Sunday, April 5, 2015

Barron's Features Olstein Fund's Cash Flow Specials

Robert Olstein, the founder of the Olstein Funds, is a top money manager on Wall Street for over four decades. The Olstein Funds have always been a favorite of mine here at Equities Research.

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 )
Equities Research Archives: 
  • 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 Greenberg

     Fund Junkie by Ian MacDonald

     Sometimes It Takes a Sherlock by Gretchen Morgenson 

     Fair Game:Why All Earnings Are Not Equal by  Gretchen Morgenson

     American Association of Individual Investors  October 2010
    What You Can Learn from Shareholder Letters by Eric R. Heyman

     Depreciation, An Appreciation by Lawrence C. Strauss

     Olstein Shareholder Letters



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