| Name | Ticker | Price | Fair Value | Margin of Safety | % Yield |
| American Express Co | AXP | $80.22 | $95.00 | $14.78 | 1.46 |
| Wal-Mart Stores Inc | WMT | $72.42 | $81.00 | $8.58 | 2.71 |
| Franklin Resources Inc | BEN | $50.48 | $58.00 | $7.52 | 1.19 |
Based on the following screen:
- 52 Week Low 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 3% (should be above what the 10 Year Treasury Bond is yielding).
- Financial Health Grade >= B.
- Forward P/E <= 20.
- 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.
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