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No. of Recommendations: 27
A couple of changes this week. First, I relaxed the screening criteria
just a bit, allowing stocks with a Return Factor >= 25% (the cutoff
used to be 30%). Second, I have added Table 3 and Table 4, which
present all the data without splitting the table into a top half and a
bottom half based on CAPS >= 90% (Tables 1 and 2 still do this).
Tables 3 and 4 are for anyone who wants nothing to do with CAPS data.

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

Looking for Mr. Goodbuy (data from Nov 4, 2007)

A mechanical approach to finding BMWm candidate stocks

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 Expected Return >= 25%
  PAR less than MIPAR+15% (this week 10.3% + 15% = 25.3%), with
  at least 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

Tick  Yrs   Qual   PAR   QPZ    RMS    RF   CAPS  CAPS   P/E  M* Stew Fin  EPS
  				               %     #                Str  Stab
CL*    30   84.8   9.3  0.20  -2.61  2.70   98.8   166    24   3   B  98   99
MDT*+  25   79.4  17.2  1.18  -2.54  2.94   96.5   141    19   5   B  96  100
EXBD*   8   76.3  15.9  0.45  -2.20  1.58   91.9    74    33   5   C  94   80
AVP*   25   68.1   7.3 -2.64  -2.19  2.02   93.0    43    30   3   B  80   75
SYY*+  20   83.8  14.5  1.21  -2.12  1.52   96.4    83    21   4   B  94   93
AIG*   20   73.6  18.4  0.62  -2.10  2.07   92.7   262    10   5   B  98   70
WAG*   20   83.6  20.3  2.47  -1.98  1.81   94.4   177    19   5   B 100   99
AMGN*  20   66.0  12.9 -1.70  -1.86  2.66   91.8   331    15   4   D 100   88
PEP*   30   88.1   9.0  0.60  -1.82  1.77   97.8   410    20   3   B 100   99
SO*    25   74.8   7.2 -1.71  -1.74  1.97   90.0    40    16   3   B  76   94
AEO*    6   75.6  18.9  1.02  -1.67  1.62   93.7   365    12   4   C  91   56
BHE*   16   67.8  15.7 -0.82  -1.67  1.49   97.1    35    12   4   C  67   61
CAH*   16   73.5  14.9 -0.18  -1.63  1.71   95.8    72    32   4   C  90   86
LLTC*  16   78.9  22.8  2.36  -1.57  2.12   91.5    47    23   4   B  97   66
BMS    20   70.6  11.2 -1.42  -1.48  1.29   94.1    17    16   5   A  83   91
DBD    25   71.5  13.3 -0.82  -1.36  1.48   91.7    12    40   5   B  53   87
AAP     6   72.0  15.7 -0.21  -1.26  1.25   91.3    23    16   5   B  57   56
CTSH    9   97.0  17.1  3.68  -1.26  1.48   97.8   183    43   3   B  98   90
AFL    20   88.0  10.0  0.81  -1.15  1.29   95.2   125    20   2   B  93   99
VAR    16   68.2  11.2 -1.76  -1.13  1.36   98.6    71    27   3   B  90   89
PAYX+  16   88.0  16.1  2.17  -1.11  1.68   97.3   110    29   4   A  96   86
JNJ+   35   74.3  13.2 -0.44  -1.06  1.46   95.0  1088    18   5   B 100   99
DIS    40   66.9  11.9 -1.79  -1.03  1.71   94.4   427    15   4   B  87   73
CLX    20   69.1  10.5 -1.79  -0.90  1.25   91.7    48    20   3   B  78   79
MSFT   20   84.0  15.7  1.51  -0.75  1.62   90.2  1325    24   3   A  94   94
DD     40   70.3   8.0 -2.17  -0.73  1.29   91.6   119    14   3   C  75   65
TSCO   13   65.6  21.5  0.16  -0.68  1.47   93.4   136    17   -   -  78   73
KO     40   86.6  10.0  0.61  -0.49  1.32   95.3   490    26   3   C  94   99
JKHY   16   70.3  13.2 -1.01  -0.46  1.26    100    22    25   2   B  99   82
------------------------------------------------------------------------------
POOL*  12   65.9  21.7  0.25  -4.61  3.32   67.3    49    15   -   -  55   92
GCI*   20   79.1  18.0  1.32  -3.78  3.18   37.9    29     9   3   D  92   86
PRK*   16   65.9   8.5 -2.69  -3.35  2.09    9.1    11    12   3   B  95   96
HHS*   14   73.4  21.3  1.24  -3.15  2.09   76.2    21    13   3   B  83   92
CAKE*  15   79.6  24.4  2.81  -3.09  2.42   87.4    95    20   5   D  78   92
MI*    16   78.2  18.2  1.23  -3.07  1.75   50.0    32     9   5   B  95   97
EWBC*   8   76.6  15.7  0.45  -2.97  1.91   77.8     9    12   5   B  88   92
MTB*   16   69.2  14.2 -0.95  -2.94  1.73   42.3    26    13   5   A  98   96
SBUX*  15   84.2  19.5  2.38  -2.86  1.81   81.3   723    32   5   B  91   96
TCB*   16   75.7  17.6  0.74  -2.85  2.20   64.7    17    10   5   A  66   90
LOW*   20   77.9  22.4  2.13  -2.83  2.33   84.0   256    13   5   B  99   92
FDO*   20   71.0  17.1 -0.04  -2.81  3.16   75.9    29    15   4   B  90   94
BBBY*  15   90.4  21.7  3.76  -2.76  2.56   85.8   148    15   5   D  98   89
FITB*  16   68.1  16.7 -0.55  -2.71  3.21   22.4    58    14   5   B  85   82
WMT*   35   75.1  13.0 -0.37  -2.64  6.20   71.4   490    15   5   B  96   99
BRO*   10   79.1  14.5  0.54  -2.46  1.72   89.5    19    18   4   A  98   84
HOG*   20   87.4  18.2  2.55  -2.42  2.60   77.6   192    12   4   B  97   90
ASBC*  20   72.0  13.5 -0.70  -2.28  1.49   41.7    12    12   5   B  94   96
LNCR*  15   79.6  15.3  0.79  -2.13  1.78   80.8    26    15   3   C  76   85
KNX*   13   87.7  13.0  1.43  -2.08  1.56   52.4    21    18   -   -  73   92
CYN*   16   72.5  14.2 -0.48  -2.05  1.68   37.5     8    13   5   B  87   97
UBS*    7   66.1  21.5  0.23  -1.96  1.31   81.8    88     -   4   -  44   75
BBT*   16   66.4  19.7 -0.13  -1.94  1.76   76.3    38    12   5   C  96   84
WSM*   16   78.2  15.4  0.61  -1.91  2.08   67.7    31    18   5   B  83   76
ETH*   14   71.6  12.2 -1.05  -1.88  1.94   21.1    19    14   5   C  74   92
CTAS*  16   74.2  13.9 -0.30  -1.87  1.77   83.3    12    17   5   A  96   99
MHP*   20   86.7  16.2  2.00  -1.86  1.44   86.4    66    15   5   B  99   97
BUD*   20   71.3  10.8 -1.41  -1.80  1.40   89.7   233    18   4   A  92   95
WFC*   20   77.1  18.0  1.03  -1.73  1.54   78.0   214    12   4   B  96   83
OCR*   20   65.5  19.1 -0.39  -1.71  2.44   84.2    38    17   4   F  63   71
ZION*  16   69.5  15.9 -0.53  -1.70  1.93   64.3    14    10   5   C  91   97
CMA*   16   67.7  14.9 -1.01  -1.67  1.73   31.8    22     9   5   B  94   87
MER*   30   66.4  22.3  0.46  -1.62  1.88   60.5   220     6   5   B  96   66
AVY*   20   73.3  15.5 -0.07  -1.53  1.52   75.0    16    16   4   B  91   91
SNV    16   75.1  17.2  0.57  -1.46  1.63   87.5     8    13   5   B  96   98
AJG    20   72.4  16.4  0.00  -1.24  1.33   50.0    10    18   5   B  90   82
BAC    20   72.2  15.3 -0.27  -1.17  1.29   87.1   596     9   5   B  95   95
SPLS   16   87.9  17.5  2.47  -1.15  1.47   89.5    86    16   5   C  95   89
CCL    16   88.6  14.5  1.90  -1.13  1.38   89.2    37    15   5   B  87   87
C      30   77.7  20.0  1.56  -1.12  1.65   77.7   547     9   5   B  99   96
SCSS    9   67.2  16.5 -0.72  -1.11  2.50   85.7   816    16   -   -  97   49
WB     16   66.4  17.9 -0.53  -1.01  1.27   74.2   155     9   5   A  89   82
KSWS   17   77.1  18.9  1.23  -0.60  1.39   88.1    42    14   5   C  75   63


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


Looking for Mr. Goodbuy (data from Nov 4, 2007)

A mechanical approach to finding BMWm candidate stocks

Table 2: Sorted descending on QPZ (Quality z-score+PAR z-score)

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

Selected on: Manifest Quality >= 65; BMWm Expected Return >= 25%
  PAR less than MIPAR+15% (this week 10.3% + 15% = 25.3%), with
  at least 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

Tick  Yrs   Qual   PAR   QPZ    RMS    RF   CAPS  CAPS   P/E  M* Stew Fin  EPS
  				               %     #                Str  Stab
CTSH    9   97.0  17.1  3.68  -1.26  1.48   97.8   183    43   3   B  98   90
WAG*   20   83.6  20.3  2.47  -1.98  1.81   94.4   177    19   5   B 100   99
LLTC*  16   78.9  22.8  2.36  -1.57  2.12   91.5    47    23   4   B  97   66
PAYX+  16   88.0  16.1  2.17  -1.11  1.68   97.3   110    29   4   A  96   86
MSFT   20   84.0  15.7  1.51  -0.75  1.62   90.2  1325    24   3   A  94   94
SYY*+  20   83.8  14.5  1.21  -2.12  1.52   96.4    83    21   4   B  94   93
MDT*+  25   79.4  17.2  1.18  -2.54  2.94   96.5   141    19   5   B  96  100
AEO*    6   75.6  18.9  1.02  -1.67  1.62   93.7   365    12   4   C  91   56
AFL    20   88.0  10.0  0.81  -1.15  1.29   95.2   125    20   2   B  93   99
AIG*   20   73.6  18.4  0.62  -2.10  2.07   92.7   262    10   5   B  98   70
KO     40   86.6  10.0  0.61  -0.49  1.32   95.3   490    26   3   C  94   99
PEP*   30   88.1   9.0  0.60  -1.82  1.77   97.8   410    20   3   B 100   99
EXBD*   8   76.3  15.9  0.45  -2.20  1.58   91.9    74    33   5   C  94   80
CL*    30   84.8   9.3  0.20  -2.61  2.70   98.8   166    24   3   B  98   99
TSCO   13   65.6  21.5  0.16  -0.68  1.47   93.4   136    17   -   -  78   73
CAH*   16   73.5  14.9 -0.18  -1.63  1.71   95.8    72    32   4   C  90   86
AAP     6   72.0  15.7 -0.21  -1.26  1.25   91.3    23    16   5   B  57   56
JNJ+   35   74.3  13.2 -0.44  -1.06  1.46   95.0  1088    18   5   B 100   99
BHE*   16   67.8  15.7 -0.82  -1.67  1.49   97.1    35    12   4   C  67   61
DBD    25   71.5  13.3 -0.82  -1.36  1.48   91.7    12    40   5   B  53   87
JKHY   16   70.3  13.2 -1.01  -0.46  1.26    100    22    25   2   B  99   82
BMS    20   70.6  11.2 -1.42  -1.48  1.29   94.1    17    16   5   A  83   91
AMGN*  20   66.0  12.9 -1.70  -1.86  2.66   91.8   331    15   4   D 100   88
SO*    25   74.8   7.2 -1.71  -1.74  1.97   90.0    40    16   3   B  76   94
VAR    16   68.2  11.2 -1.76  -1.13  1.36   98.6    71    27   3   B  90   89
CLX    20   69.1  10.5 -1.79  -0.90  1.25   91.7    48    20   3   B  78   79
DIS    40   66.9  11.9 -1.79  -1.03  1.71   94.4   427    15   4   B  87   73
DD     40   70.3   8.0 -2.17  -0.73  1.29   91.6   119    14   3   C  75   65
AVP*   25   68.1   7.3 -2.64  -2.19  2.02   93.0    43    30   3   B  80   75
------------------------------------------------------------------------------
BBBY*  15   90.4  21.7  3.76  -2.76  2.56   85.8   148    15   5   D  98   89
CAKE*  15   79.6  24.4  2.81  -3.09  2.42   87.4    95    20   5   D  78   92
HOG*   20   87.4  18.2  2.55  -2.42  2.60   77.6   192    12   4   B  97   90
SPLS   16   87.9  17.5  2.47  -1.15  1.47   89.5    86    16   5   C  95   89
SBUX*  15   84.2  19.5  2.38  -2.86  1.81   81.3   723    32   5   B  91   96
LOW*   20   77.9  22.4  2.13  -2.83  2.33   84.0   256    13   5   B  99   92
MHP*   20   86.7  16.2  2.00  -1.86  1.44   86.4    66    15   5   B  99   97
CCL    16   88.6  14.5  1.90  -1.13  1.38   89.2    37    15   5   B  87   87
C      30   77.7  20.0  1.56  -1.12  1.65   77.7   547     9   5   B  99   96
KNX*   13   87.7  13.0  1.43  -2.08  1.56   52.4    21    18   -   -  73   92
GCI*   20   79.1  18.0  1.32  -3.78  3.18   37.9    29     9   3   D  92   86
HHS*   14   73.4  21.3  1.24  -3.15  2.09   76.2    21    13   3   B  83   92
KSWS   17   77.1  18.9  1.23  -0.60  1.39   88.1    42    14   5   C  75   63
MI*    16   78.2  18.2  1.23  -3.07  1.75   50.0    32     9   5   B  95   97
WFC*   20   77.1  18.0  1.03  -1.73  1.54   78.0   214    12   4   B  96   83
LNCR*  15   79.6  15.3  0.79  -2.13  1.78   80.8    26    15   3   C  76   85
TCB*   16   75.7  17.6  0.74  -2.85  2.20   64.7    17    10   5   A  66   90
WSM*   16   78.2  15.4  0.61  -1.91  2.08   67.7    31    18   5   B  83   76
SNV    16   75.1  17.2  0.57  -1.46  1.63   87.5     8    13   5   B  96   98
BRO*   10   79.1  14.5  0.54  -2.46  1.72   89.5    19    18   4   A  98   84
MER*   30   66.4  22.3  0.46  -1.62  1.88   60.5   220     6   5   B  96   66
EWBC*   8   76.6  15.7  0.45  -2.97  1.91   77.8     9    12   5   B  88   92
POOL*  12   65.9  21.7  0.25  -4.61  3.32   67.3    49    15   -   -  55   92
UBS*    7   66.1  21.5  0.23  -1.96  1.31   81.8    88     -   4   -  44   75
AJG    20   72.4  16.4  0.00  -1.24  1.33   50.0    10    18   5   B  90   82
FDO*   20   71.0  17.1 -0.04  -2.81  3.16   75.9    29    15   4   B  90   94
AVY*   20   73.3  15.5 -0.07  -1.53  1.52   75.0    16    16   4   B  91   91
BBT*   16   66.4  19.7 -0.13  -1.94  1.76   76.3    38    12   5   C  96   84
BAC    20   72.2  15.3 -0.27  -1.17  1.29   87.1   596     9   5   B  95   95
CTAS*  16   74.2  13.9 -0.30  -1.87  1.77   83.3    12    17   5   A  96   99
WMT*   35   75.1  13.0 -0.37  -2.64  6.20   71.4   490    15   5   B  96   99
OCR*   20   65.5  19.1 -0.39  -1.71  2.44   84.2    38    17   4   F  63   71
CYN*   16   72.5  14.2 -0.48  -2.05  1.68   37.5     8    13   5   B  87   97
WB     16   66.4  17.9 -0.53  -1.01  1.27   74.2   155     9   5   A  89   82
ZION*  16   69.5  15.9 -0.53  -1.70  1.93   64.3    14    10   5   C  91   97
FITB*  16   68.1  16.7 -0.55  -2.71  3.21   22.4    58    14   5   B  85   82
ASBC*  20   72.0  13.5 -0.70  -2.28  1.49   41.7    12    12   5   B  94   96
SCSS    9   67.2  16.5 -0.72  -1.11  2.50   85.7   816    16   -   -  97   49
MTB*   16   69.2  14.2 -0.95  -2.94  1.73   42.3    26    13   5   A  98   96
CMA*   16   67.7  14.9 -1.01  -1.67  1.73   31.8    22     9   5   B  94   87
ETH*   14   71.6  12.2 -1.05  -1.88  1.94   21.1    19    14   5   C  74   92
BUD*   20   71.3  10.8 -1.41  -1.80  1.40   89.7   233    18   4   A  92   95
PRK*   16   65.9   8.5 -2.69  -3.35  2.09    9.1    11    12   3   B  95   96


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


Looking for Mr. Goodbuy (data from Nov 4, 2007)

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 Expected Return >= 25%
  PAR less than MIPAR+15% (this week 10.3% + 15% = 25.3%), with
  at least 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   P/E  M* Stew Fin  EPS
  				               %     #                Str  Stab
POOL*  12   65.9  21.7  0.25  -4.61  3.32   67.3    49    15   -   -  55   92
GCI*   20   79.1  18.0  1.32  -3.78  3.18   37.9    29     9   3   D  92   86
PRK*   16   65.9   8.5 -2.69  -3.35  2.09    9.1    11    12   3   B  95   96
HHS*   14   73.4  21.3  1.24  -3.15  2.09   76.2    21    13   3   B  83   92
CAKE*  15   79.6  24.4  2.81  -3.09  2.42   87.4    95    20   5   D  78   92
MI*    16   78.2  18.2  1.23  -3.07  1.75   50.0    32     9   5   B  95   97
EWBC*   8   76.6  15.7  0.45  -2.97  1.91   77.8     9    12   5   B  88   92
MTB*   16   69.2  14.2 -0.95  -2.94  1.73   42.3    26    13   5   A  98   96
SBUX*  15   84.2  19.5  2.38  -2.86  1.81   81.3   723    32   5   B  91   96
TCB*   16   75.7  17.6  0.74  -2.85  2.20   64.7    17    10   5   A  66   90
LOW*   20   77.9  22.4  2.13  -2.83  2.33   84.0   256    13   5   B  99   92
FDO*   20   71.0  17.1 -0.04  -2.81  3.16   75.9    29    15   4   B  90   94
BBBY*  15   90.4  21.7  3.76  -2.76  2.56   85.8   148    15   5   D  98   89
FITB*  16   68.1  16.7 -0.55  -2.71  3.21   22.4    58    14   5   B  85   82
WMT*   35   75.1  13.0 -0.37  -2.64  6.20   71.4   490    15   5   B  96   99
CL*    30   84.8   9.3  0.20  -2.61  2.70   98.8   166    24   3   B  98   99
MDT*+  25   79.4  17.2  1.18  -2.54  2.94   96.5   141    19   5   B  96  100
BRO*   10   79.1  14.5  0.54  -2.46  1.72   89.5    19    18   4   A  98   84
HOG*   20   87.4  18.2  2.55  -2.42  2.60   77.6   192    12   4   B  97   90
ASBC*  20   72.0  13.5 -0.70  -2.28  1.49   41.7    12    12   5   B  94   96
EXBD*   8   76.3  15.9  0.45  -2.20  1.58   91.9    74    33   5   C  94   80
AVP*   25   68.1   7.3 -2.64  -2.19  2.02   93.0    43    30   3   B  80   75
LNCR*  15   79.6  15.3  0.79  -2.13  1.78   80.8    26    15   3   C  76   85
SYY*+  20   83.8  14.5  1.21  -2.12  1.52   96.4    83    21   4   B  94   93
AIG*   20   73.6  18.4  0.62  -2.10  2.07   92.7   262    10   5   B  98   70
KNX*   13   87.7  13.0  1.43  -2.08  1.56   52.4    21    18   -   -  73   92
CYN*   16   72.5  14.2 -0.48  -2.05  1.68   37.5     8    13   5   B  87   97
WAG*   20   83.6  20.3  2.47  -1.98  1.81   94.4   177    19   5   B 100   99
UBS*    7   66.1  21.5  0.23  -1.96  1.31   81.8    88     -   4   -  44   75
BBT*   16   66.4  19.7 -0.13  -1.94  1.76   76.3    38    12   5   C  96   84
WSM*   16   78.2  15.4  0.61  -1.91  2.08   67.7    31    18   5   B  83   76
ETH*   14   71.6  12.2 -1.05  -1.88  1.94   21.1    19    14   5   C  74   92
CTAS*  16   74.2  13.9 -0.30  -1.87  1.77   83.3    12    17   5   A  96   99
AMGN*  20   66.0  12.9 -1.70  -1.86  2.66   91.8   331    15   4   D 100   88
MHP*   20   86.7  16.2  2.00  -1.86  1.44   86.4    66    15   5   B  99   97
PEP*   30   88.1   9.0  0.60  -1.82  1.77   97.8   410    20   3   B 100   99
BUD*   20   71.3  10.8 -1.41  -1.80  1.40   89.7   233    18   4   A  92   95
SO*    25   74.8   7.2 -1.71  -1.74  1.97   90.0    40    16   3   B  76   94
WFC*   20   77.1  18.0  1.03  -1.73  1.54   78.0   214    12   4   B  96   83
OCR*   20   65.5  19.1 -0.39  -1.71  2.44   84.2    38    17   4   F  63   71
ZION*  16   69.5  15.9 -0.53  -1.70  1.93   64.3    14    10   5   C  91   97
CMA*   16   67.7  14.9 -1.01  -1.67  1.73   31.8    22     9   5   B  94   87
BHE*   16   67.8  15.7 -0.82  -1.67  1.49   97.1    35    12   4   C  67   61
AEO*    6   75.6  18.9  1.02  -1.67  1.62   93.7   365    12   4   C  91   56
CAH*   16   73.5  14.9 -0.18  -1.63  1.71   95.8    72    32   4   C  90   86
MER*   30   66.4  22.3  0.46  -1.62  1.88   60.5   220     6   5   B  96   66
LLTC*  16   78.9  22.8  2.36  -1.57  2.12   91.5    47    23   4   B  97   66
AVY*   20   73.3  15.5 -0.07  -1.53  1.52   75.0    16    16   4   B  91   91
BMS    20   70.6  11.2 -1.42  -1.48  1.29   94.1    17    16   5   A  83   91
SNV    16   75.1  17.2  0.57  -1.46  1.63   87.5     8    13   5   B  96   98
DBD    25   71.5  13.3 -0.82  -1.36  1.48   91.7    12    40   5   B  53   87
CTSH    9   97.0  17.1  3.68  -1.26  1.48   97.8   183    43   3   B  98   90
AAP     6   72.0  15.7 -0.21  -1.26  1.25   91.3    23    16   5   B  57   56
AJG    20   72.4  16.4  0.00  -1.24  1.33   50.0    10    18   5   B  90   82
BAC    20   72.2  15.3 -0.27  -1.17  1.29   87.1   596     9   5   B  95   95
AFL    20   88.0  10.0  0.81  -1.15  1.29   95.2   125    20   2   B  93   99
SPLS   16   87.9  17.5  2.47  -1.15  1.47   89.5    86    16   5   C  95   89
VAR    16   68.2  11.2 -1.76  -1.13  1.36   98.6    71    27   3   B  90   89
CCL    16   88.6  14.5  1.90  -1.13  1.38   89.2    37    15   5   B  87   87
C      30   77.7  20.0  1.56  -1.12  1.65   77.7   547     9   5   B  99   96
SCSS    9   67.2  16.5 -0.72  -1.11  2.50   85.7   816    16   -   -  97   49
PAYX+  16   88.0  16.1  2.17  -1.11  1.68   97.3   110    29   4   A  96   86
JNJ+   35   74.3  13.2 -0.44  -1.06  1.46   95.0  1088    18   5   B 100   99
DIS    40   66.9  11.9 -1.79  -1.03  1.71   94.4   427    15   4   B  87   73
WB     16   66.4  17.9 -0.53  -1.01  1.27   74.2   155     9   5   A  89   82
CLX    20   69.1  10.5 -1.79  -0.90  1.25   91.7    48    20   3   B  78   79
MSFT   20   84.0  15.7  1.51  -0.75  1.62   90.2  1325    24   3   A  94   94
DD     40   70.3   8.0 -2.17  -0.73  1.29   91.6   119    14   3   C  75   65
TSCO   13   65.6  21.5  0.16  -0.68  1.47   93.4   136    17   -   -  78   73
KSWS   17   77.1  18.9  1.23  -0.60  1.39   88.1    42    14   5   C  75   63
KO     40   86.6  10.0  0.61  -0.49  1.32   95.3   490    26   3   C  94   99
JKHY   16   70.3  13.2 -1.01  -0.46  1.26    100    22    25   2   B  99   82


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


Looking for Mr. Goodbuy (data from Nov 4, 2007)

A mechanical approach to finding BMWm candidate stocks

Table 4: Sorted descending on QPZ (Quality z-score+PAR z-score)

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

Selected on: Manifest Quality >= 65; BMWm Expected Return >= 25%
  PAR less than MIPAR+15% (this week 10.3% + 15% = 25.3%), with
  at least 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   P/E  M* Stew Fin  EPS
  				               %     #                Str  Stab
BBBY*  15   90.4  21.7  3.76  -2.76  2.56   85.8   148    15   5   D  98   89
CTSH    9   97.0  17.1  3.68  -1.26  1.48   97.8   183    43   3   B  98   90
CAKE*  15   79.6  24.4  2.81  -3.09  2.42   87.4    95    20   5   D  78   92
HOG*   20   87.4  18.2  2.55  -2.42  2.60   77.6   192    12   4   B  97   90
WAG*   20   83.6  20.3  2.47  -1.98  1.81   94.4   177    19   5   B 100   99
SPLS   16   87.9  17.5  2.47  -1.15  1.47   89.5    86    16   5   C  95   89
SBUX*  15   84.2  19.5  2.38  -2.86  1.81   81.3   723    32   5   B  91   96
LLTC*  16   78.9  22.8  2.36  -1.57  2.12   91.5    47    23   4   B  97   66
PAYX+  16   88.0  16.1  2.17  -1.11  1.68   97.3   110    29   4   A  96   86
LOW*   20   77.9  22.4  2.13  -2.83  2.33   84.0   256    13   5   B  99   92
MHP*   20   86.7  16.2  2.00  -1.86  1.44   86.4    66    15   5   B  99   97
CCL    16   88.6  14.5  1.90  -1.13  1.38   89.2    37    15   5   B  87   87
C      30   77.7  20.0  1.56  -1.12  1.65   77.7   547     9   5   B  99   96
MSFT   20   84.0  15.7  1.51  -0.75  1.62   90.2  1325    24   3   A  94   94
KNX*   13   87.7  13.0  1.43  -2.08  1.56   52.4    21    18   -   -  73   92
GCI*   20   79.1  18.0  1.32  -3.78  3.18   37.9    29     9   3   D  92   86
HHS*   14   73.4  21.3  1.24  -3.15  2.09   76.2    21    13   3   B  83   92
KSWS   17   77.1  18.9  1.23  -0.60  1.39   88.1    42    14   5   C  75   63
MI*    16   78.2  18.2  1.23  -3.07  1.75   50.0    32     9   5   B  95   97
SYY*+  20   83.8  14.5  1.21  -2.12  1.52   96.4    83    21   4   B  94   93
MDT*+  25   79.4  17.2  1.18  -2.54  2.94   96.5   141    19   5   B  96  100
WFC*   20   77.1  18.0  1.03  -1.73  1.54   78.0   214    12   4   B  96   83
AEO*    6   75.6  18.9  1.02  -1.67  1.62   93.7   365    12   4   C  91   56
AFL    20   88.0  10.0  0.81  -1.15  1.29   95.2   125    20   2   B  93   99
LNCR*  15   79.6  15.3  0.79  -2.13  1.78   80.8    26    15   3   C  76   85
TCB*   16   75.7  17.6  0.74  -2.85  2.20   64.7    17    10   5   A  66   90
AIG*   20   73.6  18.4  0.62  -2.10  2.07   92.7   262    10   5   B  98   70
KO     40   86.6  10.0  0.61  -0.49  1.32   95.3   490    26   3   C  94   99
WSM*   16   78.2  15.4  0.61  -1.91  2.08   67.7    31    18   5   B  83   76
PEP*   30   88.1   9.0  0.60  -1.82  1.77   97.8   410    20   3   B 100   99
SNV    16   75.1  17.2  0.57  -1.46  1.63   87.5     8    13   5   B  96   98
BRO*   10   79.1  14.5  0.54  -2.46  1.72   89.5    19    18   4   A  98   84
MER*   30   66.4  22.3  0.46  -1.62  1.88   60.5   220     6   5   B  96   66
EWBC*   8   76.6  15.7  0.45  -2.97  1.91   77.8     9    12   5   B  88   92
EXBD*   8   76.3  15.9  0.45  -2.20  1.58   91.9    74    33   5   C  94   80
POOL*  12   65.9  21.7  0.25  -4.61  3.32   67.3    49    15   -   -  55   92
UBS*    7   66.1  21.5  0.23  -1.96  1.31   81.8    88     -   4   -  44   75
CL*    30   84.8   9.3  0.20  -2.61  2.70   98.8   166    24   3   B  98   99
TSCO   13   65.6  21.5  0.16  -0.68  1.47   93.4   136    17   -   -  78   73
AJG    20   72.4  16.4  0.00  -1.24  1.33   50.0    10    18   5   B  90   82
FDO*   20   71.0  17.1 -0.04  -2.81  3.16   75.9    29    15   4   B  90   94
AVY*   20   73.3  15.5 -0.07  -1.53  1.52   75.0    16    16   4   B  91   91
BBT*   16   66.4  19.7 -0.13  -1.94  1.76   76.3    38    12   5   C  96   84
CAH*   16   73.5  14.9 -0.18  -1.63  1.71   95.8    72    32   4   C  90   86
AAP     6   72.0  15.7 -0.21  -1.26  1.25   91.3    23    16   5   B  57   56
BAC    20   72.2  15.3 -0.27  -1.17  1.29   87.1   596     9   5   B  95   95
CTAS*  16   74.2  13.9 -0.30  -1.87  1.77   83.3    12    17   5   A  96   99
WMT*   35   75.1  13.0 -0.37  -2.64  6.20   71.4   490    15   5   B  96   99
OCR*   20   65.5  19.1 -0.39  -1.71  2.44   84.2    38    17   4   F  63   71
JNJ+   35   74.3  13.2 -0.44  -1.06  1.46   95.0  1088    18   5   B 100   99
CYN*   16   72.5  14.2 -0.48  -2.05  1.68   37.5     8    13   5   B  87   97
ZION*  16   69.5  15.9 -0.53  -1.70  1.93   64.3    14    10   5   C  91   97
WB     16   66.4  17.9 -0.53  -1.01  1.27   74.2   155     9   5   A  89   82
FITB*  16   68.1  16.7 -0.55  -2.71  3.21   22.4    58    14   5   B  85   82
ASBC*  20   72.0  13.5 -0.70  -2.28  1.49   41.7    12    12   5   B  94   96
SCSS    9   67.2  16.5 -0.72  -1.11  2.50   85.7   816    16   -   -  97   49
DBD    25   71.5  13.3 -0.82  -1.36  1.48   91.7    12    40   5   B  53   87
BHE*   16   67.8  15.7 -0.82  -1.67  1.49   97.1    35    12   4   C  67   61
MTB*   16   69.2  14.2 -0.95  -2.94  1.73   42.3    26    13   5   A  98   96
CMA*   16   67.7  14.9 -1.01  -1.67  1.73   31.8    22     9   5   B  94   87
JKHY   16   70.3  13.2 -1.01  -0.46  1.26    100    22    25   2   B  99   82
ETH*   14   71.6  12.2 -1.05  -1.88  1.94   21.1    19    14   5   C  74   92
BUD*   20   71.3  10.8 -1.41  -1.80  1.40   89.7   233    18   4   A  92   95
BMS    20   70.6  11.2 -1.42  -1.48  1.29   94.1    17    16   5   A  83   91
AMGN*  20   66.0  12.9 -1.70  -1.86  2.66   91.8   331    15   4   D 100   88
SO*    25   74.8   7.2 -1.71  -1.74  1.97   90.0    40    16   3   B  76   94
VAR    16   68.2  11.2 -1.76  -1.13  1.36   98.6    71    27   3   B  90   89
DIS    40   66.9  11.9 -1.79  -1.03  1.71   94.4   427    15   4   B  87   73
CLX    20   69.1  10.5 -1.79  -0.90  1.25   91.7    48    20   3   B  78   79
DD     40   70.3   8.0 -2.17  -0.73  1.29   91.6   119    14   3   C  75   65
AVP*   25   68.1   7.3 -2.64  -2.19  2.02   93.0    43    30   3   B  80   75
PRK*   16   65.9   8.5 -2.69  -3.35  2.09    9.1    11    12   3   B  95   96

-----

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 = the sum of Z-scores I've calculated for Qual and for PAR.
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 to D)
Fin Str = Manifest's rating of the firm's Financial Strength (0 to 100)
EPS Stab = Manifest's rating of the firm's EPS growth stability (5 to 100)

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 PAR values not credible.

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

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