Andy Weiss Columbia Business School Lecture 2010

http://cbs360.gsb.columbia.edu:8080/ess/echo/presentation/2227c77e-6bca-4754-94c6-40dcc6960853

EV/FCF screening tool

http://www.gurufocus.com/forum/read.php?1,37196,97987

Yahoo´s stock screener includes a EV/FCF option.
Valuation --> EV/FCF

screener.finance.yahoo.com

Seeking Alpha: 9 Stocks With Low P/FCF Ratios, Boosted by Insider Buying

The following is a list of stocks that are trading at a Price to Free Cash Flow (P/FCF) ratio lower than 5. In other words, these stocks appear to be undervalued, with free cash flow making up more than 20% of each company's overall valuation.

AEL / AOL / CLW / CNO / ESI / GY / MCGC / PMC / SVU    

http://seekingalpha.com/article/252847-9-stocks-with-low-p-fcf-ratios-boosted-by-insider-buying?source=msn

Point Lobos Holdings 12/31/2010

http://www.sec.gov/Archives/edgar/data/1512314/0001140361-11-007899.txt                                             

   FORM 13F INFORMATION TABLE

            COLUMN 1                 COLUMN 2    COLUMN 3  COLUMN 4      COLUMN 5       COLUMN 6  COLUMN 7       COLUMN 8
- --------------------------------- -------------- --------- -------- ------------------ ---------- -------- ---------------------
                                                            VALUE    SHRS OR  SH/ PUT/ INVESTMENT  OTHER     VOTING AUTHORITY
         NAME OF ISSUER           TITLE OF CLASS   CUSIP   (x$1000)  PRN AMT  PRN CALL DISCRETION MANAGERS   SOLE    SHARED NONE
- --------------------------------- -------------- --------- -------- --------- --- ---- ---------- -------- --------- ------ ----
<S>                               <C>            <C>       <C>      <C>       <C> <C>  <C>        <C>      <C>       <C>    <C>
A D A M INC                       COM            00088U108    1,821   253,591 SH       SOLE                  253,591      0    0
CLEARWATER PAPER CORP             COM            18538R103    3,418    43,652 SH       SOLE                   43,652      0    0
EDCI HLDGS INC COM STK            COM            268315207      110    37,240 SH       SOLE                   37,240      0    0
HEALTH NET INC COM STK            COM            42222G108    8,696   318,642 SH       SOLE                  318,642      0    0
IESI BFC LTD COM STK              COM            44951D108    8,359   343,990 SH       SOLE                  343,990      0    0
IMATION CORP COM STK              COM            45245A107    2,294   222,474 SH       SOLE                  222,474      0    0
LYONDELLBASELL INDUSTRIES N       SHS - A -      N53745100    4,983   144,841 SH       SOLE                  144,841      0    0
MATRIXX INITIATIVES INC COM STK   COM            57685L105    2,761   326,397 SH       SOLE                  326,397      0    0
MEDCATH CORP COM STK              COM            58404W109    1,105    79,186 SH       SOLE                   79,186      0    0
NORDION INC COM                   COM            65563C105   25,651 2,252,039 SH       SOLE                2,252,039      0    0
RADWARE LTD COM STK               ORD            M81873107    1,913    51,000 SH       SOLE                   51,000      0    0
SAUER-DANFOSS INC COM STK         COM            804137107    3,477   123,095 SH       SOLE                  123,095      0    0
SHAW GROUP INC COM STK            COM            820280105   15,034   439,200 SH       SOLE                  439,200      0    0
TECUMSEH PRODUCTS COCL A COM STK  CL A           878895200      905    69,379 SH       SOLE                   69,379      0    0
TRANSOCEAN LTD                    REG SHS        H8817H100    6,935    99,770 SH       SOLE                   99,770      0    0
TRIMERIS INC COM STK              COM            896263100    2,284   928,632 SH       SOLE                  928,632      0    0
WELLCARE HEALTH PLANS INC COM STK COM            94946T106   20,464   677,156 SH       SOLE                  677,156      0    0

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