Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [View article]
Thanks for the list. I a always looking for starting points unique from my own. I will run through on my P & F charts, then start my fundamental analysis. A few on my watchlist are DHR, GPC, TECH, SYY and VFC. For growth, i am watching TSCO and BWLD.
Bruce Berkowitz's Free Cash Flow Yield Screen [View article]
I read the Berkowitz article, it got me thinking. What are the best metrics for combining with free cash flow yield?
Start with good cash flow, then look for mgt talent and historical reinvetsment
Free Cash Flow
Historical ROE or ROIC? which? both?
Bruce Berkowitz's Free Cash Flow Yield Screen [View article]
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [View article]