Same picks as when I left for vacation – seriously? It is like we are stuck in a bubble with no way out:
| Ticker | Price | Fair Value | Margin of Safety | Yield % |
| ALXN | $117.64 | 194 | $76.36 | 0.0% |
| BIIB | $242.03 | 356 | $113.97 | 0.0% |
| BMRN | $79.86 | 123 | $43.14 | 0.0% |
| GILD | $83.89 | 124 | $40.11 | 2.1% |
| WSM | $51.13 | 76 | $24.87 | 2.8% |
Click on the link to research further
I am going to take another long look at Williams-Sonoma today – I need to increase my equity holdings, and it does have an attractive dividend yield (compared to what else is cheap).
Best thing I read this morning –the Monthly Investment Outlook from Bill Gross. Highly recommended.
Results are based on the following screen:
- Price / Fair Value <= 0.75
- Economic Moat >= Narrow
- Financial Health Grade >= B
- Morningstar Rating = Five Stars
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