If you are looking for a sign of a market top – this headline might be it:
- WSJ – AT&T Reaches Deal to Buy Time Warner for $85.4 Billion
- Bloomberg – A Quick Guide to AT&T’s M&A Dance With Time Warner
- CNBC – AT&T-Time Warner deal works in theory, not in practice: Investment expert
- Morningstar – AT&T Disappoints With Time Warner Merger
For those who were around during the dot com bubble – the AOL / Time Warner Deal was the beginning of the end – will history repeat itself?
Here are the equities that make the stocks to own screen this week:
| Ticker | Price | Fair Value | Margin of Safety | Yield % |
| AMGN | $158.51 | $194.00 | $35.49 | 2.4% |
| MMP | $70.41 | $76.00 | $5.59 | 4.5% |
| WMT | $68.34 | $76.00 | $7.66 | 2.9% |
Click on the links to research further.
Results are based on the following screen:
- Low fair value uncertainty.
- Wide moat.
- Morningstar rating 4 or more stars.
- Financial Health Grade >= B.
- Current P/E <= 20.
Extra: If you missed it – this is a very Scary / Funny segment from Last Week Tonight about opioids:
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