Was put 1000 shares of XLE on Friday – not sure if we are close to a bottom in Oil, let’s hope so – not going to sell any calls on this until the Oil market turns. I needed equity exposure anyway – so this works as a longer term investment.
Here are this week’s results from my Stocks to Own Screen:
| Name | Ticker | Price | Fair Value | Margin of Safety | Yield % | MOS % |
| Amgen Inc | AMGN | $151.30 | $194.00 | $42.70 | 2.1% | 22% |
| Merck & Co Inc | MRK | $51.14 | $63.00 | $11.86 | 3.5% | 19% |
| Wal-Mart Stores Inc | WMT | $61.93 | $75.00 | $13.07 | 3.2% | 17% |
| Magellan Midstream Partners LP | MMP | $64.24 | $76.00 | $11.76 | 4.5% | 15% |
| Spectra Energy Partners LP | SEP | $44.23 | $50.00 | $5.77 | 5.5% | 12% |
| Exxon Mobil Corporation | XOM | $77.58 | $87.00 | $9.42 | 3.7% | 11% |
| Philip Morris International Inc | PM | $86.29 | $92.00 | $5.71 | 4.7% | 6% |
Note: I already have a trade in Merck – looking at Wal-Mart as a future play in retail.
Results are based on the following screen:
- Morningstar analysis available.
- Low fair value uncertainty.
- Wide moat.
- Morningstar rating 4 or more stars.
- Financial Health Grade >= B.
- Current P/E <= 20.
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