Top 200 February 12 2011

My Top 200 List
Good thing I am creating this list. The MFI site still shows a 2/8/11 date. I didn't look that closely, but VNDA looks like a relatively new stock. VECO has really moved up (despite a nice move in stock price). CSGS seems to be higher as well. I should qualify these lists saying that I have calculated to the best of my ability but I can make no warranty regarding their accuracy and everyone should do their own analysis.

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield
BDSI	1	2/12	3.38	81	59%	1295%	0.0%
CCME	2	2/12	11.92	458	45%	769%	0.0%
PDLI	3	2/12	5.20	896	24%	310885%	20.3%
MAIL	4	2/12	7.06	69	28%	1128%	12.4%
GAME	5	2/12	5.95	1,695	20%	1033%	0.0%
IPXL	6	2/12	23.95	1,568	37%	300%	0.0%
TNAV	7	2/12	10.61	476	23%	484%	0.0%
ESI	8	2/12	68.33	2,120	28%	310%	0.0%
VNDA	9	2/12	7.62	220	18%	891%	0.0%
MRX	10	2/12	28.02	1,813	17%	893%	0.9%
PRSC	11	2/12	15.45	205	19%	380%	0.0%
BPI	12	2/12	19.20	1,139	21%	338%	0.0%
SOLR	13	2/12	11.20	1,554	17%	616%	0.0%
TSRA	14	2/12	18.15	925	23%	248%	0.0%
APOL	15	2/12	42.99	6,305	24%	221%	0.0%
SCEI	16	2/12	7.02	132	28%	206%	0.0%
USMO	17	2/12	17.28	387	23%	219%	11.7%
AGX	18	2/12	9.50	130	16%	567%	0.0%
OSK	19	2/12	38.91	3,558	29%	186%	0.0%
FRX	20	2/12	33.62	9,683	23%	216%	0.0%
HRB	21	2/12	13.25	4,065	18%	283%	4.7%
GPRC	22	2/12	2.94	59	23%	202%	0.0%
LO	23	2/12	78.24	11,639	15%	710%	5.7%
ARIA	24	2/12	6.34	703	14%	1228%	0.0%
AMED	25	2/12	34.47	982	20%	186%	0.0%
VECO	26	2/12	52.47	2,202	17%	221%	0.0%
NEWN	27	2/12	6.22	79	25%	152%	0.0%
MNDO	28	2/12	3.00	56	14%	607%	7.3%
STV	29	2/12	6.84	402	19%	182%	0.0%
VPHM	30	2/12	16.61	1,496	16%	225%	0.0%
PPD	31	2/12	66.47	656	16%	227%	0.0%
CNET	32	2/12	3.77	79	24%	142%	0.0%
CRME	33	2/12	5.99	370	17%	207%	0.0%
PWER	34	2/12	8.88	1,259	27%	128%	0.0%
DJCO	35	2/12	71.75	99	33%	119%	0.0%
TTT	36	2/12	8.36	269	33%	117%	30.4%
UIS	37	2/12	39.99	1,733	18%	169%	0.0%
GA	38	2/12	7.00	1,634	13%	476%	2.6%
AFAM	39	2/12	35.42	331	18%	178%	0.0%
CHKE	40	2/12	17.22	154	12%	625%	9.2%
DLX	41	2/12	25.93	1,330	14%	243%	3.9%
SNDK	42	2/12	51.01	12,295	13%	298%	0.0%
UEPS	43	2/12	10.01	455	18%	147%	0.0%
XNY	44	2/12	5.15	299	15%	183%	0.0%
MSFT	45	2/12	27.25	233,533	13%	338%	2.0%
ASGR	46	2/12	18.04	161	15%	202%	1.4%
LIWA	47	2/12	10.16	304	21%	117%	0.0%
RIGL	48	2/12	6.69	353	16%	156%	0.0%
CSKI	49	2/12	4.65	78	694%	89%	0.0%
CYOU	50	2/12	36.84	1,959	12%	374%	0.0%
CECO	51	2/12	23.84	1,903	21%	110%	0.0%
CSGS	52	2/12	20.17	654	15%	158%	0.0%
IDCC	53	2/12	55.40	2,471	11%	2691%	0.0%
CMTL	54	2/12	28.21	953	24%	97%	1.8%
SUPG	55	2/12	3.04	184	13%	252%	0.0%
AZN	56	2/12	48.47	70,088	19%	113%	5.3%
UNTD	57	2/12	7.04	613	14%	194%	5.6%
LPS	58	2/12	32.63	2,946	14%	183%	1.3%
ARO	59	2/12	25.81	2,398	19%	110%	0.0%
CBP	60	2/12	1.61	65	48%	83%	0.0%
DELL	61	2/12	13.97	27,228	14%	170%	0.0%
PETS	62	2/12	15.39	349	13%	197%	3.1%
ZSTN	63	2/12	5.55	65	76%	80%	0.0%
GME	64	2/12	20.28	3,108	20%	99%	0.0%
CNU	65	2/12	4.69	293	15%	135%	0.0%
STRA	66	2/12	126.89	1,720	13%	202%	2.7%
NEP	67	2/12	4.70	147	58%	79%	0.0%
CNXT	68	2/12	2.46	201	11%	584%	0.0%
RIMG	69	2/12	14.62	141	31%	80%	0.0%
CRTX	70	2/12	5.61	146	11%	699%	0.0%
UTA	71	2/12	7.17	146	33%	79%	0.0%
MPAA	72	2/12	14.70	182	13%	183%	0.0%
MFW	73	2/12	24.89	485	14%	145%	0.0%
LHCG	74	2/12	26.33	480	17%	103%	0.0%
SNTS	75	2/12	3.17	186	10%	2044%	0.0%
CEPH	76	2/12	58.56	4,741	18%	92%	0.0%
RTN	77	2/12	51.08	18,695	13%	148%	3.0%
LOV	78	2/12	3.33	69	11%	286%	0.0%
DGW	79	2/12	8.78	216	74%	71%	0.0%
KLIC	80	2/12	9.85	706	26%	77%	0.0%
NSR	81	2/12	26.68	2,013	11%	239%	0.0%
EGY	82	2/12	7.19	411	23%	79%	0.0%
RLRN	83	2/12	11.10	325	11%	510%	22.0%
NOK	84	2/12	9.36	34,754	13%	140%	5.0%
WSTG	85	2/12	15.33	70	12%	163%	6.0%
BSPM	86	2/12	2.52	69	36%	71%	0.0%
AOL	87	2/12	21.22	2,285	24%	76%	0.0%
TER	88	2/12	18.02	3,965	12%	164%	0.0%
LINC	89	2/12	15.76	394	28%	73%	1.6%
NATH	90	2/12	16.86	90	13%	137%	0.0%
USNA	91	2/12	33.93	559	13%	122%	0.0%
EME	92	2/12	32.05	2,128	13%	120%	0.0%
IVAC	93	2/12	12.98	300	17%	84%	0.0%
PWRD	94	2/12	21.39	1,129	16%	88%	0.0%
COCO	95	2/12	4.89	413	36%	63%	0.0%
DV	96	2/12	53.28	3,776	13%	113%	0.4%
CBEH	97	2/12	5.83	253	29%	64%	0.0%
CHBT	98	2/12	13.31	298	27%	65%	0.0%
TNDM	99	2/12	17.89	599	15%	93%	0.0%
MDP	100	2/12	35.17	1,615	12%	126%	2.7%
MEDQ	101	2/12	8.77	329	11%	187%	47.0%
CBPO	102	2/12	15.88	422	15%	90%	0.0%
CHOP	103	2/12	5.57	270	28%	64%	0.0%
LRCX	104	2/12	53.96	6,733	14%	104%	0.0%
MYGN	105	2/12	19.01	1,780	10%	272%	0.0%
INTC	106	2/12	21.76	123,988	15%	86%	3.0%
RGR	107	2/12	15.62	301	18%	75%	2.2%
RIMM	108	2/12	66.87	35,067	13%	105%	0.0%
CPY	109	2/12	20.22	148	15%	88%	4.7%
PRM	110	2/12	5.30	235	11%	219%	5.3%
DVOX	111	2/12	5.59	52	16%	78%	0.0%
NUS	112	2/12	31.20	2,008	11%	158%	1.7%
TPI	113	2/12	2.59	78	32%	58%	0.0%
GD	114	2/12	77.45	29,501	13%	95%	2.2%
CPLA	115	2/12	60.55	1,018	11%	202%	0.0%
GLPW	116	2/12	23.73	389	12%	122%	0.0%
CVVT	117	2/12	6.67	235	29%	58%	0.0%
DM	118	2/12	13.92	422	10%	268%	0.0%
APAC	119	2/12	5.81	318	14%	85%	0.0%
V	120	2/12	74.93	53,875	10%	344%	0.7%
MEDW	121	2/12	11.16	91	10%	544%	0.0%
SAI	122	2/12	16.45	5,922	14%	82%	0.0%
INSP	123	2/12	8.60	317	11%	133%	0.0%
SCLN	124	2/12	4.10	202	14%	84%	0.0%
FSYS	125	2/12	28.69	507	21%	61%	0.0%
ENDP	126	2/12	35.09	4,091	10%	211%	0.0%
GFRE	127	2/12	9.00	313	26%	57%	0.0%
BAH	128	2/12	18.96	2,383	15%	77%	0.0%
MANT	129	2/12	42.34	1,543	13%	92%	0.0%
CATO	130	2/12	24.76	717	17%	67%	2.9%
HRS	131	2/12	49.21	6,240	14%	81%	2.0%
JCOM	132	2/12	29.00	1,332	9%	912%	0.0%
CELM	133	2/12	4.22	88	33%	55%	0.0%
IOSP	134	2/12	22.96	574	17%	66%	0.0%
UG	135	2/12	14.94	69	11%	177%	4.4%
AHCI	136	2/12	2.18	96	21%	59%	0.0%
BKE	137	2/12	37.65	1,766	13%	91%	2.3%
CUB	138	2/12	50.50	1,350	10%	198%	0.4%
MSPD	139	2/12	8.04	264	11%	118%	0.0%
RST	140	2/12	20.32	416	10%	159%	0.0%
TRLG	141	2/12	21.39	530	18%	61%	0.0%
REV	142	2/12	10.24	536	11%	114%	0.0%
HITK	143	2/12	24.03	313	19%	59%	0.0%
LMT	144	2/12	81.69	29,384	12%	89%	3.3%
MSN	145	2/12	2.21	60	31%	53%	0.0%
GRMN	146	2/12	33.08	6,461	14%	73%	4.9%
CLCT	147	2/12	14.12	110	9%	581%	6.6%
EXPE	148	2/12	21.31	6,020	10%	268%	0.8%
BIIB	149	2/12	65.83	15,993	12%	91%	0.0%
EVOL	150	2/12	7.75	84	9%	613%	1.9%
MA	151	2/12	253.49	33,207	9%	628%	0.2%
CEL	152	2/12	31.94	3,172	13%	80%	11.7%
SPU	153	2/12	4.68	110	40%	50%	0.0%
BLC	154	2/12	8.14	843	12%	90%	0.0%
EDS	155	2/12	7.66	214	50%	50%	0.0%
PTNR	156	2/12	19.45	3,029	12%	83%	23.6%
WDC	157	2/12	34.42	8,089	23%	53%	0.0%
LXK	158	2/12	40.23	3,210	18%	57%	0.0%
VGR	159	2/12	16.57	1,240	10%	264%	9.8%
STX	160	2/12	14.39	6,994	20%	55%	0.0%
LTXC	161	2/12	9.29	463	12%	91%	0.0%
FLL	162	2/12	4.08	73	13%	74%	0.0%
DRCO	163	2/12	14.44	145	14%	69%	0.0%
XRTX	164	2/12	13.10	415	38%	49%	0.0%
ABC	165	2/12	36.66	10,290	10%	149%	1.0%
ASYS	166	2/12	25.38	244	13%	73%	0.0%
NSM	167	2/12	15.42	3,775	13%	76%	2.4%
QKLS	168	2/12	3.26	126	17%	57%	0.0%
GMAN	169	2/12	16.00	299	12%	85%	0.0%
AMGN	170	2/12	53.74	50,838	12%	79%	0.0%
GXDX	171	2/12	24.96	453	14%	66%	0.0%
NTRI	172	2/12	19.98	550	10%	152%	3.7%
CA	173	2/12	25.00	12,650	9%	285%	0.7%
DGX	174	2/12	57.49	9,877	10%	115%	0.7%
DPZ	175	2/12	17.05	1,035	9%	231%	0.0%
SNDA	176	2/12	44.75	2,629	10%	164%	0.0%
CSCO	177	2/12	18.70	104,477	9%	217%	0.0%
BKR	178	2/12	30.82	286	15%	58%	0.0%
PRX	179	2/12	36.21	1,292	12%	74%	0.0%
NOC	180	2/12	70.51	20,934	13%	63%	2.6%
FIZZ	181	2/12	12.51	580	12%	76%	17.6%
CRI	182	2/12	28.54	1,684	14%	60%	0.0%
JCG	183	2/12	43.52	2,861	10%	107%	0.0%
BLUD	184	2/12	20.14	1,421	11%	94%	0.0%
AFCE	185	2/12	14.99	382	9%	200%	0.0%
RSH	186	2/12	16.03	1,973	21%	49%	1.7%
DRWI	187	2/12	8.12	294	13%	68%	0.0%
TMH	188	2/12	19.04	1,224	9%	401%	0.0%
KLAC	189	2/12	46.93	7,955	11%	82%	1.2%
WU	190	2/12	21.40	14,090	9%	692%	1.2%
VCI	191	2/12	32.44	1,687	11%	95%	0.0%
TWX	192	2/12	36.54	41,078	10%	115%	2.4%
HLF	193	2/12	68.07	4,217	9%	230%	1.3%
LH	194	2/12	87.79	9,174	11%	81%	0.0%
CHRM	195	2/12	10.58	413	12%	74%	0.0%
LNCR	196	2/12	28.35	2,724	11%	83%	2.2%
TJX	197	2/12	50.80	20,474	12%	74%	1.2%
CHE	198	2/12	62.68	1,441	9%	174%	0.8%
LLL	199	2/12	80.04	9,029	10%	138%	2.1%
ICON	200	2/12	20.50	1,536	9%	392%	0.0%

Transactions

I did buy a stock this week and am now fully invested. I went with MRX (#10 on top 200 list). They have a great balance sheet, have been consistently profitable, are growing and pay a dividend (albeit small). What do I know anyway? I have been beaten like a drum over the past 3+ months by the Russell 3000 and the MFI index. Not that I am not making money, but one needs to make hay while the sun shines.

Upcoming Earnings

I went through my stocks to see when they will be reporting earnings.

• ARO: March 10th
• CCME: Mid March (estimated)
• CEL: March 2nd
  
• CHKE:Mid April (estimated)
• CMFO March 21st
• CMTL: February 28th
• IDCC: February 23rd
• INTC: April 19th
• KSW: February 24th
• JGBO: February 14th (Monday)
• MNDO: February 17th (Wednesday)
• MRX: February 21st
• MSFT: April 20th
• NEP: March 28th
• NEWN: N/A
• NVMI: February 15th (Tuesday)
• PM: Last week (Philip Morris Int'l 4Q net income rises 15 pct)
• RAI: April 18th
• SCEI: N/A
• SNDK: Late April
• SUPG: March 1st
• UNTD: May 2nd

Certainly some action coming up. We'll see how it pans out.