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 )
INVESTING, When a Rosy Picture Should Raise a Red Flag by Gretchen Morgenson
WarningsYou Want to See by Herb Greenberg
Fund Junkie by Ian MacDonaldSometimes 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. Heyman
Depreciation, An Appreciation by Lawrence C. Strauss