Liability Adjusted Cash Flow Yield: 4.5% Dividend Yield: 2.63% LACFY/10-Year Treasury Yield: 2.17 Return on Invested Capital: 19% There's a good chance that you've used a United Technologies ( UTX) product without noticing. In addition to Otis (elevators) and Carrier (air conditioners), United Technologies' portfolio of companies includes Sikorsky and Pratt & Whitney -- two prominent suppliers of commercial and military aviation technology. This year, United Technologies made a $16.5 billion acquisition of Goodrich -- a very big bet on aviation (actually, the biggest bet the company has ever made). Historically, United Technologies has allocated capital very wisely -- a fact reflected in the company's impressive return on invested capital. However, the same cannot be said of Goodrich ( GR) (5% return on invested capital), an expensive company to buy (1.54% liability-adjusted cash flow yield).