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%