Top 200 January 29 2011

Another week, another top 200. It was a week that ended a bit rocky. Watching the news all weekend on Egypt has made me more nervous as well. My MFI portfolio was generally crushed on Friday and I went from up over 3% Y-T-D to essentially break-even.

Without further adieu, here is the top 200 this week:

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield
BDSI	1	1/29	3.28	79	61%	1295%	0.0%
PDLI	2	1/29	4.93	849	25%	310885%	19.8%
MAIL	3	1/29	6.98	68	28%	1128%	12.4%
ELNK	4	1/29	8.51	932	33%	602%	7.2%
UEPS	5	1/29	11.46	520	30%	632%	0.0%
GAME	6	1/29	5.92	1,687	20%	1033%	0.0%
CCME	7	1/29	20.86	802	21%	769%	0.0%
IPXL	8	1/29	23.39	1,531	38%	300%	0.0%
MRX	9	1/29	24.99	1,617	20%	893%	0.9%
ESI	10	1/29	65.51	2,032	29%	310%	0.0%
PRSC	11	1/29	14.24	189	20%	380%	0.0%
BPI	12	1/29	18.45	1,095	22%	338%	0.0%
TSRA	13	1/29	17.11	872	26%	248%	0.0%
AGX	14	1/29	9.00	123	18%	567%	0.0%
OSK	15	1/29	37.39	3,413	32%	206%	0.0%
SCEI	16	1/29	6.59	124	31%	206%	0.0%
APOL	17	1/29	41.02	6,016	26%	221%	0.0%
USMO	18	1/29	16.86	377	24%	219%	11.4%
HRB	19	1/29	12.50	3,835	19%	283%	4.6%
LO	20	1/29	74.65	11,312	15%	707%	5.7%
SOLR	21	1/29	10.88	1,641	15%	703%	0.0%
GPRC	22	1/29	3.01	60	23%	202%	0.0%
ARIA	23	1/29	6.31	699	14%	1228%	0.0%
UIS	24	1/29	27.65	1,197	24%	166%	0.0%
IDCC	25	1/29	47.29	2,109	14%	2691%	0.0%
STV	26	1/29	6.57	386	22%	182%	0.0%
PPD	27	1/29	60.26	595	18%	227%	0.0%
NEWN	28	1/29	6.57	83	24%	152%	0.0%
AMED	29	1/29	35.35	1,007	20%	186%	0.0%
TTT	30	1/29	7.49	241	43%	117%	30.0%
VPHM	31	1/29	16.50	1,486	16%	225%	0.0%
AFAM	32	1/29	34.81	325	18%	178%	0.0%
CNET	33	1/29	4.10	86	21%	142%	0.0%
SNDK	34	1/29	46.80	11,280	14%	298%	0.0%
DJCO	35	1/29	72.00	99	26%	117%	0.0%
GA	36	1/29	7.03	1,641	13%	476%	2.6%
DLX	37	1/29	24.24	1,244	15%	243%	3.9%
ASGR	38	1/29	16.83	150	16%	202%	1.4%
CRME	39	1/29	6.64	410	15%	207%	0.0%
CYOU	40	1/29	31.55	1,676	13%	352%	0.0%
CSKI	41	1/29	5.55	93	200%	89%	0.0%
CSGS	42	1/29	19.26	628	17%	139%	0.0%
LIWA	43	1/29	10.66	319	20%	117%	0.0%
CECO	44	1/29	22.62	1,806	22%	110%	0.0%
CNU	45	1/29	4.00	248	17%	133%	0.0%
CNXT	46	1/29	2.05	169	15%	184%	0.0%
CHKE	47	1/29	18.15	162	12%	625%	8.3%
MSFT	48	1/29	27.75	237,826	13%	338%	1.9%
DELL	49	1/29	13.15	25,629	15%	170%	0.0%
INSP	50	1/29	8.19	295	15%	157%	0.0%
CMTL	51	1/29	28.12	950	24%	97%	1.7%
DVOX	52	1/29	5.39	51	22%	106%	0.0%
RIGL	53	1/29	6.82	360	15%	156%	0.0%
ARO	54	1/29	24.34	2,262	20%	110%	0.0%
BAX	55	1/29	48.60	28,480	12%	490%	2.4%
CBP	56	1/29	1.82	73	39%	83%	0.0%
STRA	57	1/29	119.10	1,615	14%	202%	2.7%
AZN	58	1/29	48.26	69,784	19%	113%	5.0%
ZSTN	59	1/30	5.70	66	72%	80%	0.0%
LOV	60	1/29	3.04	63	12%	286%	0.0%
SUPG	61	1/29	3.02	182	13%	252%	0.0%
PETS	62	1/29	14.91	338	14%	197%	2.9%
RIMG	63	1/29	14.15	136	36%	80%	0.0%
NEP	64	1/29	5.32	167	48%	79%	0.0%
UNTD	65	1/29	7.08	616	13%	194%	5.4%
CEPH	66	1/29	58.33	4,653	20%	98%	0.0%
TER	67	1/29	16.23	3,571	14%	164%	0.0%
COCO	68	1/29	5.44	479	37%	78%	0.0%
LPS	69	1/29	31.75	2,943	14%	173%	1.3%
GME	70	1/29	20.98	3,216	19%	99%	0.0%
UTA	71	1/29	7.40	151	31%	79%	0.0%
AOL	72	1/29	23.82	2,556	22%	86%	0.0%
XNY	73	1/30	5.80	336	13%	183%	0.0%
TNDM	74	1/29	15.08	505	19%	93%	0.0%
MPAA	75	1/29	14.33	175	13%	198%	0.0%
MFW	76	1/29	23.96	467	14%	145%	0.0%
RTN	77	1/29	49.48	18,110	14%	148%	2.9%
RLRN	78	1/29	10.64	312	11%	486%	18.8%
EGY	79	1/29	7.14	408	23%	79%	0.0%
KLIC	80	1/29	9.41	670	26%	76%	0.0%
LHCG	81	1/29	27.56	502	16%	103%	0.0%
DGW	82	1/29	10.81	266	42%	71%	0.0%
EME	83	1/29	29.45	1,955	15%	120%	0.0%
LINC	84	1/29	15.19	380	29%	73%	1.6%
BSPM	85	1/29	2.51	69	36%	71%	0.0%
SNTS	86	1/29	3.14	184	10%	2044%	0.0%
MHP	87	1/29	38.27	11,837	11%	258%	2.4%
AHCI	88	1/29	2.49	109	20%	80%	0.0%
VECO	89	1/29	43.24	1,827	13%	130%	0.0%
RAI	90	1/29	31.81	18,609	11%	250%	5.7%
RIMM	91	1/29	60.15	31,543	15%	105%	0.0%
NATH	92	1/29	16.40	93	13%	129%	0.0%
MDP	93	1/29	33.29	1,528	13%	126%	2.7%
KIRK	94	1/29	13.48	277	23%	72%	0.0%
DV	95	1/29	51.69	3,661	14%	113%	0.4%
PWER	96	1/29	10.39	1,498	14%	106%	0.0%
SNDA	97	1/29	39.73	2,334	12%	164%	0.0%
MSPD	98	1/29	7.03	231	13%	118%	0.0%
SGU	99	1/29	5.44	368	13%	118%	5.4%
JCOM	100	1/29	26.89	1,235	10%	912%	0.0%
CBEH	101	1/29	6.04	262	27%	64%	0.0%
CRTX	102	1/29	5.80	151	10%	699%	0.0%
RGR	103	1/29	14.85	286	19%	75%	2.1%
INTC	104	1/29	21.46	122,279	16%	86%	2.9%
CPY	105	1/29	19.90	146	15%	88%	4.5%
CHOP	106	1/29	5.87	284	26%	64%	0.0%
NSR	107	1/29	26.99	2,052	11%	200%	0.0%
IVAC	108	1/29	12.98	297	20%	73%	0.0%
CPLA	109	1/29	57.20	961	11%	202%	0.0%
GNI	110	1/29	100.82	151	10%	541%	12.1%
CUB	111	1/29	48.57	1,299	11%	203%	0.4%
CBPO	112	1/29	16.21	431	15%	90%	0.0%
PWRD	113	1/29	22.69	1,198	15%	88%	0.0%
RST	114	1/29	19.04	390	11%	159%	0.0%
GD	115	1/29	74.13	28,236	14%	95%	2.2%
TPI	116	1/29	2.66	80	31%	58%	0.0%
IOSP	117	1/29	19.88	497	20%	66%	0.0%
UG	118	1/29	14.11	65	11%	177%	4.4%
PBH	119	1/29	11.13	558	11%	227%	0.0%
GLPW	120	1/29	23.32	382	12%	122%	0.0%
SCLN	121	1/29	3.92	193	15%	84%	0.0%
WSTG	122	1/29	12.13	55	14%	87%	5.0%
APAC	123	1/29	5.57	305	15%	85%	0.0%
CVVT	124	1/29	7.32	258	26%	58%	0.0%
HRS	125	1/29	46.36	5,878	15%	80%	2.0%
MANT	126	1/29	40.06	1,460	14%	92%	0.0%
FSYS	127	1/29	26.23	464	23%	61%	0.0%
PRM	128	1/29	5.15	229	11%	219%	5.3%
ENDP	129	1/29	33.53	3,909	11%	211%	0.0%
MD	130	1/29	66.28	3,147	10%	695%	0.0%
NUS	131	1/29	30.07	1,926	11%	167%	1.6%
BKE	132	1/29	35.59	1,670	13%	91%	2.2%
GFRE	133	1/29	9.48	329	25%	57%	0.0%
GPS	134	1/29	19.20	12,019	19%	66%	2.1%
CATO	135	1/29	24.23	702	18%	67%	2.9%
CHBT	136	1/29	14.93	364	18%	67%	0.0%
CELM	137	1/29	4.41	92	31%	55%	0.0%
SAI	138	1/29	16.40	5,904	14%	82%	0.0%
TOD	139	1/29	22.24	129	24%	57%	1.4%
GRMN	140	1/29	30.81	6,017	16%	73%	4.8%
NOK	141	1/29	10.57	39,246	11%	140%	5.3%
MA	142	1/29	234.87	30,768	10%	615%	0.3%
DM	143	1/29	13.60	412	10%	268%	0.0%
LXK	144	1/29	35.27	2,811	21%	59%	0.0%
LTXC	145	1/29	8.64	431	13%	91%	0.0%
LMT	146	1/29	78.20	28,129	13%	89%	3.3%
MEDQ	147	1/29	9.22	346	11%	187%	51.3%
V	148	1/29	69.46	50,775	10%	336%	0.7%
TRLG	149	1/29	20.22	501	19%	61%	0.0%
MSN	150	1/29	2.10	57	33%	53%	0.0%
HITK	151	1/29	22.95	299	20%	59%	0.0%
CLCT	152	1/29	13.82	107	10%	583%	8.5%
REV	153	1/29	9.85	515	11%	114%	0.0%
DRWI	154	1/29	7.19	260	15%	68%	0.0%
GMAN	155	1/29	14.61	273	13%	85%	0.0%
SPU	156	1/29	4.90	115	37%	50%	0.0%
EDS	157	1/29	8.18	228	45%	50%	0.0%
WDC	158	1/29	33.94	7,976	23%	53%	0.0%
DRCO	159	1/29	13.59	137	15%	69%	0.0%
CEL	160	1/29	31.32	3,110	13%	80%	11.1%
STX	161	1/29	13.80	6,708	21%	55%	0.0%
CA	162	1/29	23.38	11,830	10%	285%	0.7%
ROST	163	1/29	65.46	7,791	12%	91%	1.0%
AOSL	164	1/29	14.06	333	15%	64%	0.0%
SHOO	165	1/29	37.72	1,065	11%	105%	0.0%
VGR	166	1/29	16.01	1,198	10%	264%	9.7%
XRTX	167	1/30	13.15	417	38%	49%	0.0%
NTRI	168	1/29	18.86	519	11%	152%	3.6%
TWX	169	1/29	31.72	36,097	11%	120%	2.6%
NSM	170	1/29	14.81	3,625	13%	76%	2.4%
BIIB	171	1/29	65.08	15,770	12%	86%	0.0%
KLAC	172	1/29	43.69	7,406	12%	84%	1.2%
OIIM	173	1/29	6.60	221	21%	52%	0.0%
WWE	174	1/30	11.97	902	12%	86%	11.9%
MCK	175	1/29	74.15	19,427	11%	121%	0.9%
PTNR	176	1/29	20.04	3,121	12%	83%	21.8%
BR	177	1/29	22.76	2,950	11%	130%	2.5%
QKLS	178	1/29	3.32	128	16%	57%	0.0%
GCI	179	1/29	15.19	3,674	17%	55%	1.1%
PRX	180	1/29	35.50	1,267	13%	74%	0.0%
BKR	181	1/29	30.42	282	15%	58%	0.0%
GPX	182	1/29	9.77	183	11%	95%	0.0%
CRI	183	1/29	27.23	1,607	15%	60%	0.0%
USNA	184	1/29	38.70	629	11%	114%	0.0%
BLC	185	1/29	6.72	696	11%	93%	0.0%
GXDX	186	1/29	24.95	453	14%	66%	0.0%
KMB	187	1/29	64.73	26,591	9%	1674%	4.1%
WSTL	188	1/30	3.16	222	11%	113%	0.0%
TJX	189	1/29	47.71	19,229	12%	74%	1.2%
RSH	190	1/29	15.20	1,871	22%	49%	1.6%
CKXE	191	1/29	3.06	284	13%	72%	0.0%
ARRS	192	1/29	12.35	1,576	13%	70%	0.0%
VCI	193	1/29	30.43	1,582	11%	95%	0.0%
LRCX	194	1/29	49.63	6,193	15%	57%	0.0%
CSCO	195	1/29	20.93	118,778	10%	237%	0.0%
ABC	196	1/29	36.00	10,217	10%	152%	0.9%
HPQ	197	1/29	45.51	104,536	11%	95%	0.7%
WTW	198	1/30	38.65	2,910	9%	1205%	1.8%
AMGN	199	1/29	55.29	52,304	12%	79%	0.0%
WU	200	1/30	19.75	13,061	9%	689%	1.2%

MFI Index

Here is how the MFI Index is faring:

Index	Stock	Start	Last Week	Current	YTD Change	Weekly Change
1	ARO	24.64	25.40	24.34	-1.2%	-4.2%
2	AFAM	38.42	34.82	34.81	-9.4%	0.0%
3	AMED	33.50	31.38	35.35	5.5%	12.7%
4	APOL	39.49	42.35	41.02	3.9%	-3.1%
5	AGX	9.27	9.48	9.00	-2.9%	-5.1%
6	HRB	11.91	13.78	12.50	5.0%	-9.3%
7	CSGS	18.94	18.49	19.26	1.7%	4.2%
8	CRME	6.42	6.55	6.64	3.4%	1.4%
9	CECO	20.73	21.91	22.62	9.1%	3.2%
10	CHKE	18.81	18.14	18.15	-3.5%	0.1%
11	NEP	5.76	5.86	5.32	-7.6%	-9.2%
12	CMTL	27.76	27.03	28.37	2.2%	5.0%
13	CNXT	1.63	2.04	2.05	25.8%	0.5%
14	CNU	4.68	4.49	4.00	-14.5%	-10.9%
15	COCO	5.21	5.04	5.44	4.4%	7.9%
16	CRTX	5.79	5.85	5.80	0.2%	-0.9%
17	CBST	21.40	22.21	22.24	3.9%	0.1%
18	DELL	13.55	13.47	13.15	-3.0%	-2.4%
19	DLX	23.02	23.59	24.24	5.3%	2.8%
20	ELNK	8.60	8.63	8.51	-1.0%	-1.4%
21	FRX	31.98	31.66	31.99	0.0%	1.0%
22	SOLR	9.12	11.68	10.88	19.3%	-6.8%
23	GILD	36.24	38.19	38.21	5.4%	0.1%
24	IPXL	20.11	22.00	23.39	16.3%	6.3%
25	IDCC	41.64	46.98	47.29	13.6%	0.7%
26	LPS	29.52	32.25	31.75	7.6%	-1.6%
27	LINC	15.51	14.70	15.19	-2.1%	3.3%
28	LO	82.06	74.20	74.65	-9.0%	0.6%
29	MFW	23.10	21.44	23.96	3.7%	11.8%
30	MRX	26.79	25.15	24.99	-6.7%	-0.6%
31	MSFT	27.91	28.02	27.75	-0.6%	-1.0%
32	MPAA	13.04	14.84	14.33	9.9%	-3.4%
33	TNDM	14.44	15.45	15.08	4.4%	-2.4%
34	OSK	35.24	36.09	37.39	6.1%	3.6%
35	PDLI	6.23	4.87	4.93	-20.9%	1.2%
36	PWER	10.20	10.74	10.39	1.9%	-3.2%
37	PPD	60.25	60.32	60.26	0.0%	-0.1%
38	PRSC	16.07	16.01	14.24	-11.4%	-11.1%
39	RTN	46.34	52.53	49.86	7.6%	-5.1%
40	SNDK	49.86	49.97	46.80	-6.1%	-6.3%
41	SCEI	6.61	6.43	6.59	-0.3%	2.5%
42	SUPG	2.62	2.95	3.02	15.3%	2.4%
43	TNAV	7.28	7.33	8.95	22.9%	22.1%
44	TER	14.04	13.75	16.23	15.6%	18.0%
45	TSRA	22.15	21.26	17.11	-22.8%	-19.5%
46	USMO	17.77	17.04	16.86	-5.1%	-1.1%
47	UIS	25.89	27.10	27.65	6.8%	2.0%
48	UNTD	6.60	6.98	7.08	7.3%	1.4%
49	VECO	42.96	44.51	43.24	0.7%	-2.9%
50	VPHM	17.32	16.69	16.50	-4.7%	-1.1%
	Totals	11,867	12,117	12,109	2.0%	-0.07%

Here is the chart of the index since January 2010:


Mechanical Update

This mechanical portfolios continue to be extremely stagnant. On the top 30 and top 50 lists, there was not a single stock on either list that has not been there sometime in the past 52 weeks.

Monthly Tracking Portfolios

Every month I create a portfolio of 50 stocks over 100m and hold them hypothetically for a year. Here is how the portfolio of January 22nd 2010 fared:

Stock	Initial Price	End Price	Percent Change
QCOR	5.01	15.64	212.2%
GTLS	17.57	35.73	103.4%
IDCC	25.15	47.29	88.0%
SOLR	6.10	10.88	78.4%
USMO	9.55	16.86	76.5%
ENDP	20.22	33.53	65.8%
EXBD	23.58	38.99	65.4%
DLX	15.11	24.24	60.4%
CBI	21.56	32.61	51.3%
FLR	45.92	68.33	48.8%
CBPO	11.04	16.21	46.8%
PPD	41.21	60.26	46.2%
VCLK	9.63	13.75	42.8%
CF	95.71	133.98	40.0%
RGR	10.70	14.85	38.8%
WTW	28.20	38.65	37.1%
JCOM	19.70	26.89	36.5%
GNI	75.95	100.82	32.7%
RAI	24.87	31.81	27.9%
GHM	17.90	22.48	25.6%
VGR	13.11	16.01	22.1%
EME	24.55	29.45	20.0%
CHKE	15.36	18.15	18.2%
NSR	22.93	26.99	17.7%
FWLT	31.02	36.06	16.2%
ttt	13.47	15.44	14.6%
ELNK	7.59	8.51	12.1%
SNTA	4.42	4.90	10.9%
UNTD	6.44	7.08	9.9%
FIX	11.86	12.75	7.5%
ARO	22.72	24.34	7.1%
PRGX	5.76	6.13	6.4%
GME	20.03	20.98	4.7%
PRIM	8.04	8.31	3.4%
LO	74.42	74.65	0.3%
PDLI	5.10	4.93	-3.3%
RTN	51.41	49.48	-3.8%
TSRA	18.13	17.11	-5.6%
EPAX	11.76	10.96	-6.8%
SAI	18.41	16.40	-10.9%
IMMU	4.34	3.26	-24.9%
UTA	10.25	7.40	-27.8%
VALV	7.51	5.40	-28.1%
APOL	61.19	41.02	-33.0%
CYTK	3.01	1.90	-36.9%
UEPS	18.30	11.46	-37.4%
ONTY	5.13	3.08	-40.0%
XOMA	0.42	0.19	-54.8%
CEU	6.20	2.27	-63.4%
CSKI	18.77	5.55	-70.4%
Overall			19.0%
Russell 3000			20.6%

Here is a listing of every portfolio since January 2006:

Average of Percent Change
Date	Total	IWV
1/6/2006	16.0%	10.9%
2/17/2006	21.2%	14.6%
3/29/2006	13.0%	9.6%
4/7/2006	10.3%	12.1%
5/12/2006	20.4%	18.6%
5/31/2006	29.2%	23.3%
6/30/2006	22.4%	20.0%
7/31/2006	19.7%	17.3%
8/31/2006	13.0%	13.3%
9/28/2006	12.7%	14.6%
10/27/2006	10.3%	12.0%
11/29/2006	-0.3%	4.8%
12/28/2006	-6.9%	3.4%
1/26/2007	-10.2%	-6.6%
2/27/2007	-3.7%	-1.0%
3/26/2007	-9.8%	-5.5%
4/27/2007	-10.9%	-5.0%
5/29/2007	-11.5%	-6.3%
7/3/2007	-30.0%	-15.6%
7/30/2007	-19.9%	-11.5%
8/30/2007	-12.5%	-8.7%
9/27/2007	-19.0%	-18.2%
11/2/2007	-40.4%	-34.3%
11/28/2007	-40.1%	-38.3%
12/28/2007	-36.3%	-40.0%
1/25/2008	-36.4%	-35.9%
2/26/2008	-51.7%	-41.5%
3/24/2008	-40.9%	-36.8%
4/25/2008	-25.6%	-31.0%
5/28/2008	-22.2%	-33.6%
7/2/2008	-11.7%	-25.3%
7/29/2008	-10.5%	-20.9%
8/29/2008	-13.8%	-17.9%
9/26/2008	-4.3%	-10.0%
10/31/2008	18.7%	13.9%
11/26/2008	50.9%	27.7%
12/26/2008	48.9%	32.3%
1/23/2009	59.3%	36.4%
2/27/2009	92.8%	55.6%
3/27/2009	85.8%	48.1%
4/24/2009	69.7%	45.8%
5/29/2009	31.8%	22.8%
6/29/2009	21.3%	24.0%
7/29/2009	19.5%	15.9%
8/28/2009	7.4%	8.8%
9/25/2009	12.6%	12.4%
10/30/2009	22.7%	18.3%
11/27/2009	24.3%	13.6%
12/31/2009	23.7%	18.1%
1/22/2010	19.0%	20.6%
2/26/2010	14.3%	18.9%
3/25/2010	3.6%	12.1%
4/23/2010	-1.6%	6.7%
5/28/2010	13.1%	18.7%
6/29/2010	19.8%	24.7%
7/29/2010	11.9%	17.9%
9/2/2010	20.8%	18.9%
9/24/2010	13.3%	12.7%
10/29/2010	10.2%	8.7%
11/26/2010	7.4%	7.6%
1/3/2011	1.3%	0.2%
Grand Total	7.1%	4.9%
Closed	6.6%	2.9%
Open	10.4%	13.4%

Here is how you would have fared putting $100,000 in evenly over the first 12 months of 2006 (note I have three approaches, all stocks, "new" stocks to my tracking portfolio in past 12 months and stocks with a yield greater than 2.5%):

Total	118,889
Total New	116,768
Total Dividend	201,131
Total Russell 3K	111,433

High Yield Stocks this Month

Date	Stock	Initial Price	Yield
1/28/2011	CHKE	18.15	8.4%
1/28/2011	DLX	24.24	4.1%
1/28/2011	ELNK	8.51	7.3%
1/28/2011	HRB	12.5	4.8%
1/28/2011	LO	74.65	5.7%
1/28/2011	PDLI	4.93	20.3%
1/28/2011	PETS	14.91	3.0%
1/28/2011	RTN	49.48	3.0%
1/28/2011	STRA	119.1	2.7%
1/28/2011	UNTD	7.08	5.6%
1/28/2011	USMO	16.86	11.9%
1/28/2011	VALU	12.99	3.1%

New Stocks this Month

Date	Stock	Initial Price	Mkt Cap	New
1/28/2011	STRA	119.10	1,631	1
1/28/2011	RIGL	6.82	363	1
1/28/2011	AOL	23.82	2,579	1