Chump Holdings on June 6, 2014
Not listed above are holdings OHI, O, and KMI. I don't list them in this valuation screen due to the nature of the stocks, they are more accurately valued looking at P/FCF vs. PE.
In general, the names on the top half are still a decent value play at or slightly below fair value, while the names on the lower half are getting above fair value, and I would be unlikely to add to these names at current prices.
This past week, I made one trade:
- I added some shares to my AT&T (T) holding at $35 per share
- I received $700 in dividends from AFL, COP, INTC, WMT, WFC, all of which was reinvested into the same names
Have a great weekend,