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Investors looking to park money in the market could be attracted to the stable balance sheets and solid dividend yield.
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Despite retaining the best defensive record in the division, with eight clean sheets to their name, they have not looked as solid in recent matches, conceding three at home to Sunderland on 14 November and gifting Newcastle their opening goal on Sunday when Alex's back-pass beat keeper Petr Cech and gave Andy Carroll a simple finish.
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The key, he says, is to look for steady growth among companies with solid balance sheets.
FORBES: Hunting For Growth