Monday, January 03, 2011

Top 200 January 3rd 2011

A couple of additional updates. First the Dec 31st 2010 portfolio hit a year. Here are how the stocks fared:

Stock Initial Price End Price Percent Change 52 week low Mkt Cap
QCOR 4.75 15.28 222% 4.23 305
GTLS 16.52 33.00 100% 13.85 470
USMO 9.66 18.09 87% 10.30 249
ENDP 20.52 35.22 72% 19.19 2,406
EXBD 22.49 38.33 70% 19.58 779
RGR 9.49 15.47 63% 9.70 185
IDCC 26.56 42.63 61% 22.30 1,142
CBI 20.22 32.37 60% 16.64 2,003
DLX 14.06 22.30 59% 14.72 757
VCLK 10.12 15.89 57% 8.60 884
SOLR 5.56 8.50 53% 4.90 797
PPD 41.08 62.48 52% 34.00 450
FLR 44.56 64.08 44% 41.20 8,060
CF 90.38 126.59 40% 57.56 4,408
VGR 12.80 17.41 36% 13.55 994
WTW 28.61 37.41 31% 24.39 2,246
CBPO 12.08 15.45 28% 7.50 274
SNTA 5.06 6.27 24% 2.55 172
PDLI 5.33 6.41 20% 4.97 820
CHKE 16.46 19.58 19% 15.68 157
PRIM 7.88 9.26 18% 5.62 259
ttt 13.61 15.92 17% 6.60 412
CBST 18.97 21.70 14% 18.64 1,099
FWLT 29.44 33.55 14% 20.33 3,738
VALV 5.15 5.86 14% 4.90 115
IMMU 3.21 3.64 13% 2.81 241
NSR 23.04 26.10 13% 20.20 1,713
ELNK 7.73 8.63 12% 7.85 889
ARO 22.70 24.82 9% 21.26 2,250
EME 26.90 29.26 9% 22.06 1,773
LO 75.91 82.09 8% 70.24 12,917
FIX 12.12 12.81 6% 9.51 473
ITWO 19.12 19.73 3% N/A 436
UNTD 6.76 6.92 2% 4.75 606
FRX 32.11 32.58 1% 24.17 9,690
PRGX 5.91 5.94 1% 3.60 137
GME 21.94 21.26 -3% 17.12 3,615
GHM 20.60 19.66 -5% 13.09 204
RTN 50.37 44.96 -11% 42.65 19,732
TSRA 23.27 20.64 -11% 14.96 1,157
EPAX 12.98 11.48 -12% 10.18 250
CYTK 2.91 2.18 -25% 2.01 177
ESI 95.96 64.58 -33% 50.00 3,545
UEPS 19.40 12.17 -37% 10.35 880
UTA 10.14 6.19 -39% 3.25 140
AMED 48.60 29.23 -40% 22.82 1,357
CEU 6.12 2.47 -60% - 151
JTX 4.40 1.71 -61% 0.75 127

Since the start, here is where you'd be with 100k spread over the 1st 12 months:

Total 119,703
Total New 117,300
Total Dividend 211,476
Total Russell 3K 111,218

"New" stocks really took a hit in 2010. Dividend stocks continue to rock. In the new portfolio starting today, here are the "new" stocks and "dividend" stocks:

Dividend

Date Stock Initial Price
1/3/2011 UNTD 6.73
1/3/2011 USMO 18.38
1/3/2011 PRM 4.2
1/3/2011 PDLI 6.36
1/3/2011 LO 81.91
1/3/2011 ELNK 8.64
1/3/2011 DLX 23.65
1/3/2011 CHKE 19.19
1/3/2011 HRB 12.49

New

Date Stock Initial Price
1/3/2011 YLWPF.PK 6.38
1/3/2011 MFW 23.79
1/3/2011 GILD 36.58




Finally, here is my listing of top 200 stocks:

Ticker Rank Date Stock Price Market Cap Earnings Yield ROIC Yahoo Yield
BDSI 1 1/3 3.61 87 55% 1295% 0.0%
CCME 2 1/3 16.38 629 29% 769% 0.0%
ELNK 3 1/3 8.66 948 32% 602% 6.9%
MAIL 4 1/3 7.82 76 24% 1128% 19.3%
PDLI 5 1/3 6.35 1,094 21% 310885% 15.9%
UEPS 6 1/3 12.25 556 27% 632% 0.0%
IPXL 7 1/3 21.12 1,383 43% 300% 0.0%
GAME 8 1/3 6.55 1,866 18% 1033% 0.0%
ESI 9 1/3 64.77 2,138 27% 306% 0.0%
MRX 10 1/3 27.00 1,747 18% 893% 0.8%
SOLR 11 1/3 9.25 1,395 18% 703% 0.0%
ARIA 12 1/3 5.19 575 17% 1228% 0.0%
BPI 13 1/3 18.95 1,124 21% 338% 0.0%
TNAV 14 1/3 7.28 327 38% 217% 0.0%
FRX 15 1/3 31.94 9,182 23% 260% 0.0%
PRSC 16 1/3 16.20 215 18% 380% 0.0%
IDCC 17 1/3 42.65 1,902 15% 2691% 0.0%
CEU 18 1/3 2.51 79 1681% 187% 0.0%
APOL 19 1/3 39.94 5,924 25% 227% 0.0%
OSK 20 1/3 36.12 3,297 33% 206% 0.0%
SCEI 21 1/3 6.94 130 29% 206% 0.0%
HRB 22 1/3 12.47 3,824 19% 283% 4.6%
AGX 23 1/3 9.36 128 16% 567% 0.0%
USMO 24 1/3 18.53 415 21% 219% 10.8%
UIS 25 1/3 26.43 1,144 25% 166% 0.0%
AMED 26 1/3 34.35 979 21% 186% 0.0%
LO 27 1/3 81.95 12,419 13% 707% 5.1%
SUPG 28 1/3 2.74 165 16% 252% 0.0%
PPD 29 1/3 62.80 620 17% 227% 0.0%
CYOU 30 1/3 29.31 1,557 14% 352% 0.0%
TTT 31 1/3 7.82 252 39% 117% 27.2%
ASGR 32 1/3 15.61 139 17% 202% 1.6%
NEWN 33 1/3 7.87 99 19% 152% 0.0%
STV 34 1/3 7.18 422 17% 182% 0.0%
DJCO 35 1/3 72.00 99 26% 117% 0.0%
CRME 36 1/3 6.35 392 16% 207% 0.0%
CBST 37 1/3 21.99 1,534 15% 212% 0.0%
CNXT 38 1/3 1.65 136 17% 184% 0.0%
DLX 39 1/3 23.50 1,207 14% 240% 4.6%
VPHM 40 1/3 17.91 1,613 15% 225% 0.0%
CMM 41 1/3 3.33 88 48% 99% 0.0%
SPNS 42 1/3 2.40 55 12% 656% 0.0%
SNDK 43 1/3 51.35 12,360 13% 320% 0.0%
GA 44 1/3 7.20 1,681 12% 476% 2.7%
CNET 45 1/3 4.70 98 18% 142% 0.0%
AFAM 46 1/3 39.60 370 16% 178% 0.0%
CECO 47 1/3 21.18 1,691 23% 110% 0.0%
RTN 48 1/3 46.14 17,279 17% 147% 3.2%
CSGS 49 1/3 19.33 631 17% 139% 0.0%
CSKI 50 1/3 6.96 117 94% 89% 0.0%
MSFT 51 1/3 27.98 243,286 12% 345% 2.0%
AZN 52 1/3 46.52 67,268 19% 113% 4.9%
ARO 53 1/3 24.05 2,235 20% 110% 0.0%
LIWA 54 1/3 11.36 340 18% 117% 0.0%
INTT 55 1/3 2.71 28 27% 92% 0.0%
CMTL 56 1/3 28.97 978 23% 97% 0.9%
UNTD 57 1/3 6.69 582 14% 194% 5.8%
MPAA 58 1/3 13.05 159 14% 198% 0.0%
ZSTN 59 1/3 6.95 81 50% 80% 0.0%
LPS 60 1/3 30.22 2,801 14% 173% 1.3%
DELL 61 1/3 13.75 26,799 14% 170% 0.0%
UTA 62 1/3 6.20 126 42% 79% 0.0%
INSP 63 1/3 8.39 302 14% 157% 0.0%
CHKE 64 1/3 19.00 169 11% 625% 7.8%
NEP 65 1/3 5.80 182 43% 79% 0.0%
TNDM 66 1/3 14.88 499 20% 93% 0.0%
COCO 67 1/3 5.16 454 39% 78% 0.0%
CEPH 68 1/3 62.10 4,954 18% 98% 0.0%
AOL 69 1/3 23.80 2,554 22% 86% 0.0%
TSRA 70 1/3 21.93 1,107 13% 182% 0.0%
MHP 71 1/3 36.52 11,294 12% 258% 2.6%
RIMG 72 1/3 15.30 147 26% 80% 0.0%
KLIC 73 1/3 7.33 522 34% 76% 0.0%
MFW 74 1/3 24.02 468 14% 145% 0.0%
GME 75 1/3 23.07 3,536 18% 99% 0.0%
LOV 76 1/3 3.20 66 12% 286% 0.0%
CNU 77 1/3 4.73 294 14% 133% 0.0%
EME 78 1/3 29.38 1,951 15% 120% 0.0%
GILD 79 1/3 36.72 31,110 13% 170% 0.0%
PRM 80 1/3 4.14 184 12% 219% 5.6%
NOK 81 1/3 10.71 39,735 13% 170% 5.7%
EGY 82 1/3 7.46 427 22% 79% 0.0%
LINC 83 1/3 15.72 393 28% 73% 1.7%
BSPM 84 1/3 2.83 78 31% 71% 0.0%
RIGL 85 1/3 7.56 399 13% 156% 0.0%
TER 86 1/3 13.85 3,177 14% 112% 0.0%
DGW 87 1/3 13.05 321 28% 71% 0.0%
RIMM 88 1/3 59.38 31,139 15% 105% 0.0%
DRWI 89 1/3 8.21 301 18% 84% 0.0%
VALU 90 1/3 14.64 146 11% 365% 2.6%
AHCI 91 1/3 2.58 113 19% 80% 0.0%
MA 92 1/3 221.94 29,074 10% 615% 0.3%
PWER 93 1/3 10.19 1,469 15% 106% 0.0%
VECO 94 1/3 43.95 1,857 13% 130% 0.0%
LHCG 95 1/3 30.67 559 15% 103% 0.0%
SGU 96 1/3 5.34 361 13% 118% 5.5%
RAI 97 1/3 32.51 19,019 11% 250% 5.7%
LTXC 98 1/3 7.48 373 16% 91% 0.0%
KIRK 99 1/3 14.09 289 22% 72% 0.0%
NSR 100 1/3 26.50 2,015 12% 200% 0.0%
RGR 101 1/3 15.02 289 19% 75% 2.2%
LMT 102 1/3 69.86 25,422 15% 96% 3.8%
NATH 103 1/3 16.74 95 13% 129% 0.0%
DV 104 1/3 48.26 3,458 14% 111% 0.5%
SNTS 105 1/3 3.30 193 10% 2044% 0.0%
WSTG 106 1/3 11.30 51 16% 87% 5.4%
PETS 107 1/3 17.79 405 11% 209% 2.5%
CUB 108 1/3 48.31 1,292 11% 203% 0.4%
INTC 109 1/3 20.88 118,862 15% 88% 3.0%
STX 110 1/3 15.10 7,354 24% 65% 0.0%
KSW 111 1/3 3.66 23 51% 59% 2.7%
GLPW 112 1/3 23.00 377 12% 122% 0.0%
CBPO 113 1/3 16.47 438 14% 90% 0.0%
MSPD 114 1/3 6.13 220 13% 106% 0.0%
CHOP 115 1/3 6.06 294 26% 64% 0.0%
CRTX 116 1/3 5.96 155 10% 699% 0.0%
HRS 117 1/3 45.42 5,800 15% 86% 2.0%
MEDQ 118 1/3 8.69 326 11% 187% 52.2%
WDC 119 1/3 34.43 8,057 26% 63% 0.0%
SNDA 120 1/3 40.86 2,400 11% 164% 0.0%
VG 121 1/3 2.32 492 13% 111% 0.0%
FLL 122 1/3 3.38 61 17% 74% 0.0%
EK 123 1/3 5.57 1,496 48% 57% 0.0%
UG 124 1/3 14.10 65 11% 177% 4.7%
GXDX 125 1/3 19.49 354 20% 66% 0.0%
TPI 126 1/3 2.77 83 29% 58% 0.9%
RLRN 127 1/3 11.85 347 10% 486% 18.5%
CBEH 128 1/3 7.51 325 20% 64% 0.0%
IOSP 129 1/3 20.90 523 19% 66% 0.0%
SAI 130 1/3 15.96 5,746 14% 82% 0.0%
CHBT 131 1/3 14.60 356 18% 67% 0.0%
PWRD 132 1/3 23.79 1,256 14% 88% 0.0%
IVAC 133 1/3 14.55 333 16% 73% 0.0%
CPY 134 1/3 22.86 167 14% 88% 3.0%
NUS 135 1/3 30.39 1,947 11% 167% 1.6%
STRA 136 1/3 151.78 2,058 11% 202% 2.1%
CSFS 137 1/3 15.51 272 11% 140% 1.3%
MO 138 1/3 24.48 50,920 10% 265% 5.7%
NVMI 139 1/3 8.37 222 10% 228% 0.0%
PBH 140 1/3 11.98 601 10% 227% 0.0%
LXK 141 1/3 35.43 2,824 21% 59% 0.0%
MANT 142 1/3 41.76 1,522 13% 92% 0.0%
NTES 143 1/3 36.70 4,792 10% 340% 0.0%
FSYS 144 1/3 29.99 530 20% 61% 0.0%
TOD 145 1/3 22.37 130 24% 57% 1.5%
CELM 146 1/3 4.58 96 29% 55% 0.0%
GRMN 147 1/3 31.27 6,107 15% 73% 4.8%
GFRE 148 1/3 10.80 375 21% 57% 0.0%
V 149 1/3 70.55 51,572 10% 336% 0.8%
AOSL 150 1/3 13.12 310 17% 64% 0.0%
MCK 151 1/3 71.22 18,660 11% 121% 1.0%
APAC 152 1/3 6.09 333 13% 85% 0.0%
MSN 153 1/3 2.03 55 34% 53% 0.0%
ISSI 154 1/3 8.44 234 28% 53% 0.0%
ROST 155 1/3 63.88 7,603 12% 91% 1.0%
DRCO 156 1/3 13.32 134 15% 69% 0.0%
CVVT 157 1/3 10.17 358 19% 58% 0.0%
MD 158 1/3 69.11 3,281 9% 695% 0.0%
SCLN 159 1/3 4.28 210 13% 84% 0.0%
WU 160 1/3 18.74 12,393 9% 689% 1.4%
GPS 161 1/3 22.16 13,869 16% 66% 1.8%
NSM 162 1/3 13.96 3,417 14% 76% 2.6%
GD 163 1/3 69.96 26,762 14% 78% 2.3%
DM 164 1/3 14.37 436 10% 268% 0.0%
TRLG 165 1/3 22.09 547 17% 61% 0.0%
LRCX 166 1/3 50.51 6,324 12% 99% 0.0%
BKE 167 1/3 38.90 1,825 12% 91% 2.0%
LLY 168 1/3 35.05 38,737 17% 64% 5.6%
CLCT 169 1/3 14.00 108 9% 583% 8.3%
SPU 170 1/3 4.52 106 42% 50% 0.0%
UFPT 171 1/3 12.93 88 19% 56% 0.0%
REV 172 1/3 10.20 534 11% 114% 1.7%
HITK 173 1/3 25.09 327 18% 59% 0.0%
ABC 174 1/3 34.36 9,752 11% 152% 1.0%
BR 175 1/3 22.37 2,899 11% 130% 2.6%
EDS 176 1/3 8.35 233 43% 50% 0.0%
CATO 177 1/3 27.85 807 15% 67% 2.6%
TWX 178 1/3 32.35 36,814 11% 120% 2.7%
ARRS 179 1/3 11.54 1,473 14% 70% 0.0%
ENDP 180 1/3 36.12 4,211 10% 211% 0.0%
CEL 181 1/3 33.13 3,290 12% 80% 11.1%
CSCO 182 1/3 20.50 116,338 10% 237% 0.0%
TJX 183 1/3 43.95 17,714 13% 74% 1.3%
PVSW 184 1/3 5.16 84 9% 362% 0.0%
HPQ 185 1/3 42.95 98,656 12% 95% 0.8%
LLL 186 1/3 70.89 8,131 15% 63% 2.3%
MDP 187 1/3 35.24 1,612 11% 112% 2.6%
PTNR 188 1/3 20.50 3,193 12% 83% 22.5%
CHRM 189 1/3 9.90 387 13% 74% 0.0%
XRTX 190 1/3 16.48 515 26% 48% 0.0%
WTW 191 1/3 37.85 2,850 9% 1205% 1.9%
DGX 192 1/3 55.21 9,624 11% 112% 0.7%
BIIB 193 1/3 67.60 16,380 12% 86% 0.0%
GCI 194 1/3 15.54 3,759 17% 55% 1.0%
JCOM 195 1/3 29.91 1,374 9% 912% 0.0%
DPZ 196 1/3 16.32 990 9% 231% 0.0%
CA 197 1/3 24.81 12,603 9% 282% 0.6%
NOC 198 1/3 65.35 19,448 14% 63% 2.9%
DNB 199 1/3 81.40 4,078 9% 845% 1.7%
JCG 200 1/3 43.11 2,834 11% 107% 0.0%

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