Famed value investor David Herro of Harris Associates shared his basic value screen:
Value Screen
1. Price/Cash Flow < 10x
2. Debt/Cash Flow < 2x
3. ROE 3yr > 13.5%
34 buy candidates
Apple Inc. (AAPL), Avery Dennison Corporation (AVY), Bed Bath & Beyond Inc. (BBBY), The Boeing Company (BA), Coach Inc. (COH), Cummins Inc. (CUM), Dover Corporation (DOV), Exxon Mobil Corporation (XOM), FMC Technologies, Inc. (FTI), Fossil Group, Inc. (FOSL), Franklin Resources, Inc. (BEN), The Gap Inc. (GPS), Gilead Sciences Inc. (GILD), Halliburton Company (HAL), Helmerich & Payne, Inc. (HP), International Business Machines Corporation (IBM), Intel Corporation (INTC), Kohl’s Corp. (KSS), Lyondellbasell Industries N.V. (LYB), Macy’s Inc. (M), Marathon Petroleum Corporation (MPC), Michael Kors Holdings Limited (KORS), Micron Technology Inc. (MU), Netapp Inc. (NTAP), Phillips 66 (PSX), Schlumberger Limited (SLB), Seagate Technology Public Limited Company (STX), Southwest Airlines Co. (LUV), Tesoro Corporation (TSO), Union Pacific Corporation (UNP), Valero Energy Corporation (VLO), Wal-Mart Stores Inc. (WMT), Western Digital Corporation (WDC), Whole Foods Market Inc.
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