Since I missed out on Merck (MRK) last week, I am hoping it falls a little this week – allowing me to do a quick trade – maintaining a decent Margin of Safety. I want to have it in my portfolio soon since I am underweight both Equities and Healthcare exposure. Merck will be paying a dividend in March 2016, so I need to factor that into any trade.
Here are this week’s results from my Stocks to Own Screen:
| Ticker | Price | Fair Value | Margin of Safety | Yield % |
| AMGN | $150.12 | $194.00 | $43.88 | 2.2% |
| MRK | $50.12 | $63.00 | $12.88 | 3.6% |
| MMP | $63.77 | $76.00 | $12.23 | 4.7% |
| WMT | $64.66 | $75.00 | $10.34 | 3.0% |
| SEP | $45.53 | $50.00 | $4.47 | 5.5% |
| XOM | $82.49 | $87.00 | $4.51 | 3.5% |
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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