cash and marketable securities minus long term debt); at 36.3%, Tech Data achieves this very difficult target. My James O ’ Shaughnessy -based growth model also likes Tech Data. A few reasons: The firm has upped EPS in each year of the past five
430 locations in the U.S., Canada, and the U.K. LKQ ($4.3 billion market cap) gets strong interest from my James O ’ Shaughnessy -based growth stock model. It looks for firms that have upped earnings per share in each year of the past five-year
scrutiny, but AT&T is still a power, having taken in $126 billion in sales in the past year. That size is part of why my James O ’ Shaughnessy -based value model likes AT&T. Two more reasons: AT&T is producing $6.55 in cash flow per share, nearly
trailing 12-month sales — and it offers a whopping dividend yield of 10.5%. That big yield is one of the reasons my James O ’ Shaughnessy -based value model is high on Santander. This approach likes large firms with strong cash flows and high dividend yields
But even so, there’s no reason an investor should restrict themselves to one or the other. Look, for example, at James O ’ Shaughnessy , whose book What Works on Wall Street forms the basis for one of my best performing “Guru Strategies” (each of which
the past three years, with long-term debt/equity declining from 227% to 89%. Rock-Tenn gets approval from my James O ’ Shaughnessy -based growth model. This approach looks for companies that have upped EPS in each year of the past half-decade
are also cheap, trading for a very reasonable 14.2 times trailing 12-month earnings and 1.33 times book value. My James O ’ Shaughnessy -based value model also likes Sanofi. It targets large firms with strong cash flows and high dividend yields. Sanofi
quite cheap. It trades for just 0.63 times trailing 12-month sales, part of the reason it gets high marks from my James O ’ Shaughnessy -based growth model. Another key part of this approach is a high relative strength over the past 12 months; O
Buffett-inspired models , or growth-oriented strategies that include key value components (like my Peter Lynch- or James O ' Shaughnessy -based approaches), these methods put a major emphasis on the price you're paying for a stock. The issue of value
high marks, earning approval from my Peter Lynch- and James O ’ Shaughnessy -based strategies. But a number of other telecom stocks ..... about $108 billion. Verizon gets strong interest from my James O ’ Shaughnessy -based value strategy. When looking for value plays