| 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 (%) |
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| 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. |
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