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Focus on Free Cash Flow/Enterprise Value

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FCV/EV has been the top-performing factor over time. Select companies based on cash position, long-term eps growth/eps stability, price momentum, earnings revisions, and free cash flow/enterprise value. Favored stocks include: Apple, UnitedHealth, Oracle, Thermo Fisher, Cisco, Lowe's, Charles Schwab, Applied Materials, Target, S&P Global.

Ned Davis Research | Stock Selection | U.S. Portfolio Strategy | Monthly

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