Dorfman - How to Catch a Stock at an Inflection Point

John Dorfman writes about stocks that are still cheap but are getting better.
http://dorfmanvalue.com/its-great-to-catch-a-stock-at-its-inflection-point/

Selection rules:

1. Stock is in the U.S.,  market value > $250 million.
2. Stock’s price < 15 PE.
3. Earnings in last Q > +15% vs a year ago.
4. Latest reported earnings were higher than analysts expected.
5. Company’s total debt < 50% of the net worth.

Selected companies:
CVS Health Corp. (CVS)

American Outdoor Brands Corp. (AOBC)

Investors Title Co. (ITIC)
Gannett Co. (GCI)

AllianceBernstein Holding LP (AP)