BRK-B Berkshire Hathaway Inc Property and casualty insurance $548.64 +1.20% 50 Mixed Buying $226.5M ■ Steady+1.8% Strength: Profitable, keeps 18% of sales as profitStrength: Sales growth speeding up+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ CI Cigna Group Hospital & Medical Service Plans $305.89 -0.33% No trades None ■ Steady+1.1% Strength: Profitable every year for 10 yearsStrength: Sales up 11% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 14% in 3 yearsStrength: Raised its dividend (2.0% yield)+ CNC Centene Corp Hospital & Medical Service Plans $68.05 -3.05% No trades None ▲ Accumulating+3.3% Strength: Sales up 19% last yearStrength: Buying back shares: share count down 15% in 3 years+1 more + PSX Phillips 66 Petroleum Refining $288.77 +1.97% No trades None ■ Steady+1.9% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 14% in 3 yearsStrength: Raised its dividend (1.6% yield)+ CMCSA Comcast Corp Cable & Other Pay Television Services $22.07 -2.78% No trades None ■ Steady+3.8% Strength: Raised its dividend (6.0% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 16% in 3 yearsStrength: High return on equity: 22%+ TGT Target Corp Variety Stores $148.53 -2.75% No trades None ▲ Accumulating+2.1% Strength: Raised its dividend (3.1% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 24%+ TYGO Tigo Energy, Inc. Semiconductors $0.93 -8.82% No trades None ▲ Accumulating+23.4% Strength: Sales up 92% last yearWarning: Losing money+1 more Warning: Debt above equity: 1.81x+ FDX Fedex Corp Air Courier Services $300.52 +0.58% No trades None ■ Steady+2.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 6.6% in 3 yearsStrength: Raised its dividend (1.9% yield)+ BA Boeing Co Aircraft $188.20 -0.05% No trades None ▲ Accumulating+2.1% Strength: ProfitableStrength: Sales up 35% last year+2 more Warning: Share count growing 8.6% a yearWarning: High debt: 9.87x equity+ ET Energy Transfer LP Natural Gas Transmission $20.62 +0.88% No trades None ▲ Accumulating+2.4% Strength: ProfitableStrength: Brings in more cash than it spends+ LMT Lockheed Martin Corp Guided Missiles & Space Vehicles & Parts $635.37 +5.12% No trades None ■ Steady+1.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 12% in 3 yearsStrength: High return on equity: 77%Strength: Raised its dividend (2.1% yield)Warning: High debt: 3.23x equity+ BG Bunge Global SA Fats & Oils $102.21 -0.93% No trades None ■ Steady+1.0% Strength: ProfitableStrength: Sales up 32% last year+1 more Strength: Raised its dividend (2.7% yield)+ ALL Allstate Corp Property and casualty insurance $255.96 +1.08% No trades None ■ Steady+0.1% Strength: Profitable, keeps 15% of sales as profitStrength: Brings in more cash than it spends+3 more Strength: Little debtStrength: High return on equity: 39%Strength: Raised its dividend (1.6% yield)+ DAL Delta Air Lines, Inc. Air Transportation, Scheduled $79.19 +3.17% No trades None ■ Steady+0.8% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 28%Strength: Raised its dividend (0.9% yield)+ PFE Pfizer Inc Drugmakers $29.79 -0.77% No trades None ■ Steady+2.1% Strength: Raised its dividend (5.8% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ 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)+ PRU Prudential Financial Inc Life Insurance $115.79 +0.70% No trades None ■ Steady+1.3% Strength: Raised its dividend (4.7% yield)Strength: Profitable+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.0% in 3 yearsWarning: Revenue down 13.7% from the year before+ GLXY Galaxy Digital Inc. Security Brokers, Dealers & Flotation Companies $15.70 +6.88% No trades None ▲ Accumulating+10.3% Strength: Sales up 42% last yearStrength: Sales growth speeding up+2 more Warning: Losing moneyWarning: Debt above equity: 1.24x+ HPQ HP Inc Computer & Office Equipment $34.12 +1.40% 45 Mixed Selling $1.0M(planned) ■ Steady+1.0% Strength: Raised its dividend (3.4% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 9.2% in 3 years+ INTC Intel Corp Semiconductors $90.53 +4.09% No trades None ▲ Accumulating+8.3% Warning: Losing moneyWarning: 2 offering filings in 6 months (may sell new shares)+ UBER Uber Technologies, Inc Business Services $66.13 -0.81% No trades None ■ Steady+2.3% Strength: Profitable, keeps 19% of sales as profitStrength: Sales up 18% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 41%+ MOH Molina Healthcare, Inc. Hospital & Medical Service Plans $204.98 -1.92% No trades None ■ Steady+1.5% Strength: ProfitableStrength: Sales up 12% last year+1 more Strength: Buying back shares: share count down 9.6% in 3 years+ PAA Plains All American Pipeline LP Pipe Lines $26.86 +0.86% No trades None ■ Steady+1.8% Strength: ProfitableStrength: Brings in more cash than it spends+ DG Dollar General Corp Variety Stores $128.45 -3.14% No trades None ■ Steady+2.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Pays a 1.8% dividend yield+ NOC Northrop Grumman Corp Search, Detection, Navigation, Guidance, Aeronautical Sys $565.62 +2.56% No trades None ■ Steady+0.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 7.6% in 3 yearsStrength: High return on equity: 26%Strength: Raised its dividend (1.6% yield)+ PM Philip Morris International Inc. Cigarettes $201.89 +1.20% No trades None ■ Steady+1.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.8% yield)+ DOW DOW Inc. Plastic Materials, Synth Resins & Nonvulcan Elastomers $34.01 +4.29% No trades None ■ Steady+10.1% Strength: Pays a 6.2% dividend yieldStrength: Sales growth speeding up+2 more Warning: Losing moneyWarning: Debt above equity: 1.12x+ USFD US Foods Holding Corp. Groceries & Related Products $101.40 +0.46% No trades None ■ Steady+1.8% Strength: ProfitableStrength: Brings in more cash than it spends+ LAD Lithia Motors Inc Auto Dealers & Gasoline Stations $286.62 -2.97% No trades None ■ Steady+0.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 10% in 3 yearsStrength: Raised its dividend (0.8% yield)+ SLB SLB Limited Oil & Gas Field Services $53.11 +0.09% No trades None ■ Steady+4.0% Strength: ProfitableStrength: Brings in more cash than it spends+ LEN Lennar Corp General Bldg Contractors - Residential Bldgs $84.00 -1.12% No trades None ▲ Accumulating+4.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 11% in 3 yearsStrength: Little debt+ OKE Oneok Inc Natural Gas Transmisison & Distribution $96.36 +0.56% No trades None ▲ Accumulating+5.5% Strength: Raised its dividend (4.3% yield)Strength: Profitable every year for 10 years+5 more Strength: Sales up 55% last yearStrength: Sales growth speeding upStrength: Brings in more cash than it spendsWarning: Share count growing 11.8% a year (dilution)Warning: 2 offering filings in 6 months (may sell new shares)+ DUK Duke Energy Corp Electric & Other Services Combined $124.47 -0.41% No trades None ■ Steady+0.8% Strength: Raised its dividend (3.4% yield)Strength: Profitable every year for 10 years+ SW Smurfit Westrock plc Paperboard Containers & Boxes $42.23 +0.91% No trades None ▲ Accumulating+5.3% Strength: Pays a 4.1% dividend yieldStrength: Profitable+2 more Strength: Sales up 48% last yearStrength: Brings in more cash than it spends+ NRG NRG Energy, Inc. Electric Services $93.60 +1.40% No trades None ■ Steady+1.2% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 16% in 3 yearsStrength: Raised its dividend (1.9% yield)+ MDLN Medline Inc. Surgical & Medical Instruments & Apparatus $33.68 -1.17% 23 Selling Selling $996.4M ▲ Accumulating+17.2% Strength: ProfitableStrength: Brings in more cash than it spends+ MRSH Marsh & McLennan Companies, Inc. Insurance Agents, Brokers & Service $194.78 -1.39% 45 Mixed Selling $1.1M(planned) ■ Steady+0.1% Strength: Profitable every year for 10 yearsStrength: Sales up 10% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.8% yield)+ NEE Nextera Energy Inc Electric Services $82.03 -0.09% No trades None ▲ Accumulating+2.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.8% yield)+ CEG Constellation Energy Corp Electric Services $252.45 -0.37% No trades None ▲ Accumulating+3.0% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 4.6% in 3 yearsStrength: Raised its dividend (0.2% yield)+ WM Waste Management Inc Refuse Systems $241.08 +0.71% No trades None ■ Steady+0.8% Strength: Profitable every year for 10 yearsStrength: Sales up 14% last year+4 more Strength: Brings in more cash than it spendsStrength: High return on equity: 30%Strength: Raised its dividend (1.4% yield)Warning: High debt: 2.22x equity+ 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)+ M Macy's, Inc. Department Stores $23.58 -2.08% No trades None ▲ Accumulating+2.6% Strength: Raised its dividend (3.1% yield)Strength: Profitable+1 more Strength: Brings in more cash than it spends+ CDW CDW Corp Catalog & Mail-Order Houses $163.18 -1.14% No trades None ■ Steady+7.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 3.6% in 3 yearsStrength: High return on equity: 43%Strength: Raised its dividend (1.5% yield)Warning: High debt: 2.16x equity+ SMCI Super Micro Computer, Inc. Computers and devices $32.69 -0.79% 43 Mixed Selling $9.0M(planned) ▲ Accumulating+33.3% Strength: Profitable every year for 10 yearsStrength: Sales up 47% last year+3 more Strength: Brings in more cash than it spendsWarning: Share count growing 7.5% a yearWarning: 5 offering filings in 6 months (may sell new shares)+ AEP American Electric Power Co Inc Electric Services $129.23 -0.35% No trades None ▲ Accumulating+13.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.9% yield)+ CARR Carrier Global Corp Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip $56.43 +0.34% No trades None ■ Steady+1.2% Strength: Profitable every year for 8 yearsStrength: Brings in more cash than it spends+1 more Strength: Pays a 1.2% dividend yield+ OXY Occidental Petroleum Corp Oil and gas $64.07 -0.14% No trades None ▲ Accumulating+4.8% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (1.5% yield)+ ADP Automatic Data Processing Inc Data processing and cloud $301.16 -1.01% No trades None ▲ Accumulating+6.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 71%Strength: Raised its dividend (2.0% yield)+ CL Colgate Palmolive Co Perfumes, Cosmetics & Other Toilet Preparations $93.09 -1.00% No trades None ■ Steady+1.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 3.3% in 3 yearsStrength: Pays a 2.2% dividend yieldWarning: High debt: 145.17x equity+ CLF Cleveland-Cliffs Inc. Metal Mining $13.37 -3.81% 67 Buying Buying $100K ▲ Accumulating+2.7% Warning: Losing moneyWarning: About 1 month of cash left at its current burn+3 more Warning: Debt above equity: 1.19xStrength: Sales growth speeding upStrength: Buying back shares: share count down 3.1% in 3 years+ GLP Global Partners LP Petroleum Bulk Stations & Terminals $48.37 -0.10% No trades None ▲ Accumulating+2.0% Strength: ProfitableStrength: Brings in more cash than it spends+ BIDU Baidu, Inc. Internet and software services $77.86 +0.89% No trades None ■ Steady+7.8% Strength: Profitable every year for 10 yearsStrength: Little debt+ GIS General Mills Inc Grain Mill Products $33.69 -1.98% 37 Selling Selling $197K ▲ Accumulating+4.0% Strength: Raised its dividend (7.2% yield)Strength: Buying back shares: share count down 11% in 3 years+3 more Warning: Losing moneyWarning: Debt above equity: 1.52xWarning: Bills due within a year exceed short-term assets+ MAN ManpowerGroup Inc. Help Supply Services $46.18 -2.86% No trades None ▲ Accumulating+5.1% Strength: Pays a 3.1% dividend yieldStrength: Buying back shares: share count down 12% in 3 years+1 more + UHS Universal Health Services Inc General Medical & Surgical Hospitals $185.88 -0.65% No trades None ■ Steady+10.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 13% in 3 yearsStrength: High return on equity: 21%Strength: Pays a 0.4% dividend yield+ TEL Te Connectivity plc Electronic Parts & Equipment $213.90 +2.86% No trades None ▲ Accumulating+3.0% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 8.0% in 3 yearsStrength: Raised its dividend (1.3% yield)+ DVN Devon Energy Corp Oil and gas $51.63 +0.47% No trades None ▲ Accumulating+85.6% Strength: Profitable, keeps 15% of sales as profitStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 3.1% in 3 years+ ED Consolidated Edison Inc Electric & Other Services Combined $115.45 -0.27% No trades None ▲ Accumulating+6.6% Strength: Profitable every year for 10 yearsStrength: Sales up 10% last year+1 more Strength: Brings in more cash than it spends+ LPLA LPL Financial Holdings Inc. Security & Commodity Brokers, Dealers, Exchanges & Services $317.12 +0.55% No trades None ■ Steady+0.9% Strength: Profitable every year for 10 yearsStrength: Sales up 37% last year+3 more Strength: High return on equity: 21%Strength: Pays a 0.4% dividend yieldWarning: Debt above equity: 1.36x+ KMB Kimberly Clark Corp Converted Paper & Paperboard Prods $109.65 -0.45% No trades None ▲ Accumulating+9.1% Strength: Raised its dividend (4.6% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 173%Warning: High debt: 4.31x equity+ FOXA Fox Corp Television Broadcasting Stations $65.31 -1.94% No trades None ■ Steady+9.2% Strength: Profitable every year for 9 yearsStrength: Sales up 17% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 19% in 3 yearsStrength: High return on equity: 20%+ CHRW C. H. Robinson Worldwide, Inc. Arrangement of Transportation of Freight & Cargo $140.09 -0.72% No trades None ■ Steady+1.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.4% in 3 yearsStrength: High return on equity: 33%Strength: Raised its dividend (1.8% yield)+ NTES NetEase, Inc. Software $118.27 -0.28% No trades None ■ Steady+1.6% Strength: Profitable every year for 10 yearsStrength: Sales up 12% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 24%+ LI Li Auto Inc. Automakers $11.35 -0.26% No trades None ■ Steady+16.9% Strength: ProfitableStrength: Little debt+1 more Warning: Revenue down 18.8% from the year before+ PPG PPG Industries Inc Paints, Varnishes, Lacquers, Enamels & Allied Prods $109.88 -0.68% No trades None ▲ Accumulating+2.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.3% in 3 yearsStrength: High return on equity: 21%Strength: Raised its dividend (2.5% yield)+ PFG Principal Financial Group Inc Accident & Health Insurance $110.16 +1.44% No trades None ■ Steady+1.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 12% in 3 yearsStrength: Raised its dividend (2.8% yield)+ WHR Whirlpool Corp Household Appliances $26.44 -5.97% No trades None ■ Steady+0.9% Strength: Pays a 20.0% dividend yieldStrength: Profitable+2 more Strength: Brings in more cash than it spendsWarning: High debt: 2.26x equity+ BLDR Builders FirstSource, Inc. Lumber & Other Building Materials Dealers $56.20 -1.16% No trades None ■ Steady+1.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 32% in 3 years+ FANG Diamondback Energy, Inc. Oil and gas $207.13 +0.65% 43 Mixed Selling $6.1M(planned) ▲ Accumulating+8.6% Strength: ProfitableStrength: Sales up 36% last year+3 more Strength: Brings in more cash than it spendsStrength: Pays a 1.9% dividend yieldWarning: Share count growing 17.9% a year (dilution)+ ECHO EchoStar Corp Communications Services $89.21 +0.12% No trades None ■ Steady+0.2% Strength: Buying back shares: share count down 6.5% in 3 yearsWarning: Losing money+2 more Warning: High debt: 3.24x equityWarning: Bills due within a year exceed short-term assets+ 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%+ FNF Fidelity National Financial, Inc. Title Insurance $39.95 -1.19% No trades None ■ Steady+6.3% Strength: Raised its dividend (5.1% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ AMTM Amentum Holdings, Inc. Business Services $22.06 +1.29% No trades None ■ Steady+3.8% Strength: ProfitableStrength: Sales up 72% last year+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 9.6% in 3 years+ VTRS Viatris Inc Drugmakers $18.30 +1.67% No trades None ▲ Accumulating+6.2% Strength: Pays a 2.6% dividend yieldWarning: Losing money, losses are large next to sales+ CSX CSX Corp Railroads, Line-Haul Operating $51.32 +1.02% No trades None ▲ Accumulating+4.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 13% in 3 yearsStrength: Raised its dividend (1.0% 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+ DXC DXC Technology Co Data processing and cloud $16.31 +1.18% No trades None ▲ Accumulating+5.1% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 22% in 3 years+ CYH Community Health Systems Inc General Medical & Surgical Hospitals $2.95 +1.37% No trades None ▲ Accumulating+7.3% Strength: ProfitableStrength: Brings in more cash than it spends+ NXPI NXP Semiconductors N.V. Semiconductors $245.86 +4.65% 45 Mixed Selling $805K(planned) ▲ Accumulating+2.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 3.7% in 3 yearsStrength: High return on equity: 21%Strength: Pays a 1.6% dividend yield+ AES AES Corp Cogeneration Services & Small Power Producers $15.03 +0.27% No trades None ■ Steady+1.3% Strength: Raised its dividend (4.7% yield)Strength: Profitable+1 more Strength: High return on equity: 24%+ J Jacobs Solutions Inc. Heavy Construction Other Than Bldg Const - Contractors $147.14 +1.45% No trades None ■ Steady+3.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 5.8% in 3 years+ STM STMicroelectronics N.V. Semiconductors $45.21 +2.70% No trades None ▲ Accumulating+54.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Little debtStrength: Pays a 0.8% dividend yieldWarning: Revenue down 11.1% from the year before+ CAG Conagra Brands Inc. Food and Kindred Products $14.57 -1.95% No trades None ▲ Accumulating+4.1% Strength: Pays a 9.6% dividend yieldWarning: Losing money+2 more Warning: Bills due within a year exceed short-term assetsWarning: 2 offering filings in 6 months (may sell new shares)+ CTAS Cintas Corp Men'S & Boys' Furnishgs, Work Clothg, & Allied Garments $225.94 +0.84% No trades None ■ Steady+6.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 46%Strength: Raised its dividend (0.8% yield)+ SUNB Sunbelt Rentals Holdings, Inc. Equipment Rental & Leasing $79.40 +1.09% 50 Mixed Buying $2K ▲ Accumulating+8.6% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Pays a 1.4% dividend yield+ ANDE Andersons, Inc. Farm Product Raw Materials $64.54 -0.51% No trades None ■ Steady+0.4% Strength: Profitable every year for 10 yearsStrength: Raised its dividend (1.2% yield)+ GOLD Gold.com, Inc. Jewelry, Watches, Precious Stones & Metals $38.57 +0.39% 80 Strong buying Buying $4.0M ▲ Accumulating+4.0% Strength: ProfitableStrength: Sales up 13% last year+5 more Strength: Brings in more cash than it spendsStrength: Little debtWarning: Share count growing 7.7% a yearWarning: 1 offering filing in 6 months (may sell new shares)Warning: Auditor change+ IFF International Flavors & Fragrances Inc Industrial Organic Chemicals $93.66 -0.52% No trades None ▲ Accumulating+8.4% Strength: Pays a 1.7% dividend yieldWarning: Losing money+ CWK Cushman & Wakefield Ltd. Real Estate $11.89 +0.68% No trades None ▲ Accumulating+5.9% Strength: ProfitableStrength: Brings in more cash than it spends+ OC Owens Corning Abrasive, Asbestos & Misc Nonmetallic Mineral Prods $114.22 +0.05% No trades None ▲ Accumulating+2.5% Strength: Buying back shares: share count down 14% in 3 yearsStrength: Raised its dividend (2.5% yield)+2 more Warning: Losing moneyWarning: Debt above equity: 1.33x+ CNXC Concentrix Corp Business Services $32.02 -2.94% No trades None ■ Steady+1.2% Warning: Losing moneyWarning: Share count growing 6.8% a year+1 more Warning: Debt above equity: 1.67x+ WEC WEC Energy Group, Inc. Electric & Other Services Combined $111.14 +0.04% No trades None ■ Steady+0.8% Strength: Raised its dividend (3.2% yield)Strength: Profitable every year for 10 years+2 more Strength: Sales up 14% last yearStrength: Brings in more cash than it spends+ SEB Seaboard Corp Farm Product Raw Materials $3,862.10 -0.59% No trades None ■ Steady+2.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 17% in 3 yearsStrength: Little debtStrength: Pays a 0.2% dividend yield+ IEP Icahn Enterprises L.P. Petroleum Refining $5.75 -0.35% No trades None ▲ Accumulating+12.5% + THO Thor Industries Inc Motor Homes $70.16 +0.10% No trades None ■ Steady+2.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 3.4% in 3 yearsStrength: Little debtStrength: Raised its dividend (2.9% yield)+ QSR Restaurant Brands International Inc. Restaurants $74.45 -1.19% No trades None ▲ Accumulating+15.2% Strength: Raised its dividend (3.3% yield)Strength: Profitable every year for 10 years+4 more Strength: Sales up 12% last yearStrength: Brings in more cash than it spendsStrength: High return on equity: 32%Warning: High debt: 3.65x equity+ PANW Palo Alto Networks Inc Computer Peripheral Equipment $390.55 +2.60% 32 Selling Selling $261K ▲ Accumulating+6.7% Strength: ProfitableStrength: Sales up 15% last year+2 more Strength: Brings in more cash than it spendsWarning: Share count growing 33.9% a year (dilution)+ DOLE Dole plc Agricultural Production-Crops $13.30 -1.12% 76 Buying Buying $8.6M ■ Steady+1.2% + ANET Arista Networks, Inc. Computer Communications Equipment $177.22 +2.84% 43 Mixed Selling $162.2M(planned) ▲ Accumulating+2.5% Strength: Profitable every year for 10 yearsStrength: Sales up 29% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ PVH PVH Corp. Men'S & Boys' Furnishgs, Work Clothg, & Allied Garments $86.51 +1.80% No trades None ■ Steady+1.7% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 27% in 3 yearsStrength: Pays a 0.2% dividend yield+ OVV Ovintiv Inc. Oil and gas $72.55 +0.37% No trades None ▲ Accumulating+4.2% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Pays a 1.7% dividend yield+ SFM Sprouts Farmers Market, Inc. Grocery Stores $65.91 -0.53% 45 Mixed Selling $1.4M(planned) ■ Steady+9.3% Strength: Profitable every year for 10 yearsStrength: Sales up 14% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 9.6% in 3 yearsStrength: High return on equity: 38%+ SIRI Sirius XM Holdings Inc. Radio Broadcasting Stations $27.41 -0.76% No trades None ▲ Accumulating+11.3% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 3.0% in 3 years+ CMS CMS Energy Corp Electric & Other Services Combined $69.61 +0.03% No trades None ▲ Accumulating+6.2% Strength: Raised its dividend (3.1% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales up 14% last yearStrength: Brings in more cash than it spendsWarning: High debt: 2.05x equity+ HTZ Hertz Global Holdings, Inc Auto Rental & Leasing $1.95 -4.88% No trades None ▲ Accumulating+10.6% Strength: Buying back shares: share count down 20% in 3 yearsWarning: Losing money+1 more Warning: Owes more than it owns (negative equity)+ ROK Rockwell Automation, Inc Measuring & Controlling Devices $429.61 +0.81% No trades None ▲ Accumulating+3.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 3.1% in 3 yearsStrength: High return on equity: 24%Strength: Raised its dividend (1.2% yield)+ MNST Monster Beverage Corp Bottled & Canned Soft Drinks & Carbonated Waters $46.45 +0.54% No trades None ▲ Accumulating+3.4% Strength: Profitable every year for 10 yearsStrength: Sales up 11% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 7.7% in 3 yearsStrength: Little debtStrength: High return on equity: 27%+ MRVL Marvell Technology, Inc. Semiconductors $233.74 +2.29% 30 Selling Selling $5.6M ■ Steady+0.9% Strength: Profitable, keeps 33% of sales as profitStrength: Sales up 42% last year+2 more Strength: Brings in more cash than it spendsStrength: Pays a 0.1% dividend yield+ ALLY Ally Financial Inc. Banks $38.80 -0.72% 34 Selling Selling $496K ■ Steady+1.5% Strength: Pays a 3.1% dividend yieldStrength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ RPM RPM International Inc Paints, Varnishes, Lacquers, Enamels & Allied Prods $97.93 -0.80% No trades None ▲ Accumulating+3.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: High return on equity: 23%+ GPN Global Payments Inc Business Services $81.86 -1.17% No trades None ■ Steady+6.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 12% in 3 yearsStrength: Pays a 1.2% dividend yield+ ARKO ARKO Corp. Convenience Stores $3.85 +1.05% No trades None ▲ Accumulating+7.8% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 6.7% in 3 yearsWarning: High debt: 3.41x equityWarning: Revenue down 12.5% from the year before+ SGI Somnigroup International Inc. Household Furniture $62.15 -3.93% No trades None ▲ Accumulating+6.1% Strength: Profitable every year for 10 yearsStrength: Sales up 52% last year+3 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.0% yield)Warning: Share count growing 5.1% a year+ FAF First American Financial Corp Title Insurance $64.00 -1.04% No trades None ▲ Accumulating+3.9% Strength: Raised its dividend (3.4% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales up 22% last yearStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.4% in 3 years+ TROW Price T Rowe Group Inc Investment Advice $103.55 -0.60% No trades None ▲ Accumulating+2.3% Strength: Raised its dividend (4.9% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.0% in 3 yearsStrength: No debt reported+ BBWI Bath & Body Works, Inc. Retail Stores $21.38 +1.91% 50 Mixed Selling $14 ■ Steady+1.7% Strength: Pays a 3.7% dividend yieldStrength: Profitable+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 10% in 3 years+ INGR Ingredion Inc Grain Mill Products $95.46 -0.24% No trades None ■ Steady+0.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+ NWL Newell Brands Inc. Plastics Products $5.42 +0.93% No trades None ▲ Accumulating+9.2% Strength: Pays a 5.2% dividend yieldWarning: Losing money+1 more Warning: Debt above equity: 1.9x+ WYNN WYNN Resorts Ltd Hotels & Motels $74.21 +2.06% No trades None ■ Steady+4.1% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 8.3% in 3 years+ CLX Clorox Co Specialty Cleaning, Polishing and Sanitation Preparations $86.80 +0.47% No trades None ▲ Accumulating+4.7% Strength: Raised its dividend (5.6% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ COMP Compass, Inc. Real Estate Agents & Managers (for Others) $9.68 -0.82% No trades None ▲ Accumulating+7.4% Strength: Sales up 24% last yearStrength: No debt reported+3 more Warning: Losing moneyWarning: Share count growing 9.5% a yearWarning: Bills due within a year exceed short-term assets+ PENN PENN Entertainment, Inc. Hotels & Motels $14.92 +2.90% No trades None ■ Steady+1.6% Strength: Buying back shares: share count down 18% in 3 yearsWarning: Losing money+2 more Warning: Debt above equity: 1.58xWarning: Bills due within a year exceed short-term assets+ QXO QXO, Inc. Lumber & Other Construction Materials $10.48 -0.19% No trades None ▲ Accumulating+27.9% + NSP Insperity, Inc. Help Supply Services $53.94 -0.95% No trades None ▲ Accumulating+4.2% Warning: Losing moneyWarning: High debt: 8.02x equity+ OLN Olin Corp Chemicals & Allied Products $15.94 +1.72% No trades None ■ Steady+1.0% Strength: Buying back shares: share count down 23% in 3 yearsWarning: Losing money+1 more Warning: Debt above equity: 1.48x+ WMG Warner Music Group Corp. Amusement & Recreation Services $30.27 -1.85% No trades None ▲ Accumulating+3.3% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: High return on equity: 58%Strength: Raised its dividend (2.4% yield)Warning: High debt: 6.07x equity+ RKT Rocket Companies, Inc. Mortgage Bankers & Loan Correspondents $11.49 -1.96% 44 Mixed Selling $2.7M(planned) ▲ Accumulating+16.5% Warning: Losing moneyWarning: About 8 months of cash left at its current burn+2 more Strength: Sales up 31% last yearStrength: Buying back shares: share count down 33% in 3 years+ VSNT Versant Media Group, Inc. Television Broadcasting Stations $30.64 -2.58% No trades None ■ Steady+4.3% Strength: ProfitableStrength: Brings in more cash than it spends+1 more + JXN Jackson Financial Inc. Life Insurance $132.62 +1.83% No trades None ■ Steady+1.6% Strength: Sales up 104% last yearStrength: Buying back shares: share count down 20% in 3 years+2 more Strength: Little debtWarning: Losing money+ LW Lamb Weston Holdings, Inc. Canned, Frozen & Preservd Fruit, Veg & Food Specialties $53.70 -0.26% No trades None ■ Steady+1.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.2% in 3 yearsStrength: Raised its dividend (2.8% yield)Warning: High debt: 2.15x equity+ DDS Dillard'S, Inc. Department Stores $672.43 -3.36% No trades None ▲ Accumulating+3.5% Strength: Raised its dividend (4.6% yield)Strength: Profitable+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 11% in 3 yearsStrength: Little debtStrength: High return on equity: 32%+ VSXY Victoria's Secret & Co. Women'S Clothing Stores $94.99 +4.53% 45 Mixed Selling $647K(planned) ▲ Accumulating+2.1% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: High return on equity: 22%+ PAYX Paychex Inc Engineering, Accounting, Research, Management $115.71 -1.98% 32 Selling Selling $844K ▲ Accumulating+3.6% Strength: Raised its dividend (3.8% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales up 17% last yearStrength: Brings in more cash than it spendsStrength: High return on equity: 45%+ OI O-I Glass, Inc. Glass Containers $6.45 -0.46% No trades None ▲ Accumulating+2.5% Strength: Buying back shares: share count down 3.4% in 3 yearsWarning: Losing money+1 more Warning: High debt: 3.79x equity+ SN SharkNinja, Inc. Household Appliances $198.70 +1.18% No trades None ▲ Accumulating+11.5% Strength: ProfitableStrength: Sales up 16% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 30%+ IVZ Invesco Ltd. Investment Advice $28.53 +1.64% No trades None ■ Steady+1.6% Strength: Sales growth speeding upStrength: Little debt+2 more Strength: Raised its dividend (2.9% yield)Warning: Losing money+ SF Stifel Financial Corp Security Brokers, Dealers & Flotation Companies $66.53 -0.21% No trades None ■ Steady+1.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 6.4% in 3 yearsStrength: Raised its dividend (2.8% yield)+ ARDT Ardent Health, Inc. General Medical & Surgical Hospitals $12.20 -0.49% No trades None ■ Steady+1.6% Strength: ProfitableStrength: Brings in more cash than it spends+ LYFT Lyft, Inc. Business Services $17.06 +0.65% 47 Mixed None ■ Steady+5.3% Strength: Profitable, keeps 45% of sales as profitStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 141%Warning: Share count growing 5.6% a year+ KBH KB Home Operative Builders $46.34 -1.53% No trades None ■ Steady+4.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 23% in 3 yearsStrength: Raised its dividend (2.2% yield)+ OGN Organon & Co. Drugmakers $13.75 0.00% No trades None ■ Steady+9.5% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: High return on equity: 31%Strength: Pays a 2.5% dividend yieldWarning: High debt: 11.49x equity+ TDY Teledyne Technologies Inc Search, Detection, Navigation, Guidance, Aeronautical Sys $645.65 +3.22% No trades None ■ Steady+2.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more + SARO StandardAero, Inc. Aircraft Engines & Engine Parts $22.44 +3.03% 48 Mixed Selling $17K ▲ Accumulating+9.6% Strength: ProfitableStrength: Sales up 16% last year+2 more Strength: Brings in more cash than it spendsWarning: Share count growing 6.7% a year+ EVRG Evergy, Inc. Electric & Other Services Combined $84.60 +0.19% No trades None ■ Steady+1.8% Strength: Raised its dividend (3.2% yield)Strength: Profitable every year for 10 years+ WOOF Petco Health & Wellness Company, Inc. Retail Stores $2.50 +2.46% No trades None ■ Steady+1.1% Strength: ProfitableStrength: Brings in more cash than it spends+ STE Steris plc Orthopedic, Prosthetic & Surgical Appliances & Supplies $230.10 -0.89% No trades None ■ Steady+1.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: Raised its dividend (1.1% yield)+ BRO Brown & Brown, Inc. Insurance Agents, Brokers & Service $71.23 -2.38% No trades None ▲ Accumulating+5.4% Strength: Profitable every year for 10 yearsStrength: Sales up 23% last year+3 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (0.9% yield)Warning: Share count growing 5.2% a year+ COTY COTY Inc. Perfumes, Cosmetics & Other Toilet Preparations $3.23 -0.31% No trades None ■ Steady+17.1% Warning: Losing moneyWarning: Bills due within a year exceed short-term assets+ VTR Ventas, Inc. REIT (real estate trust) $87.42 +0.71% No trades None ▲ Accumulating+4.9% Strength: ProfitableStrength: Sales up 19% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (2.2% yield)+ CSIQ Canadian Solar Inc. Semiconductors $8.86 -4.01% No trades None ▲ Accumulating+22.3% Strength: Buying back shares: share count down 5.4% in 3 yearsWarning: Losing money+1 more Warning: High debt: 2.14x equity+ TPC Tutor Perini Corp General Bldg Contractors - Nonresidential Bldgs $78.50 +2.20% No trades None ▲ Accumulating+3.3% Strength: ProfitableStrength: Sales up 28% last year+2 more Strength: Brings in more cash than it spendsStrength: Pays a 0.1% dividend yield+ EPAM EPAM Systems, Inc. Software services $137.49 +0.92% No trades None ■ Steady+0.7% Strength: Profitable every year for 10 yearsStrength: Sales up 15% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.0% in 3 yearsStrength: Little debt+ TTEK Tetra Tech Inc Engineering Services $37.14 +0.46% No trades None ■ Steady+3.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (0.7% yield)+ TEX Terex Corp Industrial Trucks, Tractors, Trailors & Stackers $51.02 -0.49% No trades None ▲ Accumulating+4.9% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 4.5% in 3 years+ ZBRA Zebra Technologies Corp General Industrial Machinery & Equipment $383.96 -0.66% No trades None ■ Steady+4.7% Strength: ProfitableStrength: Brings in more cash than it spends+ RHI Robert Half Inc. Help Supply Services $44.98 -2.00% No trades None ■ Steady+1.9% Strength: Raised its dividend (5.2% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 8.1% in 3 years+ HAS Hasbro, Inc. Games, Toys & Children'S Vehicles $117.95 +0.44% No trades None ■ Steady+5.7% Strength: Sales up 13% last yearStrength: Sales growth speeding up+2 more Strength: Raised its dividend (2.4% yield)Warning: Losing money+ BC Brunswick Corp Engines & Turbines $66.05 +0.21% No trades None ■ Steady+2.7% Strength: Buying back shares: share count down 12% in 3 yearsStrength: Raised its dividend (2.6% yield)+2 more Warning: Losing moneyWarning: Debt above equity: 1.3x+ ONC BeOne Medicines Ltd. Drugmakers $371.05 -1.78% 43 Mixed Selling $22.6M(planned) ■ Steady+0.4% Strength: ProfitableStrength: Sales up 40% last year+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ PNW Pinnacle West Capital Corp Electric Services $105.33 -0.54% No trades None ▲ Accumulating+5.9% Strength: Raised its dividend (3.4% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ IMKTA Ingles Markets Inc Grocery Stores $87.39 -0.53% No trades None ■ Steady+0.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+ PACS PACS Group, Inc. Skilled Nursing Care Facilities $48.79 +2.39% 43 Mixed Selling $18.7M(planned) ▲ Accumulating+5.8% Strength: ProfitableStrength: Sales up 29% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 23%Warning: Share count growing 6.8% a year+ AR Antero Resources Corp Oil and gas $41.52 +3.28% No trades None ▲ Accumulating+2.5% Strength: ProfitableStrength: Sales up 22% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.1% in 3 yearsStrength: Little debt+ PSMT Pricesmart Inc Variety Stores $173.28 +1.35% No trades None ▲ Accumulating+4.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: Pays a 0.7% dividend yield+ LII Lennox International Inc Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip $365.96 -2.65% No trades None ■ Steady+1.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Little debtStrength: High return on equity: 76%Strength: Raised its dividend (1.4% yield)+ OTEX Open Text Corp IT systems design $27.63 -1.14% No trades None ▲ Accumulating+6.5% Strength: Raised its dividend (3.8% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.0% in 3 yearsWarning: Revenue down 10.4% from the year before+ SNA Snap-on Inc Cutlery, Handtools & General Hardware $357.91 +0.27% No trades None ▲ Accumulating+2.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: Raised its dividend (2.5% yield)+ ALB Albemarle Corp Plastic Materials, Synth Resins & Nonvulcan Elastomers $93.43 -0.27% No trades None ■ Steady+6.8% Strength: Raised its dividend (1.7% yield)Warning: Losing money+ CRWV CoreWeave, Inc. Software $55.17 +1.71% 14 Heavy selling Selling $49.0M ▲ Accumulating+27.2% Warning: Losing money, losses are large next to salesWarning: High debt: 6.41x equity+3 more Warning: Bills due within a year exceed short-term assetsWarning: 1 offering filing in 6 months (may sell new shares)Strength: Sales up 168% last year+ AWK American Water Works Company, Inc. Water Supply $141.72 -0.71% No trades None ■ Steady+7.9% Strength: Profitable every year for 10 yearsStrength: Sales up 10% last year+1 more Strength: Raised its dividend (2.3% yield)+ PR Permian Resources Corp Oil and gas $25.77 +1.06% No trades None ▲ Accumulating+2.4% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Pays a 2.3% dividend yieldWarning: Share count growing 31.3% a year (dilution)+ HLF Herbalife Ltd. Drugs, Proprietaries & Druggists' Sundries $13.30 -0.75% No trades None ■ Steady+0.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+ UAA Under Armour, Inc. Apparel & Other Finishd Prods of Fabrics & Similar Matl $4.59 -1.71% No trades None ■ Steady+3.8% Strength: Buying back shares: share count down 7.6% in 3 yearsWarning: Losing money+ WMK Weis Markets Inc Grocery Stores $77.76 -1.69% No trades None ▲ Accumulating+6.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.5% in 3 yearsStrength: No debt reportedStrength: Pays a 1.7% dividend yield+ DPZ Dominos Pizza Inc Groceries & Related Products $313.27 -0.15% No trades None ■ Steady+2.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 5.1% in 3 yearsStrength: Raised its dividend (2.2% yield)+ ARM ARM Holdings PLC Semiconductors $223.30 +6.13% No trades None ▲ Accumulating+13.4% Strength: Profitable, keeps 18% of sales as profitStrength: Sales up 23% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ GHC Graham Holdings Co Educational Services $1,199.55 -1.15% No trades None ■ Steady+0.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 9.6% in 3 yearsStrength: Little debtStrength: Raised its dividend (0.6% yield)+ RBLX Roblox Corp Software $54.40 +2.84% 45 Mixed Selling $965K(planned) ■ Steady+5.2% Warning: Losing money, losses are large next to salesWarning: High debt: 2.98x equity+2 more Warning: Bills due within a year exceed short-term assetsStrength: Sales up 36% last year+ AMC AMC Entertainment Holdings, Inc. Motion Picture Theaters $2.91 +0.34% No trades None ▲ Accumulating+123.2% Strength: Buying back shares: share count down 9.7% in 3 yearsWarning: Losing money+2 more Warning: Owes more than it owns (negative equity)Warning: Bills due within a year exceed short-term assets+ 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+ Q Qnity Electronics, Inc. Semiconductors $114.06 +3.88% No trades None ▲ Accumulating+4.6% Strength: Profitable, keeps 15% of sales as profitStrength: Brings in more cash than it spends+1 more Strength: Pays a 0.1% dividend yield+ ROKU ROKU, Inc Cable & Other Pay Television Services $157.30 -0.79% 43 Mixed Selling $4.6M(planned) ■ Steady+1.9% Strength: ProfitableStrength: Sales up 15% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ UPBD Upbound Group, Inc. Equipment Rental & Leasing $16.99 -0.53% No trades None ▲ Accumulating+3.4% Strength: Raised its dividend (9.2% yield)Strength: Profitable+1 more Strength: Brings in more cash than it spends+ ARCO Arcos Dorados Holdings Inc. Restaurants $7.03 -13.10% No trades None ▲ Accumulating+7.4% Strength: Pays a 3.4% dividend yieldStrength: Profitable+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 33%+ RYZ Ryerson Holding Corp Metals Service Centers & of Fices $27.97 -0.11% No trades None ■ Steady+1.1% Strength: Buying back shares: share count down 16% in 3 yearsStrength: Little debt+2 more Strength: Pays a 2.7% dividend yieldWarning: Losing money+ TTC Toro Co Lawn & Garden Tractors & Home Lawn & Gardens Equip $105.44 +0.08% No trades None ■ Steady+1.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 5.5% in 3 yearsStrength: High return on equity: 22%Strength: Raised its dividend (1.4% yield)+ HEI Heico Corp Aircraft Engines & Engine Parts $309.67 +4.08% 94 Strong buying Buying $1.4M ▲ Accumulating+5.4% Strength: Profitable every year for 10 yearsStrength: Sales up 16% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (0.1% yield)+ FBIN Fortune Brands Innovations, Inc. Millwood, Veneer, Plywood, & Structural Wood Members $43.04 +0.19% No trades None ▲ Accumulating+2.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 7.7% in 3 yearsStrength: Raised its dividend (2.3% yield)+ EQPT EquipmentShare.com Inc Equipment Rental & Leasing $16.25 +1.50% No trades None ▲ Accumulating+11.0% Strength: ProfitableStrength: Sales up 16% last year+2 more Strength: Brings in more cash than it spendsWarning: High debt: 6.2x equity+ OPEN Opendoor Technologies Inc. Real Estate Agents & Managers (for Others) $1.94 -2.51% 49 Mixed Selling $21K(planned) ▲ Accumulating+18.4% Warning: Losing money, losses are large next to salesWarning: Share count growing 13.8% a year (dilution)+3 more Warning: Debt above equity: 1.17xWarning: Revenue down 15.2% from the year beforeWarning: 2 offering filings in 6 months (may sell new shares)+ LNT Alliant Energy Corp Electric & Other Services Combined $69.52 -0.22% No trades None ▲ Accumulating+6.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.9% yield)+ DFH Dream Finders Homes, Inc. Operative Builders $10.27 +0.20% No trades None ■ Steady+1.8% Strength: ProfitableStrength: Buying back shares: share count down 5.1% in 3 years+1 more Warning: Debt above equity: 1.13x+ SCI Service Corp International Personal Services $82.36 -1.15% No trades None ■ Steady+1.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 11% in 3 yearsStrength: High return on equity: 33%Strength: Raised its dividend (1.6% yield)Warning: High debt: 3.14x equity+ AKAM Akamai Technologies Inc Business Services $98.50 +5.31% No trades None ▲ Accumulating+3.5% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 8.4% in 3 years+ CHEF Chefs' Warehouse, Inc. Groceries, General Line $106.29 +0.40% No trades None ■ Steady+0.2% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Warning: Share count growing 5.9% a year+ CLMT Calumet, Inc. Petroleum Refining $52.20 +5.80% 50 Mixed None ■ Steady+1.2% Warning: Losing moneyWarning: Owes more than it owns (negative equity)+ SWKS Skyworks Solutions, Inc. Semiconductors $83.34 -0.11% No trades None ▲ Accumulating+10.5% Strength: Raised its dividend (3.4% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.0% in 3 yearsStrength: Little debt+ ALLE Allegion plc Detective, Guard & Armored Car Services $178.30 -0.45% 29 Selling Selling $1.9M ■ Steady+3.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (1.1% yield)+ ALGN Align Technology Inc Orthopedic, Prosthetic & Surgical Appliances & Supplies $152.31 -1.42% No trades None ■ Steady+5.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 7.4% in 3 yearsStrength: No debt reported+ LBRT Liberty Energy Inc. Oil & Gas Field Services $16.08 +3.21% 47 Mixed Selling $127K(planned) ▲ Accumulating+4.9% Strength: ProfitableStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 13% in 3 yearsStrength: Little debtStrength: Raised its dividend (2.1% yield)+