Paul, with regard to your 3 recommendations on this thread being a good indication of a winning I did a survey of a bunch of value-ish funds to find overlapping stocks in their top 25 holdings (per Morningstar).
Funds included where:
BFLVX, BFSVX, BRMCX, BRWIX, DODGX, FBRSX, FEVAX, FPPTX, GABBX, GABEX, JAVLX, KDFAX, KDHAX, KSCVX, LLPFX, LLSCX, LMVTX, MFOCX, MSVFX, NBFVX, OAKLX, SEQUX, SLASX, TASCX, TAVFX, TEMTX, TORYX, TWEBX, UMESX, WEMMX, WVALX
The scores are piotroski scores (more or less).
I didn't adjust the fund count for stocks held in 2 different funds at the same complex (e.g. GABBX & GABEX), nor did I do anything for stocks with 2 different classes (e.g. BRK.A & BRK.B).
The consensus on JPM is surprising - held in so many funds, but not really talked about.
8 Funds
Jpmorgan Chase (JPM) 5 Points (2 Misses) - DODGX GABBX GABEX KDFAX LMVTX MSVFX SLASX TORYX
6 Funds
Tyco International (TYC) 7.5 Points - BRWIX FEVAX KDHAX LMVTX MSVFX SLASX
Time Warner (TWX) 4.5 Points - BFLVX DODGX GABBX LMVTX MSVFX OAKLX
Washington Mutual (WM) 4 Points (2 Misses) - KDFAX KDHAX LMVTX MSVFX OAKLX WVALX
Citigroup (C) 1.5 Points (2 Misses) - BFLVX GABBX KDFAX LMVTX MFOCX SLASX
5 Funds
ConocoPhillips (COP) 7.5 Points - BFLVX GABBX GABEX KDHAX SLASX
Walt Disney (DIS) 7 Points - GABBX GABEX LLPFX MSVFX TORYX
Berkshire Hathaway B (BRK.B) 6 Points (2 Misses) - BFLVX MSVFX SEQUX TEMTX WVALX
American International Group (AIG) 5 Points (2 Misses) - BFLVX KDFAX KDHAX SLASX TWEBX
Bank of America (BAC) 5 Points (2 Misses) - GABBX GABEX JAVLX KDFAX KDHAX
Pfizer (PFE) 4 Points - GABEX KDHAX MFOCX TWEBX WVALX
Comcast (CMCSK) 3 Points (2 Misses) - LLPFX MSVFX SLASX TWEBX WVALX
4 Funds
ChevronTexaco (CVX) 8.5 Points - BFLVX DODGX GABEX KDHAX
St. Joe (JOE) 6 Points (1 Misses) - KSCVX TASCX TAVFX UMESX
Fannie Mae (FNM) 6 Points (2 Misses) - KDFAX KDHAX LMVTX WVALX
Eastman Kodak (EK) 5.5 Points - BFLVX LMVTX MSVFX TORYX
Wells Fargo (WFC) 5 Points (2 Misses) - JAVLX KDFAX SLASX TWEBX
Waste Management (WMI) 4 Points - FEVAX LLPFX LMVTX MSVFX
American Express (AXP) 3 Points (2 Misses) - GABEX KDFAX SLASX TWEBX
Freddie Mac (FRE) 2.5 Points (2 Misses) - KDFAX KDHAX TWEBX WVALX
Goldman Sachs Group (GS) 2.5 Points (2 Misses) - BFLVX JAVLX MFOCX TORYX
Countrywide Financial (CFC) 2 Points (2 Misses) - GABBX JAVLX MFOCX WVALX
3 Funds
Deltic Timber (DEL) 9 Points - FEVAX LLSCX TASCX
Burlington Resources (BR) 8 Points - FEVAX GABEX OAKLX
McDonald's (MCD) 8 Points - BRWIX DODGX FEVAX
Yum Brands (YUM) 7.5 Points - LLPFX MSVFX OAKLX
Honeywell International (HON) 7 Points - GABBX GABEX TORYX
Phelps Dodge (PD) 7 Points - BFLVX BRWIX UMESX
Pioneer Natural Resources (PXD) 7 Points - GABBX LLPFX UMESX
Telephone and Data Systems (TDS) 7 Points - LLPFX MSVFX WVALX
First Data (FDC) 7 Points (1 Misses) - MSVFX OAKLX TORYX
Altria Group (MO) 6.5 Points - KDHAX SLASX TEMTX
General Electric (GE) 6.5 Points - GABEX MFOCX TORYX
Brascan (BNN) 6.5 Points (1 Misses) - TASCX TAVFX TEMTX
Electronic Arts (ERTS) 6 Points - JAVLX LMVTX MFOCX
Home Depot (HD) 6 Points - KDHAX LMVTX MSVFX
Costco Wholesale (COST) 5.5 Points - FEVAX SEQUX SLASX
Nabors Industries (NBR) 5.5 Points - BRWIX TAVFX UMESX
The Directv Group (DTV) 5.5 Points - LLPFX LMVTX TORYX
IAC/InterActiveCorp (IACI) 5 Points - LMVTX MSVFX WVALX
eBay (EBAY) 5 Points - JAVLX LMVTX MFOCX
Amazon.com (AMZN) 5 Points (1 Misses) - JAVLX LMVTX MSVFX
UnitedHealth Group (UNH) 5 Points (1 Misses) - JAVLX LMVTX MFOCX
Capital One Financial (COF) 5 Points (2 Misses) - DODGX LMVTX MSVFX
Cardinal Health (CAH) 4 Points - DODGX TORYX WVALX
Liberty Media (L) 4 Points - FEVAX TEMTX WVALX
Level 3 Communications (LVLT) 4 Points (1 Misses) - LLPFX LLSCX MSVFX
Qwest Communications International (Q) 4 Points (2 Misses) - FPPTX LMVTX WVALX
Sovereign Bancorp (SOV) 4 Points (2 Misses) - KDFAX KDHAX TEMTX
Forest City Enterprises A (FCE.A) 3.5 Points (2 Misses) - TASCX TAVFX WVALX
Electronic Data Systems (EDS) 3 Points - DODGX KDHAX TWEBX
PNC Financial Services Group (PNC) 3 Points (2 Misses) - KDFAX KDHAX TWEBX
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