This weekend Barron's featured Eric Heyman, the co-manager of the Olstein Strategic Opportunities fund (ticker: OFSAX ), with his Top 5 Stock Picks: Unloved, but Cash Rich (beaten-down stocks producing lots of cash flow.)
- Three small-cap stocks he likes right now are Integra LifeSciences ( IART ), Wesco International ( WCC ) and ABM Industries ( ABM ).
- Lifetime Brands ( LCUT )
- Daktronics ( DAKT )
Bob Olstein Favorite Metric: FREE CASH FLOW
(click here) OLSTEIN: Earnings vs. Cash Flow
INVESTING, When a Rosy Picture Should Raise a Red Flag by Gretchen Morgenson
Eight
Warnings
You Want to See by Herb GreenbergFund Junkie by Ian MacDonald
Sometimes It Takes a Sherlock by Gretchen MorgensonFair Game:Why All Earnings Are Not Equal by Gretchen MorgensonAmerican Association of Individual Investors October 2010What You Can Learn from Shareholder Letters by Eric R. HeymanDepreciation, An Appreciation by Lawrence C. Strauss
Olstein Shareholder Letters
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