MOS
The Mosaic Company
stock NYSE

[valuedge intrinsic value screener](https://preview.redd.it/3kgijjib84sh1.png?width=1436&format=png&auto=webp&s=6c3ddc02743d885afd28e5e0af0b9eb61dab0ce0)
https://preview.redd.it/viip3elh84sh1.png?width=1566&format=png&auto=webp&s=03545c1dc4c9541e671c3153dddab977dd1f1cd6
Ran my weekly screen again.
This time I kept it pretty simple:
* NYSE + Nasdaq stocks only
* 5%+ margin of safety
* Quality Score 70+
* Financials Score 70+
* Momentum Score 70+
Only **13 names** made it through.
A few that immediately stood out:
**SPSC** — $82.96 vs. $173 fair value → **52.0% MOS**
**RGA** — $248.65 vs. $380.54 → **34.7% MOS**
**HMY** — $18.97 vs. $26.99 → **29.7% MOS**
**QLYS** — $166.64 vs. $235.68 → **29.3% MOS**
**WDAY** — $189.45 vs. $234.78 → **19.3% MOS**
And then there’s **MSFT**, which still survives the screen, but at only \~6% below fair value.
Obviously, **a screener is a starting point, not a buy list**. A cheap-looking stock can be cheap for a very good reason.
But I like running the exact same filter every week because it makes it really easy to spot when something interesting suddenly enters the list.
**Which of these would you want me to do a full valuation breakdown on next?**

I'm considering NVR or LEN. Just don't like the valuation or MOS quite yet. It seems like the environment for them is still deteriorating, but they have the best business models. TOL would be a third option in builders for a more luxury tilt. NKE, no. Moat is wrecked and once they get a grip back on in-store retail maybe. They shot themselves in the foot and haven't been walking right since. NVO idk when. I'm holding heavy bags. BN, haven't dug in enough but they do have solid longterm fundamentals.

[valuedge intrinsic value screener](https://preview.redd.it/3kgijjib84sh1.png?width=1436&format=png&auto=webp&s=6c3ddc02743d885afd28e5e0af0b9eb61dab0ce0)
https://preview.redd.it/viip3elh84sh1.png?width=1566&format=png&auto=webp&s=03545c1dc4c9541e671c3153dddab977dd1f1cd6
Ran my weekly screen again.
This time I kept it pretty simple:
* NYSE + Nasdaq stocks only
* 5%+ margin of safety
* Quality Score 70+
* Financials Score 70+
* Momentum Score 70+
Only **13 names** made it through.
A few that immediately stood out:
**SPSC** — $82.96 vs. $173 fair value → **52.0% MOS**
**RGA** — $248.65 vs. $380.54 → **34.7% MOS**
**HMY** — $18.97 vs. $26.99 → **29.7% MOS**
**QLYS** — $166.64 vs. $235.68 → **29.3% MOS**
**WDAY** — $189.45 vs. $234.78 → **19.3% MOS**
And then there’s **MSFT**, which still survives the screen, but at only \~6% below fair value.
Obviously, **a screener is a starting point, not a buy list**. A cheap-looking stock can be cheap for a very good reason.
But I like running the exact same filter every week because it makes it really easy to spot when something interesting suddenly enters the list.
**Which of these would you want me to do a full valuation breakdown on next?**

I'm considering NVR or LEN. Just don't like the valuation or MOS quite yet. It seems like the environment for them is still deteriorating, but they have the best business models. TOL would be a third option in builders for a more luxury tilt. NKE, no. Moat is wrecked and once they get a grip back on in-store retail maybe. They shot themselves in the foot and haven't been walking right since. NVO idk when. I'm holding heavy bags. BN, haven't dug in enough but they do have solid longterm fundamentals.