No corporation in the world books this big a pool of profits, but the market wisely focuses on growth rates and incremental cash flow momentum.

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Utilities hold at 14 times earnings, carrying 4 percent yields, but minimal incremental free cash flow to bump up dividends more than pennies per share.

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If a firm can deploy the incremental dollar of cash flow at a rate of return greater than its cost of capital, it should pursue acquisitions or internal capital projects, as these methods will be the fastest way to build shareholder value.

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