The scan is crowding into earnings yield vs bonds. 8 of 10 names are driven by it. Confidence 90-93, 6m book +15.9% to +19.2%. Consumer Defensive (3) and Financials (2) are the clusters. Rankings are

McCormick & Company, Incorporated ($MKC) and Fiserv, Inc. ($FISV) are the top 2. MKC +19.2%, conf 93: earnings yield ↑, short interest ↑, fwd/trail P/E ↑. FISV +19.1%, conf 93: short interest ↑, earnings yield ↑, 60d vol ↑. FISV is the lone Tech name. EMCOR Group, Inc. ($EME) and Dollar Tree, Inc. ($DLTR) are next. EME +18.1%, conf 93: short interest ↑, earnings yield ↑, 60d vol ↑. DLTR +17.7%, conf 91: earnings yield ↑, P/E ↑, short interest ↓. That ↓ matters—market isn’t shorting the defensive story. The Allstate Corporation ($ALL) and Solventum Corporation ($SOLV). ALL +17.6%, conf 93: earnings yield ↑, short interest ↑, P/E ↑. SOLV +17.4%, conf 93: earnings yield ↑, illiquidity ↑, short interest ↑. Financials and Healthcare both paid for cheapness, not momentum. Edison International ($EIX) and Globe Life Inc. ($GL). EIX +16.9%, conf 93: earnings yield ↑, 60d vol ↑, short interest ↓. GL +16.3%, conf 92: earnings yield ↑, short interest ↑, illiquidity ↑. Utilities/Insurance—rate-sens

McCormick & Company, Incorporated ($MKC) and Fiserv, Inc. ($FISV) are the top 2. MKC +19.2%, conf 93: earnings yield ↑, short interest ↑, fwd/trail P/E ↑. FISV +19.1%, conf 93: short interest ↑, earni