Market is all over the place today – Oil is especially volatile.
Here are this week’s results from my Stocks to Own Screen:
| Name | Ticker | Price | Fair Value | Margin of Safety | Yield % | MOS % |
| Magellan Midstream Partners LP | MMP | $58.08 | $76.00 | $17.92 | 4.9% | 24% |
| Spectra Energy Partners LP | SEP | $38.24 | $50.00 | $11.76 | 6.3% | 24% |
| Wal-Mart Stores Inc | WMT | $59.35 | $75.00 | $15.65 | 3.3% | 21% |
| Amgen Inc | AMGN | $153.94 | $194.00 | $40.06 | 2.0% | 21% |
| Merck & Co Inc | MRK | $51.78 | $63.00 | $11.22 | 3.5% | 18% |
| Exxon Mobil Corporation | XOM | $75.00 | $87.00 | $12.00 | 3.9% | 14% |
| Philip Morris International Inc | PM | $86.22 | $92.00 | $5.78 | 4.7% | 6% |
MLPs are still coming out on top – but I don’t see a clean way to own them – too many tax issues:
- The Motley Fool – MLPs: 3 Tax Facts All Dividend Investors Need to Know
I want to make another play at Wal-Mart and / or Merck before the end of the year – just need a little bigger Margin of Safety.
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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