NVDA Nvidia Corp Semiconductors $215.99 +2.36% No trades None ▲ Accumulating+4.2% Strength: Profitable every year for 10 yearsStrength: Sales up 66% last year+5 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 102%Strength: Raised its dividend (0.0% yield)+ JPM Jpmorgan Chase & Co Banks $334.12 +0.78% No trades None ■ Steady+1.1% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+2 more Strength: Buying back shares: share count down 8.5% in 3 yearsStrength: Raised its dividend (1.7% yield)+ BAC Bank of America Corp Banks $50.55 -0.02% No trades None ■ Steady+0.7% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 12% in 3 yearsStrength: Raised its dividend (2.1% yield)+ UPS United Parcel Service Inc Trucking & Courier Services $100.23 -0.82% No trades None ▲ Accumulating+6.4% Strength: Raised its dividend (6.5% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: High return on equity: 34%+ MS Morgan Stanley Security Brokers, Dealers & Flotation Companies $183.51 +2.24% No trades None ■ Steady+1.6% Strength: Profitable every year for 10 yearsStrength: Sales up 14% last year+4 more Strength: Sales growth speeding upStrength: Buying back shares: share count down 7.1% in 3 yearsStrength: Raised its dividend (2.1% yield)Warning: High debt: 3.06x equity+ IBM International Business Machines Corp Computer & Office Equipment $253.42 -0.04% No trades None ▲ Accumulating+3.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 35%Strength: Raised its dividend (2.6% yield)+ ORCL Oracle Corp Software $126.07 -0.02% 79 Buying Buying $3.5M ▲ Accumulating+7.4% Strength: Profitable every year for 10 yearsStrength: Sales up 17% last year+3 more Strength: Sales growth speeding upStrength: High return on equity: 78%Strength: Raised its dividend (1.6% yield)+ SNX TD Synnex Corp Computers & Peripheral Equipment & Software $250.50 +1.29% 25 Selling Selling $3.1M ■ Steady+0.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 14% in 3 yearsStrength: Raised its dividend (0.7% yield)+ CB Chubb Ltd Property and casualty insurance $356.74 +0.46% No trades None ■ Steady-0.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.2% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.1% yield)+ GS Goldman Sachs Group Inc Security Brokers, Dealers & Flotation Companies $893.34 +2.04% 37 Selling Selling $223K ■ Steady+0.3% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+2 more Strength: Buying back shares: share count down 12% in 3 yearsStrength: Raised its dividend (1.6% yield)+ KO Coca Cola Co Beverages $92.70 -0.01% No trades None ■ Steady+1.9% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 46%Strength: Raised its dividend (2.2% yield)+ TMO Thermo Fisher Scientific Inc. Measuring & Controlling Devices $684.83 +1.63% No trades None ■ Steady+1.2% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.1% in 3 yearsStrength: Raised its dividend (0.3% yield)+ ABT Abbott Laboratories Drugmakers $104.91 +1.17% No trades None ■ Steady+0.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (2.3% yield)+ PYPL PayPal Holdings, Inc. Business Services $54.96 -3.58% No trades None ■ Steady+1.1% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 16% in 3 yearsStrength: High return on equity: 26%Strength: Pays a 0.3% dividend yield+ PAG Penske Automotive Group, Inc. Auto Dealers & Gasoline Stations $212.09 -0.11% No trades None ■ Steady-0.4% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (2.4% yield)+ JBL Jabil Inc Printed Circuit Boards $275.87 +0.66% 36 Selling Selling $277K ▲ Accumulating+3.3% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 19% in 3 yearsStrength: High return on equity: 45%Warning: High debt: 2.09x equity+ USB US Bancorp \de\ Banks $59.71 +0.22% No trades None ▲ Accumulating+2.7% Strength: Raised its dividend (3.4% yield)Strength: Profitable every year for 10 years+2 more Strength: Sales growth speeding upStrength: Brings in more cash than it spends+ PCAR Paccar Inc Automakers $104.47 -2.35% No trades None ■ Steady+6.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Pays a 2.6% dividend yieldWarning: Revenue down 15.5% from the year before+ UNP Union Pacific Corp Railroads, Line-Haul Operating $296.93 +1.40% No trades None ▲ Accumulating+2.3% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.5% in 3 yearsStrength: High return on equity: 40%Strength: Raised its dividend (1.8% yield)+ BLK BlackRock, Inc. Security Brokers, Dealers & Flotation Companies $1,127.81 +0.88% No trades None ▲ Accumulating+2.4% Strength: Profitable, keeps 23% of sales as profitStrength: Sales up 19% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (1.8% yield)+ SCHW Schwab Charles Corp Security Brokers, Dealers & Flotation Companies $89.75 -0.93% 46 Mixed Selling $489K(planned) ■ Steady+2.2% Strength: Profitable every year for 10 yearsStrength: Sales up 22% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.5% in 3 yearsStrength: Raised its dividend (1.2% yield)+ LRCX Lam Research Corp Special Industry Machinery $237.46 +3.19% 43 Mixed Selling $7.1M(planned) ▲ Accumulating+6.2% Strength: Profitable every year for 8 yearsStrength: Sales up 26% last year+5 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 7.2% in 3 yearsStrength: High return on equity: 77%Strength: Raised its dividend (0.4% yield)+ PNC PNC Financial Services Group, Inc. Banks $225.87 +0.65% No trades None ▲ Accumulating+2.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.9% in 3 yearsStrength: Raised its dividend (2.9% yield)+ TXN Texas Instruments Inc Semiconductors $298.05 +4.61% No trades None ▲ Accumulating+3.9% Strength: Profitable every year for 10 yearsStrength: Sales up 13% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: High return on equity: 30%Strength: Raised its dividend (1.8% yield)+ URI United Rentals, Inc. Equipment Rental & Leasing $1,122.68 +2.14% No trades None ■ Steady+0.1% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 8.7% in 3 yearsStrength: High return on equity: 28%Strength: Raised its dividend (0.6% yield)+ BX Blackstone Inc. Investment Advice $119.07 +0.92% 14 Heavy selling Selling $20.9M ▲ Accumulating+3.3% Strength: Raised its dividend (3.9% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: High return on equity: 36%+ RS Reliance, Inc. Metals Service Centers & of Fices $421.84 +1.47% No trades None ■ Steady+0.8% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 14% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.1% yield)+ SCCO Southern Copper Corp/ Metal Mining $186.06 +0.62% 50 Mixed None ■ Steady+0.9% Strength: Profitable every year for 10 yearsStrength: Sales up 17% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: High return on equity: 43%Strength: Raised its dividend+ CLS Celestica Inc Printed Circuit Boards $246.48 -5.13% No trades None ▲ Accumulating+5.0% Strength: Profitable every year for 9 yearsStrength: Sales up 29% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 6.0% in 3 yearsStrength: High return on equity: 41%+ NVR NVR Inc Operative Builders $5,731.78 -4.20% No trades None ▲ Accumulating+3.9% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 13% in 3 yearsStrength: No debt reportedStrength: High return on equity: 33%+ ISRG Intuitive Surgical Inc Orthopedic, Prosthetic & Surgical Appliances & Supplies $451.67 -0.14% 43 Mixed Selling $11.9M(planned) ■ Steady+4.8% Strength: Profitable every year for 10 yearsStrength: Sales up 21% last year+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: No debt reported+ PKG Packaging Corp of America Paperboard Containers & Boxes $253.80 +2.62% No trades None ■ Steady+0.7% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.3% in 3 yearsStrength: Pays a 2.0% dividend yield+ PLD Prologis, Inc. REIT (real estate trust) $126.28 -0.09% No trades None ■ Steady+1.2% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (0.0% yield)Warning: Share count growing 5.6% a yearWarning: 1 offering filing in 6 months (may sell new shares)+ AMKR Amkor Technology, Inc. Semiconductors $36.80 -6.39% 46 Mixed Selling $322K(planned) ■ Steady-4.0% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Pays a 0.9% dividend yield+ CME CME Group Inc. Security & Commodity Brokers, Dealers, Exchanges & Services $308.08 +0.78% 45 Mixed Selling $121K ■ Steady+0.2% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+2 more Strength: Brings in more cash than it spendsStrength: Pays a 1.6% dividend yield+ IBKR Interactive Brokers Group, Inc. Security Brokers, Dealers & Flotation Companies $80.61 +0.42% 50 Mixed Buying $2K ▲ Accumulating+2.1% Strength: Profitable every year for 10 yearsStrength: Sales up 20% last year+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: High return on equity: 90%+ DAR Darling Ingredients Inc. Fats & Oils $57.17 +1.71% No trades None ▲ Accumulating+3.1% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+1 more Strength: Brings in more cash than it spends+ CDNS Cadence Design Systems Inc Software $322.08 +1.77% 45 Mixed Selling $1.1M(planned) ▲ Accumulating+5.7% Strength: Profitable every year for 10 yearsStrength: Sales up 14% last year+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: High return on equity: 22%+ POOL POOL Corp Misc Durable Goods $195.15 -2.00% No trades None ▲ Accumulating+8.0% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 6.3% in 3 yearsStrength: High return on equity: 33%Strength: Raised its dividend (2.5% yield)+ PSA Public Storage REIT (real estate trust) $306.80 -1.05% No trades None ▲ Accumulating+5.7% Strength: Pays a 3.9% dividend yieldStrength: Profitable every year for 10 years+2 more Strength: Sales growth speeding upStrength: Brings in more cash than it spends+ MHO M/I Homes, Inc. Operative Builders $124.60 +0.47% No trades None ■ Steady+1.6% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.0% in 3 yearsStrength: No debt reported+ MLI Mueller Industries Inc Rolling Drawing & Extruding of Nonferrous Metals $54.40 +0.52% No trades None ▲ Accumulating+6.7% Strength: Profitable every year for 10 yearsStrength: Sales up 11% last year+5 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 26%Strength: Raised its dividend (1.8% yield)+ SLVM Sylvamo Corp Paper Mills $32.62 +0.12% No trades None ■ Steady-0.4% Strength: Raised its dividend (5.5% yield)Strength: Profitable+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 8.3% in 3 yearsStrength: Little debtWarning: Revenue down 11.2% from the year before+ GBX Greenbrier Companies Inc Railroad Equipment $38.25 +0.47% No trades None ▲ Accumulating+3.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Warning: Revenue down 24% from the year before+ ENVA Enova International, Inc. Personal Credit Institutions $170.06 +3.06% No trades None ■ Steady+0.6% Strength: Profitable every year for 10 yearsStrength: Sales up 19% last year+5 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 20% in 3 yearsStrength: High return on equity: 24%Warning: High debt: 3.37x equity+ CHE Chemed Corp Home Health Care Services $513.25 +0.10% 31 Selling Selling $1.0M ■ Steady+1.6% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.2% in 3 yearsStrength: No debt reportedStrength: Raised its dividend (0.4% yield)+ GGG Graco Inc Pumps & Pumping Equipment $66.08 -1.33% No trades None ■ Steady+1.1% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (1.7% yield)+ HBAN Huntington Bancshares Inc Banks $15.74 +0.13% No trades None ■ Steady+1.5% Strength: Pays a 3.9% dividend yieldStrength: Profitable every year for 10 years+2 more Strength: Sales growth speeding upStrength: Brings in more cash than it spends+ KFRC Kforce Inc Help Supply Services $58.36 -0.26% No trades None ▲ Accumulating+2.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 13% in 3 yearsStrength: High return on equity: 25%Strength: Raised its dividend (2.7% yield)+ FBP First Bancorp Banks $27.39 -0.07% No trades None ■ Steady-1.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 16% in 3 yearsStrength: Little debtStrength: Raised its dividend (2.6% yield)+