Rank | Stock | EY | ROIC | EY Rank | ROIC Rank | Score |
1 | RAIL | 42% | 661% | 1 | 4 | 5 |
2 | KSW | 14% | 725% | 9 | 3 | 12 |
3 | VPHM | 16% | 411% | 6 | 6 | 12 |
4 | IVAC | 16% | 181% | 5 | 14 | 19 |
5 | JTX | 12% | 336% | 15 | 7 | 22 |
6 | TGIS | 12% | 263% | 13 | 9 | 22 |
7 | EGY | 25% | 87% | 2 | 26 | 28 |
8 | LRCX | 10% | 315% | 21 | 8 | 29 |
9 | VALU | 9% | 741% | 30 | 2 | 32 |
10 | USHS | 14% | 108% | 10 | 22 | 32 |
11 | PNCL | 16% | 81% | 4 | 28 | 32 |
12 | WSTG | 8% | 866% | 32 | 1 | 33 |
13 | UNTD | 10% | 253% | 23 | 10 | 33 |
14 | NXG | 20% | 70% | 3 | 31 | 34 |
15 | PACR | 11% | 170% | 17 | 18 | 35 |
16 | SHOO | 13% | 104% | 12 | 23 | 35 |
17 | NOOF | 11% | 171% | 19 | 17 | 36 |
18 | BBSI | 10% | 172% | 22 | 15 | 37 |
19 | AEO | 11% | 109% | 16 | 21 | 37 |
20 | CHKE | 9% | 212% | 28 | 11 | 39 |
21 | GVHR | 10% | 172% | 24 | 16 | 40 |
22 | CREL | 7% | 484% | 36 | 5 | 41 |
23 | FTO | 12% | 85% | 14 | 27 | 41 |
24 | BLDR | 15% | 43% | 7 | 35 | 42 |
25 | TRLG | 8% | 209% | 31 | 12 | 43 |
26 | HW | 14% | 57% | 11 | 33 | 44 |
27 | PDS | 15% | 38% | 8 | 36 | 44 |
28 | DGX | 9% | 126% | 27 | 20 | 47 |
29 | CHCG.OB | 7% | 193% | 35 | 13 | 48 |
30 | THO | 11% | 76% | 20 | 30 | 50 |
31 | FDG | 10% | 93% | 26 | 25 | 51 |
32 | ANF | 11% | 52% | 18 | 34 | 52 |
33 | UG | 8% | 136% | 34 | 19 | 53 |
34 | ASEI | 8% | 94% | 33 | 24 | 57 |
35 | TGB | 10% | 65% | 25 | 32 | 57 |
36 | WPCS | 9% | 79% | 29 | 29 | 58 |
While my scores are generally in line with the MFI website, I did find it curious that I rated JTX so high and they were not on their list. KSW still looks super cheap, despite being up 29% for me. VPHM also looks great, I think they are a super buy... though pharmas do have the issue of their drugs coming off patent. I don't remember this being a huge item for VPHM, but it should be checked. And then RAIL is head and shoulders above everyone. That is why I renewed them. I sure it is also why Pabrai owns them.
Conversely, TGB did not score that well - I suppose that is due to 85% run up. I am tempted to sell ANF from time to time. They were "renewed" so I have actually held more than a year. But I am trying to stick to the plan.
Note these scores do not necessarily reflect the rankings of the stocks in a 2000 stock universe. For instance, TGB outranks ANF in the website. It doesn't mean my calcs are wrong. It could be that the outranking of TGB in ROIC is a bigger difference than ANFs outranking in ROIC across 2000 stocks as opposed to 36.
Finally, I was curious to see where MEOH would rank. Randy H on the Yahoo board was pretty bullish on them. They seem interesting with a 2.5% dividend and growing sales. Hmm they'd be middle of the pack. 18th overall. 2nd in EY at 29%, but near the bottom (36th) in ROIC.
2 comments:
What criteria are you using to generate those results through Fidelity, I can't seem to get anything similar.
Ryan, I a post made on the Yahoo Groups Board about how I calculate the stats from Financial statements in Fidelity:
It doesn't show up well here. It is post 6454 in the magicformulainvesting group
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