Same results as last week – but the dividends have increased due to lower share prices:
| Name | Ticker | Price | Fair Value | Margin of Safety | Yield % | MOS % |
| Magellan Midstream Partners, L.P. | MMP | 60.61 | 76 | $15.39 | 4.9% | 20% |
| Waddell & Reed Financial, Inc. | WDR | 35.84 | 42 | $6.16 | 4.8% | 15% |
We will see how today goes – so far, the markets are off to the races. I would like to make a play on MMP – currently researching the tax implications of owning a Master Limited Partnership. It gets tricky – not for novice investors or folks without an Accountant.
Here are the screen inputs:
- Morningstar analysis available.
- Dividend Yield % > = 4.
- Dividend Growth % Past 5 Years > = 10.
- Payout Ratio Trailing 12 Months < 75
- Morningstar rating 4 or more stars.
- Financial Health Grade >= B.
- Stock Industry not = Asset Management
- Forward P/E <= 20.
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