Stock Picks

Glad to see Merck is still showing up strongly on this screen.  The price action is awful – but I feel the company is rock solid […]

Still don’t see anything exciting with this screen – good dividend yields, but the underlying businesses don’t impress me: Name Ticker Price Fair Value Margin […]

Because we are looking for stocks that pay dividends (in case we end up owning them) – I have added a 2.5% dividend requirement to […]

I pulled the trigger on the MRK trade Friday over P&G and other opportunities – I will try to explain my reasoning later in the […]

Name Ticker Price Fair Value Margin of Safety Yield % MOS % Waddell & Reed Financial, Inc. WDR $36.52 $46.00 $9.48 4.46 20.61% Eaton Vance […]

The Gap is still the most compelling pick on this screen – will look at the technicals today to see if there is a trade. […]

Morningstar completed its review of oil prices, reducing the long-term price outlook by $5 per barrel to $70 Brent and $64 WTI. While $5 represents a […]

4 weeks with no hits for this screen?  I reviewed the inputs – still think it is valid, and true to the original text I based […]

Made a few more changes to this screen – sorting out Asset Managers, increasing the PE allowance and decreasing the Cash Return requirement to 5%. […]

If we get a solid down day tomorrow – I will be selling 10 put contacts on P&G – once the trade is made, I will […]