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 + F Ford Motor Co Automakers $11.59 +0.09% No trades None ▲ Accumulating+4.2% Strength: Pays a 6.5% dividend yieldWarning: Losing money+ GM General Motors Co Automakers $76.31 +0.50% No trades None ■ Steady+0.4% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 33% in 3 yearsStrength: Raised its dividend (0.7% yield)+ KR Kroger Co Grocery Stores $66.78 -0.01% No trades None ■ Steady-0.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 9.9% in 3 yearsStrength: Raised its dividend (2.1% yield)Warning: High debt: 2.68x equity+ VZ Verizon Communications Inc Telecom $43.11 -3.36% 47 Mixed Selling $198K(planned) ▲ Accumulating+3.1% Strength: Raised its dividend (6.3% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ T AT&T Inc. Telecom $20.85 -0.38% No trades None ■ Steady-0.4% Strength: Pays a 5.3% dividend yieldStrength: Profitable, keeps 18% of sales as profit+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.4% in 3 years+ 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%+ 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)+ TMUS T-Mobile US, Inc. Radiotelephone Communications $146.91 +0.23% 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 9.9% in 3 yearsStrength: Raised its dividend (2.6% yield)+ 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+ ACI Albertsons Companies, Inc. Grocery Stores $13.99 +0.21% No trades None ■ Steady+2.1% Strength: Raised its dividend (4.3% yield)Strength: Profitable+2 more Strength: Brings in more cash than it spendsWarning: High debt: 3.36x equity+ ADM Archer-Daniels-Midland Co Fats & Oils $79.02 -1.41% No trades None ▲ Accumulating+5.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 14% in 3 yearsStrength: Raised its dividend (2.6% 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)+ UAL United Airlines Holdings, Inc. Air Transportation, Scheduled $100.69 +2.84% No trades None ▲ Accumulating+2.6% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: High return on equity: 24%+ COP Conocophillips Petroleum Refining $151.41 +0.39% No trades None ■ Steady-1.5% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.1% yield)+ 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+ CHTR Charter Communications, Inc. Cable & Other Pay Television Services $102.17 -5.91% No trades None ▲ Accumulating+8.0% 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: High return on equity: 32%Warning: High debt: 5.9x equity+ AAL American Airlines Group Inc. Air Transportation, Scheduled $12.19 +0.66% No trades None ▲ Accumulating+16.8% Strength: ProfitableStrength: Sales growth speeding up+1 more Strength: Brings in more cash than it spends+ EPD Enterprise Products Partners L.P. Natural Gas Transmission $36.98 -0.27% No trades None ▲ Accumulating+2.5% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+ INGM Ingram Micro Holding Corp Computers & Peripheral Equipment & Software $28.46 +2.82% No trades None ■ Steady+1.0% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Pays a 1.1% dividend yield+ BMY Bristol Myers Squibb Co Drugmakers $61.61 +0.20% No trades None ■ Steady+4.0% Strength: Raised its dividend (4.0% yield)Strength: Profitable+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.0% in 3 yearsStrength: High return on equity: 41%Warning: High debt: 2.43x equity+ 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+ PAGP Plains GP Holdings LP Pipe Lines $28.88 +0.98% No trades None ■ Steady-0.2% 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+ MGA Magna International Inc Motor Vehicle Parts & Accessories $63.97 +0.02% No trades None ▼ Distributing-2.2% Strength: Raised its dividend (3.0% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.0% in 3 years+ WKC World Kinect Corp Petroleum & Petroleum Products $36.35 -0.52% 46 Mixed Selling $357K(planned) ▲ Accumulating+5.1% Strength: Buying back shares: share count down 11% in 3 yearsStrength: Raised its dividend (2.1% yield)+2 more Warning: Losing moneyWarning: Revenue down 12.5% from the year before+ 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)+ UNFI United Natural Foods Inc Groceries, General Line $48.32 +3.01% No trades None ■ Steady-0.4% Warning: Losing moneyWarning: Debt above equity: 1.1x+ 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+ MELI Mercadolibre Inc Business Services $1,668.47 -7.87% No trades None ▲ Accumulating+3.9% Strength: ProfitableStrength: Sales up 39% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 36%+ LUV Southwest Airlines Co Air Transportation, Scheduled $42.86 +2.66% No trades None ▲ Accumulating+4.5% Strength: ProfitableStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 18% in 3 yearsStrength: Pays a 1.7% dividend yield+ JLL Jones Lang Lasalle Inc Real Estate Agents & Managers (for Others) $300.58 +0.09% No trades None ■ Steady+0.4% Strength: Profitable every year for 10 yearsStrength: Sales up 11% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ KMX Carmax Inc Auto Dealers & Gasoline Stations $52.58 +1.98% No trades None ▼ Distributing-2.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 7.6% in 3 years+ SUNC SunocoCorp LLC Petroleum Refining $74.34 +0.76% No trades None ▲ Accumulating+8.9% Strength: Sales up 11% last yearWarning: Losing money+ KHC Kraft Heinz Co Canned, Frozen & Preservd Fruit, Veg & Food Specialties $24.73 -0.24% No trades None ▲ Accumulating+6.5% Strength: Pays a 6.5% dividend yieldStrength: Buying back shares: share count down 3.9% in 3 years+1 more Warning: Losing money, losses are large next to sales+ ADBE Adobe Inc. Software $258.63 -1.99% No trades None ■ Steady+3.9% 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 9.3% in 3 yearsStrength: High return on equity: 55%+ IP International Paper Co Paper Mills $33.38 +0.63% No trades None ▲ Accumulating+4.1% Strength: Pays a 5.5% dividend yieldStrength: Sales up 49% last year+2 more Warning: Losing moneyWarning: Share count growing 11.3% a year (dilution)+ LEA Lear Corp Motor Vehicle Parts & Accessories $116.59 -0.09% 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 11% in 3 yearsStrength: Pays a 0.7% dividend yield+ SE Sea Ltd Miscellaneous Business Services $74.00 -0.90% 43 Mixed Selling $6.7M(planned) ■ Steady+0.9% Strength: ProfitableStrength: Sales up 36% last year+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ NEM Newmont Corp Gold and Silver Ores $110.35 +1.37% 45 Mixed Selling $790K(planned) ■ Steady+3.2% Strength: Profitable, keeps 31% of sales as profitStrength: Sales up 21% last year+5 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 22%Strength: Pays a 0.9% dividend yieldWarning: Share count growing 11.7% a year (dilution)+ EOG EOG Resources Inc Oil and gas $163.69 +0.41% No trades None ■ Steady-0.4% Strength: Profitable, keeps 22% of sales as profitStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 7.0% in 3 yearsStrength: Little debtStrength: Raised its dividend (2.4% 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+ GPI Group 1 Automotive Inc Auto Dealers & Gasoline Stations $244.25 -0.22% 82 Strong buying Buying $90.5M ▲ Accumulating+4.2% Strength: Profitable every year for 10 yearsStrength: Sales up 13% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 15% in 3 yearsStrength: Raised its dividend (0.8% yield)+ HAL Halliburton Co Oil & Gas Field Services $35.45 +1.52% No trades None ▲ Accumulating+2.2% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 6.1% in 3 years+ 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)+ THC Tenet Healthcare Corp General Medical & Surgical Hospitals $268.96 +0.20% No trades None ■ Steady-1.7% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 18% in 3 yearsStrength: High return on equity: 56%Warning: High debt: 3.1x equity+ FISV Fiserv Inc Business Services $48.35 -3.03% No trades None ■ Steady+5.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 15% in 3 years+ 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)+ APTV Aptiv PLC Motor Vehicle Parts & Accessories $43.62 +2.18% No trades None ■ Steady+4.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 19% in 3 years+ MUSA Murphy USA Inc. Auto Dealers & Gasoline Stations $539.14 +0.91% 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 19% in 3 yearsStrength: High return on equity: 64%Strength: Raised its dividend (0.4% yield)Warning: High debt: 3.47x equity+ 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+ 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%+ 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+ CNH CNH Industrial N.V. Construction Machinery & Equip $11.24 -2.18% No trades None No 13F data Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 8.1% in 3 yearsStrength: Pays a 2.2% dividend yield+ ABG Asbury Automotive Group Inc Auto Dealers & Gasoline Stations $173.09 +0.25% No trades None ■ Steady-2.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 13% in 3 years+ MGM MGM Resorts International Hotels & Motels $28.52 +1.75% No trades None ▼ Distributing-5.3% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 33% in 3 yearsWarning: High debt: 2.56x equity+ OMC Omnicom Group Inc. Advertising Agencies $79.84 -3.41% No trades None ▼ Distributing-2.3% Strength: Raised its dividend (3.6% yield)Strength: Sales up 10% last year+2 more Warning: Losing moneyWarning: Bills due within a year exceed short-term assets+ 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+ LDOS Leidos Holdings, Inc. IT systems design $139.84 +2.75% 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 5.8% in 3 yearsStrength: High return on equity: 31%Strength: Raised its dividend (1.2% yield)+ 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+ D Dominion Energy, Inc Electric Services $65.12 -0.15% No trades None ▲ Accumulating+2.3% Strength: Pays a 4.1% dividend yieldStrength: Profitable, keeps 18% of sales as profit+2 more Strength: Sales up 14% last yearStrength: Brings in more cash than it spends+ 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%+ ACM Aecom Engineering Services $60.73 +0.41% No trades None ■ Steady+5.3% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 6.6% in 3 yearsStrength: High return on equity: 25%+ KSS Kohls Corp Department Stores $23.66 -3.78% 45 Mixed Selling $1.1M(planned) ■ Steady-1.1% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 5.0% in 3 yearsStrength: Pays a 2.1% dividend yield+ GAP GAP Inc Family Clothing Stores $22.25 -0.27% 20 Heavy selling Selling $24.2M ▼ Distributing-3.8% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 23%Strength: Raised its dividend (3.0% yield)+ 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+ SAH Sonic Automotive Inc Auto Dealers & Gasoline Stations $61.19 -0.15% 74 Buying Buying $4.6M ▲ Accumulating+2.1% Strength: ProfitableStrength: Sales growth speeding up+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 11% in 3 years+ KD Kyndryl Holdings, Inc. IT systems design $14.69 -0.41% No trades None ■ Steady+7.1% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Warning: High debt: 2.43x equity+ FE Firstenergy Corp Electric Services $46.17 +0.02% No trades None ■ Steady-0.8% Strength: Raised its dividend (3.9% yield)Strength: Profitable+3 more Strength: Sales up 12% last yearStrength: Brings in more cash than it spendsStrength: Little debt+ 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)+ TXT Textron Inc Aircraft & Parts $78.13 +1.71% No trades None ▲ Accumulating+2.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 16% in 3 yearsStrength: Pays a 0.1% dividend yield+ EXPE Expedia Group, Inc. Transportation Services $284.05 -1.70% No trades None ▲ Accumulating+7.9% Strength: ProfitableStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 18% in 3 yearsStrength: High return on equity: 92%Strength: Pays a 0.6% dividend yieldWarning: High debt: 4.8x equity+ ADNT Adient plc Motor Vehicle Parts & Accessories $16.75 +0.84% No trades None ■ Steady-2.0% Strength: Buying back shares: share count down 12% in 3 yearsWarning: Losing money+1 more Warning: Debt above equity: 1.37x+ 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+ ALK Alaska Air Group, Inc. Air Transportation, Scheduled $34.94 +1.57% No trades None ■ Steady+0.1% Strength: ProfitableStrength: Sales up 21% last year+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 6.2% in 3 years+ SRE Sempra Gas & Other Services Combined $84.27 +0.21% No trades None ▲ Accumulating+2.1% Strength: Raised its dividend (3.1% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ LKQ LKQ Corp Motor Vehicles & Motor Vehicle Parts & Supplies $17.24 -0.92% 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 7.3% in 3 years+ DVA Davita Inc. Misc Health & Allied Services $183.96 +0.15% No trades None ■ Steady-4.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 21% in 3 years+ TAP Molson Coors Beverage Co Malt Beverages $40.00 -2.94% No trades None ▲ Accumulating+11.3% Strength: Raised its dividend (4.7% yield)Strength: Buying back shares: share count down 8.2% in 3 years+2 more Warning: Losing moneyWarning: Bills due within a year exceed short-term assets+ LVS Las Vegas Sands Corp Hotels & Motels $36.58 +2.55% No trades None ■ Steady+0.6% Strength: ProfitableStrength: Sales up 15% last year+5 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 9.3% in 3 yearsStrength: High return on equity: 73%Strength: Raised its dividend (2.7% yield)Warning: High debt: 9.22x equity+ R Ryder System Inc Auto Rental & Leasing $281.84 +4.10% No trades None ■ Steady-1.1% Strength: ProfitableStrength: 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 (1.2% yield)+ 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+ CCK Crown Holdings, Inc. Metal Cans $116.69 -0.54% No trades None ▼ Distributing-3.3% Strength: ProfitableStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.6% in 3 yearsStrength: High return on equity: 26%Strength: Raised its dividend (0.9% yield)+ EXE Expand Energy Corp Oil and gas $94.03 +0.85% No trades None ■ Steady+1.4% Strength: Profitable, keeps 15% of sales as profitStrength: Sales up 186% last year+5 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Little debtWarning: Share count growing 18.1% a year (dilution)Warning: 1 offering filing in 6 months (may sell new shares)+ OSCR Oscar Health, Inc. Hospital & Medical Service Plans $31.10 +0.35% No trades None ▲ Accumulating+14.2% Strength: Sales up 28% last yearWarning: Losing money+2 more Warning: Share count growing 7.3% a yearWarning: Bills due within a year exceed short-term assets+ CZR Caesars Entertainment, Inc. Hotels & Motels $28.98 +0.62% No trades None ■ Steady-0.2% Warning: Losing moneyWarning: High debt: 3.4x equity+1 more Warning: Bills due within a year exceed short-term assets+ 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)+ BAH Booz Allen Hamilton Holding Corp Management Consulting Services $83.38 +6.45% No trades None ■ Steady+1.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 7.8% in 3 yearsStrength: High return on equity: 76%Strength: Raised its dividend (2.7% yield)Warning: High debt: 3.84x equity+ 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+ 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%+ ALV Autoliv Inc Motor Vehicle Parts & Accessories $115.38 +0.58% No trades None ▲ Accumulating+4.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 12% in 3 yearsStrength: High return on equity: 30%Strength: Raised its dividend (2.7% yield)+ CQP Cheniere Energy Partners, L.P. Natural Gas Distribution $65.91 -0.24% No trades None ■ Steady0.0% Strength: Profitable, keeps 28% of sales as profitStrength: Sales up 24% last year+1 more Strength: Brings in more cash than it spends+ 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+ BHC Bausch Health Companies Inc. Drugmakers $6.36 -1.40% No trades None ■ Steady+1.9% Strength: ProfitableStrength: Brings in more cash than it spends+ 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+ 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+ AGCO AGCO Corp Farm Machinery & Equipment $104.25 -1.76% No trades None ▲ Accumulating+4.2% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Pays a 1.1% dividend yieldWarning: Revenue down 13.5% from the year before+ 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+ 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)+ CE Celanese Corp Plastic Material, Synth Resin/Rubber, Cellulos $48.09 +0.73% No trades None ▲ Accumulating+11.6% Warning: Losing moneyWarning: High debt: 3.12x equity+ SJM J M Smucker Co Canned, Fruits, Veg, Preserves, Jams & Jellies $128.65 -1.04% No trades None ■ Steady-2.4% Strength: Raised its dividend (3.4% yield)Warning: Losing money+2 more Warning: Debt above equity: 1.31xWarning: Bills due within a year exceed short-term assets+ 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+ NOV NOV Inc. Oil & Gas Field Machinery & Equipment $20.19 +2.18% No trades None ▲ Accumulating+8.4% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.8% in 3 yearsStrength: Little debtStrength: Raised its dividend (2.5% yield)+ EQT EQT Corp Oil and gas $54.84 -1.42% No trades None ■ Steady+3.3% Strength: Profitable, keeps 24% of sales as profitStrength: Sales up 64% last year+3 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.2% yield)Warning: Share count growing 20.2% a year (dilution)+ GPK Graphic Packaging Holding Co Paperboard Containers & Boxes $8.77 0.00% No trades None ▲ Accumulating+3.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 3.1% in 3 years+ 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+ AER AerCap Holdings N.V. Equipment Rental & Leasing $147.89 +1.42% No trades None ■ Steady-4.1% Strength: Profitable, keeps 44% of sales as profitStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 27% in 3 yearsStrength: High return on equity: 21%Warning: High debt: 2.38x equity+ POST Post Holdings, Inc. Grain Mill Products $80.48 -0.04% No trades None ■ Steady-0.3% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Warning: High debt: 2.16x equity+ TPR Tapestry, Inc. Leather & Leather Products $110.90 +0.46% No trades None ▲ Accumulating+4.5% Strength: Profitable, keeps 19% of sales as profitStrength: Sales up 14% last year+5 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 22% in 3 yearsStrength: High return on equity: 162%Strength: Raised its dividend (1.4% yield)Warning: High debt: 4.32x equity+ 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+ 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)+ DAN Dana Inc Motor Vehicle Parts & Accessories $27.05 +0.93% No trades None ■ Steady-1.0% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 6.9% in 3 yearsStrength: Pays a 1.5% dividend yieldWarning: High debt: 3.05x equity+ KNX Knight-Swift Transportation Holdings Inc. Trucking $60.44 -1.23% No trades None ▲ Accumulating+2.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: Raised its dividend (1.2% 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)+ 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+ SAIC Science Applications International Corp IT systems design $148.60 +1.95% No trades None ■ Steady+0.9% 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: 23%Strength: Pays a 0.2% dividend yield+ 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+ PII Polaris Inc. Miscellaneous Transportation Equipment $55.18 +0.68% No trades None ■ Steady-6.9% Strength: Raised its dividend (4.9% yield)Strength: Buying back shares: share count down 5.3% in 3 years+3 more Warning: Losing moneyWarning: Debt above equity: 1.82xWarning: Bills due within a year exceed short-term assets+ 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+ CF CF Industries Holdings, Inc. Agricultural Chemicals $120.84 +0.12% No trades None ▲ Accumulating+6.1% Strength: Profitable, keeps 25% of sales as profitStrength: Sales up 19% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 21% in 3 yearsStrength: High return on equity: 37%Strength: Pays a 1.7% dividend yield+ 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+ SIG Signet Jewelers Ltd Jewelry Stores $114.96 -1.91% 47 Mixed Selling $240K(planned) ▼ Distributing-2.6% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 27% in 3 yearsStrength: No debt reportedStrength: Raised its dividend (1.1% yield)+ 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+ IT Gartner Inc Management Services $231.22 +0.42% 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 6.7% in 3 yearsStrength: High return on equity: 87%Warning: High debt: 9.32x equity+ SLGN Silgan Holdings Inc Metal Cans $39.03 -0.69% No trades None ▲ Accumulating+4.1% 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 3.8% in 3 yearsStrength: Raised its dividend (2.0% yield)+ 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+ PSN Parsons Corp IT systems design $49.97 +1.96% No trades None ▲ Accumulating+4.4% Strength: Profitable every year for 9 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 3.3% in 3 years+ 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+ SSNC SS&C Technologies Holdings Inc Software $82.02 -1.10% 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 3.4% in 3 yearsStrength: Raised its dividend (1.3% yield)+ 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+ HST Host Hotels & Resorts, Inc. REIT (real estate trust) $25.05 +1.33% No trades None ▲ Accumulating+2.7% Strength: Raised its dividend (3.8% yield)Strength: Profitable+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.3% in 3 yearsStrength: Little debt+ 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+ RRX Regal Rexnord Corp General Industrial Machinery & Equipment $150.49 +1.74% No trades None ▲ Accumulating+4.2% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Pays a 0.9% dividend yield+ 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+ DCH Dauch Corp Motor Vehicle Parts & Accessories $4.60 -0.43% No trades None ■ Steady-3.9% Warning: Losing moneyWarning: High debt: 6.31x 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+ DECK Deckers Outdoor Corp Rubber & Plastics Footwear $80.38 -0.86% No trades None ■ Steady+0.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 8.9% in 3 yearsStrength: High return on equity: 39%+ 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+ MMS Maximus, Inc. Business Services $63.52 +0.76% 47 Mixed Selling $174K(planned) ■ 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 6.5% in 3 yearsStrength: Pays a 1.9% dividend yield+ 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+ MAT Mattel Inc Dolls & Stuffed Toys $15.83 -3.53% No trades None ■ Steady+1.4% Strength: ProfitableStrength: Sales growth speeding up+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 19% in 3 years+ 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+ 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+ FLO Flowers Foods Inc Food and Kindred Products $6.16 0.00% 46 Mixed Selling $26K ▲ Accumulating+23.2% Strength: Raised its dividend (15.9% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ 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+ G Genpact Ltd Management Consulting Services $40.48 -0.86% No trades None ■ Steady+0.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 6.1% in 3 yearsStrength: High return on equity: 22%Strength: Raised its dividend (1.7% 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)+ HGV Hilton Grand Vacations Inc. Hotels, Rooming Houses, Camps & Other Lodging Places $35.70 -0.53% No trades None ■ Steady-1.9% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 24% in 3 yearsWarning: High debt: 3.53x equity+ 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+ GEN Gen Digital Inc. Software $24.41 -1.93% No trades None ▲ Accumulating+3.9% Strength: Profitable, keeps 20% of sales as profitStrength: Sales up 27% last year+4 more Strength: Brings in more cash than it spendsStrength: High return on equity: 43%Strength: Pays a 2.0% dividend yieldWarning: High debt: 3.61x equity+ GDDY GoDaddy Inc. IT systems design $109.85 -2.56% 46 Mixed Selling $599K(planned) ■ Steady-0.3% Strength: Profitable, keeps 18% of sales as profitStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 193%Warning: High debt: 17.57x equity+ NXST Nexstar Media Group, Inc. Television Broadcasting Stations $164.73 -1.52% No trades None ■ Steady+4.2% Strength: Raised its dividend (4.5% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 24% in 3 yearsWarning: High debt: 3.07x equity+ LBTYA Liberty Global Ltd. Cable & Other Pay Television Services $7.55 -3.94% No trades None No 13F data Strength: Sales up 12% last yearStrength: Buying back shares: share count down 31% in 3 years+1 more Warning: Losing money, losses are large next to sales+ CHRD Chord Energy Corp Oil and gas $156.17 -1.25% No trades None ■ Steady-3.4% Strength: Pays a 3.3% dividend yieldStrength: Profitable+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Little debtWarning: Share count growing 21.5% a year (dilution)+ AGNT AGNT, Inc. Real Estate Agents & Managers (for Others) $4.09 -1.21% No trades None ▲ Accumulating+6.6% Strength: No debt reportedStrength: Pays a 1.2% dividend yield+1 more + 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+ VSAT Viasat Inc Communications Services $66.42 +8.05% 45 Mixed Selling $1.2M(planned) ▲ Accumulating+10.2% Strength: Little debtWarning: Losing money+1 more Warning: Share count growing 21.1% a year (dilution)+ HOG Harley-Davidson, Inc. Motorcycles, Bicycles & Parts $28.84 -0.35% 49 Mixed Selling $38K(planned) ▲ Accumulating+2.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 19% in 3 yearsStrength: Raised its dividend (2.5% yield)Warning: Revenue down 13.8% from the year before+ LILA Liberty Latin America Ltd. Cable & Other Pay Television Services $7.76 -3.36% 67 Buying Buying $658K No 13F data Strength: Buying back shares: share count down 12% in 3 yearsWarning: Losing money+1 more Warning: High debt: 15.98x equity+ HRI Herc Holdings Inc Miscellaneous Equipment Rental & Leasing $127.11 -0.77% No trades None ▲ Accumulating+7.5% Strength: ProfitableStrength: Sales up 23% last year+3 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (2.2% yield)Warning: High debt: 4.12x 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)+ DMC Del Monte Corp Agricultural Production-Crops $29.12 -1.19% No trades None No 13F data Strength: Raised its dividend (4.1% yield)Strength: Profitable+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ 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+ JAZZ Jazz Pharmaceuticals plc Drugmakers $205.64 -3.89% 44 Mixed Selling $1.9M(planned) ■ Steady-1.0% Warning: Losing moneyWarning: Debt above equity: 1.24x+ CCI Crown Castle Inc. REIT (real estate trust) $87.57 +1.83% No trades None ■ Steady+0.8% Strength: Pays a 5.4% dividend yieldStrength: Profitable+1 more Strength: Brings in more cash than it spends+ KELYA Kelly Services Inc Help Supply Services $16.58 -1.19% No trades None ▲ Accumulating+8.9% Strength: Buying back shares: share count down 7.9% in 3 yearsStrength: Little debt+1 more + PINS Pinterest, Inc. Internet and software services $21.22 -4.89% 30 Selling Selling $8.1M ▼ Distributing-2.8% Strength: ProfitableStrength: Sales up 16% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ FOUR Shift4 Payments, Inc. Business Services $36.97 -4.62% No trades None ▼ Distributing-2.3% Strength: ProfitableStrength: Sales up 26% last year+2 more Strength: Brings in more cash than it spendsWarning: High debt: 3.15x equity+ PNR Pentair plc Special Industry Machinery $55.24 -0.11% No trades None ■ Steady+0.1% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.8% yield)+ LCII Lci Industries Motor Vehicle Parts & Accessories $87.91 +3.61% No trades None ▼ Distributing-3.1% Strength: Raised its dividend (5.2% yield)Strength: Profitable every year for 10 years+2 more Strength: Sales up 10% last yearStrength: Brings in more cash than it spends+ 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+ SKYW Skywest Inc Air Transportation, Scheduled $94.05 +1.02% No trades None ■ Steady-1.0% Strength: ProfitableStrength: Sales up 15% last year+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 18% in 3 years+ WU Western Union Co Business Services $6.22 -2.05% No trades None ▼ Distributing-2.5% Strength: Pays a 15.1% dividend yieldStrength: Profitable+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 16% in 3 years+ CROX Crocs, Inc. Rubber & Plastics Footwear $118.82 -0.35% No trades None ■ Steady+0.6% Strength: Buying back shares: share count down 13% in 3 yearsWarning: Losing money+ TNL Travel & Leisure Co. Hotels & Motels $65.67 +1.17% No trades None ■ Steady+5.1% Strength: Raised its dividend (3.4% yield)Strength: Profitable+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 21% in 3 years+ 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)+ VICI VICI Properties Inc. REIT (real estate trust) $24.03 +1.18% No trades None ▲ Accumulating+2.4% Strength: Raised its dividend (7.3% yield)Strength: Profitable every year for 9 years+2 more Strength: Brings in more cash than it spendsWarning: Share count growing 6.5% a year+ EFOR Everforth Inc Help Supply Services $41.76 -4.13% No trades None ■ Steady+0.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 15% in 3 years+ RIG Transocean Ltd. Drilling Oil & Gas Wells $6.54 +2.19% No trades None ▲ Accumulating+11.1% Warning: Losing money, losses are large next to salesWarning: Share count growing 11.1% a year (dilution)+1 more Strength: Sales up 13% last year+ BLMN Bloomin' Brands, Inc. Restaurants $9.13 -0.76% No trades None ▲ Accumulating+6.2% Strength: Pays a 4.9% dividend yieldStrength: Profitable+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 13% in 3 yearsWarning: High debt: 2.36x equity+ PATK Patrick Industries Inc Motor Vehicle Parts & Accessories $70.49 +2.38% No trades None ■ Steady-0.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 5.6% in 3 years+ WES Western Midstream Partners, LP Natural Gas Transmission $45.19 +0.18% No trades None ▲ Accumulating+8.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+ DBD Diebold Nixdorf, Inc Calculating & Accounting Machines $68.84 -0.53% No trades None ▲ Accumulating+8.8% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 5.8% in 3 years+ VC Visteon Corp Motor Vehicle Parts & Accessories $75.74 -0.79% No trades None ▲ Accumulating+2.9% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 3.2% in 3 yearsStrength: Little debtStrength: Pays a 0.5% dividend yield+ HRB H&R Block Inc Personal Services $50.06 +0.76% 40 Mixed Selling $110K ▲ Accumulating+5.8% Strength: Profitable, keeps 16% of sales as profitStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 20% in 3 yearsStrength: Raised its dividend (3.0% yield)+ CBT Cabot Corp Miscellaneous Chemical Products $72.85 -1.29% No trades None ▲ Accumulating+5.8% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.7% in 3 yearsStrength: High return on equity: 23%Strength: Raised its dividend (2.4% yield)+ ST Sensata Technologies Holding plc Industrial Instruments for Measurement, Display, and Control $40.70 +0.79% No trades None No 13F data Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 5.7% in 3 years+ SBH Sally Beauty Holdings, Inc. Retail Stores $17.44 +0.17% No trades None ■ Steady+0.8% 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: High return on equity: 27%+ MTDR Matador Resources Co Oil and gas $60.10 +0.25% No trades None ▲ Accumulating+2.8% Strength: Profitable, keeps 21% of sales as profitStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.2% yield)+ XRAY Dentsply Sirona Inc. Dental Equipment & Supplies $9.21 -2.33% No trades None ▲ Accumulating+6.5% Strength: Pays a 6.9% dividend yieldStrength: Buying back shares: share count down 7.5% in 3 years+2 more Warning: Losing moneyWarning: Debt above equity: 1.7x+ CRC California Resources Corp Oil and gas $54.73 +0.37% 45 Mixed Selling $643K(planned) ■ Steady-1.3% Strength: ProfitableStrength: Sales up 15% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (2.9% yield)+ GTX Garrett Motion Inc. Motor Vehicle Parts & Accessories $21.68 +0.60% No trades None ■ Steady+1.4% Strength: ProfitableStrength: Brings in more cash than it spends+ CRGY Crescent Energy Co Oil and gas $13.88 +0.36% No trades None ■ Steady+0.6% Strength: ProfitableStrength: Sales up 22% last year+2 more Strength: Sales growth speeding upStrength: Brings in more cash than it spends+