PGR Progressive Corp Property and casualty insurance $229.28 +0.52% 46 Mixed Selling $274K(planned) ■ Steady-0.3% Strength: Raised its dividend (6.1% yield)Strength: Profitable every year for 10 years+4 more Strength: Sales up 16% last yearStrength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 40%+ 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)+ COF Capital One Financial Corp Banks $202.35 +0.52% 45 Mixed Selling $1.4M(planned) ■ Steady+1.8% Strength: Profitable every year for 10 yearsStrength: Sales up 37% last year+3 more Strength: Brings in more cash than it spendsWarning: Share count growing 11.3% a year (dilution)Warning: 1 offering filing in 6 months (may sell new shares)+ DHI Horton D R Inc Operative Builders $146.50 -0.64% No trades None ■ Steady+0.2% 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: Little debtStrength: Raised its dividend (1.1% yield)+ 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+ 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+ RGA Reinsurance Group of America Inc Life Insurance $265.25 +0.52% No trades None ■ Steady+1.5% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (1.4% yield)+ CTSH Cognizant Technology Solutions Corp Software services $69.34 -1.72% 50 Mixed Selling $8K(planned) ■ Steady+7.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 5.8% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.8% yield)+ PPC Pilgrims Pride Corp Poultry Slaughtering and Processing $27.33 -2.84% No trades None ■ Steady+10.5% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: High return on equity: 27%+ EG Everest Group, Ltd. Property and casualty insurance $397.57 -0.26% No trades None ▲ Accumulating+6.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: Raised its dividend (2.0% yield)+ PHM Pultegroup Inc Operative Builders $121.31 +0.14% No trades None ■ Steady+1.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 16% in 3 yearsStrength: Little debtStrength: Raised its dividend (0.8% yield)+ RJF Raymond James Financial Inc Security Brokers, Dealers & Flotation Companies $158.04 +0.20% No trades None ■ Steady0.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.0% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.3% yield)+ CNA CNA Financial Corp Property and casualty insurance $48.51 +0.23% No trades None ■ Steady+0.9% Strength: Raised its dividend (7.9% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ LULU lululemon athletica inc. Apparel & Other Finishd Prods of Fabrics & Similar Matl $102.93 +3.96% No trades None ■ Steady-1.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 7.0% in 3 yearsStrength: No debt reportedStrength: High return on equity: 34%+ 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+ TOL Toll Brothers, Inc. Operative Builders $140.37 +0.37% No trades None ▲ Accumulating+4.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 15% in 3 yearsStrength: Little debtStrength: Raised its dividend (0.7% yield)+ OSK Oshkosh Corp Automakers $133.27 +1.23% No trades None ▲ Accumulating+4.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: Raised its dividend (1.5% yield)+ 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%+ CPB Campbell'S Co Food and Kindred Products $20.64 -0.39% No trades None ■ Steady+1.0% Strength: Raised its dividend (7.5% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ 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+ 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)+ CFG Citizens Financial Group Inc Banks $65.36 +0.32% No trades None ▲ Accumulating+2.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 8.6% in 3 yearsStrength: Raised its dividend (2.6% yield)+ AFG American Financial Group Inc Property and casualty insurance $150.63 -0.01% No trades None ▲ Accumulating+2.5% Strength: Pays a 4.8% dividend yieldStrength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ PRIM Primoris Services Corp Water, Sewer, Pipeline, Comm & Power Line Construction $66.50 +2.31% 50 Mixed Buying $2K ■ Steady-0.9% Strength: Profitable every year for 10 yearsStrength: Sales up 19% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (0.5% yield)+ RUSHA Rush Enterprises Inc \TX\ Auto Dealers & Gasoline Stations $45.40 +1.02% No trades None ▲ Accumulating+3.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 5.8% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.6% yield)+ 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+ 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+ THG Hanover Insurance Group, Inc. Property and casualty insurance $239.36 +0.61% No trades None ▲ Accumulating+2.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: High return on equity: 21%+ ASO Academy Sports & Outdoors, Inc. Miscellaneous Shopping Goods Stores $59.63 -1.11% No trades None ■ Steady+2.0% Strength: Profitable every year for 8 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 19% in 3 yearsStrength: Little debtStrength: Raised its dividend (0.2% yield)+ GL Globe Life Inc. Life Insurance $156.83 +1.34% 28 Selling Selling $2.2M ■ 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 17% in 3 yearsStrength: High return on equity: 21%Strength: Raised its dividend (0.7% yield)+ 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)+ CCS Century Communities, Inc. Operative Builders $57.46 -0.85% No trades None ■ Steady+1.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 7.9% in 3 years+ PRI Primerica, Inc. Life Insurance $277.03 +0.93% No trades None ■ Steady-1.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 14% in 3 yearsStrength: Little debtStrength: High return on equity: 32%Strength: Raised its dividend (1.5% yield)+ NICE NICE Ltd. Software $122.61 +1.26% No trades None ■ Steady+7.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 4.7% in 3 yearsStrength: No debt reported+ STC Stewart Information Services Corp Title Insurance $42.97 -2.30% 87 Strong buying Buying $284K ▲ Accumulating+2.4% Strength: Raised its dividend (4.8% yield)Strength: Profitable every year for 10 years+2 more Strength: Sales up 17% last yearStrength: Brings in more cash than it spends+ GNTX Gentex Corp Motor Vehicle Parts & Accessories $20.64 -0.19% No trades None ▲ Accumulating+5.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 5.8% in 3 yearsStrength: No debt reportedStrength: Pays a 2.3% dividend yield+ PLGO Pelagos Insurance Capital Ltd Property and casualty insurance $26.00 +0.42% No trades None No 13F data Strength: ProfitableStrength: Buying back shares: share count down 46% in 3 years+1 more Strength: Raised its dividend (1.9% yield)+ LRN Stride, Inc. Educational Services $78.51 -1.17% No trades None ■ Steady+1.5% Strength: Profitable every year for 10 yearsStrength: Sales up 18% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 20%+ GRBK Green Brick Partners, Inc. Operative Builders $64.16 -0.39% No trades None ■ Steady+1.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 8.5% in 3 yearsStrength: Little debt+ CRTO Criteo S.A. Advertising Agencies $14.47 -2.62% No trades None ■ Steady+1.1% 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: No debt reported+ FHI Federated Hermes, Inc. Investment Advice $56.95 +0.21% No trades None ■ Steady+1.6% Strength: Profitable every year for 10 yearsStrength: Sales up 10% last year+5 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 12% in 3 yearsStrength: Little debtStrength: High return on equity: 35%Strength: Pays a 2.3% dividend yield+ FOR Forestar Group Inc. Real Estate $25.97 -0.27% No trades None ▲ Accumulating+2.1% Strength: Profitable every year for 9 yearsStrength: Sales up 10% last year+ MTB M&T Bank Corp Banks $221.89 +0.10% 46 Mixed Selling $442K(planned) ■ 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 3.2% in 3 yearsStrength: Raised its dividend (2.6% yield)+ ASIX AdvanSix Inc. Plastic Materials, Synth Resins & Nonvulcan Elastomers $15.47 -1.46% No trades None ▲ Accumulating+4.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 5.9% in 3 yearsStrength: Little debt+ ESNT Essent Group Ltd. Surety Insurance $66.73 -0.03% No trades None ■ Steady-0.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 7.1% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.9% 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)+ ACT Enact Holdings, Inc. Insurance Agents, Brokers & Service $48.32 +0.90% 23 Selling Selling $37.1M ■ Steady-2.3% Strength: Profitable, keeps 55% of sales as profitStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 8.6% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.7% yield)+ MTG Mgic Investment Corp Surety Insurance $28.73 -0.17% 43 Mixed Selling $4.4M(planned) ▼ Distributing-2.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 25% in 3 yearsStrength: Little debt+ RDN Radian Group Inc Surety Insurance $35.76 +0.03% No trades None ■ Steady+1.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 18% in 3 yearsStrength: Little debtStrength: Raised its dividend (2.9% yield)+