Cigarette-seller Vector Group’s stock will continue its upward trajectory because of its high cash generation and generous dividend, said David Bechtel, Portfolio Manager at Barrow Funds. Bechtel added that Vector is also diversified through its ownership of a real estate business. He said Deluxe Corp. is often overlooked, but value investors will recognize the strength and steady cash flows from its check-printing business. Finally, Bechtel is positive on equipment provider United Rentals despite its recent selloff. He said the company is the dominant player in the industry and will be able to withstand this oil related downturn and Wall Street downgrades.
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