Executed the trade for 700 shares of GILD on Friday – very excited to get shares in this Biotech company with a large Margin of Safety. I will try to add to this trade in June 2016 – stay tuned.
Regarding other opportunities – my Stocks to Own screen is becoming a broken record – the only trade would be in AMGN, since WMT and MMP do not look that cheap to me:
| Ticker | Price | Fair Value | Margin of Safety | Yield % |
| AMGN | $150.18 | 194.00 | $43.82 | 2.4% |
| WMT | $69.88 | $75.00 | $5.12 | 3.1% |
| MMP | $71.31 | 76 | $4.69 | 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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