Friday, October 01, 2010

Top 50 List

As Faithful Readers know, I have created a spreadsheet to calculate the MFI stats for over 3000 stocks with the able help of Randy H. Here are my current top 50 stocks:

Ticker1 Stock Price Enterprise Value Market Cap Earnings Yield ROIC Yahoo Yield
SNTA 3.99 124 161 0.75 30.76 -
BDSI 2.89 61 69 0.71 11.86 -
SNTS 3.01 133 184 0.31 47.69 -
MAIL 5.98 31 58 0.38 6.31 0.21
ARIA 3.82 393 443 0.27 10.68 -
JGBO 7.49 33 114 1.55 3.81 -
ELNK 9.09 669 990 0.29 6.14 0.07
PDLI 5.26 1,342 912 0.21 2,597.17 0.41
UEPS 11.56 377 527 0.29 4.26 -
IDCC 29.61 833 1,318 0.26 4.75 -
GAME 5.36 1,199 1,529 0.19 10.50 -
CEU 4.13 55 130 0.32 2.71 -
TNAV 5.29 104 217 0.65 2.18 -
BPI 15.46 795 939 0.23 3.26 -
OSK 27.50 3,527 2,510 0.37 2.15 -
ESI 70.27 2,478 2,426 0.23 2.96 -
FRX 30.93 6,021 9,311 0.22 3.13 -
AMED 23.80 791 681 0.31 2.17 -
IPXL 19.80 970 1,298 0.34 1.93 -
IMMU 3.21 215 244 0.16 7.84 -
SOLR 8.37 1,022 1,219 0.15 7.89 -
AGX 9.35 58 128 0.16 5.98 -
SCEI 5.81 93 112 0.28 1.70 -
USMO 16.03 242 363 0.24 1.89 0.06
UIS 27.90 1,678 1,209 0.25 1.83 -
HRB 12.95 4,991 4,140 0.18 2.72 0.05
SNDK 36.65 7,325 8,789 0.18 2.68 -
SMED 5.00 56 74 0.26 1.57 -
TRMS 2.52 9 56 0.30 1.45 -
PRSC 16.39 372 245 0.17 2.99 -
APOL 51.35 7,470 7,820 0.18 2.28 -
SNDA 39.15 1,268 2,392 0.17 2.64 -
CSKI 7.57 63 127 0.78 1.10 -
CSGS 18.23 525 594 0.18 1.78 -
CYOU 27.50 1,225 1,460 0.15 3.34 -
AFAM 29.63 249 278 0.20 1.54 -
MRX 29.65 1,587 1,909 0.13 8.06 0.01
DRWI 7.08 153 269 0.27 1.18 -
DJCO 72.00 47 99 0.25 1.21 -
UNTD 5.72 779 502 0.16 2.02 0.07
ARO 23.25 1,902 2,199 0.22 1.35 -
LO 80.31 12,352 12,225 0.13 6.82 0.05
VPHM 14.91 1,078 1,342 0.15 2.24 -
ASGR 14.88 126 132 0.16 1.92 0.02
PPD 62.49 618 624 0.15 2.04 -
FLL 3.14 41 57 0.25 1.11 -
GA 6.42 814 1,503 0.13 4.84 0.03
NEWN 5.98 72 75 0.19 1.23 -
RTN 45.71 17,794 17,512 0.17 1.52 0.03
TNDM 11.95 208 400 0.29 0.99 -

3 comments:

Marcus said...

Mr. Marsh, do you use other formulas or systems (Graham or Piotroski score)?

Marsh_Gerda said...

No. Stocks I pick outside the MFI universe are generally from recommendations (such as Jubak or VJ Dowling) or watching gurus (such as Seth Klarman or Prem Watsa)

MG

Nick said...

Can you share the spreadsheet to calculate EV & ROIC.

Thanks,
Carmine