My Top List Versus Official List

I thought it would be interesting to compare my top 200 list (which has stocks I show as > 50m) with the official list of 50 stocks greater than 50m. My list uses the prices as of Friday morning, as does the MFI list. But my list is based on last weekend's filed data and I assume the MFI site is current.

Top 50 Website vs My List

This table shows Friday's top 50 list along with where each stock is ranked on my list:

Ticker	Mkt Cap	Date	My Ranking
BDSI	85.04	3-Mar	1
JGBO	80.13	3-Mar	5
TNAV	471.18	3-Mar	6
IPXL	1,443.38	3-Mar	7
VNDA	213.45	3-Mar	10
AGX	118.69	3-Mar	11
PRSC	200	3-Mar	13
TSRA	872.94	3-Mar	14
SOLR	1,392.76	3-Mar	15
USMO	315.29	3-Mar	16
SCEI	111.33	3-Mar	18
APOL	6,478.74	3-Mar	19
FRX	9,368.79	3-Mar	20
OSK	3,320.25	3-Mar	21
LO	11,358.69	3-Mar	23
GPRC	59.8	3-Mar	24
VECO	1,901.03	3-Mar	25
MNDO	59.89	3-Mar	26
HRB	4,485.12	3-Mar	27
NEWN	65.96	3-Mar	28
CRME	337.62	3-Mar	30
UIS	1,502.50	3-Mar	31
PWER	866.73	3-Mar	32
SNDK	11,404.13	3-Mar	33
CNET	68.41	3-Mar	34
CHKE	151.59	3-Mar	37
MSFT	220,158.60	3-Mar	39
AFAM	354.45	3-Mar	40
DLX	1,355.86	3-Mar	41
SUPG	176.1	3-Mar	42
DELL	30,358.90	3-Mar	44
AMED	1,045.37	3-Mar	45
CSGS	672.52	3-Mar	47
PETS	335.59	3-Mar	48
CMTL	759.82	3-Mar	51
RTN	18,721.15	3-Mar	54
CECO	1,962.55	3-Mar	55
ARO	2,342.81	3-Mar	57
CNXT	194.51	3-Mar	58
ZSTN	69.9	3-Mar	60
LOV	64.85	3-Mar	61
GME	3,047.06	3-Mar	63
MPAA	171.35	3-Mar	64
LPS	3,030.74	3-Mar	65
CRTX	140.45	3-Mar	67
RIGL	380.14	3-Mar	68
NEP	149	3-Mar	69
EME	2,122.09	3-Mar	71
TER	3,471.41	3-Mar	103
FLL	72.57	3-Mar	168

I think it speaks highly of my approach that all 50 stocks from the website are in my top 200. FLL is frankly the only outlier. Clearly, we are doing something a bit different for a stock that I rank as #168 to be in the top 50. The rest seem believable, though TER at #103 is a bit low too. I suspect the issue with TER is timing as they filed their 10K on March 1st, so the MFI website had data one quarter more recent than me.

Reverse Approach

Here are stocks in my top 50 that do not show up in the official top 50:

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield
CCME	2	3/4	13.18	507	39%	769%	0.0%
MAIL	3	3/4	7.46	73	25%	1128%	11.8%
PDLI	4	3/4	5.94	1,023	22%	310885%	17.3%
ESI	8	3/4	75.40	2,339	25%	310%	0.0%
GAME	9	3/4	6.62	1,886	18%	1033%	0.0%
BPI	12	3/4	19.16	1,137	21%	338%	0.0%
CEU	17	3/4	2.10	66	52%	187%	0.0%
UNTD	22	3/4	6.01	522	27%	186%	6.7%
STV	29	3/4	6.65	391	21%	182%	0.0%
DJCO	35	3/4	72.00	99	32%	119%	0.0%
XNY	36	2/26	4.58	266	18%	183%	0.0%
TTT	38	3/4	8.86	285	29%	117%	26.1%
UEPS	43	3/4	10.01	455	18%	147%	0.0%
CSKI	46	3/4	4.74	80	556%	89%	0.0%
LIWA	49	3/4	10.98	329	19%	117%	0.0%
CMM	50	3/4	2.54	67	17%	99%	0.0%

I think PDLI and UNTD announced earnings recently, so that may explain why they are not on the official list as the data is getting updated. Most of the rest are foreign stocks, and we know that MFI does screen out some foreign stocks. I do not understand the two eductation stocks, ESI and BPI, which are clearly very cheap stocks and have been on the list in the past when they were much more expensive. Then I think TTT (and CCME for that matter) are scored as "financial" stocks by MFI (at least that is how they show up in Finviz).

But I do not understand why some historical stocks from the list have been removed (CEU, UEPS, CSKI and LIWA), unless they are flagged as having questionable financials. Here are the last dates I saw those stocks:

LIWA: 8/5/10
CEU: 8/5/10
CSKI: 8/5/10
UEPS: 8/5/10.

That is pretty telling that they all show the same dates. But it is weird that they still have other similar stocks (such as NEP) on the list. I wonder how the web site differentiates? Anyone have an opinion?