Saturday, November 20, 2010

November 19 2010 update

Here is my listing of the top 200.

Ticker Rank Date Stock Price Market Cap Earnings Yield ROIC Yahoo Yield
MAIL 1 11/18 6.51 63 32% 1128% 19.6%
UEPS 2 11/20 11.47 521 30% 632% 0.0%
JGBO 3 11/19 6.87 103 482% 363% 0.0%
PDLI 4 11/20 5.73 987 23% 310885% 46.9%
IDCC 5 11/20 33.40 1,490 22% 2691% 0.0%
SOLR 6 11/20 7.21 1,088 24% 700% 0.0%
IPXL 7 11/20 19.41 1,271 49% 300% 0.0%
ESI 8 11/20 61.92 2,044 29% 306% 0.0%
BPI 9 11/20 15.31 908 27% 338% 0.0%
CCME 10 11/20 16.50 591 21% 521% 0.0%
TNAV 11 11/20 7.03 316 40% 217% 0.0%
OSK 12 11/20 29.16 2,662 39% 207% 0.0%
APOL 13 11/20 35.36 5,245 28% 227% 0.0%
GAME 14 11/20 5.81 1,658 18% 1050% 0.0%
PRSC 15 11/20 15.66 208 19% 380% 0.0%
USMO 16 11/20 16.46 368 25% 219% 12.1%
LTRE 17 11/19 10.61 146 81% 172% 20.4%
TTT 18 11/20 8.01 243 29% 200% 28.8%
SCEI 19 11/20 7.88 148 25% 206% 0.0%
AGX 20 11/18 9.13 125 16% 598% 0.0%
CEU 21 11/20 4.81 151 26% 187% 0.0%
SNDK 22 11/20 39.98 9,624 18% 320% 0.0%
HRB 23 11/20 12.56 4,015 18% 272% 4.8%
DVOX 24 11/20 4.08 38 34% 158% 0.0%
AMED 25 11/20 28.45 811 24% 186% 0.0%
UIS 26 11/20 22.70 983 28% 166% 0.0%
PPD 27 11/20 59.48 587 18% 227% 0.0%
SUPG 28 11/20 2.71 164 17% 252% 0.0%
KONG 29 11/19 7.69 297 14% 642% 0.0%
ASGR 30 11/20 15.03 134 18% 202% 1.6%
AFAM 31 11/20 33.57 314 19% 178% 0.0%
CNXT 32 11/20 1.39 114 18% 188% 0.0%
CSKI 33 11/20 7.77 131 74% 110% 0.0%
DJCO 34 11/18 71.60 99 25% 121% 0.0%
VPHM 35 11/20 16.56 1,492 16% 225% 0.0%
INSP 36 11/20 7.71 277 19% 157% 0.0%
CBP 37 11/18 2.41 91 29% 115% 0.0%
DLX 38 11/20 21.82 1,121 15% 240% 4.6%
MSFT 39 11/20 25.69 223,375 14% 345% 2.1%
LO 40 11/20 86.03 13,037 13% 707% 4.8%
CECO 41 11/20 19.46 1,553 26% 110% 0.0%
PWER 42 11/20 8.99 1,296 17% 169% 0.0%
STV 43 11/20 7.26 427 17% 182% 0.0%
CBST 44 11/20 23.15 1,615 15% 212% 0.0%
ARO 45 11/20 26.14 2,473 19% 135% 0.0%
CYOU 46 11/20 31.68 1,683 13% 352% 0.0%
ZLCS 47 11/20 1.13 101 17% 145% 0.0%
CNET 48 11/20 4.09 85 18% 123% 0.0%
RTN 49 11/20 47.01 17,605 17% 147% 3.1%
TSRA 50 11/20 20.71 1,045 15% 182% 0.0%
MPAA 51 11/20 12.61 154 14% 198% 0.0%
UNTD 52 11/20 6.45 562 14% 194% 6.1%
GA 53 11/20 7.07 1,651 13% 476% 2.6%
LIWA 54 11/20 11.41 342 18% 117% 0.0%
VALU 55 11/20 14.33 143 13% 363% 2.8%
ZSTN 56 11/20 7.25 84 46% 80% 0.0%
AZN 57 11/20 48.90 71,296 17% 121% 4.9%
EME 58 11/20 26.07 1,731 17% 120% 0.0%
LOV 59 11/18 2.96 61 13% 286% 0.0%
UTA 60 11/19 6.60 134 38% 79% 0.0%
COCO 61 11/19 4.75 418 41% 78% 0.0%
CBPO 62 11/19 10.28 273 23% 91% 0.0%
GME 63 11/20 20.12 3,084 20% 99% 0.0%
TER 64 11/20 11.86 2,721 17% 112% 0.0%
KLIC 65 11/20 6.19 441 42% 76% 0.0%
SPNS 66 11/20 2.49 57 12% 656% 0.0%
NOK 67 11/20 10.12 37,564 14% 170% 5.4%
CNU 68 11/20 4.51 280 15% 133% 0.0%
GLPW 69 11/20 18.50 303 16% 122% 0.0%
LPS 70 11/20 30.99 2,872 14% 173% 1.3%
SOFO 71 11/19 15.94 58 61% 73% 0.0%
NEWN 72 11/18 7.35 93 16% 123% 0.0%
NEP 73 11/21 6.94 216 32% 76% 0.0%
MHP 74 11/20 35.13 10,865 12% 258% 2.6%
CEDU 75 11/19 7.85 136 41% 73% 0.0%
DRWI 76 11/20 7.13 262 23% 84% 0.0%
DELL 77 11/20 13.90 27,081 14% 170% 0.0%
TNDM 78 11/20 15.00 503 19% 91% 0.0%
AOL 79 11/20 25.33 2,718 21% 86% 0.0%
LHCG 80 11/20 26.19 477 17% 103% 0.0%
CMTL 81 11/20 29.74 1,013 19% 97% 0.8%
CEPH 82 11/20 64.68 5,160 18% 98% 0.0%
WMCO 83 11/19 9.99 74 57% 69% 10.3%
MFW 84 11/20 25.09 489 14% 145% 0.0%
BDSI 85 11/19 2.92 70 66% 69% 0.0%
KIRK 86 11/21 10.79 221 31% 72% 0.0%
EGY 87 11/20 7.35 420 22% 79% 0.0%
DGW 88 11/19 12.71 313 29% 71% 0.0%
PRM 89 11/20 4.06 180 12% 219% 7.0%
CHKE 90 11/21 19.95 177 11% 592% 8.2%
VECO 91 11/20 42.45 1,794 14% 130% 0.0%
DV 92 11/20 44.53 3,191 15% 111% 0.4%
SNTS 93 11/20 2.90 170 15% 108% 0.0%
CHBT 94 11/20 11.04 269 30% 67% 0.0%
NATH 95 11/20 16.25 92 13% 129% 0.0%
SKBI 96 11/19 8.97 64 44% 64% 0.0%
MRX 97 11/20 27.19 1,759 18% 79% 0.8%
AOSL 98 11/20 11.85 262 23% 71% 0.0%
MD 99 11/20 60.57 2,876 11% 695% 0.0%
CSFS 100 11/20 13.44 235 13% 140% 0.7%
PETS 101 11/20 17.11 389 12% 209% 2.7%
IVAC 102 11/20 12.81 293 20% 73% 0.0%
ASYS 103 11/20 17.50 164 16% 88% 0.0%
LMT 104 11/20 69.43 25,266 15% 96% 3.6%
GMAN 105 11/20 11.62 217 14% 104% 0.0%
CPLA 106 11/20 55.32 930 12% 202% 0.0%
RGR 107 11/20 15.72 303 18% 75% 2.1%
CHOP 108 11/20 5.66 274 28% 64% 0.0%
GXDX 109 11/20 17.30 314 24% 66% 0.0%
FLL 110 11/20 3.24 58 18% 74% 0.0%
RIGL 111 11/20 7.80 412 12% 156% 0.0%
JCG 112 11/20 36.49 2,405 13% 124% 0.0%
STX 113 11/20 14.93 7,271 24% 65% 0.0%
WDC 114 11/20 33.98 7,951 26% 63% 0.0%
INTC 115 11/20 21.14 120,343 15% 88% 3.0%
RAI 116 11/20 32.28 18,884 11% 250% 5.5%
EK 117 11/20 4.81 1,291 57% 57% 0.0%
SCLN 118 11/19 3.82 188 15% 84% 0.0%
NSR 119 11/20 26.71 2,031 11% 200% 0.0%
RIMM 120 11/20 58.66 32,051 13% 109% 0.0%
GRMN 121 11/20 28.84 5,633 17% 73% 7.8%
IOSP 122 11/20 20.63 516 19% 66% 0.0%
TOD 123 11/20 18.00 104 34% 57% 1.4%
HRS 124 11/20 46.43 5,929 15% 86% 2.0%
BSPM 125 11/18 3.07 85 24% 61% 0.0%
DM 126 11/20 12.73 386 11% 268% 0.0%
CSGS 127 11/20 19.23 627 13% 104% 0.0%
APAC 128 11/20 5.60 307 15% 85% 0.0%
PBH 129 11/20 11.94 599 10% 7141% 0.0%
TPI 130 11/20 3.07 92 25% 58% 0.8%
MCK 131 11/20 66.00 17,292 12% 121% 0.9%
ABC 132 11/20 31.02 8,804 12% 153% 1.1%
MANT 133 11/20 40.02 1,459 14% 92% 0.0%
STRA 134 11/20 145.51 1,973 11% 202% 1.5%
MSPD 135 11/20 6.34 228 13% 105% 0.0%
ARRS 136 11/20 10.31 1,316 17% 70% 0.0%
LRCX 137 11/20 46.51 5,823 13% 99% 0.0%
JCOM 138 11/20 27.47 1,262 10% 912% 0.0%
ISSI 139 11/20 7.36 204 35% 53% 0.0%
UFPT 140 11/20 11.25 76 23% 56% 0.0%
LXK 141 11/20 36.63 2,919 21% 59% 0.0%
TRLG 142 11/20 20.82 515 19% 61% 0.0%
GPS 143 11/20 20.70 12,958 17% 65% 1.8%
GD 144 11/20 66.60 25,477 14% 78% 2.5%
DRCO 145 11/20 12.40 125 16% 69% 0.0%
CELM 146 11/20 5.42 114 22% 56% 0.0%
CVVT 147 11/20 8.93 315 22% 57% 0.0%
MSN 148 11/21 2.09 57 33% 53% 0.0%
SAI 149 11/20 15.53 5,668 14% 77% 0.0%
RLRN 150 11/20 11.68 342 10% 486% 19.6%
SPU 151 11/20 4.97 107 29% 53% 0.0%
LLY 152 11/20 34.50 38,129 17% 64% 5.6%
CPY 153 11/20 27.98 205 13% 101% 2.9%
BR 154 11/20 21.18 2,745 11% 130% 2.7%
CBEH 155 11/20 8.84 383 16% 64% 0.0%
MEDQ 156 11/18 9.18 345 11% 187% 50.5%
HITK 157 11/20 22.50 292 19% 57% 0.0%
FSYS 158 11/20 34.41 609 17% 61% 0.0%
RST 159 11/20 19.71 404 11% 159% 0.0%
HWG 160 11/20 20.79 32 139% 48% 0.0%
CHRM 161 11/20 9.57 374 14% 74% 0.0%
WU 162 11/20 18.09 11,963 10% 689% 1.4%
PZZ 163 11/20 8.45 195 14% 73% 0.0%
AFCE 164 11/20 13.26 338 11% 200% 0.0%
HPQ 165 11/20 42.49 100,956 12% 109% 0.8%
KBR 166 11/20 27.51 4,292 13% 78% 0.7%
ROST 167 11/20 64.05 7,623 12% 91% 0.9%
EDMC 168 11/20 14.65 2,094 14% 71% 0.0%
PWRD 169 11/20 25.96 1,371 13% 88% 0.0%
LSCC 170 11/20 4.56 552 14% 68% 0.0%
MO 171 11/20 24.74 51,459 10% 265% 5.7%
GCI 172 11/20 12.73 3,079 19% 55% 1.3%
CGC 173 11/21 4.33 216 15% 66% 0.0%
BKE 174 11/20 37.41 1,755 13% 91% 2.2%
REV 175 11/20 9.87 516 11% 114% 1.7%
TWX 176 11/20 30.76 35,005 11% 120% 2.7%
CNTF 177 11/18 3.92 220 39% 47% 0.0%
CA 178 11/20 23.16 11,765 10% 282% 0.5%
KH 179 11/20 18.50 142 24% 50% 0.0%
CSCO 180 11/20 19.61 111,287 10% 236% 0.0%
XRTX 181 11/20 15.61 488 28% 48% 0.0%
MKSI 182 11/20 20.81 1,061 23% 50% 0.0%
SCSS 183 11/20 8.47 468 11% 147% 0.0%
LLL 184 11/20 71.30 8,178 15% 63% 2.2%
MDP 185 11/20 33.47 1,531 11% 112% 2.8%
DGX 186 11/20 50.71 8,840 11% 112% 0.8%
FLR 187 11/20 57.71 10,287 11% 109% 0.9%
GPX 188 11/20 9.38 176 12% 95% 0.0%
BLC 189 11/20 5.90 611 12% 93% 0.0%
BIIB 190 11/20 64.91 15,729 12% 86% 0.0%
LEA 191 11/20 88.16 4,770 15% 61% 0.0%
DNB 192 11/20 76.20 3,818 9% 845% 1.8%
CPII 193 11/19 14.69 264 15% 61% 0.0%
NUS 194 11/20 32.05 2,053 10% 167% 1.6%
DPZ 195 11/20 14.39 873 10% 231% 0.0%
DOX 196 11/20 26.18 5,144 10% 159% 0.0%
MMS 197 11/20 60.81 1,083 11% 116% 0.8%
RICK 198 11/19 7.24 72 26% 47% 0.0%
CUB 199 11/20 44.37 1,186 11% 116% 0.4%
NOC 200 11/20 63.26 18,826 14% 63% 2.9%

Here is my MFI Index Chart back to February 2006 and then for 2010



New Stocks to Mechanical Portfolios

Two new stocks came to the official charts this weekend (new in past year). ASYS and GLPW. They both look interesting to me, especially ASYS.

Finally, here is my chart since inception:

2 comments:

AndrewsDad said...

Curious your reason for recently selling Mail when it shows up #1 on the current list.

Marsh_Gerda said...

I had bought MAIL as a dividend play. They announced in the last earnings call that they were going to stop the dividend and try to aggressively grow the company. I was not comfortable holding with that change in strategy. But if they are successful, the stock could easily double in a year as growth + value will catch a lot of eyes.