ExxonMobil Remains a Buy Below $80/Share

I’m continuing my process of reevaluating all current positions.  I conclude in this recent article that I still really like ExxonMobil.  At $84/share I think it is undervalued, but not quite at my margin-of-safety buy level, based upon my discounted free cash flow analysis, which says it’s worth about $100/share.  Accordingly it’s a great buy at $80/share or below, and it’s a strong, strong buy below $70/share.  For the full article and link to my calculations spreadsheet, see the link above. 

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McDonalds Is Worth More Than You Think

Also check out Seeking Alpha for my new premium post on McDonalds.  McDonalds is investing in growth and therefore it’s appropriate to do a modified free cash flow analysis that takes into account new investments in growth.  This shows McDonalds’ free cash flow growth is much stronger than it otherwise looks!

Intuitive Surgical: Updated Analysis

I just published an updated analysis of Intuitive Surgical (ISRG) on Seeking Alpha.  Please take a look!  In short, while I am pleased with my prior purchases, I think the stock is even more richly valued than when I bought in, and at this point I plan to hold and look for a pullback before buying any more.

Coke is Fairly or Over Valued

Please go to Seeking Alpha to see my new Seeking Alpha Premium analysis of Coke.  I conclude it is at best fairly valued, though it is never a bad idea for one’s portfolio.  For the article see here.

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I’m also on Stocktwits and at the Fool.com, all under the same handle.