As you can see from this screen – some names in biotech and retail are getting cheap:
| Ticker | Price | Fair Value | Margin of Safety | Yield % |
| BBBY | $42.87 | 70 | $27.13 | 0.0% |
| GILD | $83.70 | 124 | $40.30 | 2.1% |
| LB | $67.74 | 98 | $30.26 | 3.1% |
| AMGN | $154.02 | 194 | $39.98 | 2.2% |
Click on the link to research further.
I already have a trade with GILD – would not touch the big box retailers – Amazon is disrupting their entire business model. I suspect many retailers are going to have to downsize substantially to remain profitable.
Results are based on the following screen:
- Morningstar Rating = Five Stars
- Financial Health Grade >= B
- Cash Return % >= 5
- Stock Industry not = Asset Management
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