This list is down to one stock – not surprising given the incredible October Market melt up:
| Name | Ticker | Price | Fair Value | Margin of Safety | Yield % | MOS % |
| Wal-Mart Stores Inc | WMT | $58.38 | $75.00 | $16.62 | 3.3% | 22.2% |
I decided not to pull the trigger on Walmart last week – the premium available is just not worth the risk right now. Will revisit WMT if we have a meaningful correction.
Stay tuned!
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