@ralom One stock you can look is Enero. Main interest : free cash flow yield of more than 10 % (after excluding minority interests) which seems high, for a company which is expected to be quite stable. Historically, Enero was cyclical. But during the last 2 years, a new business emerged (OB Media, that they own at 51 %) and has enabled the company to be much more stable, as OB Media is high growth/high margin. Their share in OB Media now represents around half of the profit of Enero (excluding minority interests).
