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No. of Recommendations: 40
Looking for Mr. Goodbuy (data from Oct 21, 2007)

A mechanical approach to finding BMWm candidate stocks

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

Selected on: Manifest Quality > 65; BMW Expected Return >= 30%
  PAR less than MIPAR+15% (this week 9.8% + 15% = 24.8%), with
  at least 6 years of BMW-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

Table 1: Sorted ascending on RMS

Tick  Yrs   Qual   PAR   QPZ    RMS    RF   CAPS  CAPS   P/E  M* Stew Fin  EPS
  				               %     #                Str  Pred
CL*    30   84.8  10.1  0.48  -2.71  2.80   98.7   159    24   3   B  98   99
AVP*   25   68.2   9.2 -2.17  -2.46  2.20   93.2    44    30   4   B  81   75
COH*    7   94.1  22.4  4.66  -2.34  1.65   95.6   204    24   3   B  99   77
LNCR*  15   79.6  15.7  1.00  -2.15  1.78   91.3    23    14   3   C  76   85
MDT*+  25   79.5  16.9  1.26  -2.13  2.48   96.6   145    19   5   B  96  100
SYY*+  20   83.8  14.7  1.38  -2.10  1.52   96.4    84    21   4   B  94   93
WAG*   20   83.6  21.1  2.82  -2.06  1.85   93.3   178    19   5   B 100   99
CTAS*  16   74.3  13.6 -0.27  -1.99  1.83   92.9    14    17   5   A  96   99
PEP*   30   88.1   9.8  0.89  -1.91  1.81   97.8   405    19   3   B 100   99
AIG*+  20   73.6  16.9  0.39  -1.89  1.90   95.9   267    11   4   B  98   70
AMGN*  20   65.9  13.2 -1.59  -1.85  2.66   91.0   334    16   4   D 100   88
BUD*   20   71.3  10.5 -1.41  -1.84  1.41   91.5   259    20   3   A  92   95
CAH*   16   73.5  15.8  0.12  -1.74  1.77   95.7    70    31   4   C  90   86
VAR*+  16   68.2  15.0 -0.84  -1.71  1.60   97.1    69    23   4   B  91   88
GGG*   20   87.9  15.5  2.17  -1.61  1.35   90.9    44    17   5   B  98   93
AFL    20   88.0  12.1  1.41  -1.49  1.40   94.3   123    19   3   B  94   99
LLTC   16   78.8  22.3  2.39  -1.49  2.05   94.3    53    24   4   B  97   66
BMS    20   70.6  11.4 -1.31  -1.47  1.30   94.4    18    16   5   A  83   91
ROST   20   72.9  16.6  0.22  -1.41  1.70   90.9    11    14   4   C  98   87
MHP    20   86.7  14.5  1.76  -1.40  1.31   90.3    62    18   5   B  99   97
WYE    25   73.1   9.3 -1.42  -1.37  1.50   90.8    65    14   3   C  83   98
PAYX   16   88.0  15.9  2.28  -1.23  1.77   98.3   116    30   3   A  96   86
FWRD   14   90.0  15.1  2.39  -1.21  1.64   93.3    30    18   5   B  88   78
KSS    15   88.0  20.5  3.33  -1.19  1.75   91.4   105    15   3   C  91   85
DIS+   40   66.9  12.0 -1.72  -1.09  1.77   95.1   453    15   4   B  87   73
QCOM   16   73.6  14.9 -0.07  -1.06  1.89   90.3   227    25   4   A  89   60
JNJ+   35   74.3  13.4 -0.31  -1.03  1.45   95.5  1086    18   5   B 100   99
OMC    16   69.8   8.5 -2.09  -0.89  1.44    100    19    19   3   B  91   96
JKHY   16   70.3  14.9 -0.55  -0.61  1.36    100    22    23   3   B  99   82
GD     30   70.1   5.3 -2.78  -0.52  1.33   97.0   166    19   3   A  99   93
KO     40   86.6  10.6  0.86  -0.51  1.35   95.4   496    26   3   C  94   98
==============================================================================
MCO*    7   75.1  16.9  0.61  -4.12  1.75   84.1   138    15   5   B  83   89
GCI*   20   79.1  17.8  1.40  -3.83  3.14   41.7    24     9   3   D  92   86
LOW*   20   77.9  22.3  2.26  -2.80  2.28   83.5   254    13   5   B  99   91
BBBY*  15   90.4  21.3  3.86  -2.74  2.51   83.7   141    15   5   D  98   89
FITB*  16   68.1  16.6 -0.49  -2.73  3.18   20.0    90    14   5   B  85   82
SBUX*  15   84.2  19.0  2.43  -2.71  1.73   82.2   725    32   5   B  91   96
FDO*   20   71.0  16.2 -0.15  -2.70  2.99   78.1    32    16   5   B  90   94
MTB*   16   69.3  12.9 -1.16  -2.63  1.62   39.3    28    13   4   A  98   96
WMT*   35   75.2  12.6 -0.36  -2.60  5.96   72.6   511    15   5   B  96   99
EWBC*   8   76.6  13.5  0.05  -2.55  1.70   81.8    11    14   4   B  88   92
TCB*   16   75.7  14.8  0.22  -2.49  1.99   68.8    16    12   5   A  66   90
HOG*   20   87.4  18.8  2.85  -2.47  2.65   76.6   209    12   4   B  97   90
BRO*   10   79.1  13.3  0.37  -2.22  1.62   89.5    19    19   4   A  98   84
ASBC*  20   72.0  12.9 -0.76  -2.19  1.46   50.0    12    12   5   B  94   96
BSC*   20   65.4  15.2 -1.21  -2.11  1.48   44.6   224    10   4   B  99   69
KNX*   13   87.7  12.7  1.50  -1.98  1.52   68.4    19    18   -   -  73   92
WSM*   16   78.2  15.5  0.74  -1.92  2.08   78.1    32    17   5   B  83   76
WL*    16   76.9  14.7  0.37  -1.80  1.39   66.7    12    18   5   B  97   99
AVY*   20   73.3  16.4  0.23  -1.75  1.60   83.3    18    15   4   B  91   91
BBT*   16   66.4  18.7 -0.26  -1.75  1.67   73.7    38    13   5   C  96   84
WFC*   20   77.1  17.6  1.06  -1.68  1.51   81.0   205    13   4   B  96   83
LLY*   25   69.8  11.0 -1.52  -1.65  1.95   87.4    87    28   3   B  97   96
WFMI*  15   80.5  12.1  0.30  -1.56  1.57   89.9   641    36   5   B  87   69
CMA*   16   67.7  14.0 -1.14  -1.51  1.64   42.9     7    10   5   B  94   87
ZION   16   69.5  13.4 -1.02  -1.40  1.71   77.8    18    11   -   C  91   97
SNV    16   75.1  16.5  0.52  -1.36  1.58   85.7     7    13   5   B  96   98
MER    30   67.5  20.6  0.34  -1.24  1.61   69.8   189     7   4   B  96   70
DBD    25   71.5  12.7 -0.88  -1.23  1.42   76.9    13    41   5   B  53   87
SPLS   16   87.9  17.9  2.72  -1.20  1.49   84.5    58    16   5   C  95   89
HIBB   11   83.4  20.2  2.58  -1.16  1.43   88.9    18    18   -   -  86   93
KMB    20   71.7   8.3 -1.86  -1.12  1.31   84.4    45    18   3   B  93   99
MSFT   20   84.0  20.5  2.74  -1.04  1.96   86.4  1155    21   4   A  94   94
SCSS    9   67.2  14.2 -1.17  -0.99  2.27   88.6   935    17   -   -  97   49
HAR    16   66.5  12.6 -1.64  -0.90  1.34   85.7    28    18   -   -  88   68
C      30   77.7  17.4  1.11  -0.86  1.47   81.9   541    10   5   B  99   96
NVR    22   74.3  21.3  1.50  -0.45  1.96   12.1   140    16   5   F  92   66


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


Looking for Mr. Goodbuy (data from Oct 21, 2007)

A mechanical approach to finding BMWm candidate stocks

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

Selected on: Manifest Quality > 65; BMW Expected Return >= 30%
  PAR less than MIPAR+15% (this week 9.8% + 15% = 24.8%), with
  at least 6 years of BMW-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

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

Tick  Yrs   Qual   PAR   QPZ    RMS    RF   CAPS  CAPS   P/E  M* Stew Fin  EPS
  				               %     #                Str  Pred
COH*    7   94.1  22.4  4.66  -2.34  1.65   95.6   204    24   3   B  99   77
KSS    15   88.0  20.5  3.33  -1.19  1.75   91.4   105    15   3   C  91   85
WAG*   20   83.6  21.1  2.82  -2.06  1.85   93.3   178    19   5   B 100   99
FWRD   14   90.0  15.1  2.39  -1.21  1.64   93.3    30    18   5   B  88   78
LLTC   16   78.8  22.3  2.39  -1.49  2.05   94.3    53    24   4   B  97   66
PAYX   16   88.0  15.9  2.28  -1.23  1.77   98.3   116    30   3   A  96   86
GGG*   20   87.9  15.5  2.17  -1.61  1.35   90.9    44    17   5   B  98   93
MHP    20   86.7  14.5  1.76  -1.40  1.31   90.3    62    18   5   B  99   97
AFL    20   88.0  12.1  1.41  -1.49  1.40   94.3   123    19   3   B  94   99
SYY*+  20   83.8  14.7  1.38  -2.10  1.52   96.4    84    21   4   B  94   93
MDT*+  25   79.5  16.9  1.26  -2.13  2.48   96.6   145    19   5   B  96  100
LNCR*  15   79.6  15.7  1.00  -2.15  1.78   91.3    23    14   3   C  76   85
PEP*   30   88.1   9.8  0.89  -1.91  1.81   97.8   405    19   3   B 100   99
KO     40   86.6  10.6  0.86  -0.51  1.35   95.4   496    26   3   C  94   98
CL*    30   84.8  10.1  0.48  -2.71  2.80   98.7   159    24   3   B  98   99
AIG*+  20   73.6  16.9  0.39  -1.89  1.90   95.9   267    11   4   B  98   70
ROST   20   72.9  16.6  0.22  -1.41  1.70   90.9    11    14   4   C  98   87
CAH*   16   73.5  15.8  0.12  -1.74  1.77   95.7    70    31   4   C  90   86
QCOM   16   73.6  14.9 -0.07  -1.06  1.89   90.3   227    25   4   A  89   60
CTAS*  16   74.3  13.6 -0.27  -1.99  1.83   92.9    14    17   5   A  96   99
JNJ+   35   74.3  13.4 -0.31  -1.03  1.45   95.5  1086    18   5   B 100   99
JKHY   16   70.3  14.9 -0.55  -0.61  1.36    100    22    23   3   B  99   82
VAR*+  16   68.2  15.0 -0.84  -1.71  1.60   97.1    69    23   4   B  91   88
BMS    20   70.6  11.4 -1.31  -1.47  1.30   94.4    18    16   5   A  83   91
BUD*   20   71.3  10.5 -1.41  -1.84  1.41   91.5   259    20   3   A  92   95
WYE    25   73.1   9.3 -1.42  -1.37  1.50   90.8    65    14   3   C  83   98
AMGN*  20   65.9  13.2 -1.59  -1.85  2.66   91.0   334    16   4   D 100   88
DIS+   40   66.9  12.0 -1.72  -1.09  1.77   95.1   453    15   4   B  87   73
OMC    16   69.8   8.5 -2.09  -0.89  1.44    100    19    19   3   B  91   96
AVP*   25   68.2   9.2 -2.17  -2.46  2.20   93.2    44    30   4   B  81   75
GD     30   70.1   5.3 -2.78  -0.52  1.33   97.0   166    19   3   A  99   93
==============================================================================
BBBY*  15   90.4  21.3  3.86  -2.74  2.51   83.7   141    15   5   D  98   89
HOG*   20   87.4  18.8  2.85  -2.47  2.65   76.6   209    12   4   B  97   90
MSFT   20   84.0  20.5  2.74  -1.04  1.96   86.4  1155    21   4   A  94   94
SPLS   16   87.9  17.9  2.72  -1.20  1.49   84.5    58    16   5   C  95   89
HIBB   11   83.4  20.2  2.58  -1.16  1.43   88.9    18    18   -   -  86   93
SBUX*  15   84.2  19.0  2.43  -2.71  1.73   82.2   725    32   5   B  91   96
LOW*   20   77.9  22.3  2.26  -2.80  2.28   83.5   254    13   5   B  99   91
KNX*   13   87.7  12.7  1.50  -1.98  1.52   68.4    19    18   -   -  73   92
NVR    22   74.3  21.3  1.50  -0.45  1.96   12.1   140    16   5   F  92   66
GCI*   20   79.1  17.8  1.40  -3.83  3.14   41.7    24     9   3   D  92   86
C      30   77.7  17.4  1.11  -0.86  1.47   81.9   541    10   5   B  99   96
WFC*   20   77.1  17.6  1.06  -1.68  1.51   81.0   205    13   4   B  96   83
WSM*   16   78.2  15.5  0.74  -1.92  2.08   78.1    32    17   5   B  83   76
MCO*    7   75.1  16.9  0.61  -4.12  1.75   84.1   138    15   5   B  83   89
SNV    16   75.1  16.5  0.52  -1.36  1.58   85.7     7    13   5   B  96   98
BRO*   10   79.1  13.3  0.37  -2.22  1.62   89.5    19    19   4   A  98   84
WL*    16   76.9  14.7  0.37  -1.80  1.39   66.7    12    18   5   B  97   99
MER    30   67.5  20.6  0.34  -1.24  1.61   69.8   189     7   4   B  96   70
WFMI*  15   80.5  12.1  0.30  -1.56  1.57   89.9   641    36   5   B  87   69
AVY*   20   73.3  16.4  0.23  -1.75  1.60   83.3    18    15   4   B  91   91
TCB*   16   75.7  14.8  0.22  -2.49  1.99   68.8    16    12   5   A  66   90
EWBC*   8   76.6  13.5  0.05  -2.55  1.70   81.8    11    14   4   B  88   92
FDO*   20   71.0  16.2 -0.15  -2.70  2.99   78.1    32    16   5   B  90   94
BBT*   16   66.4  18.7 -0.26  -1.75  1.67   73.7    38    13   5   C  96   84
WMT*   35   75.2  12.6 -0.36  -2.60  5.96   72.6   511    15   5   B  96   99
FITB*  16   68.1  16.6 -0.49  -2.73  3.18   20.0    90    14   5   B  85   82
ASBC*  20   72.0  12.9 -0.76  -2.19  1.46   50.0    12    12   5   B  94   96
DBD    25   71.5  12.7 -0.88  -1.23  1.42   76.9    13    41   5   B  53   87
ZION   16   69.5  13.4 -1.02  -1.40  1.71   77.8    18    11   -   C  91   97
CMA*   16   67.7  14.0 -1.14  -1.51  1.64   42.9     7    10   5   B  94   87
MTB*   16   69.3  12.9 -1.16  -2.63  1.62   39.3    28    13   4   A  98   96
SCSS    9   67.2  14.2 -1.17  -0.99  2.27   88.6   935    17   -   -  97   49
BSC*   20   65.4  15.2 -1.21  -2.11  1.48   44.6   224    10   4   B  99   69
LLY*   25   69.8  11.0 -1.52  -1.65  1.95   87.4    87    28   3   B  97   96
HAR    16   66.5  12.6 -1.64  -0.90  1.34   85.7    28    18   -   -  88   68
KMB    20   71.7   8.3 -1.86  -1.12  1.31   84.4    45    18   3   B  93   99

-----

Key to column headings

Yrs = # of years of BMW-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 screening tool
RF = BMW Return Factor from mklein9, otherwise from sheridan03's screener
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 Pred = Manifest's rating of the firm's EPS predictability (5 to 100)

Other mysteries explained:

MIPAR = Manifest's lingo for the current median PAR value for all
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.
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