Top 30 Snapshot

Every now and then, I like to take a snapshot of the top 30 stocks over 50m and look at their relative values over time. Here is the current list.

	Stock	EY	ROC
	SNTA	56%	1354%
	PDLI	21%	145094%
	QCOR	20%	10939%
	EME	27%	343%
	SMED	22%	338%
	ENDP	18%	821%
	VSNT	16%	914%
	USMO	39%	153%
	UEPS	15%	1257%
	FRX	22%	176%
	KHD	35%	140%
	TSRA	20%	277%
	SOLR	17%	590%
	IMMU	15%	731%
	CBI	159%	99%
	XOMA	31%	119%
	PRGX	18%	321%
	PPD	20%	188%
	JCOM	14%	672%
	CHKE	13%	725%
	RGR	26%	103%
	PVSW	14%	526%
	CBPO	20%	120%
	SPMD	19%	160%
	LO	13%	650%
	JTX	16%	171%
	UTA	19%	111%
	VCLK	10%	513%
	MGIC	15%	242%
	IDCC	15%	122%
19-Feb	Average	25%	5599%
	Median	19%	329%
November 6th 33	Average	46%	770%
	Median	16%	229%
July 31st	Average	37%	588%
	Median	20%	212%
April 16th	Average	45%	740%
	Median	27%	228%

So April 2009 was a great time to buy, but right now looks decent as well as the median earning yield has gone up 3 points and the median roc is up a bunch from November. Of course everyone should do their own due diligence.

I find that looking at the "average" can be misleading as you can get some very extreme Return on capital numbers as the denominator moves towards zero. But the medians are a better indicator, in my opinion.