Key Takeaways Markets hit all-time highs on optimism for a potential Fed rate cut despite soft jobs data.High ROE stocks like Arista, TE Connectivity, Corning, Banco Bilbao and AppLovin are spotlighted.Screening used cash flow, ROE, ROA, EPS growth and valuation metrics to identify strong picks.The broader equity markets have been right on the money over the past few days, hitting all-time highs on the trot, driven by increasing optimism about a probable interest rate cut by the Federal Reserve. Despite con ...