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J.P. Morgan's Thomas Lee sees two distinctive style attributes that will help stocks outperform...

J.P. Morgan's Thomas Lee sees two distinctive style attributes that will help stocks outperform after the recent run-up: high free cash flow yields and - surprisingly - low dividend yields. Lee's screen produces 15 stocks investors can buy now: CAG, IBM, GPC, MMM, PAYX, UTX, SYY, PPG, PX, UNP, FISV, SIAL, XRAY, L, DIS.
Comments (6)
  • deercreekvols
    , contributor
    Comments (5440) | Send Message
     
    JPM should be more concerned with their CEO withholding critical data from regulators and the DOJ investigation that should be coming.

     

    They can't keep their own house in order and want to give investment advice- thanks, but no thanks
    15 Mar 2013, 11:31 AM Reply Like
  • happyshorter
    , contributor
    Comments (940) | Send Message
     
    Seems that they even lied to their best clients, so what would they say to the poor "retail investors" that we are.
    15 Mar 2013, 05:50 PM Reply Like
  • dacama1
    , contributor
    Comments (217) | Send Message
     
    Wonder how Lee defines a high free cash flow yield?
    15 Mar 2013, 11:36 AM Reply Like
  • Alvin5007
    , contributor
    Comments (150) | Send Message
     
    Hard to trust anything coming out of JPM.
    15 Mar 2013, 01:01 PM Reply Like
  • happyshorter
    , contributor
    Comments (940) | Send Message
     
    You took the words out of my keyboard.
    15 Mar 2013, 05:49 PM Reply Like
  • Chubby Lipshitz
    , contributor
    Comments (299) | Send Message
     
    I dont trust any of them, but here is another list from Morgan Stanley

     

    http://seekingalpha.co...

     

    I'd like to discuss both lists with the respective Analysts.
    16 Mar 2013, 08:35 AM Reply Like
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