Picks from VL's file released last Monday

Here is a very quick and dirty GTR1 version.
This just started with a version of Elan's ROE screen I had bookmarked.
Changed a bunch of stuff to get close to what Jim mentioned.

http://gtr1.net/2013/?~ROE_Cash2020_Elan%20to%20Mu...

There are myriad reasons why picks would not agree, among others:
- there is not a way that I'm aware of to replicate the VL1700 stocks in GTR1
- definition of ROE could be different
- calculation of yield could be different
- I have some crap filters in the screen that could affect results

This table compares Jim's current picks to the picks from the above screen.
Of the 50 picks Jim has, 29 of them appear in the GTR1 output, for a bit better than 50% agreement.
There are some wild numbers in the GTR1 output that would have to be tracked down.
Jim's 50 have an average yield of 4.54%, and dropping the two wild ones from the GTR1 list gets about the same result.

        Jim   Screen    Jim   Screen    Jim    Screen     Jim   Screen
Rank  Ticker  Ticker  Yield   Yield     ROE     ROE      Mcap    Mcap
  1     KMB     CLX   3.85%   4.00%   292.73  2570.37   44093   15049
  2     CLX    ABBV   3.97%   3.54%   262.19  295.4225  15562   327632
  3     IRM     KMB   3.09%   3.91%   251.34  223.8874  29786   42781
  4     ENR     HD    5.79%   2.64%   177.68  184.0226   1574   347011
  5    AMGN     DKL   3.23%   10.16%    161   153.0801  156906   2336
  6     SYY     YOU   2.83%   3.14%   116.5   151.0711  36230    2281
  7     NSP     WEN   3.97%   8.90%   93.81   147.0814   2250    2158
  8     LMT     CQP   2.78%   5.78%   84.25   120.3216  106388  27446
  9     WMG     ITW   2.73%   2.49%   83.97   103.9494  13874   70754
 10     SPG     SYY   5.51%   2.75%   76.41   99.30801  52476   35993
 11     WEN    AMGN   5.01%   3.28%   74.93   95.58562   2248   155962
 12    BLMN     LMT   7.44%   2.75%   65.54   82.34325    709   112307
 13     PEP     WMG   4.14%   2.73%   62.33   79.71781  178353  13746
 14     KTB     NVO   3.16%   3.07%   61.44   75.17325   3653   331181
 15     WU      RRR   10.89%  3.96%   61.38   63.13233   3072    3010
 16     RHP     ZIM   4.90%   41.03%  54.68   59.44314   5889    2096
 17    SBGI     KTB   7.69%   3.26%   53.17   53.71455    932    3544
 18     QSR     NSP   3.63%   3.96%   51.64   52.94118  30741    2283
 19     KO      PEP   2.87%   4.40%   50.14   50.95438  310189  177267
 20     BBY     DRI   5.46%   2.49%   49.14   47.83477  15351   26305
 21     WES    OMAB   9.43%   4.71%   48.63   45.66474  14723    4894
 22     HAS     BKE   4.13%   8.76%   48.61   43.99281   9674    2248
 23     DRI    PAYX   2.62%   2.57%   47.83   42.26789  25489   54936
 24     HSY     UNP   3.33%   2.43%   47.11   41.97269  34046   131797
 25     BKE    HESM   3.27%   7.29%   46.12   41.59322   2217    5106
 26     AES     KO    6.21%   2.93%   46.07   41.15716   8173   301815
 27     LAZ     ENR   4.64%   5.86%   43.99   40.62733   4125    1479
 28    HESM     WES   7.71%   9.47%   42.03   40.18659   4587   14651
 29     MRK     DKS   3.97%   2.77%   41.98   37.81615  202092  14091
 30     ACI     KEN   2.83%   13.30%  40.82   37.5593   12240    1885
 31     LW     SCCO   2.74%   2.87%   40.58   37.48524   7870   76652
 32     NKE     UPS   2.64%   6.58%   39.71   37.39464  93214   84400
 33     UPS     AES   6.56%   6.68%   39.56   37.28374  85672    7497
 34   IMBBY     SEE   5.87%   2.59%   38.66   37.12245  34899    4573
 35     DEO     PAC   4.07%   3.87%   38.57   36.87775  64866   11337
 36     WHR     HAS   7.76%   4.15%   37.76   36.41337   4807    9459
 37    SCCO     MRK   2.70%   4.14%   36.81   36.0691   84975   198530
 38     DKS     K     2.74%   2.82%   36.43   35.24904  14622   27835
 39     STZ     HSY   2.61%   3.25%   36.34   35.17685  30122   34214
 40     UL      DEO   3.05%   3.17%   35.83   34.95721  158703  56544
 41    SLVM     NVS   3.94%   3.43%   35.65   33.51403   2149   228216
 42     K       OMC   2.88%   4.05%   35.39   33.14964  28314   13506
 43     AMT    CMBT   3.38%   73.02%  35.33   32.77101  100348   1832
 44     OMC     MTN   4.03%   5.72%    35.3   32.39893  14302    5765
 45    LAMR     NKE   5.22%   2.67%   34.55   32.18391  12458   88559
 46    UPBD    MPLX   11.29%  7.44%   34.05   32.07111   1520   52520
 47     JNJ     BBY   3.31%   5.48%    33.9   31.95802  373497  14689
 48     BX     HTHT   4.22%   5.74%    33.8   31.68084  103487  10375
 49     KLG    SLVM   4.31%   3.56%   33.58   31.4978    1340    2061
 50    CSCO     BMY   2.61%   5.25%   33.32   31.16338  254192  96117

Table of matches (a match means that Jim's pick for that rank appeared somewhere in the 50 screen picks).

 Jim   Screen   Match
 KMB     CLX      1
 CLX     ABBV     1
 IRM     KMB      0
 ENR     HD       1
AMGN     DKL      1
 SYY     YOU      1
 NSP     WEN      1
 LMT     CQP      1
 WMG     ITW      1
 SPG     SYY      0
 WEN     AMGN     1
BLMN     LMT      0
 PEP     WMG      1
 KTB     NVO      1
  WU     RRR      0
 RHP     ZIM      0
SBGI     KTB      0
 QSR     NSP      0
  KO     PEP      1
 BBY     DRI      1
 WES     OMAB     1
 HAS     BKE      1
 DRI     PAYX     1
 HSY     UNP      1
 BKE     HESM     1
 AES     KO       1
 LAZ     ENR      0
HESM     WES      1
 MRK     DKS      1
 ACI     KEN      0
  LW     SCCO     0
 NKE     UPS      1
 UPS     AES      1
IMBBY    SEE      0
 DEO     PAC      1
 WHR     HAS      0
SCCO     MRK      1
 DKS      K       1
 STZ     HSY      0
  UL     DEO      0
SLVM     NVS      1
  K      OMC      1
 AMT     CMBT     0
 OMC     MTN      1
LAMR     NKE      0
UPBD     MPLX     0
 JNJ     BBY      0
  BX     HTHT     0
 KLG     SLVM     0
CSCO     BMY      0
 
       Matches    29

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