No. of Recommendations: 4
franklin resources
is a cash flow machine
lots of AUM
valuation is dirt cheap
half the cap is cash and investments
it seems ridiculous
but...stock is down 22%
ytd
reason....obvious...value is not the place to be
some of the top funds, ranked by Morn within the category itself, based on 1, 3 and 5 years
1 is top, 100 is worst
FCISX 80b 96-67-63
TEGBX 38b 100-90-64
TEGRX 14b 90-91-87
MDISX 21b 99-94-81
FRDPX 19b 71-58-80
26b in outflows 12m based on 12/2017
numbers like this - gonna accelerate
yikes...