Table 2. Companies Passing the David Dreman Screen
Company (Exchange: Ticker) Market Cap
($ Mil)
P/E Ratio
(X)
P/E Avg 5 Yr
(X)
Total Liab to Assets
(%)
Div Yield
(%)
Div Yield Avg 5 Yr
(%)
Div Grth 3 Yr
(%)
EPS Growth Description
Hist 5 Yr
(%)
Est 3-5 Yrs
(%)
Basic Materials
Reliance Steel & Alum. (N: RS) 1,631.60 3.8 11 49.4 1.8 0.7 35 62.2 19 metals service
Anglo American (M: AAUK) 32,385.50 4.6 13.3 52.3 3.6 3.1 10.4 26.9 27 mining & nat'l resources
Vale (N: RIO) 58,278.60 4.7 9.7 51.5 1.9 4.8 30.8 74.4 6.8 metals & mining
Barnes Group Inc. (N: B) 775.5 7.2 16.9 53.4 4.5 2.6 11.2 21.4 14.7 mfrs indus'l components
Parker-Hannifin Corp. (N: PH) 6,611.30 7.3 13.5 49.4 2.5 1.4 17.3 38.7 12.7 motion control prods
Capital Goods
Regal-Beloit Corp. (N: RBC) 1,038.90 8.6 na 54.2 2 na 7.1 30.3 14 electric motors
Conglomerates
Dover Corp. (N: DOV) 6,161.40 9.4 19.1 52.8 3 1.6 7.5 25.8 16.3 manufacturing
Consumer Cyclical
BorgWarner (N: BWA) 2,748.80 8.5 13.6 53 1.9 1.1 14 12.4 17 engineered systems
Panasonic Corp. (N: PC) 27,897.50 8.9 37.4 50.5 3.1 1.3 33.1 77.8 11.7 electronics
Pentair, Inc. (N: PNR) 2,837.00 9.6 20.2 51.7 2.4 1.6 11.7 22.9 12 indus'l manufacturing
Consumer Non-Cyclical
Corn Products Int'l (N: CPO) 1,564.50 7 17.1 46.5 2.7 1.2 18.6 24.7 13.2 corn refiner
Reynolds American (N: RAI) 12,456.50 8.2 na 56.7 8 5.8 19 13.5 6.5 tobacco holding co
Energy
Chevron Corp. (N: CVX) 118,810.10 6.1 8.9 49.5 4.5 3.2 13.9 76.2 10 petroleum & coal
Halliburton Co. (N: HAL) 15,266.40 6.1 22.3 46 2.1 1.3 11.9 54.8 15.5 servs to energy indus
Magellan Midstream (N: MMP) 1,478.40 7.2 15.6 56.6 12.7 6.5 12.3 7.2 5.7 petroleum prods
Financial
Torchmark Corp. (N: TMK) 3,344.50 6.8 11.5 79.8 1.5 0.9 5.7 11.9 8.5 insurance holding co
NYSE Euronext (N: NYX) 6,878.80 8.2 na 43 4.6 na na 53.3 20.9 security exchanges
Tokio Marine (O: TKOMY) 23,155.60 9.2 29.9 84.7 1.6 1 28.9 -0.9 na insurance holding co
Health Care
Eli Lilly & Co. (N: LLY) 35,654.80 9 27.6 46.9 6 2.7 5.4 1.5 5.9 pharmaceuticals
Services
Textainer Group (N: TGH) 444.6 4.7 na 64.3 9.9 na 27.5 39.9 9.5 cargo contain hold co
Johnson Controls (N: JCI) 13,104.60 7.1 15.2 60.4 2.4 1.4 13.6 14.4 13 HVAC & auto
Vodafone Group (N: VOD) 100,908.50 8.8 na 38.7 10.7 3.4 17.3 23.1 9.3 communica'ns servs
Transportation
Genco Ship & Trdg (N: GNK) 523 2.3 na 55 24.3 na na na 27 drybulk shipping
Utilities
Energen Corp. (N: EGN) 1,917.90 6 13 64.8 1.8 1.3 6.6 32.7 10.8 oil & natural gas
TC Pipelines, LP (M: TCLP) 747.7 7.9 13 38.5 13.1 6.9 4.1 0.2 5 pipeline system
Ameren Corp. (N: AEE) 5,789.10 8.2 16.5 67.6 9.2 5.3 0 2.7 4 power holding co
MDU Resources Grp (N: MDU) 3,407.80 8.9 14.2 58.3 3.3 2.5 6 13.7 13.6 electric & natural gas
National Fuel Gas (N: NFG) 2,387.20 9.6 15.7 63.1 4.4 3.7 3.5 10.6 5 natural gas hold co
Exchange Key: M= NASDAQ National or NASDAQ Small Cap Market, N= New York Stock Exchange, A= American Stock Exchange
Source: AAII's
Stock Investor Pro/Reuters Research, Inc. Data as of October 10, 2008.