORLY) - Aftermarket automotive parts retailer (30 Bil) (Transportation)
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PPG Industries (PPG) - Coatings and specialty products (27 Bil, 1.5%) --- (Basic Materials)
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Sherwin Williams (SHW) - Paints and coatings (41 Bil, 1.2%) ----------------- (Basic Materials)
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Travelers (TRV) - Insurance (35 Bil, 2.4%) ---------------------------------------------- (Financial)
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VF Corp (VFC) - Apparel and footwear design, manufacturing, sourcing (34 Bil, 2.3%) (Retail)
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Waste Management (WM) - Waste services (42 Bil, 2.6%) ---------------------------- (Services)
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Wisconsin Energy (WEC) - Diversified utility (24 Bil, 3.2%) --------------------------- (Utilities)
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Yum Brands (YUM) - Fast food restaurants (29 Bil, 2.2%) --------------------------- (Consumer)
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ACQUIRED -
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CR Bard (BCR) - Medical, surgical, diagnostic products (Becton Dickinson)
Dr. Pepper Snapple (DPS) - Beverages (Keurig)
Mead Johnson Nutrition (MJN) - Pediatric nutritional products (Reckitt)
)