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No. of Recommendations: 10
Looking for Mr. Goodbuy (data from Feb 10, 2008)

A mechanical approach to finding BMWm candidate stocks

Data available in .csv format: http://www.jackcade.net/data/080210.csv

Table 1: Sorted ascending on RMS

See a brief explanation below the tables.  And see a longer explanation
  in BMW Board message 27893.

Selected on: Manifest Quality >= 65; BMWm Return Factor >= 25%
  PAR less than MIPAR+15% (this week 12.7% + 15% = 27.7%), with
  more than 6 years of BMWm-type data.

Above the line = TMF CAPS rating >= 90%

* = RMS <= -1.5
+ = At least 16 Yrs of data, Stewardship = A|B, M* = 4|5, CAPS % >= 95
- = PAR is larger than MIPAR+10% (22.7% this week), thus approaching
    the realm of the unbelievable.

Tick  Yrs  Qual   PAR QPZ   RMS    RF  CAPS CAPS  PE  M* St Fin EPS Proj  Zr
                                          %    #         ew Str Stb  Yld
EXBD*   9  68.4  16.3  24 -4.37  2.90  92.9   99  18  5  C  84   78  2.5  5-2
MCO*    8  72.6  13.0  23 -3.90  2.32  91.1  281  12  5  B  83   88  0.7  4  
UTIW*   8  66.6  13.6  13 -3.32  2.46  92.0   25  16  -  B  91   62  0.0  3+1
COH*-   8  94.0  26.4 100 -3.22  2.37  93.9  277  17  4  B  99   77  0.0  3  
SYY*   20  81.6  14.7  68 -2.85  1.79  94.8  116  18  5  B  93   94  2.0  3-1
OSK*   16  75.8  18.1  61 -2.79  1.82  96.2  133  12  -  B  89   89  0.8  3+1
CL*    30  87.2  10.3  67 -2.67  2.83  98.9  188  24  3  B  98  100  1.9  2  
MHP*   20  88.7  22.1  96 -2.64  1.69  94.1  119  13  5  B  98   97  1.5  3  
MDT*+  25  76.7  14.3  42 -2.61  3.13  95.0  201  19  5  B  97   99  0.9  3  
AIG*   20  70.0  19.6  43 -2.48  2.42  91.4  360   8  5  B  96   67  1.0  3  
IRE*-  12  81.1  26.9  94 -2.40  1.54  96.5   85   6  5  -  91   88  5.0  4  
SSD*   11  84.0  13.3  71 -2.40  1.56  92.9   99  13  -  -  80   81  1.3  4+1
WAG*   20  84.7  18.9  87 -2.36  2.08  94.5  291  17  5  B  99  100  0.7  3  
AVP*   25  66.3   8.6   1 -2.28  2.12  96.2   52  29  3  B  80   71  1.9  2  
CTAS*+ 16  74.9  18.7  60 -2.24  2.04  97.3   37  14  5  A  96  100  0.9  3  
GGG*+  20  85.6  11.4  66 -2.22  1.52  96.1   77  15  5  B  97   93  1.8  3+1
BUD*   20  67.7  10.3   4 -2.20  1.53  93.9  374  17  5  A  90   96  1.7  4-2
AMGN*  20  79.7  20.7  82 -2.07  3.07  92.2  386  17  5  D 100   88  0.0  3  
BPL*   20  66.3  11.6   6 -2.06  1.84  92.0   25  17  4  C  40   98  8.1  2+1
CAH*   20  73.7  17.0  44 -2.06  2.24  93.4   91  28  -  C  91   87  0.4  4  
PEP*   30  93.5  10.6  83 -2.05  1.91  98.4  509  19  3  B 100   99  2.0  3  
ORLY*  15  87.6  14.5  81 -1.98  1.43   100   27  18  4  C  82   94  0.0  4+1
MDP*   20  68.9  17.3  30 -1.79  1.65  94.7   19  13  4  C  85   75  0.9  3+1
MRK*   35  66.6  12.0   8 -1.79  2.35  91.1  315  18  3  C  89   91  2.7  3-1
ACAS*  11  70.1  14.7  21 -1.76  1.28  98.5  389   4  -  -  92   97  9.5  4-1
LLTC*  16  73.6  22.0  73 -1.68  2.27  94.5   55  20  5  B  97   68  1.2  3+1
KSS*   16  94.0  19.7  97 -1.67  2.21  91.3  126  13  4  C  95   81  0.0  4+1
ITW*+  20  84.6  14.0  75 -1.63  1.46  99.1  116  15  4  B 100   91  1.6  4-1
SYK*   20  73.2  13.7  28 -1.59  1.45  99.2  250  30  3  C  92   98  0.4  3  
DHR*+  20  87.4  12.9  77 -1.57  1.40  97.8   91  19  4  B  94   95  0.2  2+1
AIB*-  16  74.2  27.5  88 -1.54  1.42  98.1  268   6  5  -  91   52  3.4  4-1
TGT*   20  89.8  10.7  76 -1.54  1.52  92.0  337  16  5  A  95   95  1.0  4-1
AFL*   20  86.1  10.3  62 -1.50  1.41  95.6  180  19  3  B  92  100  1.6  2  
CLX    25  71.0  14.6  25 -1.49  1.45  91.0   67  17  5  B  78   76  2.1  3  
PAYX   16  90.7  22.6  98 -1.39  1.95  93.6  141  22  5  A  96   95  2.4  3  
NATI   13  73.2  18.2  50 -1.38  1.49  90.9   33  25  -  -  86   70  0.9  4-1
MMM+   35  70.5   8.7   7 -1.36  1.34  98.5  672  13  5  B  99   78  2.1  2+1
ROST   20  72.0  16.7  34 -1.35  1.68  94.4   18  15  3  C  98   87  1.0  3  
ADP+   20  75.4  17.6  55 -1.31  1.52  95.0  119  20  5  B  93   89  1.5  4-1
JNJ    35  77.6  15.8  54 -1.30  1.56  97.0 1447  17  5  C 100   98  2.2  3  
FISV   16  72.6  18.5  49 -1.23  1.35  92.5   40  19  4  C  78   98  0.0  3-2
APOL   14  70.0   6.2   2 -1.09  1.65  91.9  123  29  3  C  87   75  0.0  2  
DIS+   40  66.8  13.4  12 -1.09  1.77  96.4  612  14  5  B  86   73  0.9  3  
SPLS   16  80.8  14.6  63 -1.09  1.44  94.1  152  17  4  C  95   94  1.2  3-1
QCOM   16  75.3  16.6  51 -1.08  1.94  90.5  262  21  3  A  90   64  1.3  3  
TRP    20  70.7   8.9   9 -1.03  1.28  91.1   45  18  3  A  76   96  3.0  3  
VAR    20  70.6  12.1  16 -1.02  1.31  98.5   66  28  3  B  90   90  0.0  3  
GE     40  80.1  14.2  58 -0.99  1.48  93.3 1067  15  4  B  97   99  2.0  4-1
FDS    12  85.6  19.8  91 -0.97  1.32   100   66  23  5  C  94   96  0.7  4  
UNH    16  69.7  16.3  26 -0.97  1.29  98.8  572  14  -  C  99   86  0.0  3-1
SEIC   16  82.8  12.5  59 -0.96  1.46  97.6   41  19  3  B  97   97  0.5  4-1
DD     40  69.0   9.2   3 -0.87  1.35  92.6  190  13  3  C  74   62  2.5  3  
DNA+   20  73.7  15.5  36 -0.87  1.33  96.0  374  27  4  B 100   49  0.0  3  
ORCL   20  81.5  21.2  86 -0.85  1.77  93.8  389  21  3  B  90   87  0.0  2  
EBAY-  10  86.1  27.3  99 -0.76  1.34  90.9  679   -  5  A 100   57  0.0  3  
TECH   19  78.8  15.6  59 -0.76  1.43   100   18  30  -  -  91   99  0.0  2+1
TSS    16  73.9  16.6  43 -0.74  1.39  96.6   29  15  3  C  99   90  1.7  3+1
HLEX    9  69.4  19.7  40 -0.67  1.27   100   89  30  -  -  76   51  0.0  3  
INTU   15  72.2  14.7  30 -0.66  1.27  96.4   84  23  3  B  84   95  0.0  3  
CHKE   15  69.2  10.1   9 -0.65  1.45  94.1  102   9  -  -  83   64  9.1  3  
JKHY   16  71.3  15.1  27 -0.63  1.38  95.5   22  21  3  B  99   86  0.7  3-1
KO     40  88.9  11.1  76 -0.58  1.39  95.5  673  25  3  C  94   99  2.4  2  
CSCO-  16  77.7  25.4  90 -0.51  1.47  96.1 1060  19  -  B  93   67  0.0  4-1
GD     30  77.5  12.7  38 -0.50  1.31  95.3  193  17  3  A  99   94  1.5  2  
---------------------------------------------------------------------------------
GCI*   20  79.0  17.2  71 -4.04  3.91  60.5   38   7  3  D  92   85  2.7  4  
EWBC*   9  71.8  17.1  37 -3.84  2.84  86.7   15   8  5  B  88   91  1.1  5-1
PDCO*  16  69.4  14.6  20 -3.38  2.09  70.6   17  20  4  C  83   95  0.0  2+2
CAKE*- 16  74.4  25.7  85 -3.32  2.76  85.2  115  19  4  D  78   92  0.0  5-1
HOG*   20  84.6  20.9  93 -3.16  3.60  77.5  262   9  5  B  95   86  1.4  4-1
BRO*-  16  81.7  23.1  92 -3.14  2.01  88.9   18  14  -  A  98   81  0.8  3+1
LOW*   20  74.6  19.7  65 -3.12  2.68  89.6  347  12  5  B  99   88  0.5  4+1
MTB*   16  68.9  14.5  19 -3.04  1.84  60.0   35  12  3  A  98   94  2.3  5-1
WCBO*  18  66.7  21.9  41 -3.02  2.32  60.0    5   8  -  -  85   95  1.6  5  
FDO*-  20  69.7  25.4  74 -2.95  3.37  77.8   45  12  -  B  90   92  1.0  5  
BBBY*  16  86.5  18.1  89 -2.92  2.87  89.1  265  14  5  D  98   85  0.0  4+1
TCB*   16  73.8  17.0  46 -2.70  2.19  88.2   17  10  3  A  48   90  3.7  4  
DRI*   13  71.5  20.8  57 -2.68  1.73  77.4   53  12  5  B  88   95  1.0  3  
MI*    16  70.2  17.3  32 -2.67  1.65  67.6   34   8  4  B  92   94  3.3  5-1
PGR*   20  73.3  14.8  31 -2.55  2.03  74.6   59  10  5  A  66   45  0.1  4-1
WMT*   35  86.7  16.1  84 -2.49  5.74  83.7  679  16  5  B  96   98  1.7  3-1
LNCR*  16  78.1  15.6  56 -2.33  1.93  88.2   34  13  3  C  75   84  0.0  3  
WFC*   20  74.1  15.2  36 -2.04  1.67  88.6  385  11  4  B  96   82  2.6  3+2
AVY*   20  72.6  18.0  47 -2.03  1.76  78.3   23  15  3  B  91   89  2.5  3+1
OCR*   20  66.5  22.7  46 -2.03  2.89  87.5   56  13  4  F  63   72  0.1  3  
ETH*   15  72.3  13.7  26 -2.01  2.06  41.7   24  12  -  C  74   94  0.7  4  
LLY*   25  68.2  13.1  15 -1.96  2.24  86.5  104  24  4  B  97   96  2.7  2  
LUV*   25  69.6  10.8  11 -1.91  2.17  79.4  175  16  1  A  78   60  0.1  3+1
CMA*   16  73.5  16.4  39 -1.90  1.85  54.5   33   8  5  B  92   86  3.2  5-1
HIBB*  12  88.4  22.0  95 -1.76  1.72  81.8   22  17  3  C  85   81  0.0  4-1
KNX*   14  86.2  14.3  78 -1.73  1.46  66.7   27  21  3  C  72   86  0.8  5  
STI*   20  71.9  12.1  18 -1.65  1.71  68.2   66  11  4  B  98   99  3.8  5  
RYAAY* 11  84.8  16.5  79 -1.64  1.47  81.8   44  15  1  -  77   62  0.0  3  
AJG*   20  71.8  16.5  33 -1.54  1.44  72.2   18  17  5  B  89   83  3.2  4-1
BAC*   20  68.5  12.9  15 -1.53  1.39  86.9  983  10  5  B  90   94  4.3  5  
AXP    30  73.3  17.6  48 -1.45  1.54  89.1  349  13  5  A  95   71  1.2  3  
HPT    13  73.4  18.3  53 -1.40  1.28  88.2   17  15  4  C  79   91  6.1  4-1
HD     20  66.9  17.3  22 -1.33  2.16  71.0  638  11  5  C  99   84  1.8  5-2
BBY    20  70.6  20.5  53 -1.29  2.08  88.2  492  15  4  B  87   91  0.6  2  
CCL    16  89.4  18.4  93 -1.25  1.44  88.6   44  14  5  B  86   88  3.0  3  
KMB    20  73.4  10.2  17 -1.24  1.35  89.6   67  16  4  B  92   99  3.0  3-1
MSFT   20  79.6  17.2  72 -1.19  2.16  88.0 1470  16  5  A  94   94  1.5  2+1
OMC    16  66.5  13.0  10 -1.12  1.58  88.2   17  16  3  B  91   96  0.9  3  
MSCC-  16  70.9  27.4  80 -0.98  1.53  76.0   25   -  -  -  73   31  0.0  4  
DLTR   13  75.2  19.8  69 -0.79  1.38  63.3   30  13  -  D  91   93  0.0  4-1
TJX    20  66.6  11.3   5 -0.66  1.63  82.4   51  20  3  B  94   93  0.9  2+1
NVR    23  80.9  14.6  64 -0.30  1.55  24.6  175   9  3  F  92   65  0.0  5-2


=================================================================================


Looking for Mr. Goodbuy (data from Feb 10, 2008)

A mechanical approach to finding BMWm candidate stocks

Table 2: Sorted descending on QPZ (Quality z-score+PAR z-score,
         expressed as a percentile rank),

See a brief explanation below the tables.  And see a longer explanation
  in BMW Board message 27893.

Selected on: Manifest Quality >= 65; BMWm Return Factor >= 25%
  PAR less than MIPAR+15% (this week 12.7% + 15% = 27.7%), with
  more than 6 years of BMWm-type data.

Above the line = TMF CAPS rating >= 90%

* = RMS <= -1.5
+ = At least 16 Yrs of data, Stewardship = A|B, M* = 4|5, CAPS % >= 95
- = PAR is larger than MIPAR+10% (22.7% this week), thus approaching
    the realm of the unbelievable.

Tick  Yrs  Qual   PAR QPZ   RMS    RF  CAPS CAPS  PE  M* St Fin EPS Proj  Zr
                                          %    #         ew Str Stb  Yld
COH*-   8  94.0  26.4 100 -3.22  2.37  93.9  277  17  4  B  99   77  0.0  3  
EBAY-  10  86.1  27.3  99 -0.76  1.34  90.9  679   -  5  A 100   57  0.0  3  
PAYX   16  90.7  22.6  98 -1.39  1.95  93.6  141  22  5  A  96   95  2.4  3  
KSS*   16  94.0  19.7  97 -1.67  2.21  91.3  126  13  4  C  95   81  0.0  4+1
MHP*   20  88.7  22.1  96 -2.64  1.69  94.1  119  13  5  B  98   97  1.5  3  
IRE*-  12  81.1  26.9  94 -2.40  1.54  96.5   85   6  5  -  91   88  5.0  4  
FDS    12  85.6  19.8  91 -0.97  1.32   100   66  23  5  C  94   96  0.7  4  
CSCO-  16  77.7  25.4  90 -0.51  1.47  96.1 1060  19  -  B  93   67  0.0  4-1
AIB*-  16  74.2  27.5  88 -1.54  1.42  98.1  268   6  5  -  91   52  3.4  4-1
WAG*   20  84.7  18.9  87 -2.36  2.08  94.5  291  17  5  B  99  100  0.7  3  
ORCL   20  81.5  21.2  86 -0.85  1.77  93.8  389  21  3  B  90   87  0.0  2  
PEP*   30  93.5  10.6  83 -2.05  1.91  98.4  509  19  3  B 100   99  2.0  3  
AMGN*  20  79.7  20.7  82 -2.07  3.07  92.2  386  17  5  D 100   88  0.0  3  
ORLY*  15  87.6  14.5  81 -1.98  1.43   100   27  18  4  C  82   94  0.0  4+1
DHR*+  20  87.4  12.9  77 -1.57  1.40  97.8   91  19  4  B  94   95  0.2  2+1
KO     40  88.9  11.1  76 -0.58  1.39  95.5  673  25  3  C  94   99  2.4  2  
TGT*   20  89.8  10.7  76 -1.54  1.52  92.0  337  16  5  A  95   95  1.0  4-1
ITW*+  20  84.6  14.0  75 -1.63  1.46  99.1  116  15  4  B 100   91  1.6  4-1
LLTC*  16  73.6  22.0  73 -1.68  2.27  94.5   55  20  5  B  97   68  1.2  3+1
SSD*   11  84.0  13.3  71 -2.40  1.56  92.9   99  13  -  -  80   81  1.3  4+1
SYY*   20  81.6  14.7  68 -2.85  1.79  94.8  116  18  5  B  93   94  2.0  3-1
CL*    30  87.2  10.3  67 -2.67  2.83  98.9  188  24  3  B  98  100  1.9  2  
GGG*+  20  85.6  11.4  66 -2.22  1.52  96.1   77  15  5  B  97   93  1.8  3+1
SPLS   16  80.8  14.6  63 -1.09  1.44  94.1  152  17  4  C  95   94  1.2  3-1
AFL*   20  86.1  10.3  62 -1.50  1.41  95.6  180  19  3  B  92  100  1.6  2  
OSK*   16  75.8  18.1  61 -2.79  1.82  96.2  133  12  -  B  89   89  0.8  3+1
CTAS*+ 16  74.9  18.7  60 -2.24  2.04  97.3   37  14  5  A  96  100  0.9  3  
SEIC   16  82.8  12.5  59 -0.96  1.46  97.6   41  19  3  B  97   97  0.5  4-1
TECH   19  78.8  15.6  59 -0.76  1.43   100   18  30  -  -  91   99  0.0  2+1
GE     40  80.1  14.2  58 -0.99  1.48  93.3 1067  15  4  B  97   99  2.0  4-1
ADP+   20  75.4  17.6  55 -1.31  1.52  95.0  119  20  5  B  93   89  1.5  4-1
JNJ    35  77.6  15.8  54 -1.30  1.56  97.0 1447  17  5  C 100   98  2.2  3  
QCOM   16  75.3  16.6  51 -1.08  1.94  90.5  262  21  3  A  90   64  1.3  3  
NATI   13  73.2  18.2  50 -1.38  1.49  90.9   33  25  -  -  86   70  0.9  4-1
FISV   16  72.6  18.5  49 -1.23  1.35  92.5   40  19  4  C  78   98  0.0  3-2
CAH*   20  73.7  17.0  44 -2.06  2.24  93.4   91  28  -  C  91   87  0.4  4  
AIG*   20  70.0  19.6  43 -2.48  2.42  91.4  360   8  5  B  96   67  1.0  3  
TSS    16  73.9  16.6  43 -0.74  1.39  96.6   29  15  3  C  99   90  1.7  3+1
MDT*+  25  76.7  14.3  42 -2.61  3.13  95.0  201  19  5  B  97   99  0.9  3  
HLEX    9  69.4  19.7  40 -0.67  1.27   100   89  30  -  -  76   51  0.0  3  
GD     30  77.5  12.7  38 -0.50  1.31  95.3  193  17  3  A  99   94  1.5  2  
DNA+   20  73.7  15.5  36 -0.87  1.33  96.0  374  27  4  B 100   49  0.0  3  
ROST   20  72.0  16.7  34 -1.35  1.68  94.4   18  15  3  C  98   87  1.0  3  
INTU   15  72.2  14.7  30 -0.66  1.27  96.4   84  23  3  B  84   95  0.0  3  
MDP*   20  68.9  17.3  30 -1.79  1.65  94.7   19  13  4  C  85   75  0.9  3+1
SYK*   20  73.2  13.7  28 -1.59  1.45  99.2  250  30  3  C  92   98  0.4  3  
JKHY   16  71.3  15.1  27 -0.63  1.38  95.5   22  21  3  B  99   86  0.7  3-1
UNH    16  69.7  16.3  26 -0.97  1.29  98.8  572  14  -  C  99   86  0.0  3-1
CLX    25  71.0  14.6  25 -1.49  1.45  91.0   67  17  5  B  78   76  2.1  3  
EXBD*   9  68.4  16.3  24 -4.37  2.90  92.9   99  18  5  C  84   78  2.5  5-2
MCO*    8  72.6  13.0  23 -3.90  2.32  91.1  281  12  5  B  83   88  0.7  4  
ACAS*  11  70.1  14.7  21 -1.76  1.28  98.5  389   4  -  -  92   97  9.5  4-1
VAR    20  70.6  12.1  16 -1.02  1.31  98.5   66  28  3  B  90   90  0.0  3  
UTIW*   8  66.6  13.6  13 -3.32  2.46  92.0   25  16  -  B  91   62  0.0  3+1
DIS+   40  66.8  13.4  12 -1.09  1.77  96.4  612  14  5  B  86   73  0.9  3  
CHKE   15  69.2  10.1   9 -0.65  1.45  94.1  102   9  -  -  83   64  9.1  3  
TRP    20  70.7   8.9   9 -1.03  1.28  91.1   45  18  3  A  76   96  3.0  3  
MRK*   35  66.6  12.0   8 -1.79  2.35  91.1  315  18  3  C  89   91  2.7  3-1
MMM+   35  70.5   8.7   7 -1.36  1.34  98.5  672  13  5  B  99   78  2.1  2+1
BPL*   20  66.3  11.6   6 -2.06  1.84  92.0   25  17  4  C  40   98  8.1  2+1
BUD*   20  67.7  10.3   4 -2.20  1.53  93.9  374  17  5  A  90   96  1.7  4-2
DD     40  69.0   9.2   3 -0.87  1.35  92.6  190  13  3  C  74   62  2.5  3  
APOL   14  70.0   6.2   2 -1.09  1.65  91.9  123  29  3  C  87   75  0.0  2  
AVP*   25  66.3   8.6   1 -2.28  2.12  96.2   52  29  3  B  80   71  1.9  2  
---------------------------------------------------------------------------------
HIBB*  12  88.4  22.0  95 -1.76  1.72  81.8   22  17  3  C  85   81  0.0  4-1
CCL    16  89.4  18.4  93 -1.25  1.44  88.6   44  14  5  B  86   88  3.0  3  
HOG*   20  84.6  20.9  93 -3.16  3.60  77.5  262   9  5  B  95   86  1.4  4-1
BRO*-  16  81.7  23.1  92 -3.14  2.01  88.9   18  14  -  A  98   81  0.8  3+1
BBBY*  16  86.5  18.1  89 -2.92  2.87  89.1  265  14  5  D  98   85  0.0  4+1
CAKE*- 16  74.4  25.7  85 -3.32  2.76  85.2  115  19  4  D  78   92  0.0  5-1
WMT*   35  86.7  16.1  84 -2.49  5.74  83.7  679  16  5  B  96   98  1.7  3-1
MSCC-  16  70.9  27.4  80 -0.98  1.53  76.0   25   -  -  -  73   31  0.0  4  
RYAAY* 11  84.8  16.5  79 -1.64  1.47  81.8   44  15  1  -  77   62  0.0  3  
KNX*   14  86.2  14.3  78 -1.73  1.46  66.7   27  21  3  C  72   86  0.8  5  
FDO*-  20  69.7  25.4  74 -2.95  3.37  77.8   45  12  -  B  90   92  1.0  5  
MSFT   20  79.6  17.2  72 -1.19  2.16  88.0 1470  16  5  A  94   94  1.5  2+1
GCI*   20  79.0  17.2  71 -4.04  3.91  60.5   38   7  3  D  92   85  2.7  4  
DLTR   13  75.2  19.8  69 -0.79  1.38  63.3   30  13  -  D  91   93  0.0  4-1
LOW*   20  74.6  19.7  65 -3.12  2.68  89.6  347  12  5  B  99   88  0.5  4+1
NVR    23  80.9  14.6  64 -0.30  1.55  24.6  175   9  3  F  92   65  0.0  5-2
DRI*   13  71.5  20.8  57 -2.68  1.73  77.4   53  12  5  B  88   95  1.0  3  
LNCR*  16  78.1  15.6  56 -2.33  1.93  88.2   34  13  3  C  75   84  0.0  3  
BBY    20  70.6  20.5  53 -1.29  2.08  88.2  492  15  4  B  87   91  0.6  2  
HPT    13  73.4  18.3  53 -1.40  1.28  88.2   17  15  4  C  79   91  6.1  4-1
AXP    30  73.3  17.6  48 -1.45  1.54  89.1  349  13  5  A  95   71  1.2  3  
AVY*   20  72.6  18.0  47 -2.03  1.76  78.3   23  15  3  B  91   89  2.5  3+1
OCR*   20  66.5  22.7  46 -2.03  2.89  87.5   56  13  4  F  63   72  0.1  3  
TCB*   16  73.8  17.0  46 -2.70  2.19  88.2   17  10  3  A  48   90  3.7  4  
WCBO*  18  66.7  21.9  41 -3.02  2.32  60.0    5   8  -  -  85   95  1.6  5  
CMA*   16  73.5  16.4  39 -1.90  1.85  54.5   33   8  5  B  92   86  3.2  5-1
EWBC*   9  71.8  17.1  37 -3.84  2.84  86.7   15   8  5  B  88   91  1.1  5-1
WFC*   20  74.1  15.2  36 -2.04  1.67  88.6  385  11  4  B  96   82  2.6  3+2
AJG*   20  71.8  16.5  33 -1.54  1.44  72.2   18  17  5  B  89   83  3.2  4-1
MI*    16  70.2  17.3  32 -2.67  1.65  67.6   34   8  4  B  92   94  3.3  5-1
PGR*   20  73.3  14.8  31 -2.55  2.03  74.6   59  10  5  A  66   45  0.1  4-1
ETH*   15  72.3  13.7  26 -2.01  2.06  41.7   24  12  -  C  74   94  0.7  4  
HD     20  66.9  17.3  22 -1.33  2.16  71.0  638  11  5  C  99   84  1.8  5-2
PDCO*  16  69.4  14.6  20 -3.38  2.09  70.6   17  20  4  C  83   95  0.0  2+2
MTB*   16  68.9  14.5  19 -3.04  1.84  60.0   35  12  3  A  98   94  2.3  5-1
STI*   20  71.9  12.1  18 -1.65  1.71  68.2   66  11  4  B  98   99  3.8  5  
KMB    20  73.4  10.2  17 -1.24  1.35  89.6   67  16  4  B  92   99  3.0  3-1
BAC*   20  68.5  12.9  15 -1.53  1.39  86.9  983  10  5  B  90   94  4.3  5  
LLY*   25  68.2  13.1  15 -1.96  2.24  86.5  104  24  4  B  97   96  2.7  2  
LUV*   25  69.6  10.8  11 -1.91  2.17  79.4  175  16  1  A  78   60  0.1  3+1
OMC    16  66.5  13.0  10 -1.12  1.58  88.2   17  16  3  B  91   96  0.9  3  
TJX    20  66.6  11.3   5 -0.66  1.63  82.4   51  20  3  B  94   93  0.9  2+1


=================================================================================


Looking for Mr. Goodbuy (data from Feb 10, 2008)

A mechanical approach to finding BMWm candidate stocks

Table 3: Sorted ascending on RMS

See a brief explanation below the tables.  And see a longer explanation
  in BMW Board message 27893.

Selected on: Manifest Quality >= 65; BMWm Return Factor >= 25%
  PAR less than MIPAR+15% (this week 12.7% + 15% = 27.7%), with
  more than 6 years of BMWm-type data.

* = RMS <= -1.5
+ = At least 16 Yrs of data, Stewardship = A|B, M* = 4|5, CAPS % >= 95
- = PAR is larger than MIPAR+10% (22.7% this week), thus approaching
    the realm of the unbelievable.

Tick  Yrs  Qual   PAR QPZ   RMS    RF  CAPS CAPS  PE  M* St Fin EPS Proj  Zr
                                          %    #         ew Str Stb  Yld
EXBD*   9  68.4  16.3  24 -4.37  2.90  92.9   99  18  5  C  84   78  2.5  5-2
GCI*   20  79.0  17.2  71 -4.04  3.91  60.5   38   7  3  D  92   85  2.7  4  
MCO*    8  72.6  13.0  23 -3.90  2.32  91.1  281  12  5  B  83   88  0.7  4  
EWBC*   9  71.8  17.1  37 -3.84  2.84  86.7   15   8  5  B  88   91  1.1  5-1
PDCO*  16  69.4  14.6  20 -3.38  2.09  70.6   17  20  4  C  83   95  0.0  2+2
CAKE*- 16  74.4  25.7  85 -3.32  2.76  85.2  115  19  4  D  78   92  0.0  5-1
UTIW*   8  66.6  13.6  13 -3.32  2.46  92.0   25  16  -  B  91   62  0.0  3+1
COH*-   8  94.0  26.4 100 -3.22  2.37  93.9  277  17  4  B  99   77  0.0  3  
HOG*   20  84.6  20.9  93 -3.16  3.60  77.5  262   9  5  B  95   86  1.4  4-1
BRO*-  16  81.7  23.1  92 -3.14  2.01  88.9   18  14  -  A  98   81  0.8  3+1
LOW*   20  74.6  19.7  65 -3.12  2.68  89.6  347  12  5  B  99   88  0.5  4+1
MTB*   16  68.9  14.5  19 -3.04  1.84  60.0   35  12  3  A  98   94  2.3  5-1
WCBO*  18  66.7  21.9  41 -3.02  2.32  60.0    5   8  -  -  85   95  1.6  5  
FDO*-  20  69.7  25.4  74 -2.95  3.37  77.8   45  12  -  B  90   92  1.0  5  
BBBY*  16  86.5  18.1  89 -2.92  2.87  89.1  265  14  5  D  98   85  0.0  4+1
SYY*   20  81.6  14.7  68 -2.85  1.79  94.8  116  18  5  B  93   94  2.0  3-1
OSK*   16  75.8  18.1  61 -2.79  1.82  96.2  133  12  -  B  89   89  0.8  3+1
TCB*   16  73.8  17.0  46 -2.70  2.19  88.2   17  10  3  A  48   90  3.7  4  
DRI*   13  71.5  20.8  57 -2.68  1.73  77.4   53  12  5  B  88   95  1.0  3  
MI*    16  70.2  17.3  32 -2.67  1.65  67.6   34   8  4  B  92   94  3.3  5-1
CL*    30  87.2  10.3  67 -2.67  2.83  98.9  188  24  3  B  98  100  1.9  2  
MHP*   20  88.7  22.1  96 -2.64  1.69  94.1  119  13  5  B  98   97  1.5  3  
MDT*+  25  76.7  14.3  42 -2.61  3.13  95.0  201  19  5  B  97   99  0.9  3  
PGR*   20  73.3  14.8  31 -2.55  2.03  74.6   59  10  5  A  66   45  0.1  4-1
WMT*   35  86.7  16.1  84 -2.49  5.74  83.7  679  16  5  B  96   98  1.7  3-1
AIG*   20  70.0  19.6  43 -2.48  2.42  91.4  360   8  5  B  96   67  1.0  3  
SSD*   11  84.0  13.3  71 -2.40  1.56  92.9   99  13  -  -  80   81  1.3  4+1
IRE*-  12  81.1  26.9  94 -2.40  1.54  96.5   85   6  5  -  91   88  5.0  4  
WAG*   20  84.7  18.9  87 -2.36  2.08  94.5  291  17  5  B  99  100  0.7  3  
LNCR*  16  78.1  15.6  56 -2.33  1.93  88.2   34  13  3  C  75   84  0.0  3  
AVP*   25  66.3   8.6   1 -2.28  2.12  96.2   52  29  3  B  80   71  1.9  2  
CTAS*+ 16  74.9  18.7  60 -2.24  2.04  97.3   37  14  5  A  96  100  0.9  3  
GGG*+  20  85.6  11.4  66 -2.22  1.52  96.1   77  15  5  B  97   93  1.8  3+1
BUD*   20  67.7  10.3   4 -2.20  1.53  93.9  374  17  5  A  90   96  1.7  4-2
AMGN*  20  79.7  20.7  82 -2.07  3.07  92.2  386  17  5  D 100   88  0.0  3  
CAH*   20  73.7  17.0  44 -2.06  2.24  93.4   91  28  -  C  91   87  0.4  4  
BPL*   20  66.3  11.6   6 -2.06  1.84  92.0   25  17  4  C  40   98  8.1  2+1
PEP*   30  93.5  10.6  83 -2.05  1.91  98.4  509  19  3  B 100   99  2.0  3  
WFC*   20  74.1  15.2  36 -2.04  1.67  88.6  385  11  4  B  96   82  2.6  3+2
AVY*   20  72.6  18.0  47 -2.03  1.76  78.3   23  15  3  B  91   89  2.5  3+1
OCR*   20  66.5  22.7  46 -2.03  2.89  87.5   56  13  4  F  63   72  0.1  3  
ETH*   15  72.3  13.7  26 -2.01  2.06  41.7   24  12  -  C  74   94  0.7  4  
ORLY*  15  87.6  14.5  81 -1.98  1.43   100   27  18  4  C  82   94  0.0  4+1
LLY*   25  68.2  13.1  15 -1.96  2.24  86.5  104  24  4  B  97   96  2.7  2  
LUV*   25  69.6  10.8  11 -1.91  2.17  79.4  175  16  1  A  78   60  0.1  3+1
CMA*   16  73.5  16.4  39 -1.90  1.85  54.5   33   8  5  B  92   86  3.2  5-1
MDP*   20  68.9  17.3  30 -1.79  1.65  94.7   19  13  4  C  85   75  0.9  3+1
MRK*   35  66.6  12.0   8 -1.79  2.35  91.1  315  18  3  C  89   91  2.7  3-1
ACAS*  11  70.1  14.7  21 -1.76  1.28  98.5  389   4  -  -  92   97  9.5  4-1
HIBB*  12  88.4  22.0  95 -1.76  1.72  81.8   22  17  3  C  85   81  0.0  4-1
KNX*   14  86.2  14.3  78 -1.73  1.46  66.7   27  21  3  C  72   86  0.8  5  
LLTC*  16  73.6  22.0  73 -1.68  2.27  94.5   55  20  5  B  97   68  1.2  3+1
KSS*   16  94.0  19.7  97 -1.67  2.21  91.3  126  13  4  C  95   81  0.0  4+1
STI*   20  71.9  12.1  18 -1.65  1.71  68.2   66  11  4  B  98   99  3.8  5  
RYAAY* 11  84.8  16.5  79 -1.64  1.47  81.8   44  15  1  -  77   62  0.0  3  
ITW*+  20  84.6  14.0  75 -1.63  1.46  99.1  116  15  4  B 100   91  1.6  4-1
SYK*   20  73.2  13.7  28 -1.59  1.45  99.2  250  30  3  C  92   98  0.4  3  
DHR*+  20  87.4  12.9  77 -1.57  1.40  97.8   91  19  4  B  94   95  0.2  2+1
AJG*   20  71.8  16.5  33 -1.54  1.44  72.2   18  17  5  B  89   83  3.2  4-1
AIB*-  16  74.2  27.5  88 -1.54  1.42  98.1  268   6  5  -  91   52  3.4  4-1
TGT*   20  89.8  10.7  76 -1.54  1.52  92.0  337  16  5  A  95   95  1.0  4-1
BAC*   20  68.5  12.9  15 -1.53  1.39  86.9  983  10  5  B  90   94  4.3  5  
AFL*   20  86.1  10.3  62 -1.50  1.41  95.6  180  19  3  B  92  100  1.6  2  
CLX    25  71.0  14.6  25 -1.49  1.45  91.0   67  17  5  B  78   76  2.1  3  
AXP    30  73.3  17.6  48 -1.45  1.54  89.1  349  13  5  A  95   71  1.2  3  
HPT    13  73.4  18.3  53 -1.40  1.28  88.2   17  15  4  C  79   91  6.1  4-1
PAYX   16  90.7  22.6  98 -1.39  1.95  93.6  141  22  5  A  96   95  2.4  3  
NATI   13  73.2  18.2  50 -1.38  1.49  90.9   33  25  -  -  86   70  0.9  4-1
MMM+   35  70.5   8.7   7 -1.36  1.34  98.5  672  13  5  B  99   78  2.1  2+1
ROST   20  72.0  16.7  34 -1.35  1.68  94.4   18  15  3  C  98   87  1.0  3  
HD     20  66.9  17.3  22 -1.33  2.16  71.0  638  11  5  C  99   84  1.8  5-2
ADP+   20  75.4  17.6  55 -1.31  1.52  95.0  119  20  5  B  93   89  1.5  4-1
JNJ    35  77.6  15.8  54 -1.30  1.56  97.0 1447  17  5  C 100   98  2.2  3  
BBY    20  70.6  20.5  53 -1.29  2.08  88.2  492  15  4  B  87   91  0.6  2  
CCL    16  89.4  18.4  93 -1.25  1.44  88.6   44  14  5  B  86   88  3.0  3  
KMB    20  73.4  10.2  17 -1.24  1.35  89.6   67  16  4  B  92   99  3.0  3-1
FISV   16  72.6  18.5  49 -1.23  1.35  92.5   40  19  4  C  78   98  0.0  3-2
MSFT   20  79.6  17.2  72 -1.19  2.16  88.0 1470  16  5  A  94   94  1.5  2+1
OMC    16  66.5  13.0  10 -1.12  1.58  88.2   17  16  3  B  91   96  0.9  3  
APOL   14  70.0   6.2   2 -1.09  1.65  91.9  123  29  3  C  87   75  0.0  2  
SPLS   16  80.8  14.6  63 -1.09  1.44  94.1  152  17  4  C  95   94  1.2  3-1
DIS+   40  66.8  13.4  12 -1.09  1.77  96.4  612  14  5  B  86   73  0.9  3  
QCOM   16  75.3  16.6  51 -1.08  1.94  90.5  262  21  3  A  90   64  1.3  3  
TRP    20  70.7   8.9   9 -1.03  1.28  91.1   45  18  3  A  76   96  3.0  3  
VAR    20  70.6  12.1  16 -1.02  1.31  98.5   66  28  3  B  90   90  0.0  3  
GE     40  80.1  14.2  58 -0.99  1.48  93.3 1067  15  4  B  97   99  2.0  4-1
MSCC-  16  70.9  27.4  80 -0.98  1.53  76.0   25   -  -  -  73   31  0.0  4  
UNH    16  69.7  16.3  26 -0.97  1.29  98.8  572  14  -  C  99   86  0.0  3-1
FDS    12  85.6  19.8  91 -0.97  1.32   100   66  23  5  C  94   96  0.7  4  
SEIC   16  82.8  12.5  59 -0.96  1.46  97.6   41  19  3  B  97   97  0.5  4-1
DD     40  69.0   9.2   3 -0.87  1.35  92.6  190  13  3  C  74   62  2.5  3  
DNA+   20  73.7  15.5  36 -0.87  1.33  96.0  374  27  4  B 100   49  0.0  3  
ORCL   20  81.5  21.2  86 -0.85  1.77  93.8  389  21  3  B  90   87  0.0  2  
DLTR   13  75.2  19.8  69 -0.79  1.38  63.3   30  13  -  D  91   93  0.0  4-1
EBAY-  10  86.1  27.3  99 -0.76  1.34  90.9  679   -  5  A 100   57  0.0  3  
TECH   19  78.8  15.6  59 -0.76  1.43   100   18  30  -  -  91   99  0.0  2+1
TSS    16  73.9  16.6  43 -0.74  1.39  96.6   29  15  3  C  99   90  1.7  3+1
HLEX    9  69.4  19.7  40 -0.67  1.27   100   89  30  -  -  76   51  0.0  3  
INTU   15  72.2  14.7  30 -0.66  1.27  96.4   84  23  3  B  84   95  0.0  3  
TJX    20  66.6  11.3   5 -0.66  1.63  82.4   51  20  3  B  94   93  0.9  2+1
CHKE   15  69.2  10.1   9 -0.65  1.45  94.1  102   9  -  -  83   64  9.1  3  
JKHY   16  71.3  15.1  27 -0.63  1.38  95.5   22  21  3  B  99   86  0.7  3-1
KO     40  88.9  11.1  76 -0.58  1.39  95.5  673  25  3  C  94   99  2.4  2  
CSCO-  16  77.7  25.4  90 -0.51  1.47  96.1 1060  19  -  B  93   67  0.0  4-1
GD     30  77.5  12.7  38 -0.50  1.31  95.3  193  17  3  A  99   94  1.5  2  
NVR    23  80.9  14.6  64 -0.30  1.55  24.6  175   9  3  F  92   65  0.0  5-2


=================================================================================


Looking for Mr. Goodbuy (data from Feb 10, 2008)

A mechanical approach to finding BMWm candidate stocks

Table 4: Sorted descending on QPZ (Quality z-score+PAR z-score,
         expressed as a percentile rank),

See a brief explanation below the tables.  And see a longer explanation
  in BMW Board message 27893.

Selected on: Manifest Quality >= 65; BMWm Return Factor >= 25%
  PAR less than MIPAR+15% (this week 12.7% + 15% = 27.7%), with
  more than 6 years of BMWm-type data.

* = RMS <= -1.5
+ = At least 16 Yrs of data, Stewardship = A|B, M* = 4|5, CAPS % >= 95
- = PAR is larger than MIPAR+10% (22.7% this week), thus approaching
    the realm of the unbelievable.

Tick  Yrs  Qual   PAR QPZ   RMS    RF  CAPS CAPS  PE  M* St Fin EPS Proj  Zr
                                          %    #         ew Str Stb  Yld
COH*-   8  94.0  26.4 100 -3.22  2.37  93.9  277  17  4  B  99   77  0.0  3  
EBAY-  10  86.1  27.3  99 -0.76  1.34  90.9  679   -  5  A 100   57  0.0  3  
PAYX   16  90.7  22.6  98 -1.39  1.95  93.6  141  22  5  A  96   95  2.4  3  
KSS*   16  94.0  19.7  97 -1.67  2.21  91.3  126  13  4  C  95   81  0.0  4+1
MHP*   20  88.7  22.1  96 -2.64  1.69  94.1  119  13  5  B  98   97  1.5  3  
HIBB*  12  88.4  22.0  95 -1.76  1.72  81.8   22  17  3  C  85   81  0.0  4-1
IRE*-  12  81.1  26.9  94 -2.40  1.54  96.5   85   6  5  -  91   88  5.0  4  
CCL    16  89.4  18.4  93 -1.25  1.44  88.6   44  14  5  B  86   88  3.0  3  
HOG*   20  84.6  20.9  93 -3.16  3.60  77.5  262   9  5  B  95   86  1.4  4-1
BRO*-  16  81.7  23.1  92 -3.14  2.01  88.9   18  14  -  A  98   81  0.8  3+1
FDS    12  85.6  19.8  91 -0.97  1.32   100   66  23  5  C  94   96  0.7  4  
CSCO-  16  77.7  25.4  90 -0.51  1.47  96.1 1060  19  -  B  93   67  0.0  4-1
BBBY*  16  86.5  18.1  89 -2.92  2.87  89.1  265  14  5  D  98   85  0.0  4+1
AIB*-  16  74.2  27.5  88 -1.54  1.42  98.1  268   6  5  -  91   52  3.4  4-1
WAG*   20  84.7  18.9  87 -2.36  2.08  94.5  291  17  5  B  99  100  0.7  3  
ORCL   20  81.5  21.2  86 -0.85  1.77  93.8  389  21  3  B  90   87  0.0  2  
CAKE*- 16  74.4  25.7  85 -3.32  2.76  85.2  115  19  4  D  78   92  0.0  5-1
WMT*   35  86.7  16.1  84 -2.49  5.74  83.7  679  16  5  B  96   98  1.7  3-1
PEP*   30  93.5  10.6  83 -2.05  1.91  98.4  509  19  3  B 100   99  2.0  3  
AMGN*  20  79.7  20.7  82 -2.07  3.07  92.2  386  17  5  D 100   88  0.0  3  
ORLY*  15  87.6  14.5  81 -1.98  1.43   100   27  18  4  C  82   94  0.0  4+1
MSCC-  16  70.9  27.4  80 -0.98  1.53  76.0   25   -  -  -  73   31  0.0  4  
RYAAY* 11  84.8  16.5  79 -1.64  1.47  81.8   44  15  1  -  77   62  0.0  3  
KNX*   14  86.2  14.3  78 -1.73  1.46  66.7   27  21  3  C  72   86  0.8  5  
DHR*+  20  87.4  12.9  77 -1.57  1.40  97.8   91  19  4  B  94   95  0.2  2+1
KO     40  88.9  11.1  76 -0.58  1.39  95.5  673  25  3  C  94   99  2.4  2  
TGT*   20  89.8  10.7  76 -1.54  1.52  92.0  337  16  5  A  95   95  1.0  4-1
ITW*+  20  84.6  14.0  75 -1.63  1.46  99.1  116  15  4  B 100   91  1.6  4-1
FDO*-  20  69.7  25.4  74 -2.95  3.37  77.8   45  12  -  B  90   92  1.0  5  
LLTC*  16  73.6  22.0  73 -1.68  2.27  94.5   55  20  5  B  97   68  1.2  3+1
MSFT   20  79.6  17.2  72 -1.19  2.16  88.0 1470  16  5  A  94   94  1.5  2+1
SSD*   11  84.0  13.3  71 -2.40  1.56  92.9   99  13  -  -  80   81  1.3  4+1
GCI*   20  79.0  17.2  71 -4.04  3.91  60.5   38   7  3  D  92   85  2.7  4  
DLTR   13  75.2  19.8  69 -0.79  1.38  63.3   30  13  -  D  91   93  0.0  4-1
SYY*   20  81.6  14.7  68 -2.85  1.79  94.8  116  18  5  B  93   94  2.0  3-1
CL*    30  87.2  10.3  67 -2.67  2.83  98.9  188  24  3  B  98  100  1.9  2  
GGG*+  20  85.6  11.4  66 -2.22  1.52  96.1   77  15  5  B  97   93  1.8  3+1
LOW*   20  74.6  19.7  65 -3.12  2.68  89.6  347  12  5  B  99   88  0.5  4+1
NVR    23  80.9  14.6  64 -0.30  1.55  24.6  175   9  3  F  92   65  0.0  5-2
SPLS   16  80.8  14.6  63 -1.09  1.44  94.1  152  17  4  C  95   94  1.2  3-1
AFL*   20  86.1  10.3  62 -1.50  1.41  95.6  180  19  3  B  92  100  1.6  2  
OSK*   16  75.8  18.1  61 -2.79  1.82  96.2  133  12  -  B  89   89  0.8  3+1
CTAS*+ 16  74.9  18.7  60 -2.24  2.04  97.3   37  14  5  A  96  100  0.9  3  
TECH   19  78.8  15.6  59 -0.76  1.43   100   18  30  -  -  91   99  0.0  2+1
SEIC   16  82.8  12.5  59 -0.96  1.46  97.6   41  19  3  B  97   97  0.5  4-1
GE     40  80.1  14.2  58 -0.99  1.48  93.3 1067  15  4  B  97   99  2.0  4-1
DRI*   13  71.5  20.8  57 -2.68  1.73  77.4   53  12  5  B  88   95  1.0  3  
LNCR*  16  78.1  15.6  56 -2.33  1.93  88.2   34  13  3  C  75   84  0.0  3  
ADP+   20  75.4  17.6  55 -1.31  1.52  95.0  119  20  5  B  93   89  1.5  4-1
JNJ    35  77.6  15.8  54 -1.30  1.56  97.0 1447  17  5  C 100   98  2.2  3  
HPT    13  73.4  18.3  53 -1.40  1.28  88.2   17  15  4  C  79   91  6.1  4-1
BBY    20  70.6  20.5  53 -1.29  2.08  88.2  492  15  4  B  87   91  0.6  2  
QCOM   16  75.3  16.6  51 -1.08  1.94  90.5  262  21  3  A  90   64  1.3  3  
NATI   13  73.2  18.2  50 -1.38  1.49  90.9   33  25  -  -  86   70  0.9  4-1
FISV   16  72.6  18.5  49 -1.23  1.35  92.5   40  19  4  C  78   98  0.0  3-2
AXP    30  73.3  17.6  48 -1.45  1.54  89.1  349  13  5  A  95   71  1.2  3  
AVY*   20  72.6  18.0  47 -2.03  1.76  78.3   23  15  3  B  91   89  2.5  3+1
TCB*   16  73.8  17.0  46 -2.70  2.19  88.2   17  10  3  A  48   90  3.7  4  
OCR*   20  66.5  22.7  46 -2.03  2.89  87.5   56  13  4  F  63   72  0.1  3  
CAH*   20  73.7  17.0  44 -2.06  2.24  93.4   91  28  -  C  91   87  0.4  4  
AIG*   20  70.0  19.6  43 -2.48  2.42  91.4  360   8  5  B  96   67  1.0  3  
TSS    16  73.9  16.6  43 -0.74  1.39  96.6   29  15  3  C  99   90  1.7  3+1
MDT*+  25  76.7  14.3  42 -2.61  3.13  95.0  201  19  5  B  97   99  0.9  3  
WCBO*  18  66.7  21.9  41 -3.02  2.32  60.0    5   8  -  -  85   95  1.6  5  
HLEX    9  69.4  19.7  40 -0.67  1.27   100   89  30  -  -  76   51  0.0  3  
CMA*   16  73.5  16.4  39 -1.90  1.85  54.5   33   8  5  B  92   86  3.2  5-1
GD     30  77.5  12.7  38 -0.50  1.31  95.3  193  17  3  A  99   94  1.5  2  
EWBC*   9  71.8  17.1  37 -3.84  2.84  86.7   15   8  5  B  88   91  1.1  5-1
DNA+   20  73.7  15.5  36 -0.87  1.33  96.0  374  27  4  B 100   49  0.0  3  
WFC*   20  74.1  15.2  36 -2.04  1.67  88.6  385  11  4  B  96   82  2.6  3+2
ROST   20  72.0  16.7  34 -1.35  1.68  94.4   18  15  3  C  98   87  1.0  3  
AJG*   20  71.8  16.5  33 -1.54  1.44  72.2   18  17  5  B  89   83  3.2  4-1
MI*    16  70.2  17.3  32 -2.67  1.65  67.6   34   8  4  B  92   94  3.3  5-1
PGR*   20  73.3  14.8  31 -2.55  2.03  74.6   59  10  5  A  66   45  0.1  4-1
INTU   15  72.2  14.7  30 -0.66  1.27  96.4   84  23  3  B  84   95  0.0  3  
MDP*   20  68.9  17.3  30 -1.79  1.65  94.7   19  13  4  C  85   75  0.9  3+1
SYK*   20  73.2  13.7  28 -1.59  1.45  99.2  250  30  3  C  92   98  0.4  3  
JKHY   16  71.3  15.1  27 -0.63  1.38  95.5   22  21  3  B  99   86  0.7  3-1
ETH*   15  72.3  13.7  26 -2.01  2.06  41.7   24  12  -  C  74   94  0.7  4  
UNH    16  69.7  16.3  26 -0.97  1.29  98.8  572  14  -  C  99   86  0.0  3-1
CLX    25  71.0  14.6  25 -1.49  1.45  91.0   67  17  5  B  78   76  2.1  3  
EXBD*   9  68.4  16.3  24 -4.37  2.90  92.9   99  18  5  C  84   78  2.5  5-2
MCO*    8  72.6  13.0  23 -3.90  2.32  91.1  281  12  5  B  83   88  0.7  4  
HD     20  66.9  17.3  22 -1.33  2.16  71.0  638  11  5  C  99   84  1.8  5-2
ACAS*  11  70.1  14.7  21 -1.76  1.28  98.5  389   4  -  -  92   97  9.5  4-1
PDCO*  16  69.4  14.6  20 -3.38  2.09  70.6   17  20  4  C  83   95  0.0  2+2
MTB*   16  68.9  14.5  19 -3.04  1.84  60.0   35  12  3  A  98   94  2.3  5-1
STI*   20  71.9  12.1  18 -1.65  1.71  68.2   66  11  4  B  98   99  3.8  5  
KMB    20  73.4  10.2  17 -1.24  1.35  89.6   67  16  4  B  92   99  3.0  3-1
VAR    20  70.6  12.1  16 -1.02  1.31  98.5   66  28  3  B  90   90  0.0  3  
LLY*   25  68.2  13.1  15 -1.96  2.24  86.5  104  24  4  B  97   96  2.7  2  
BAC*   20  68.5  12.9  15 -1.53  1.39  86.9  983  10  5  B  90   94  4.3  5  
UTIW*   8  66.6  13.6  13 -3.32  2.46  92.0   25  16  -  B  91   62  0.0  3+1
DIS+   40  66.8  13.4  12 -1.09  1.77  96.4  612  14  5  B  86   73  0.9  3  
LUV*   25  69.6  10.8  11 -1.91  2.17  79.4  175  16  1  A  78   60  0.1  3+1
OMC    16  66.5  13.0  10 -1.12  1.58  88.2   17  16  3  B  91   96  0.9  3  
TRP    20  70.7   8.9   9 -1.03  1.28  91.1   45  18  3  A  76   96  3.0  3  
CHKE   15  69.2  10.1   9 -0.65  1.45  94.1  102   9  -  -  83   64  9.1  3  
MRK*   35  66.6  12.0   8 -1.79  2.35  91.1  315  18  3  C  89   91  2.7  3-1
MMM+   35  70.5   8.7   7 -1.36  1.34  98.5  672  13  5  B  99   78  2.1  2+1
BPL*   20  66.3  11.6   6 -2.06  1.84  92.0   25  17  4  C  40   98  8.1  2+1
TJX    20  66.6  11.3   5 -0.66  1.63  82.4   51  20  3  B  94   93  0.9  2+1
BUD*   20  67.7  10.3   4 -2.20  1.53  93.9  374  17  5  A  90   96  1.7  4-2
DD     40  69.0   9.2   3 -0.87  1.35  92.6  190  13  3  C  74   62  2.5  3  
APOL   14  70.0   6.2   2 -1.09  1.65  91.9  123  29  3  C  87   75  0.0  2  
AVP*   25  66.3   8.6   1 -2.28  2.12  96.2   52  29  3  B  80   71  1.9  2  


=================================================================================


Looking for Mr. Goodbuy (data from Feb 10, 2008)

A mechanical approach to finding BMWm candidate stocks

Table 5: Sorted descending on QPZ (Quality z-score+PAR z-score
         expressed as a percentile rank) with picks restricted to
         PAR >= MIPAR+5% and PAR <= MIPAR+10%.

See a brief explanation below the tables.  And see a longer explanation
  in BMW Board message 27893.

Selected on: Manifest Quality >= 65; BMWm Return Factor >= 25%
  PAR>=MIPAR+5% and PAR<=MIPAR+10% and > 6 years of BMWm-type data.

* = RMS <= -1.5
+ = At least 16 Yrs of data, Stewardship = A|B, M* = 4|5, CAPS % >= 95

Tick  Yrs  Qual   PAR QPZ   RMS    RF  CAPS CAPS  PE  M* St Fin EPS Proj  Zr
                                          %    #         ew Str Stb  Yld
PAYX   16  90.7  22.6  98 -1.39  1.95  93.6  141  22  5  A  96   95  2.4  3  
KSS*   16  94.0  19.7  97 -1.67  2.21  91.3  126  13  4  C  95   81  0.0  4+1
MHP*   20  88.7  22.1  96 -2.64  1.69  94.1  119  13  5  B  98   97  1.5  3  
HIBB*  12  88.4  22.0  95 -1.76  1.72  81.8   22  17  3  C  85   81  0.0  4-1
HOG*   20  84.6  20.9  93 -3.16  3.60  77.5  262   9  5  B  95   86  1.4  4-1
CCL    16  89.4  18.4  93 -1.25  1.44  88.6   44  14  5  B  86   88  3.0  3  
FDS    12  85.6  19.8  91 -0.97  1.32   100   66  23  5  C  94   96  0.7  4  
BBBY*  16  86.5  18.1  89 -2.92  2.87  89.1  265  14  5  D  98   85  0.0  4+1
WAG*   20  84.7  18.9  87 -2.36  2.08  94.5  291  17  5  B  99  100  0.7  3  
ORCL   20  81.5  21.2  86 -0.85  1.77  93.8  389  21  3  B  90   87  0.0  2  
AMGN*  20  79.7  20.7  82 -2.07  3.07  92.2  386  17  5  D 100   88  0.0  3  
LLTC*  16  73.6  22.0  73 -1.68  2.27  94.5   55  20  5  B  97   68  1.2  3+1
DLTR   13  75.2  19.8  69 -0.79  1.38  63.3   30  13  -  D  91   93  0.0  4-1
LOW*   20  74.6  19.7  65 -3.12  2.68  89.6  347  12  5  B  99   88  0.5  4+1
OSK*   16  75.8  18.1  61 -2.79  1.82  96.2  133  12  -  B  89   89  0.8  3+1
CTAS*+ 16  74.9  18.7  60 -2.24  2.04  97.3   37  14  5  A  96  100  0.9  3  
DRI*   13  71.5  20.8  57 -2.68  1.73  77.4   53  12  5  B  88   95  1.0  3  
BBY    20  70.6  20.5  53 -1.29  2.08  88.2  492  15  4  B  87   91  0.6  2  
HPT    13  73.4  18.3  53 -1.40  1.28  88.2   17  15  4  C  79   91  6.1  4-1
NATI   13  73.2  18.2  50 -1.38  1.49  90.9   33  25  -  -  86   70  0.9  4-1
FISV   16  72.6  18.5  49 -1.23  1.35  92.5   40  19  4  C  78   98  0.0  3-2
AVY*   20  72.6  18.0  47 -2.03  1.76  78.3   23  15  3  B  91   89  2.5  3+1
OCR*   20  66.5  22.7  46 -2.03  2.89  87.5   56  13  4  F  63   72  0.1  3  
AIG*   20  70.0  19.6  43 -2.48  2.42  91.4  360   8  5  B  96   67  1.0  3  
WCBO*  18  66.7  21.9  41 -3.02  2.32  60.0    5   8  -  -  85   95  1.6  5  
HLEX    9  69.4  19.7  40 -0.67  1.27   100   89  30  -  -  76   51  0.0  3  

-----

Key to column headings

Yrs = # of years of BMWm-type data available for this firm
Qual = The firm's Quality rating calculated by Manifest
PAR  = The firm's Projected Annual Return calculated by Manifest
QPZ = Sum of Z-scores for Qual and PAR, expresssed as a percentile rank
RMS = RMS data from mklein9, otherwise from sheridan03's charting tool
RF = BMWm Return Factor from mklein9, otherwise from sheridan03
CAPS% = % of TMF CAPS "All-Stars" who rate this stock to beat the S&P 500
CAPS # = The number of TMF CAPS "All-Stars" who have rated this stock
P/E = P/E from Morningstar (as of most recent Friday's close) 
M* = Morningstar's overall rating of the firm (1 to 5, worst to best)
Stew = Morningstar's "stewardship" rating of firm's management (A=best)
Fin Str = Manifest's rating of the firm's Financial Strength (100=best)
EPS Stab = Manifest's rating of a firm's EPS growth stability (100=best)
Proj Yld = Projected Yield (from Manifest)
Zr = Zacks rank (1=best), direction of 30-day change, and size of the change

Other mysteries explained:

MIPAR = Manifest's lingo for the current median PAR value for all 2700
stocks in Manifest's database; I discard stocks with a PAR greater
than MIPAR+15% because I consider such high PAR values not credible.

Manifest defines a PAR "sweet spot" as >= MIPAR+5% and <= MIPAR+10%.
Table 5 (above) is restricted to stocks with PAR values within
this sweet spot.

For a more detailed explanation, see message 27893 on the BMW Board.
Print the post  

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