The scan is leaning hard on earnings yield vs bonds — 6 of 10 — and 7 of 10 are top-ranked in their own sector. Financials, Consumer Defensive, Utilities take 6 of 10 slots. That’s a rates-sensitive v

Top of the book is almost identical: Allstate Corporation ($ALL) +19.3%, conf 93, and McCormick & Company, Incorporated ($MKC) +18.6%, conf 93. Both univ 100%, sec 100%, both earnings yield vs bonds + short interest + fwd/trail P/E. Same print, different sectors. The model is saying rate-sensitive cash flow is scarce. Edison International ($EIX) +18.1%, conf 93 is the utility version — earnings yield + 60d vol up, short interest a drag (-0.0227). Fiserv, Inc. ($FISV) +18.0%, conf 93 flips it: short interest is the top driver (+0.0675), earnings yield close behind. Solventum Corporation ($SOLV) +17.6%, conf 93 adds illiquidity + short interest; healthcare, same cash-flow bid. Dollar Tree, Inc. ($DLTR) +17.1%, conf 91 is the outlier — short interest pushes down (-0.0333), but earnings yield and fwd/trail P/E still carry it. EMCOR Group, Inc. ($EME) +16.7%, conf 93 and Globe Life Inc. ($GL) +16.3%, conf 92 both get short interest + earnings yield; EME adds 60d vol, GL adds illiquidity. PG

Top of the book is almost identical: Allstate Corporation ($ALL) +19.3%, conf 93, and McCormick & Company, Incorporated ($MKC) +18.6%, conf 93. Both univ 100%, sec 100%, both earnings yield vs bonds +