Buy Stocks

After the big rally today, here are this weeks results to my Stocks to Own Screen:

Name Ticker Price Fair Value Margin of Safety Yield % MOS %
ITC Holdings Corp ITC $31.59 $42.00 $10.41 2.2% 25%
Wal-Mart Stores Inc WMT $57.95 $75.00 $17.05 3.5% 23%
Amgen Inc AMGN $154.16 $194.00 $39.84 2.1% 21%
Merck & Co Inc MRK $53.68 $63.00 $9.32 3.4% 15%
Magellan Midstream Partners, L.P. MMP $65.03 $76.00 $10.97 4.6% 14%
Spectra Energy Partners LP SEP $43.00 $50.00 $7.00 5.8% 14%
Philip Morris International Inc PM $84.23 $92.00 $7.77 4.8% 8%
Exxon Mobil Corporation XOM $80.81 $87.00 $6.19 3.7% 7%

Not seeing a lot of value – I would like to make another trade in the Pharma space – to balance out my Wal-Mart trade.  I will be keeping an eye on Amgen and Merck.

Results are based on the following screen:

  1. Morningstar analysis available.
  2. Low fair value uncertainty.
  3. Wide moat.
  4. Morningstar rating 4 or more stars.
  5. Financial Health Grade >= B.
  6. Current P/E <= 20.

z - even even smaller

Watchlist Update – Stocks to Own Screen: 11-16-2015

Leave a Reply