In his latest column for Canada’s Globe and Mail, Validea CEO John Reese looks at companies with high free cash flow yields. “Cash: It’s the lifeblood of any business,” Reese writes. “That may seem obvious, but it’s something that can easily be forgotten — just look at what happened to overleveraged, overextended companies during the [...]
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Tag Archives: Free Cash Flow Yield
Berkowitz’s Free Cash Flow Yield Screen
Advisor Perspectives turns out another good interview, this time with Fairholme Fund manager Bruce Berkowitz. Berkowitz’s leadership has helped turn the Fairholme Fund into one of the most successful funds around. Berkowitz takes time to discuss his investment process. Specifically, he says “we look at a company’s free cash flow relative to its price. Ideally, [...]
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July 13, 2011
