Almost missed this great opinion piece from George F. Will:
- Washington Post – Donald Trump is the GOP’s chemotherapy
And here is another good article about how the GOP missed a major opportunity:
- Pragmatic Capitalism – How the GOP Lost A Slam Dunk Election
The open question – can the GOP learn, and become a mainstream party again – or will the double down on the ever shrinking angry white man vote?
Here are this weeks 5 Star stock picks for your watchlist:
| Ticker | Price | Fair Value | Margin of Safety | Yield % |
| GILD | $73.06 | $124.00 | $50.94 | 2.5% |
| BBBY | $41.66 | $64.00 | $22.34 | .60% |
| WSM | $48.75 | $73.00 | $24.25 | 3.0% |
Click on the links to research further.
Gilead Sciences looks impossibly cheap – and now sports a 2.5% dividend – considering the 10 Year Treasury Bond Yields only 1.75% – this seems crazy. I already own 700 shares at higher prices – not sure I want to make such a large / concentrated trade right before their earnings. Stay tuned!
Results are based on the following screen:
- Morningstar Rating = Five Stars
- Financial Health Grade >= B
- Cash Return % >= 5
- Stock Industry not = Asset Management
Extra: Going to kick back and enjoy my family at home this week-end, suggest you do the same.
Leave a Reply