Top 200 + Some Changes

Loyal readers will notice a few changes to my blog this weekend.

• I have added an RSS feed, so you'll know when I have written a post.
• I have added three google docs (on the left bar) that should allow you to track key portfolios.

1. My actual portfolio
2. My mechanical top 30
3. My mechanical top 50

I will do my best to keep everything up-to-date. I have not added my monthly tracking portfolios as it is a very large and complex file.

Finally, here is my current top 200:

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield
SNTA	1	11/6	3.55	143	87%	3076%	0.0%
BDSI	2	11/6	3.59	86	56%	1186%	0.0%
SNTS	3	11/6	3.34	204	27%	4769%	0.0%
ARIA	4	11/6	3.76	436	28%	1068%	0.0%
MAIL	5	10/28	6.12	60	36%	631%	19.6%
SFUN	6	10/29	77.19	260	25%	790%	0.0%
JGBO	7	11/6	6.80	102	538%	363%	0.0%
PDLI	8	11/6	5.62	974	20%	259717%	39.2%
UEPS	9	11/6	12.25	558	27%	426%	0.0%
IPXL	10	11/6	18.85	1,234	51%	300%	0.0%
BPI	11	11/6	15.09	895	27%	338%	0.0%
ESI	12	10/28	60.00	1,981	29%	306%	0.0%
SOLR	13	11/6	8.84	1,333	19%	700%	0.0%
APOL	14	10/28	35.73	5,300	28%	227%	0.0%
TNAV	15	10/29	6.88	283	40%	209%	0.0%
OSK	16	10/29	30.10	2,747	35%	215%	0.0%
GAME	17	11/6	6.30	1,797	16%	1050%	0.0%
TTT	18	11/6	7.98	242	29%	200%	28.5%
CCME	19	11/6	19.61	703	17%	521%	0.0%
PRSC	20	11/6	17.57	233	18%	380%	0.0%
CRME	21	11/6	4.80	296	15%	1681%	0.0%
SNDK	22	10/29	41.31	9,944	17%	399%	0.0%
USMO	23	10/29	17.43	390	21%	225%	5.8%
CEU	24	11/6	5.37	168	19%	271%	0.0%
ZLCS	25	11/6	1.34	119	22%	211%	0.0%
HRB	26	11/6	12.22	3,907	19%	272%	5.1%
AMED	27	10/28	27.22	776	25%	186%	0.0%
UIS	28	10/29	24.20	1,048	26%	166%	0.0%
DVOX	29	11/6	5.69	53	28%	158%	0.0%
PPD	30	10/29	61.99	612	17%	227%	0.0%
AGX	31	10/28	9.93	136	14%	598%	0.0%
SNDA	32	11/6	40.12	2,452	16%	264%	0.0%
SUPG	33	10/29	2.74	165	16%	252%	0.0%
SCEI	34	10/29	8.00	154	19%	170%	0.0%
TRMS	35	10/29	2.66	59	22%	145%	0.0%
INSP	36	11/6	7.70	277	20%	157%	0.0%
VPHM	37	10/29	16.78	1,512	16%	225%	0.0%
CBP	38	10/28	2.46	93	28%	115%	0.0%
DJCO	39	10/28	73.68	102	24%	121%	0.0%
CSKI	40	11/6	9.69	163	50%	110%	0.0%
ARO	41	11/6	24.70	2,336	20%	135%	0.0%
CECO	42	11/6	17.49	1,396	29%	110%	0.0%
LO	43	10/28	88.92	13,475	12%	707%	4.6%
CBST	44	10/29	23.44	1,636	14%	212%	0.0%
CYOU	45	10/28	31.95	1,698	13%	352%	0.0%
CNXT	46	10/28	1.46	119	17%	144%	0.0%
AFAM	47	10/28	35.60	333	16%	154%	0.0%
FLL	48	11/6	3.63	65	20%	111%	0.0%
CNET	49	10/28	4.15	86	18%	123%	0.0%
RTN	50	10/29	48.15	18,032	16%	147%	3.0%
TSRA	51	10/29	21.20	1,070	14%	182%	0.0%
KIRK	52	11/6	13.19	272	26%	95%	0.0%
CHOP	53	11/6	6.30	296	27%	92%	0.0%
LPS	54	10/28	30.72	2,916	14%	194%	1.3%
ASGR	55	10/28	16.85	150	14%	192%	1.4%
AZN	56	10/28	50.10	73,046	17%	121%	4.8%
LOV	57	10/28	3.00	62	12%	307%	0.0%
TNDM	58	11/6	14.72	493	20%	99%	0.0%
ZSTN	59	11/6	7.77	91	41%	80%	0.0%
CBPO	60	11/6	10.19	271	23%	91%	0.0%
TER	61	10/29	11.86	2,721	17%	112%	0.0%
EME	62	11/6	27.35	1,816	16%	120%	0.0%
VALU	63	11/6	14.90	149	12%	363%	2.7%
CNU	64	10/28	4.70	290	14%	146%	0.0%
DLX	65	10/28	22.25	1,143	13%	214%	4.6%
GTIV	66	11/6	25.04	767	16%	119%	0.0%
DGW	67	11/6	13.29	328	36%	76%	0.0%
NEWN	68	10/28	7.64	96	15%	123%	0.0%
NEP	69	11/6	7.20	224	30%	76%	0.0%
MFW	70	11/6	26.88	521	14%	138%	0.0%
AOL	71	11/6	24.92	2,674	21%	86%	0.0%
NOK	72	10/29	10.77	39,976	13%	170%	5.2%
GME	73	11/6	19.99	3,082	20%	88%	0.0%
JCG	74	11/6	34.01	2,242	14%	124%	0.0%
CMTL	75	11/6	31.50	1,073	18%	97%	0.8%
LHCG	76	11/3	27.20	496	17%	103%	0.0%
CHKE	77	11/6	19.90	176	11%	592%	8.4%
SPNS	78	10/29	2.50	57	11%	654%	0.0%
CNGL	79	11/6	2.79	103	38%	72%	0.0%
DRWI	80	10/28	7.69	282	20%	84%	0.0%
GA	81	11/6	7.03	1,646	11%	484%	2.6%
EGY	82	11/6	6.71	383	22%	75%	0.0%
MSFT	83	10/28	26.85	236,844	11%	317%	1.9%
VECO	84	10/29	44.00	1,859	13%	130%	0.0%
PETS	85	10/29	16.86	383	12%	209%	2.6%
GMAN	86	11/6	10.85	203	15%	104%	0.0%
BR	87	11/6	21.51	2,788	13%	148%	2.5%
UTA	88	11/6	6.26	112	40%	67%	0.0%
PBH	89	11/6	11.18	561	11%	7141%	0.0%
CPLA	90	10/28	54.61	918	12%	202%	0.0%
MSN	91	11/6	2.00	54	38%	66%	0.0%
STRA	92	10/29	135.57	1,838	12%	202%	2.3%
CELM	93	11/6	5.65	118	22%	73%	0.0%
AOSL	94	10/28	11.68	258	23%	71%	0.0%
STV	95	11/6	6.96	409	13%	123%	0.0%
MPAA	96	11/6	11.27	138	14%	105%	0.0%
DV	97	10/28	47.37	3,394	14%	111%	0.4%
IVAC	98	11/3	12.67	290	21%	73%	0.0%
RIMM	99	10/29	55.66	30,412	14%	109%	0.0%
KLIC	100	11/6	6.61	495	24%	69%	0.0%
CHBT	101	11/6	13.61	333	19%	73%	0.0%
DFZ	102	11/6	10.66	119	19%	73%	2.1%
NATH	103	11/6	16.26	93	14%	107%	0.0%
MRX	104	11/6	28.77	1,861	17%	79%	0.7%
LIWA	105	11/6	12.00	352	15%	93%	0.0%
RGR	106	10/29	15.96	308	18%	75%	2.2%
CEPH	107	10/28	66.11	5,322	15%	88%	0.0%
BAX	108	10/28	51.52	30,242	11%	295%	2.3%
LMT	109	10/28	73.27	26,663	14%	96%	3.5%
AHCI	110	11/6	3.07	139	14%	93%	0.0%
INTC	111	10/29	21.24	120,941	15%	88%	3.0%
MHP	112	10/29	39.31	12,158	11%	258%	2.4%
STX	113	10/29	15.32	7,461	24%	65%	0.0%
WDC	114	10/29	34.76	8,134	26%	64%	0.0%
GXDX	115	11/6	18.22	331	22%	66%	0.0%
IOSP	116	11/6	19.25	481	21%	66%	0.0%
SPA	117	11/6	7.52	75	20%	67%	0.0%
DM	118	11/6	12.56	381	11%	268%	0.0%
HRS	119	10/29	47.33	6,044	14%	86%	1.9%
RAI	120	10/29	66.80	19,539	11%	250%	5.4%
MCK	121	10/28	66.30	17,371	12%	121%	0.9%
ARRS	122	10/28	10.13	1,293	17%	70%	0.0%
BSPM	123	10/28	3.19	89	23%	61%	0.0%
MSPD	124	11/3	6.40	230	13%	105%	0.0%
RIGL	125	11/4	8.10	427	11%	156%	0.0%
ABC	126	11/6	31.68	8,991	11%	153%	1.0%
REV	127	10/29	10.78	564	12%	129%	1.5%
TRLG	128	11/6	19.00	470	21%	61%	0.0%
TPI	129	11/6	3.49	107	18%	66%	0.7%
GRMN	130	11/6	31.17	6,088	15%	73%	7.1%
CPY	131	11/6	27.95	205	13%	101%	2.9%
MANT	132	10/28	41.60	1,516	13%	92%	0.0%
DELL	133	11/6	14.46	28,342	11%	148%	0.0%
BKE	134	11/6	33.86	1,593	13%	85%	2.4%
CRI	135	10/28	28.05	1,677	15%	74%	0.0%
NSR	136	10/29	26.90	2,050	11%	189%	0.0%
CSGS	137	10/28	20.20	659	12%	104%	0.0%
UFPT	138	11/6	11.44	78	22%	56%	0.0%
WTW	139	11/6	34.66	2,666	10%	1250%	2.1%
KBR	140	10/28	27.08	4,360	13%	87%	0.8%
RST	141	11/6	23.94	508	11%	225%	0.0%
SAI	142	11/6	16.12	5,884	14%	77%	0.0%
CSFS	143	11/6	15.70	275	11%	140%	0.6%
CMFO	144	11/6	6.66	176	16%	67%	0.0%
JCOM	145	11/6	28.20	1,295	10%	912%	0.0%
ISSI	146	10/28	7.68	213	33%	53%	0.0%
LXK	147	10/28	39.19	3,123	19%	59%	0.0%
UG	148	10/29	13.15	63	11%	179%	4.8%
HWG	149	11/6	28.76	44	82%	51%	0.0%
WU	150	10/29	18.24	12,062	10%	689%	1.3%
CDCS	151	11/6	7.02	200	10%	372%	0.0%
SPU	152	11/6	5.64	121	25%	53%	0.0%
VSEC	153	10/29	33.89	176	23%	54%	0.6%
LLY	154	10/29	35.72	39,478	16%	64%	5.5%
PZZ	155	10/29	8.44	195	14%	73%	0.0%
PVSW	156	10/29	5.05	82	10%	362%	0.0%
HITK	157	11/6	22.48	291	19%	57%	0.0%
BLUD	158	10/28	17.89	1,262	12%	93%	0.0%
CBEH	159	11/6	9.19	398	16%	64%	0.0%
BIIB	160	10/28	62.78	15,212	12%	86%	0.0%
GCI	161	10/29	12.46	3,014	19%	55%	1.3%
APEI	162	11/6	26.75	509	11%	149%	0.0%
MYGN	163	11/6	20.71	1,962	9%	599%	0.0%
FSYS	164	11/6	36.47	645	16%	61%	0.0%
CA	165	10/28	23.46	11,918	10%	282%	0.7%
TWX	166	11/6	31.34	35,665	11%	120%	2.6%
HPQ	167	11/6	43.72	103,879	11%	109%	0.7%
FCN	168	11/6	33.76	1,626	12%	93%	0.0%
DNB	169	10/29	76.94	3,855	9%	845%	1.8%
NUS	170	11/6	32.09	2,056	10%	167%	1.5%
PSDV	171	11/6	5.98	115	9%	21142%	0.0%
CNTF	172	10/28	4.02	225	36%	47%	0.0%
CRWN	173	10/28	2.70	298	10%	287%	0.0%
CGC	174	11/6	4.53	226	14%	66%	0.0%
DGX	175	10/28	52.02	9,068	11%	112%	0.8%
NPK	176	10/29	114.38	785	15%	60%	7.1%
GPX	177	11/6	9.53	178	12%	95%	0.0%
XRTX	178	10/29	16.59	519	26%	48%	0.0%
MKSI	179	10/28	21.70	1,107	22%	50%	0.0%
TJX	180	11/6	47.09	19,295	12%	80%	1.2%
CPE	181	11/6	5.74	170	24%	49%	0.0%
DPZ	182	10/28	15.15	919	10%	231%	0.0%
AFCE	183	11/6	13.06	333	10%	192%	0.0%
MDP	184	10/28	34.82	1,593	11%	112%	2.7%
NOC	185	10/29	65.34	19,445	14%	63%	2.8%
GIB	186	11/6	15.41	4,472	11%	123%	0.0%
CUB	187	11/6	45.69	1,222	11%	116%	0.4%
SCSS	188	10/29	8.79	486	10%	147%	0.0%
SGU	189	10/29	4.91	341	16%	56%	6.0%
LLL	190	10/28	73.90	8,609	14%	61%	2.1%
CATO	191	11/6	29.10	843	13%	66%	2.5%
GFRE	192	11/6	9.37	326	20%	49%	0.0%
APAC	193	11/6	6.46	354	12%	80%	0.0%
DOX	194	11/6	26.97	5,299	10%	159%	0.0%
TMH	195	11/6	13.58	879	10%	150%	0.0%
TKLC	196	11/6	13.60	938	12%	79%	0.0%
KCI	197	10/28	39.91	2,861	12%	72%	0.0%
TXN	198	10/29	31.47	37,638	12%	75%	1.6%
PRX	199	11/6	37.15	1,326	12%	74%	0.0%
BORN	200	11/6	14.77	380	14%	56%	0.0%