Microsoft bought LinkedIn this morning – I don’t see the synergies, but then again – what do I know:
Also a lot of talk today about Brexit:
Not sure I am buying this one – feels a lot like the Greek crisis – suspect they will stay in the EU with some new conditions discussed but never acted upon.
On Friday, I allowed my GILD put contracts to expire – premium collected – $600.00. Will look to do this again – I want to increase my GILD holdings from 700 shares to 1000 shares.
For my Stocks to Own screen – really slim pickings:
Ticker | Price | Fair Value | Margin of Safety | Yield % |
AMGN | $154.78 | $194.00 | $39.22 | 2.3% |
WMT | $71.14 | $75.00 | $3.86 | 2.8% |
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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