Watchlist Update – Stocks to Own Screen: 10-12-2015

Buy Stocks

Merck is still the best value – based on this screen:

Name Ticker Price Fair Value Margin of Safety Yield % MOS %
Merck & Co Inc MRK $50.23 $65.00 $14.77 3.53 22.72%
ITC Holdings Corp ITC $32.96 $42.00 $9.04 2.08 21.52%
Amgen Inc AMGN $152.32 $194.00 $41.68 1.99 21.48%
Wal-Mart Stores Inc WMT $66.80 $79.00 $12.20 2.92 15.44%
Exxon Mobil Corporation XOM $78.78 $92.00 $13.22 3.58 14.37%
Spectra Energy Partners LP SEP $43.17 $50.00 $6.83 5.38 13.66%
Magellan Midstream Partners, L.P. MMP $67.92 $76.00 $8.08 4.07 10.63%
3M Co MMM $149.80 $160.00 $10.20 2.62 6.37%

If I don’t get put the 1000 Merck shares later this week – I will probably buy them anyway – sell a covered call, and collect the upcoming 3.5% dividend.

Based on the following screen:

  • Stocks to Own Screen:
  1. Morningstar analysis available.
  2. Low fair value uncertainty.
  3. Wide moat.
  4. Morningstar rating 4 or more stars.
  5. Financial Health Grade >= B.
  6. Current P/E <= 20.

z - even even smaller

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