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Companies with good cash flow are hoarding their cash and not spending it or hiring more people.
FORBES
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So his team is positioning the fund for the future by investing in telecommunications companies with good cash flow - likely candidates to benefit from the convergence of telephony and computers.
CNN: SAFE PORT IN A STORM
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Although the remaining print business is in a steady state of decline, the combined businesses generated good cash flow with attractive EBITDA margins of over 41% in the quarter ended March 31, 2013.
FORBES: What's The Story With Dex Media And Why Is It So Darn Cheap?
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The second is to look for industry leaders with a solid franchise, good cash flow, and a strong dividend history.
FORBES: Searching for safety
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With RIM finally seeing some good news flow in the last few weeks, its shares have shot up by almost 15% this month as confidence returned that the management will be able to deliver on its deadline this time after having missed it twice already in the past year.
FORBES: RIM Is Still Worth $12 As BB10 Nears Launch In January
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Whole Foods has been a strong performer for several years with consistently high same-store sales, good cash flow, strong gross margins and controlled expansion.
FORBES: The Overachievers
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For one thing, this kind of high-speed innovation seems to require a near-addiction to a rapid flow of data that everyone can agree on, with a good feedback loop to test ideas.
FORBES: Google's Innovation -And Everyone's?
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Small scale producers and consumers are often at a disadvantage with information and sometimes social entrepreneurs can find sustainable ways to change the flow of information in favor of the public good.
FORBES: Netflixing For Social Impact
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Sourcing good deal flow is a full time job for those in the investment community, so how is someone with a day job supposed to source great deals if they cannot spend their waking hours building relationships with intermediaries and companies?
FORBES: The Disruptive Power of Equity Crowdfunding