Saturday, December 18, 2010

Top 200 December 18th 2010

Here is this week's top 200 per my calculations. I will note that the official list has been relatively stagnant the past few weeks. There was one new interesting stock (to me) in my top 200 this week: LTXC, a company that recently had blow-out earnings. CLCT is also very interesting at the bottom with an 8% yield. I also am tempted by SGU, a MLP that I ALMOST bought at about $1.00 cheaper than current $5.51 price. Finally, IDCC is very tempting, despite a huge run-up, they are still cheap by all metrics.

Ticker Rank Date Stock Price Market Cap Earnings Yield ROIC Yahoo Yield
BDSI 1 12/17 2.71 65 74% 1295% 0.0%
MAIL 2 12/17 6.68 65 30% 1128% 19.3%
CCME 3 12/17 16.32 627 29% 769% 0.0%
ELNK 4 12/17 8.98 983 31% 602% 6.9%
UEPS 5 12/17 12.13 551 28% 632% 0.0%
PDLI 6 12/17 6.31 1,087 21% 310885% 15.9%
IPXL 7 12/17 20.60 1,349 45% 300% 0.0%
ARIA 8 12/17 4.57 506 19% 1228% 0.0%
SOLR 9 12/17 8.40 1,267 20% 703% 0.0%
GAME 10 12/17 6.29 1,792 19% 1033% 0.0%
ESI 11 12/17 62.72 2,070 28% 306% 0.0%
IDCC 12 12/17 39.09 1,743 17% 2691% 0.0%
BPI 13 12/17 17.75 1,053 23% 338% 0.0%
TNAV 14 12/17 7.27 327 38% 217% 0.0%
AGX 15 12/17 8.91 122 18% 567% 0.0%
CEU 16 12/17 2.52 79 1321% 187% 0.0%
MRX 17 12/17 28.07 1,816 17% 893% 0.8%
OSK 18 12/17 34.42 3,142 34% 206% 0.0%
FRX 19 12/17 32.71 9,404 22% 260% 0.0%
SCEI 20 12/17 6.61 124 31% 206% 0.0%
APOL 21 12/17 38.48 5,708 26% 227% 0.0%
PRSC 22 12/17 16.87 224 18% 380% 0.0%
USMO 23 12/17 18.06 404 22% 219% 10.8%
HRB 24 12/17 12.99 3,985 18% 283% 4.6%
AMED 25 12/17 27.50 784 25% 186% 0.0%
UIS 26 12/17 25.58 1,107 25% 166% 0.0%
CNET 27 12/17 3.60 75 25% 142% 0.0%
CYOU 28 12/17 28.18 1,497 15% 352% 0.0%
ASGR 29 12/17 14.60 130 18% 202% 1.6%
TTT 30 12/17 8.23 265 35% 117% 27.2%
PPD 31 12/17 63.15 623 17% 227% 0.0%
DJCO 32 12/17 70.50 97 26% 121% 0.0%
CRME 33 12/17 5.78 357 18% 207% 0.0%
NEWN 34 12/17 7.50 95 20% 152% 0.0%
LO 35 12/17 82.39 12,485 13% 707% 5.1%
CMM 36 12/17 3.48 91 40% 99% 0.0%
DLX 37 12/17 21.76 1,118 15% 240% 4.6%
GA 38 12/17 6.88 1,606 13% 476% 2.7%
CBST 39 12/17 21.77 1,519 16% 212% 0.0%
CNXT 40 12/17 1.62 133 17% 184% 0.0%
SNDK 41 12/17 48.87 11,764 14% 320% 0.0%
CECO 42 12/17 19.53 1,559 26% 110% 0.0%
AFAM 43 12/17 37.32 349 17% 178% 0.0%
CSKI 44 12/17 7.07 119 91% 89% 0.0%
RTN 45 12/17 45.17 16,916 17% 147% 3.2%
CSGS 46 12/17 18.96 619 18% 139% 0.0%
VPHM 47 12/17 17.98 1,620 15% 225% 0.0%
SUPG 48 12/17 2.89 174 14% 252% 0.0%
AZN 49 12/17 46.38 67,065 19% 113% 4.9%
CMTL 50 12/17 27.73 936 24% 97% 0.9%
MPAA 51 12/17 12.24 149 15% 198% 0.0%
INSP 52 12/17 8.12 292 16% 157% 0.0%
TSRA 53 12/17 20.60 1,040 15% 182% 0.0%
LIWA 54 12/17 11.44 343 18% 117% 0.0%
SPNS 55 12/17 2.43 56 12% 656% 0.0%
ARO 56 12/17 25.69 2,387 19% 110% 0.0%
ZSTN 57 12/17 7.10 83 48% 80% 0.0%
NEP 58 12/17 5.31 166 48% 79% 0.0%
UTA 59 12/17 6.21 127 42% 79% 0.0%
MSFT 60 12/17 27.90 242,612 12% 345% 2.0%
COCO 61 12/17 4.46 393 43% 78% 0.0%
GME 62 12/17 21.67 3,321 19% 99% 0.0%
LOV 63 12/17 3.00 62 13% 286% 0.0%
TNDM 64 12/17 15.02 503 20% 93% 0.0%
UNTD 65 12/17 6.95 605 14% 194% 5.8%
SNTS 66 12/17 2.97 174 11% 2044% 0.0%
NOK 67 12/17 9.93 36,859 14% 170% 5.7%
DELL 68 12/17 13.64 26,584 14% 170% 0.0%
KLIC 69 12/17 7.46 531 34% 76% 0.0%
AOL 70 12/17 24.49 2,628 22% 86% 0.0%
LPS 71 12/17 30.47 2,824 14% 173% 1.3%
CEPH 72 12/17 65.24 5,204 18% 98% 0.0%
EGY 73 12/17 6.98 399 24% 79% 0.0%
RIMG 74 12/17 15.98 154 22% 80% 0.0%
VECO 75 12/17 40.51 1,712 15% 130% 0.0%
MFW 76 12/17 22.30 435 14% 145% 0.0%
LINC 77 12/17 15.54 388 28% 73% 1.7%
EME 78 12/17 29.51 1,959 15% 120% 0.0%
MHP 79 12/17 36.30 11,227 12% 258% 2.6%
LHCG 80 12/17 28.08 512 16% 103% 0.0%
DGW 81 12/17 12.60 310 30% 71% 0.0%
BSPM 82 12/17 2.94 81 29% 71% 0.0%
NVMI 83 12/17 7.36 195 12% 228% 0.0%
GILD 84 12/17 37.19 31,508 13% 170% 0.0%
CHKE 85 12/17 19.36 173 11% 625% 7.8%
CNU 86 12/17 4.83 300 14% 133% 0.0%
KIRK 87 12/17 12.79 262 25% 72% 0.0%
AHCI 88 12/17 2.59 114 19% 80% 0.0%
TER 89 12/17 13.87 3,182 14% 112% 0.0%
MSPD 90 12/17 5.68 204 15% 106% 0.0%
DV 91 12/17 46.04 3,299 14% 111% 0.5%
LTXC 92 12/17 7.50 374 16% 91% 0.0%
DRWI 93 12/17 8.57 314 17% 84% 0.0%
GLPW 94 12/17 21.60 354 13% 122% 0.0%
LMT 95 12/17 70.07 25,498 15% 96% 3.8%
SNDA 96 12/17 39.28 2,308 12% 164% 0.0%
NATH 97 12/17 16.55 94 13% 129% 0.0%
MA 98 12/17 221.26 28,985 10% 615% 0.3%
SGU 99 12/17 5.51 373 13% 118% 5.5%
RGR 100 12/17 15.71 303 18% 75% 2.2%
STX 101 12/17 14.70 7,159 25% 65% 0.0%
UG 102 12/17 13.43 62 12% 177% 4.7%
CBPO 103 12/17 16.00 425 15% 90% 0.0%
NSR 104 12/17 26.31 2,000 12% 200% 0.0%
CHOP 105 12/17 5.97 289 26% 64% 0.0%
WDC 106 12/17 32.97 7,715 28% 63% 0.0%
RAI 107 12/17 32.46 18,989 11% 250% 5.7%
SCLN 108 12/17 3.75 184 16% 84% 0.0%
WSTG 109 12/17 11.67 53 15% 87% 5.4%
CSFS 110 12/17 14.40 252 12% 140% 1.3%
EK 111 12/17 5.53 1,485 49% 57% 0.0%
INTC 112 12/17 21.46 122,193 15% 88% 3.0%
PRM 113 12/17 4.79 213 11% 219% 5.6%
PWER 114 12/17 10.96 1,580 13% 106% 0.0%
RIGL 115 12/17 7.91 417 12% 156% 0.0%
TPI 116 12/17 2.74 82 29% 58% 0.9%
CHBT 117 12/17 14.16 345 19% 67% 0.0%
PWRD 118 12/17 23.05 1,217 14% 88% 0.0%
HRS 119 12/17 46.40 5,925 15% 86% 2.0%
V 120 12/17 66.90 48,904 10% 336% 0.8%
MANT 121 12/17 39.35 1,434 14% 92% 0.0%
ZLCS 122 12/17 1.43 127 12% 145% 0.0%
GXDX 123 12/17 19.93 362 19% 66% 0.0%
SAI 124 12/17 15.70 5,652 15% 82% 0.0%
RIMM 125 12/17 60.20 32,892 13% 109% 0.0%
VG 126 12/17 2.37 503 13% 111% 0.0%
CBEH 127 12/17 7.80 338 19% 64% 0.0%
TOD 128 12/17 20.35 118 28% 57% 1.5%
IOSP 129 12/17 21.80 545 18% 66% 0.0%
CRTX 130 12/17 5.91 154 10% 699% 0.0%
IVAC 131 12/17 14.71 337 16% 73% 0.0%
LXK 132 12/17 34.93 2,784 22% 59% 0.0%
CUB 133 12/17 49.35 1,319 11% 203% 0.4%
FLL 134 12/17 3.60 65 16% 74% 0.0%
CELM 135 12/17 4.49 94 30% 55% 0.0%
PETS 136 12/17 18.45 420 11% 209% 2.5%
GFRE 137 12/17 10.07 350 23% 57% 0.0%
VALU 138 12/17 15.49 155 10% 365% 2.6%
FSYS 139 12/17 30.62 541 19% 61% 0.0%
GRMN 140 12/17 31.76 6,203 15% 73% 4.8%
MEDQ 141 12/17 8.99 338 11% 187% 52.2%
MSN 142 12/17 1.92 52 36% 53% 0.0%
MCK 143 12/17 68.81 18,028 12% 121% 1.0%
ISSI 144 12/17 8.16 226 29% 53% 0.0%
GPS 145 12/17 21.19 13,265 17% 66% 1.8%
APAC 146 12/17 5.95 326 14% 85% 0.0%
ARRS 147 12/17 10.88 1,389 15% 70% 0.0%
UFPT 148 12/17 12.06 82 21% 56% 0.0%
CSCO 149 12/17 19.55 110,946 10% 237% 0.0%
SPU 150 12/17 4.10 96 49% 50% 0.0%
NUS 151 12/17 30.76 1,971 11% 167% 1.6%
NTES 152 12/17 36.36 4,747 10% 340% 0.0%
MD 153 12/17 67.19 3,190 10% 695% 0.0%
HITK 154 12/17 24.53 320 18% 59% 0.0%
ROST 155 12/17 62.96 7,493 13% 91% 1.0%
AOSL 156 12/17 13.46 318 17% 64% 0.0%
PBH 157 12/17 11.96 600 10% 227% 0.0%
LLY 158 12/17 35.01 38,693 17% 64% 5.6%
BKE 159 12/17 37.88 1,777 12% 91% 2.0%
EDS 160 12/17 8.69 243 40% 50% 0.0%
NSM 161 12/17 13.80 3,378 14% 76% 2.6%
ENDP 162 12/17 34.81 4,059 10% 211% 0.0%
REV 163 12/17 9.66 505 11% 114% 1.7%
WU 164 12/17 18.28 12,089 10% 689% 1.4%
ABC 165 12/17 33.18 9,417 11% 152% 1.0%
GD 166 12/17 70.28 26,885 14% 78% 2.3%
CVVT 167 12/17 10.64 375 18% 58% 0.0%
CPY 168 12/17 30.48 223 12% 101% 3.0%
EDMC 169 12/17 14.02 2,004 14% 71% 0.0%
DRCO 170 12/17 13.74 138 15% 69% 0.0%
BR 171 12/17 21.90 2,838 11% 130% 2.6%
TJX 172 12/17 43.44 17,508 14% 74% 1.3%
MO 173 12/17 24.99 51,979 10% 265% 5.7%
DM 174 12/17 14.14 429 10% 268% 0.0%
HPQ 175 12/17 41.96 96,382 12% 95% 0.8%
CPLA 176 12/17 62.00 1,042 10% 202% 0.0%
TWX 177 12/17 31.51 35,858 11% 120% 2.7%
CATO 178 12/17 28.02 812 14% 67% 2.6%
CEL 179 12/17 32.48 3,225 13% 80% 11.1%
XRTX 180 12/17 15.28 478 29% 48% 0.0%
TRLG 181 12/17 23.86 591 16% 61% 0.0%
STRA 182 12/17 158.18 2,144 10% 202% 2.1%
LLL 183 12/17 70.44 8,079 15% 63% 2.3%
LRCX 184 12/17 51.85 6,492 11% 99% 0.0%
CHRM 185 12/17 9.83 384 13% 74% 0.0%
QKLS 186 12/17 3.32 128 16% 57% 0.0%
WTW 187 12/17 37.00 2,786 9% 1205% 1.9%
NAUH 188 12/17 6.71 182 11% 97% 0.8%
PTNR 189 12/17 20.27 3,157 12% 83% 22.5%
GCI 190 12/17 15.48 3,744 17% 55% 1.0%
MDP 191 12/17 35.46 1,622 11% 112% 2.6%
DGX 192 12/17 54.22 9,451 11% 112% 0.7%
RST 193 12/17 20.81 426 10% 159% 0.0%
CLCT 194 12/17 14.30 110 9% 583% 8.3%
STV 195 12/17 9.21 541 10% 182% 0.0%
NOC 196 12/17 64.12 19,082 14% 63% 2.9%
DISH 197 12/17 17.97 8,021 14% 62% 0.0%
MKSI 198 12/17 24.15 1,232 19% 50% 0.0%
BIIB 199 12/17 68.14 16,511 11% 86% 0.0%
HGSH 200 12/17 3.28 148 14% 61% 0.0%

2 comments:

susanne saltzman said...

Hi marsh..I am new to MFI..can I ask you for some advice??

Marsh_Gerda said...

Susanne - you are welcome to ask me for advice. Just post notes here.

MG