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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (40269)	10/12/2002 9:42:02 AM
From: minorejoy2000	Read Replies (1) \| Respond to of 52237

<<I hate GE (way off today's high, BTW). Low-debt, free-cash flow generating companies are the only way to hold anything for any amount of time with some assurance that it won't blow up. Looking at GE's cash flow statement, I can't call it anything other than a financial company, and one that's 60% more expensive than C. My not so humble opinion...>> Paul, in terms of eps growth, what would you think of ANH, NLY, NFI, WRI, and ...well, I don't want to overwhelm you, and I'm not asking you to investigate anything so I'll stop there...altogether my screens which look for high growth, high profitability, (good dividends is also in the algorithm), and rising value (you know, discounted projected cash flows, etc.) show between 50 and 200 co's meeting criteria, depending which screen, with 50 + or- being the result of those whose value (by the above definition) continues to rise. ANH has been at the top for a while, and the others I mentioned are up there too. CVH is close when I remove the dividend factor. You like any of this stuf? Most turn out to be MBS REITS. They've suffered a bit lately, but their value keeps rising, along with the dividends, so now many are in the 16-20% yield range. TIA Mino