Have we reached Peak Trump?
- Marketwatch – Dow, S&P 500 on track for worst day in 3 1/2 months as Trump actions give pause
- Bloomberg – U.S. Stocks Fall the Most in a Month
- ZeroHedge – The Honeymoon Is Ending: Angry Wall Street Traders Slam Trump, Warn Next Move Is Lower
I am still maintaining my watchlist – but it would require a major pull in equities for me to put money to work. Here are the three stocks that continue to pass the “stocks to own” screen:
| Ticker | Price | Fair Value | Margin of Safety | Yield % |
| AMGN | $155.49 | $194.00 | $38.51 | 2.6% |
| WMT | $65.74 | $76.00 | $10.26 | 3.1% |
| SEP | $45.60 | $50.00 | $4.40 | 5.8% |
Click on the links to research further.
Results are based on the following screen:
- Low fair value uncertainty.
- Wide moat.
- Morningstar rating 4 or more stars.
- Financial Health Grade >= B.
- Current P/E <= 20.
Extra – Bloomberg had a very cool article on Uber and AirBnB – highly recommended:
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