The scan is crowded at the top: every name sits in the 98th+ universe percentile, and earnings yield vs bonds is the shared weight in 5 of 10. Financial Services, Consumer Defensive, and Consumer Cycl

The Allstate Corporation ($ALL) tops it at univ 100, sec 100, +25.3%, conf 72: earnings yield vs bonds and short interest are doing the work, with fwd/trail P/E adding support. McCormick & Company, Incorporated ($MKC) has the same cheap-vs-bonds and short-interest print, +21.9%, conf 72, plus a P/E kicker. Same factor, different sector: insurance vs staples. Fiserv, Inc. ($FISV) is the tech outlier at univ 100, sec 100, +21.3%, conf 72: short interest and earnings yield lead, with 60d volatility adding juice. Lockheed Martin Corporation ($LMT) is the industrial at univ 99, sec 100, +20.5%, conf 72: short interest and earnings yield up, illiquidity down. That’s a liquidity contrast, not a sector call. Carnival Corporation Ltd. ($CCL) at univ 99, sec 100, +20.3%, conf 72: earnings yield vs bonds plus short interest and 60d volatility. High-beta cheap trade. Dollar Tree, Inc. ($DLTR) is univ 99, sec 97, +20.2%, conf 70: earnings yield and volatility up, but short interest is down. Less sq

The Allstate Corporation ($ALL) tops it at univ 100, sec 100, +25.3%, conf 72: earnings yield vs bonds and short interest are doing the work, with fwd/trail P/E adding support. McCormick & Company, In