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:
- Morningstar analysis available.
- Low fair value uncertainty.
- Wide moat.
- Morningstar rating 4 or more stars.
- Financial Health Grade >= B.
- Current P/E <= 20.
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