Today's Bargains?!

[Kerim]

I know we do this thread all the time, but I never get tired of it!

Strange market -- indexes not all that far from all-time highs, but definitely feels like there are some bargains out there.

I'm ithcing to make at least a small buy today, but not sure if I will or what it will be. Top thoughts:

XOM at (below!) $80
PH near $110
EMR at $51
IBM at $160
COP at $53

Shout out what you think are today's best DG bargains!

[rapidacid]

Bottom portion of my own portfolio sorted by 52 week range low to high

I doubled down on ARLP a little while ago paying >10% dividend. Aside from the obvious XOM + CVX I think CMI, UNP + QCOM have a lot of value here

[twil]

This whole oil price drop is hitting me hard

Time to ride the storm

[Jimbo]

(07-24-2015, 12:31 PM)twil Wrote: This whole oil price drop is hitting me hard

Time to ride the storm

LMAO, dont fret,its a long ride and some of us are in real deep.

Great buying opportunities.

Jim

[Caversham]

CMI, CVX, EMR, STAG, XOM.

[earthtodan]

MMM is below the $150 psychological mark. Not sure if that makes it a bargain though.

[navyasw02]

I looked at NSC, DOV, DOW, UTX, ETN, CAT, all dropped 10-15% in the past month. KMI is also down significantly as well

Edit: Also APPL, IBM, GILD took pretty decent hits this week too.

[twil]

I have a some left in my Roth before I'm done for the year.

Just got to figure out which company to get into. I've been really wanting gild for a long time but just never pulled the trigger and am regretting it now.

[KenBob]

If you are going for an oil play, I think XOM is currently better than CVX. Accounting for resource depletion, I calculate fair value for CVX at $92 with the current price at $90.60, while the fair value for XOM is $94 with the current price at $79.94. XOM has done a better job of replacing depleted resources.

I definitely like STAG; however, I already have a full position.

I think utilities are starting to look good with SO leading the way.

[rapidacid]

XOM yielding 3.7%, CVX yielding 4.8%, QCOM yielding 3.1% ... crikey

[Rasec]

Is Disney a buy/bargain at this price point ($110)?

[EricL]

(08-05-2015, 03:08 PM)Rasec Wrote: Is Disney a buy/bargain at this price point ($110)?

I know I'm probably in the minority, but I wouldn't be interested until it got in the low $90's. Its normal PE over the last 10 years is 17.8, and the last 5 is 17.2.

With an expected $5.05 in 2015 earnings an 18 multiple would put "fair price" at about $90.90.

It is an outstanding company, but at current prices of 24 times earnings its too expensive in my opinion.