No. of Recommendations: 6
Hi everyone,

OK, with earnings season essentially over, it's a better time to run this screen. Russell 3000, minus financials, REITs, and insurance (as well as those that have been acquired or taken private since last time I ran it) leaves 2310 companies.

First I run my macro to calculate predicted price assuming a 5% / 2.5% / 0% pattern. Then on the ones that have a higher price than last price, I choose those that have ttm FCF > $400 million and run another macro to determine what pattern the recent price is expecting.

Here are the latest results, sorted from lowest to highest. Many are the same that showed up a month ago, but there are some new ones as well.

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

SuperMedia Inc. (NasdaqGM:SPMD) Publishing $464 15 $6.74 $254.42 -78.9% -39.4% 0.0%
Dex One Corporation (NYSE:DEXO) Publishing $546 50 $5.44 $92.66 -62.0% -31.0% 0.0%
SUPERVALU Inc. (NYSE:SVU) Food Retail $744 212 $8.36 $29.81 -22.4% -11.2% 0.0%
US Airways Group, Inc. (NYSE:LCC) Airlines $603 162 $9.17 $31.64 -21.7% -10.8% 0.0%
H&R Block, Inc. (NYSE:HRB) Specialized Consumer Services $1,653 305 $16.23 $45.98 -17.2% -8.6% 0.0%

Valassis Communications Inc. (NYSE:VCI) Publishing $437 50 $27.51 $73.64 -15.9% -8.0% 0.0%
Dr Pepper Snapple Group, Inc. (NYSE:DPS) Soft Drinks $2,289 224 $37.00 $86.82 -13.0% -6.5% 0.0%
Domtar Corporation (NYSE:UFS) Paper Products $1,013 42 $87.47 $202.69 -12.7% -6.4% 0.0%
ITT Educational Services Inc. (NYSE:ESI) Education Services $526 30 $69.29 $148.84 -11.1% -5.5% 0.0%
AOL, Inc. (NYSE:AOL) Internet Software and Services $497 107 $18.90 $39.50 -10.5% -5.2% 0.0%

Micron Technology Inc. (NasdaqGS:MU) Semiconductors $2,483 997 $10.36 $21.16 -10.0% -5.0% 0.0%
Sprint Nextel Corp. (NYSE:S) Wireless Telecommunication Serv $2,880 2,988 $4.36 $8.19 -8.2% -4.1% 0.0%
PulteGroup, Inc. (NYSE:PHM) Homebuilding $565 382 $7.20 $12.56 -6.6% -3.3% 0.0%
Alliance Data Systems Corporation (NYSE:ADS) Data Processing and Outsourced $834 51 $83.30 $137.88 -5.5% -2.7% 0.0%
United Continental Holdings, Inc. (NYSE:UAL) Airlines $1,491 328 $23.97 $38.62 -4.9% -2.5% 0.0%

Gannett Co., Inc. (NYSE:GCI) Publishing $704 240 $15.51 $24.96 -4.9% -2.4% 0.0%
Computer Sciences Corporation (NYSE:CSC) Data Processing and Outsourced $1,386 155 $48.59 $76.12 -4.3% -2.2% 0.0%
Humana Inc. (NYSE:HUM) Managed Healthcare $2,019 168 $65.24 $101.82 -4.2% -2.1% 0.0%
NRG Energy, Inc. (NYSE:NRG) Independent Power Producers and $917 247 $20.86 $31.51 -3.6% -1.8% 0.0%
Delta Air Lines Inc. (NYSE:DAL) Airlines $1,490 835 $10.17 $15.16 -3.3% -1.6% 0.0%

Hertz Global Holdings, Inc. (NYSE:HTZ) Trucking $1,107 413 $15.50 $22.74 -2.9% -1.5% 0.0%
Sunoco, Inc. (NYSE:SUN) Oil and Gas Refining and Market $922 121 $44.55 $64.93 -2.8% -1.4% 0.0%
Dillard's Inc. (NYSE:DDS) Department Stores $406 60 $40.11 $57.43 -2.4% -1.2% 0.0%
Cephalon Inc. (NasdaqGS:CEPH) Biotechnology $724 76 $56.87 $81.21 -2.4% -1.2% 0.0%
Pitney Bowes Inc. (NYSE:PBI) Office Services and Supplies $832 203 $24.56 $34.75 -2.2% -1.1% 0.0%

Xerox Corp. (NYSE:XRX) Office Electronics $2,371 1,398 $10.25 $14.41 -2.1% -1.0% 0.0%
Questar Corporation (NYSE:STR) Gas Utilities $506 177 $17.38 $24.35 -2.0% -1.0% 0.0%
Verizon Communications Inc. (NYSE:VZ) Integrated Telecommunication Se$16,905 2,827 $36.46 $50.79 -1.9% -0.9% 0.0%
Eli Lilly & Co. (NYSE:LLY) Pharmaceuticals $6,163 1,102 $34.38 $47.48 -1.7% -0.8% 0.0%
Qwest Communications International (NYSE:Q) Integrated Telecommunication Se $1,879 1,764 $6.69 $9.05 -1.2% -0.6% 0.0%

Teradyne Inc. (NYSE:TER) Semiconductor Equipment $491 182 $17.58 $22.90 -0.5% -0.2% 0.0%
Warner Chilcott plc (NasdaqGS:WCRX) Pharmaceuticals $852 253 $22.65 $28.67 0.1% 0.1% 0.0%
Apollo Group Inc. (NasdaqGS:APOL) Education Services $873 143 $41.14 $51.77 0.3% 0.1% 0.0%
L-3 Communications Holdings Inc. (NYSE:LLL) Aerospace and Defense $1,280 109 $79.69 $100.08 0.3% 0.1% 0.0%
Lender Processing Services, Inc. (NYSE:LPS) Data Processing and Outsourced $408 89 $32.61 $39.01 1.3% 0.7% 0.0%

GameStop Corp. (NYSE:GME) Computer and Electronics Retail $451 151 $21.19 $25.31 1.3% 0.7% 0.0%
R.R. Donnelley & Sons Company (NasdaqGS:RRD) Commercial Printing $523 207 $18.07 $21.50 1.4% 0.7% 0.0%
Navistar International Corp. (NYSE:NAV) Construction and Farm Machinery $660 72 $66.79 $77.53 1.9% 1.0% 0.0%
Entergy Corporation (NYSE:ETR) Electric Utilities $1,603 179 $65.69 $76.19 1.9% 1.0% 0.0%
DR Horton Inc. (NYSE:DHI) Homebuilding $519 319 $12.11 $13.79 2.3% 1.2% 0.0%

Ford Motor Co. (NYSE:F) Automobile Manufacturers $7,385 3,783 $14.59 $16.58 2.4% 1.2% 0.0%
John Wiley & Sons Inc. (NYSE:JW.A) Publishing $408 61 $50.56 $57.00 2.5% 1.3% 0.0%
Western Digital Corp. (NYSE:WDC) Computer Storage and Peripheral $1,034 232 $34.38 $37.85 3.0% 1.5% 0.0%
SanDisk Corp. (NasdaqGS:SNDK) Computer Storage and Peripheral $1,344 237 $44.14 $48.26 3.2% 1.6% 0.0%
Constellation Brands Inc. (NYSE:STZ) Distillers and Vintners $494 209 $18.52 $20.07 3.3% 1.7% 0.0%

URS Corporation (NYSE:URS) Construction and Engineering $482 82 $46.26 $50.05 3.4% 1.7% 0.0%
CIGNA Corporation (NYSE:CI) Managed Healthcare $1,443 272 $41.96 $45.08 3.5% 1.8% 0.0%
General Electric Co. (NYSE:GE) Industrial Conglomerates $26,323 10,615 $19.72 $21.06 3.6% 1.8% 0.0%
The Washington Post Company (NYSE:WPO) Publishing $450 8 $439.26 $466.45 3.8% 1.9% 0.0%
Dell Inc. (NasdaqGS:DELL) Computer Hardware $3,525 1,918 $14.71 $15.61 3.8% 1.9% 0.0%

Safeway Inc. (NYSE:SWY) Food Retail $1,012 368 $22.69 $23.36 4.4% 2.2% 0.0%
The Interpublic Group of Companies (NYSE:IPG) Advertising $721 489 $12.18 $12.52 4.4% 2.2% 0.0%
Integrys Energy Group, Inc. (NYSE:TEG) Multi-Utilities $466 77 $49.87 $51.21 4.5% 2.2% 0.0%
The AES Corporation (NYSE:AES) Independent Power Producers and $1,200 788 $12.62 $12.94 4.5% 2.2% 0.0%
Macy's, Inc. (NYSE:M) Department Stores $1,167 423 $23.41 $23.42 5.0% 2.5% 0.0%

Western Digital, GameStop, Supervalu, and Ford are still there.

I would probably ignore those in the first grouping and last grouping as having too much (justified?) pessimism baked in or too little (though I did pick Supervalu as a high risk bet). I'm somewhat interested in Xerox, Constellation Brands, Navistar, L-3, GE, Entergy, and Questar and will be looking further into them.

Cheers,
Jim
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