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For 2018, the list has just a few new names. Sectors are about the same. Several of these are not even what I would consider particularly cheap. There just doesn't seem to be a lot to pick from for a value investor. Thought about using Brk.b or even cash as picks this year, but that would be out of character for this exercise.

The picks:

GME - Gamestop
IBM - International Business Machines
AFL - Aflac
VZ - Verizon
KSS - Kohl's
AMGN - Amgen
GPS - The Gap
WFC - Wells Fargo (new)
T - AT&T (new)
STX - Seagate (new)

Dropped from last year's:
TUP - Tupperware
CSCO - Cisco
ORCL - Oracle

Once again, the preference is mostly larger more established companies with decent ROE, book value appreciation, earnings yield > 6% and dividend yield of > 3%.
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