I will probably be adding to my GILD trade this week – I want to increase the investment from 700 shares to 1000 shares – and also lower my per share costs in the process. I will post an update once I make the trade. I will also be doing a review of a great book I just finished – later this week:
[AMAZONPRODUCTS asin=”1522733019″]
Highly recommended.
AMGN also looks attractive at this level – but it is in the same industry as GILD, so I probably will not make a trade:
Ticker | Price | Fair Value | Margin of Safety | Yield % |
AMGN | $152.92 | 194.00 | $41.08 | 2.4% |
WMT | $65.50 | $75.00 | $9.50 | 3.1% |
MMP | $70.63 | 76 | $5.37 | 4.4% |
Click on the links to research further.
Results are based on the following screen:
- Low fair value uncertainty.
- Wide moat.
- Morningstar rating 4 or more stars.
- Financial Health Grade >= B.
- Current P/E <= 20.
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