If you have not seen John Oliver’s epic Trump Takedown – suggest you start your Week with it:
We are voting in Virginia tomorrow – I guess I will have to hold my nose and vote for Rubio or Kasich.
Not much doing with the market – here are this week’s results from my Stocks to Own Screen:
| Ticker | Price | Fair Value | Margin of Safety | Yield % |
| AMGN | $144.34 | $194.00 | $49.66 | 2.3% |
| MRK | $50.64 | $63.00 | $12.36 | 3.6% |
| WMT | $66.84 | $75.00 | $8.16 | 3.0% |
| MMP | $68.31 | $76.00 | $7.69 | 4.5% |
| SEP | $46.44 | $50.00 | $3.56 | 5.3% |
Healthcare and MLPs for the most part – hopefully we get some movement later in the week.
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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