The scan is piling into cheap-vs-bonds names with crowded shorts. Book +9.1% to +11.9%, conf 92-94. Short interest is the top driver in 6 of 10. Earnings yield vs bonds is top-3 in every name. That’s

Fiserv, Inc. ($FISV) is top raw return +11.9%, conf 94. ↑ short interest +0.0797, ↑ earnings yield vs bonds +0.0694, ↑ 60d vol +0.0252. The Allstate Corporation ($ALL) flips it: ↑ earnings yield +0.0711, ↑ short interest +0.0512, ↑ fwd/trail P/E +0.0214. Solventum Corporation ($SOLV) adds ↑ illiquidity +0.0299, ↑ earnings yield +0.0685, ↑ short interest +0.0291. McCormick & Company, Incorporated ($MKC) is the short-heavy staple: ↑ short interest +0.0749, ↑ earnings yield +0.0711, ↑ fwd/trail P/E +0.0220. Dollar Tree, Inc. ($DLTR) is different—↑ earnings yield +0.0619, ↓ short interest -0.0394, ↑ fwd/trail P/E +0.0206. Edison International ($EIX) same pattern: ↑ earnings yield +0.0667, ↓ short interest -0.0268, ↑ illiquidity +0.0258. Not a squeeze story. Globe Life Inc. ($GL) is Financial Services, univ 99%, sec 99%: ↑ short interest +0.0478, ↑ earnings yield +0.0447, ↑ illiquidity +0.0312. PG&E Corporation ($PCG) is the utility short: ↑ short interest +0.0695, ↑ earnings yield +0.0622,

Fiserv, Inc. ($FISV) is top raw return +11.9%, conf 94. ↑ short interest +0.0797, ↑ earnings yield vs bonds +0.0694, ↑ 60d vol +0.0252. The Allstate Corporation ($ALL) flips it: ↑ earnings yield +0.07