Stocks to Own

Here are the two stocks that continue to pass the “stocks to own” screen:

Ticker Price Fair Value Margin of Safety Yield %
SEP $42.03 $50.00 $7.97 6.3%
WMT $69.93 $77.00 $7.07 2.9%

Click on the links to research further.

Results are based on the following screen:

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

Amgen fell off the list this week – Morningstar lowered their fair value and changed the fair value uncertainty to medium from low.

Extra “History doesn’t repeat itself, but it does rhyme.” – Mark Twain

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