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URL:  http://boards.fool.com/latest-screen-results-29308247.aspx

Subject:  Latest screen results Date:  5/19/2011  8:50 AM
Author:  TMFGebinr Number:  352 of 1071

Hi everyone,

Ran my screen again a couple of days ago as we wind down this earnings season. Was looking for companies with at least $100 million in TTM FCF and whose price was below a 5% / 2.5% / 0% (15% discount) predicted price. Doesn't include financial companies of any type. Then I ran the predictor to see what expectations were priced in. These are using prices from Monday close. I'll be looking more closely at several of these over the next few weeks.

Cheers,
Jim


Last 5 / 2.5 / 0 DCF modeled years
Company Industry TTM FCF # sh price Pred price 1-5 5-10 Term

National CineMedia, Inc. (NasdaqGS:NCMI) Advertising $126 53.8 $16.36 $19.88 1.0% 0.5% 0.0%
L-3 Communications Holdings Inc. (NYSE:LLL) Aerospace and Defense $1,220 107.4 $84.29 $96.51 2.2% 1.1% 0.0%
Textron Inc. (NYSE:TXT) Aerospace and Defense $816 276.5 $24.30 $25.06 4.4% 2.2% 0.0%
Alaska Air Group, Inc. (NYSE:ALK) Airlines $312 35.9 $68.29 $73.82 3.4% 1.7% 0.0%
Delta Air Lines Inc. (NYSE:DAL) Airlines $1,300 845.3 $11.00 $13.06 1.5% 0.7% 0.0%

Southwest Airlines Co. (NYSE:LUV) Airlines $1,742 748.0 $12.14 $19.78 -5.2% -2.6% 0.0%
Vonage Holdings Corporation (NYSE:VG) Alternative Carriers $143 223.2 $4.60 $5.46 1.5% 0.7% 0.0%
Noranda Aluminum Holding Corp. (NYSE:NOR) Aluminum $130 66.8 $14.07 $16.47 1.8% 0.9% 0.0%
Collective Brands, Inc. (NYSE:PSS) Apparel Retail $174 61.5 $19.45 $24.03 0.6% 0.3% 0.0%
Quiksilver Inc. (NYSE:ZQK) Apparel, Accessories and Luxury Good $131 162.0 $4.57 $6.84 -3.4% -1.7% 0.0%

Ford Motor Co. (NYSE:F) Automobile Manufacturers $7,338 3798.2 $15.13 $16.41 3.3% 1.7% 0.0%
PDL BioPharma, Inc. (NasdaqGS:PDLI) Biotechnology $144 139.6 $6.39 $8.77 -1.6% -0.8% 0.0%
Belo Corp. (NYSE:BLC) Broadcasting $108 103.6 $7.25 $8.85 0.9% 0.4% 0.0%
Sinclair Broadcast Group Inc. (NasdaqGS:SBGI) Broadcasting $157 80.9 $9.90 $16.53 -5.7% -2.8% 0.0%
Ameristar Casinos Inc. (NasdaqGS:ASCA) Casinos and Gaming $174 58.4 $22.78 $25.29 2.8% 1.4% 0.0%

Scientific Games Corporation (NasdaqGS:SGMS) Casinos and Gaming $110 92.0 $9.91 $10.13 4.5% 2.3% 0.0%
Cloud Peak Energy Inc. (NYSE:CLD) Coal and Consumable Fuels $184 60.0 $20.07 $26.05 -0.4% -0.2% 0.0%
Deluxe Corp. (NYSE:DLX) Commercial Printing $178 51.4 $26.89 $29.48 3.1% 1.6% 0.0%
Blue Coat Systems Inc. (NasdaqGS:BCSI) Communications Equipment $125 43.5 $23.95 $24.50 4.5% 2.3% 0.0%
Comtech Telecommunications Corp. (NasdaqGS:CMTL) Communications Equipment $133 26.8 $28.07 $42.18 -3.5% -1.7% 0.0%

Lexmark International Inc. (NYSE:LXK) Computer Storage and Peripherals $305 79.1 $30.01 $32.76 3.2% 1.6% 0.0%
SanDisk Corp. (NasdaqGS:SNDK) Computer Storage and Peripherals $1,395 238.3 $47.95 $49.73 4.3% 2.1% 0.0%
KBR, Inc. (NYSE:KBR) Construction and Engineering $701 151.5 $35.77 $39.30 3.1% 1.5% 0.0%
URS Corporation (NYSE:URS) Construction and Engineering $656 78.7 $44.20 $70.76 -4.8% -2.4% 0.0%
Navistar International Corp. (NYSE:NAV) Construction and Farm Machinery and $660 72.3 $67.51 $77.53 2.1% 1.1% 0.0%

Alliance Data Systems Corporation (NYSE:ADS) Data Processing and Outsourced Servi $835 51.4 $91.64 $137.84 -3.5% -1.7% 0.0%
Computer Sciences Corporation (NYSE:CSC) Data Processing and Outsourced Servi $1,386 154.7 $44.05 $76.12 -6.4% -3.2% 0.0%
DST Systems Inc. (NYSE:DST) Data Processing and Outsourced Servi $378 46.5 $47.05 $69.06 -3.0% -1.5% 0.0%
Global Payments Inc. (NYSE:GPN) Data Processing and Outsourced Servi $836 80.1 $52.14 $88.72 -6.1% -3.0% 0.0%
Lender Processing Services, Inc. (NYSE:LPS) Data Processing and Outsourced Servi $425 86.3 $28.99 $41.77 -2.6% -1.3% 0.0%

Dillard's Inc. (NYSE:DDS) Department Stores $385 53.9 $55.13 $60.67 3.0% 1.5% 0.0%
Apollo Group Inc. (NasdaqGS:APOL) Education Services $913 141.6 $41.71 $54.75 -0.6% -0.3% 0.0%
Bridgepoint Education, Inc. (NYSE:BPI) Education Services $189 52.7 $20.51 $30.41 -3.2% -1.6% 0.0%
Power-One Inc. (NasdaqGM:PWER) Electronic Components $168 103.6 $8.80 $13.81 -4.4% -2.2% 0.0%
Vishay Intertechnology Inc. (NYSE:VSH) Electronic Components $429 165.5 $17.09 $22.02 -0.2% -0.1% 0.0%

CF Industries Holdings, Inc. (NYSE:CF) Fertilizers and Agricultural Chemica $1,534 71.4 $134.96 $182.45 -1.2% -0.6% 0.0%
Safeway Inc. (NYSE:SWY) Food Retail $1,202 366.0 $24.98 $27.89 2.7% 1.4% 0.0%
Laclede Group Inc. (NYSE:LG) Gas Utilities $115 22.4 $37.71 $43.67 2.0% 1.0% 0.0%
Questar Corporation (NYSE:STR) Gas Utilities $354 177.5 $16.90 $16.95 4.9% 2.5% 0.0%
WGL Holdings Inc. (NYSE:WGL) Gas Utilities $249 51.2 $38.82 $41.39 3.7% 1.8% 0.0%

Amedisys Inc. (NasdaqGS:AMED) Healthcare Services $117 29.4 $32.31 $33.81 4.1% 2.0% 0.0%
Gentiva Health Services Inc. (NasdaqGS:GTIV) Healthcare Services $113 30.5 $24.86 $31.54 0.1% 0.0% 0.0%
Take-Two Interactive Software Inc. (NasdaqGS:TTWOHome Entertainment Software $187 84.6 $15.87 $18.74 1.6% 0.8% 0.0%
American Greetings Corp. (NYSE:AM) Housewares and Specialties $143 40.4 $23.28 $30.15 -0.3% -0.2% 0.0%
NRG Energy, Inc. (NYSE:NRG) Independent Power Producers and Ener $985 247.3 $24.69 $33.83 -1.5% -0.8% 0.0%

General Electric Co. (NYSE:GE) Industrial Conglomerates $25,032 10605.4 $19.76 $20.05 4.7% 2.4% 0.0%
Cincinnati Bell Inc. (NYSE:CBB) Integrated Telecommunication Service $119 198.8 $3.13 $5.10 -5.2% -2.6% 0.0%
Verizon Communications Inc. (NYSE:VZ) Integrated Telecommunication Service $13,916 2829.1 $36.97 $41.78 2.5% 1.2% 0.0%
AOL, Inc. (NYSE:AOL) Internet Software and Services $332 106.9 $18.76 $26.40 -2.1% -1.0% 0.0%
EarthLink Inc. (NasdaqGS:ELNK) Internet Software and Services $138 107.0 $7.82 $10.95 -2.0% -1.0% 0.0%

CACI International Inc. (NYSE:CACI) IT Consulting and Other Services $222 30.2 $61.71 $62.49 4.7% 2.4% 0.0%
AMERIGROUP Corporation (NYSE:AGP) Managed Healthcare $458 48.3 $67.91 $80.65 1.5% 0.7% 0.0%
Humana Inc. (NYSE:HUM) Managed Healthcare $2,029 168.4 $78.54 $102.33 -0.5% -0.2% 0.0%
Magellan Health Services Inc. (NasdaqGS:MGLN) Managed Healthcare $232 32.0 $51.33 $59.54 1.9% 1.0% 0.0%
Molina Healthcare Inc. (NYSE:MOH) Managed Healthcare $214 30.6 $40.51 $59.61 -3.0% -1.5% 0.0%

Universal American Corp (NYSE:UAM) Managed Healthcare $105 75.8 $9.44 $11.72 0.5% 0.3% 0.0%
WellCare Health Plans, Inc. (NYSE:WCG) Managed Healthcare $318 41.8 $50.80 $64.53 0.1% 0.0% 0.0%
Ameren Corporation (NYSE:AEE) Multi-Utilities $962 241.1 $29.91 $33.89 2.4% 1.2% 0.0%
Xerox Corp. (NYSE:XRX) Office Electronics $1,946 1401.2 $10.17 $11.80 1.9% 1.0% 0.0%
Pitney Bowes Inc. (NYSE:PBI) Office Services and Supplies $821 203.8 $24.54 $34.22 -1.9% -0.9% 0.0%

Global Geophysical Services, Inc. (NYSE:GGS) Oil and Gas Equipment and Services $101 36.4 $15.40 $23.65 -3.9% -2.0% 0.0%
Helix Energy Solutions Group, Inc. (NYSE:HLX) Oil and Gas Equipment and Services $225 106.0 $15.49 $18.05 1.9% 0.9% 0.0%
Delek US Holdings Inc. (NYSE:DK) Oil and Gas Refining and Marketing $111 54.5 $14.49 $17.33 1.3% 0.7% 0.0%
Valero Energy Corp. (NYSE:VLO) Oil and Gas Refining and Marketing $2,335 570.0 $26.23 $34.79 -0.8% -0.4% 0.0%
Western Refining Inc. (NYSE:WNR) Oil and Gas Refining and Marketing $191 89.1 $15.33 $18.21 1.5% 0.7% 0.0%

Graphic Packaging Holding Company (NYSE:GPK) Paper Packaging $228 343.7 $5.38 $5.63 4.1% 2.0% 0.0%
Buckeye Technologies Inc. (NYSE:BKI) Paper Products $136 39.9 $25.30 $28.99 2.2% 1.1% 0.0%
PH Glatfelter Co. (NYSE:GLT) Paper Products $137 46.0 $14.70 $25.24 -6.3% -3.1% 0.0%
Eli Lilly & Co. (NYSE:LLY) Pharmaceuticals $6,404 1112.0 $39.15 $48.91 0.4% 0.2% 0.0%
Par Pharmaceutical Companies Inc. (NYSE:PRX) Pharmaceuticals $157 35.6 $34.74 $37.35 3.5% 1.8% 0.0%

ViroPharma Inc. (NasdaqGS:VPHM) Pharmaceuticals $190 76.0 $18.62 $21.21 2.3% 1.2% 0.0%
Warner Chilcott plc (NasdaqGS:WCRX) Pharmaceuticals $882 253.8 $24.97 $29.53 1.5% 0.8% 0.0%
Gannett Co., Inc. (NYSE:GCI) Publishing $632 240.4 $14.40 $22.32 -4.1% -2.1% 0.0%
John Wiley & Sons Inc. (NYSE:JW.A) Publishing $408 60.8 $50.81 $57.00 2.6% 1.3% 0.0%
DineEquity, Inc. (NYSE:DIN) Restaurants $180 18.5 $53.90 $82.30 -3.8% -1.9% 0.0%

GT Solar International, Inc. (NasdaqGS:SOLR) Semiconductor Equipment $230 124.9 $11.80 $15.65 -0.8% -0.4% 0.0%
Kulicke & Soffa Industries Inc. (NasdaqGM:KLIC) Semiconductor Equipment $138 71.5 $11.98 $16.44 -1.6% -0.8% 0.0%
Lam Research Corporation (NasdaqGS:LRCX) Semiconductor Equipment $743 124.0 $47.14 $50.90 3.4% 1.7% 0.0%
MKS Instruments Inc. (NasdaqGS:MKSI) Semiconductor Equipment $159 52.2 $25.71 $25.80 4.9% 2.5% 0.0%
Teradyne Inc. (NYSE:TER) Semiconductor Equipment $480 185.3 $15.80 $22.06 -1.9% -1.0% 0.0%

Marvell Technology Group Ltd. (NasdaqGS:MRVL) Semiconductors $1,103 659.4 $14.19 $14.21 5.0% 2.5% 0.0%
Micron Technology Inc. (NasdaqGS:MU) Semiconductors $1,857 1000.9 $10.55 $15.76 -3.3% -1.7% 0.0%
Dr Pepper Snapple Group, Inc. (NYSE:DPS) Soft Drinks $1,354 221.3 $41.86 $51.95 0.5% 0.3% 0.0%
Regis Corp. (NYSE:RGS) Specialized Consumer Services $133 56.5 $15.68 $19.96 0.0% 0.0% 0.0%
Beacon Roofing Supply Inc. (NasdaqGS:BECN) Trading Companies and Distributors $107 45.9 $19.68 $19.82 4.9% 2.4% 0.0%

United Rentals, Inc. (NYSE:URI) Trading Companies and Distributors $189 61.3 $25.95 $26.19 4.8% 2.4% 0.0%
Hertz Global Holdings, Inc. (NYSE:HTZ) Trucking $1,317 415.8 $15.99 $26.90 -5.8% -2.9% 0.0%
Sprint Nextel Corp. (NYSE:S) Wireless Telecommunication Services $2,538 2991.0 $5.11 $7.21 -2.1% -1.1% 0.0%
Telephone & Data Systems Inc. (NYSE:TDS) Wireless Telecommunication Services $437 103.6 $34.33 $35.84 4.1% 2.1% 0.0%

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