Dodged a serious bullet by selling out of my Gilead Sciences holdings last week at a slight loss – stock is down over 9% this morning after reporting earnings. I made the move based on my Portfolio Rules – but sometimes you just get lucky.
Here are all the stocks that passed the 52 Week Low Screen this week:
| Ticker | Price | Fair Value | Margin of Safety | Yield % |
| WSM | $46.72 | $73.00 | $26.28 | 3.2% |
| VFC | $48.57 | $73.00 | $24.43 | 3.2% |
| GILD | $66.24 | $98.00 | $31.76 | 2.5% |
Click on the link to research further.
Williams-Sonoma still looks interesting – but I am waiting for a big down day to make a move. Not sure about Gilead Sciences – need to see where Morningstar’s new Fair Value lands.
Update: Morningstar lowered GILD’s fair value estimate to $84 from $98.
52 Week Low stock picks are based on the following screen:
- Morningstar analysis available.
- Less than 5% above its 52 week low.
- Greater than or equal to Narrow moat.
- Free cash flow/enterprise value greater than 5% (should be above what the 10 Year Treasury Bond is yielding).
- Financial Health Grade >= B.
- Forward P/E <= 20.
- Stock Industry not = Asset Management
- Dividend Yield % >= 2.5
- For candidates that have passed all the filters, review the individual stocks Return on Invested Capital (ROIC) for the previous 10 years to select the best long term candidates.
Extra: Oprah Winfrey is killing it:
- Business Insider – Oprah reportedly sold a painting for $150 million in one of last year’s biggest private art sales
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