When US Treasury yields sit at a 25 year high and risk free income looks tempting, investors start questioning why they should bother with equities at all. That doubt can create mispricing in solid businesses that still generate cash and maintain tight balance sheets. This piece walks through three such high quality but unloved stocks that our value work flags as potential bargains right now. The stocks highlighted below are only a small sample. The full screen surfaced 28 more companies with cash generation, balance sheet strength, and equally compelling value stories that are not covered here.
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