Markets in free-fall!!
Throw a few bucks at a few cheap(ish) looking cos?? (all figures assume you believe guidance...)
ADS -- Trading at ~6.8x 2018 EPS, set to sell or spin one (or more) business units
DXC -- $50 stock, guiding $8 in 2018 EPS and $12+ by 2022... EPS mostly = FCF
DLX -- 6.6x earnings They make checks... the kind you get at the bank... stock is flat from 2013 yet cash flow up 35%, share count down, net debt flat...
AGN -- $47bn cap... $4.3bn FCF next year... paying down debt, lapping product cliffs... 2019 down from 2018 but looks good beyond that!
BBBY -- Crappy retailer... 7x earnings... nearing guided LT crappy op margins of 5%
MYL -- 5x earnings; New product launches mean solid earnings growth for next 2-3 years... Int'l business is big mix... softens the "US generics suck" theme
WDC -- Earnings falling off a cliff (but so is stock!)... 5.5% dividend, hardly levered at all, easily <10% FCF yield even with earnings cliff from hard drive weakness...
CHTR/CMCSA -- Take your pick, cable cos both 5-year dogs...
FLEX -- 7x trailing FCF... trade war could be a problem... contract manufacturing a cyclical biz but trying to do more "value add" stuff whatever that means... have been buying back tons of stock for years now... dumb dumb's...
Happy holidays...