Firms with Good Projects and Low DividendsFirms in this group had returns on equity that were 5% higher than the cost of equity, dividends which were 50% or less than FCFE and cash balances which are greater than 5% of market value.
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on which companies are included in each industry
| Company Name | ROE - Cost of Equity | Dividends/FCFE | Cash as % of Market Value |
| Adobe Systems | 13.02% | 6.00% | 18.00% |
| Air Express Int'l | 5.23% | 16.00% | 7.00% |
| American Woodmark Corp. | 11.88% | 8.00% | 8.00% |
| Amgen | 21.64% | 0.00% | 6.00% |
| Autodesk Inc. | 10.22% | 12.00% | 10.00% |
| Automatic Data Proc. | 7.98% | 35.00% | 5.00% |
| Bandag Inc. | 6.34% | 19.00% | 43.00% |
| Belco Oil & Gas | 9.30% | 0.00% | 15.00% |
| Blimpie International Inc. | 6.47% | 13.00% | 27.00% |
| Bombardier Inc. 'B' | 6.90% | 43.00% | 9.00% |
| Boston Acoustics | 6.22% | 29.00% | 6.00% |
| Brady (W.H.) | 6.36% | 38.00% | 11.00% |
| Bridgford Foods | 6.08% | 39.00% | 9.00% |
| Canadian Fracmaster Ltd. | 6.65% | 15.00% | 5.00% |
| Carma Corp | 13.88% | 0.00% | 5.00% |
| Castle Energy Corp. | 9.60% | 8.00% | 51.00% |
| Celanese Canada Inc. | 9.00% | 33.00% | 9.00% |
| Chart Industries | 17.60% | 27.00% | 6.00% |
| Chicago Rivet & Mach Co | 9.02% | 25.00% | 17.00% |
| Claire's Stores | 10.29% | 19.00% | 14.00% |
| Cohu Inc. | 9.47% | 11.00% | 18.00% |
| Compaq Computer | 7.87% | 4.00% | 16.00% |
| Corby Distilleries Ltd. | 10.18% | 43.00% | 12.00% |
| CPI Corp. | 5.11% | 41.00% | 5.00% |
| Crawford & Co. 'B' | 12.05% | 34.00% | 11.00% |
| Dallas Semiconductor | 6.94% | 10.00% | 13.00% |
| Dames & Moore | 5.05% | 18.00% | 8.00% |
| Decorator Inds Inc. | 10.54% | 28.00% | 14.00% |
| Del Labs | 13.99% | 25.00% | 7.00% |
| Deswell Inds Inc | 17.96% | 33.00% | 14.00% |
| Donohue Inc. | 8.98% | 4.00% | 28.00% |
| Dupont Canada Inc. | 8.04% | 39.00% | 10.00% |
| Eaton Vance Corp. | 6.60% | 14.00% | 16.00% |
| Enex Res Corp Colo | 5.33% | 20.00% | 21.00% |
| Engineered Support Sys | 8.65% | 3.00% | 9.00% |
| ENSCO Int'l | 8.72% | 37.00% | 8.00% |
| Fahnestock Viner 'A' | 5.70% | 15.00% | 5.00% |
| Federal-Mogul | 8.32% | 2.00% | 22.00% |
| Fleetwood Enterprises | 6.94% | 47.00% | 7.00% |
| Franklin Electric | 15.18% | 24.00% | 18.00% |
| Gallagher (Arthur J) | 22.17% | 47.00% | 8.00% |
| Gencor Inds Inc | 20.80% | 19.00% | 6.00% |
| Gennum Corp. | 16.57% | 23.00% | 8.00% |
| Green Tree | 7.59% | 39.00% | 18.00% |
| Grey Advertising | 8.05% | 40.00% | 43.00% |
| Hach Corp. | 5.34% | 8.00% | 43.00% |
| Hallwood Energy LP | 9.83% | 37.00% | 10.00% |
| Hawkins Chem. Inc. | 6.43% | 41.00% | 14.00% |
| Herbalife Int'l 'A' | 21.94% | 12.00% | 52.00% |
| Hewlett-Packard | 6.75% | 35.00% | 7.00% |
| Honda Motor ADR | 5.49% | 8.00% | 8.00% |
| Hong Kong Telecom ADR | 23.27% | 22.00% | 26.00% |
| Innovex Inc. | 27.32% | 8.00% | 15.00% |
| Int'l Business Mach. | 17.92% | 46.00% | 7.00% |
| Int'l Game Tech. | 14.39% | 23.00% | 6.00% |
| Intel Corp. | 23.99% | 5.00% | 8.00% |
| Intimate Brands | 47.30% | 12.00% | 26.00% |
| Jefferies Group | 13.64% | 13.00% | 14.00% |
| Kaydon Corp. | 11.10% | 21.00% | 7.00% |
| King World Productions | 6.55% | 0.00% | 29.00% |
| Kollmorgen Corp. | 14.09% | 15.00% | 7.00% |
| Lawson Products | 5.17% | 38.00% | 9.00% |
| LCS Industries | 5.16% | 10.00% | 20.00% |
| Lincoln Elec Co | 9.18% | 13.00% | 11.00% |
| Linear Technology | 9.15% | 14.00% | 8.00% |
| Liqui-Box Corp. | 12.32% | 25.00% | 9.00% |
| Liz Claiborne | 8.85% | 16.00% | 10.00% |
| Lone Star Inds. | 8.15% | 7.00% | 19.00% |
| MacNeal-Schwendler | 21.25% | 0.00% | 19.00% |
| Mattel Inc. | 15.96% | 28.00% | 6.00% |
| Matthews Intl Corp | 9.30% | 29.00% | 7.00% |
| Mauna Loa Macadamia Partners L | 16.30% | 13.00% | 9.00% |
| Mercury Air Group Inc. | 5.64% | 0.00% | 5.00% |
| Meredith Corp. | 8.94% | 25.00% | 7.00% |
| Met-Pro Corp. | 6.15% | 29.00% | 10.00% |
| Methode Elec. | 5.77% | 21.00% | 5.00% |
| Modern Controls Inc. | 14.74% | 34.00% | 9.00% |
| Myers (L.E.) Gr | 9.34% | 13.00% | 5.00% |
| Nature's Sunshine | 18.10% | 16.00% | 6.00% |
| NIKE Inc. 'B' | 14.03% | 21.00% | 5.00% |
| Northstar Computer Forms | 15.71% | 16.00% | 17.00% |
| Oshkosh B'Gosh 'A' | 9.29% | 9.00% | 6.00% |
| PACCAR Inc. | 8.39% | 32.00% | 16.00% |
| PCA Int'l | 9.18% | 34.00% | 6.00% |
| Perkin-Elmer | 15.77% | 42.00% | 5.00% |
| Plenum Publishing | 13.71% | 46.00% | 29.00% |
| Poe & Brown Inc. | 15.61% | 25.00% | 10.00% |
| Pulitzer Publishing | 11.17% | 10.00% | 10.00% |
| Raymond James Fin'l | 9.44% | 18.00% | 41.00% |
| Reebok Int'l | 13.93% | 0.00% | 13.00% |
| Reuters ADR | 16.46% | 40.00% | 11.00% |
| RPC Inc. | 5.88% | 29.00% | 7.00% |
| Ryan Beck & Co | 17.14% | 16.00% | 20.00% |
| Schultz Sav-O Stores | 5.91% | 34.00% | 21.00% |
| Schwab (Charles) | 6.65% | 28.00% | 32.00% |
| Scientific Technologies Inc. | 15.49% | 29.00% | 8.00% |
| Scope Industries | 24.23% | 5.00% | 39.00% |
| Shaw Industries Ltd. | 14.07% | 8.00% | 25.00% |
| Shelby Williams | 5.50% | 38.00% | 7.00% |
| SI Handling Sys. Inc. | 12.43% | 19.00% | 10.00% |
| SNC Lavalin Group Inc. | 5.21% | 34.00% | 23.00% |
| Southdown Inc. | 8.51% | 24.00% | 5.00% |
| Southern Peru Copper | 5.73% | 12.00% | 173.00% |
| Standard Commercial | 7.92% | 0.00% | 29.00% |
| Stryker Corp. | 6.79% | 9.00% | 9.00% |
| Superior Inds. Int'l | 7.53% | 14.00% | 9.00% |
| Tadiran Ltd. | 9.68% | 7.00% | 20.00% |
| Technitrol Inc. | 7.32% | 17.00% | 7.00% |
| Titanium Metals | 10.50% | 18.00% | 9.00% |
| TJX Companies | 12.13% | 9.00% | 5.00% |
| Tootsie Roll Ind. | 7.48% | 9.00% | 11.00% |
| Tredegar Inds. | 6.79% | 22.00% | 9.00% |
| TSI Inc. | 8.46% | 17.00% | 8.00% |
| Westcast Inds 'A' | 9.51% | 9.00% | 26.00% |
| Weyco Group | 5.71% | 15.00% | 10.00% |
| Wiley (John) & Sons | 5.96% | 29.00% | 11.00% |
| Wilshire Oil Texas | 10.03% | 0.00% | 40.00% |
| Wireless Telecom. | 22.68% | 0.00% | 15.00% |
| Wynn's Int'l | 9.40% | 23.00% | 11.00% |
| York Group Inc | 10.73% | 21.00% | 20.00% |