ADT ( ADT ) is a good defensive business that produces significant cash flow and is trading cheaply. Although shares are likely undervalued, value can only be realized through some ROIC gains. Additionally, State Farm and ApolloI have a long-term investment horizon and look for companies with strong fundamentals that have been beaten down due to short-term headwinds. I believe the market is overly concerned with the short-term, which leaves many great companies mispriced. I seek to uncover these short-term ...