Muhlenkamp - Companies with 8-10% FCF

"...today inflation is nominal, treasuries are what 3.5%, corporate are 4 to 5, we're finding very good companies with free cash flow of 8% to 10%. So we're seeing better values than we've seen in a long time. We own things like Cisco and Hewlett-Packard and Oracle, which I've never owned because they were never at prices I could justify. So we're seeing the Cadillacs are selling cheaper than the Chevys these days." - Ron Muhlenkamp

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Muhlenkamp - Companies with 8-10% FCF
Muhlenkamp - Companies with 8-10% FCF
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