Top 200 March 11th 2011

Top 200 March 11th 2011

The list is shown below. It continues to remain pretty stagnant... just like my portfolio.

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield
BDSI	1	3/12	3.39	81	58%	1295%	0.0%
CCME	2	3/13	11.88	457	45%	769%	0.0%
POZN	3	3/13	4.70	142	28%	31633%	0.0%
MAIL	4	3/13	7.44	72	26%	1128%	11.8%
STV	5	3/13	6.07	357	23%	1873%	0.0%
VNDA	6	3/12	7.27	210	23%	891%	0.0%
JGBO	7	3/12	6.23	93	78%	271%	0.0%
SUPG	8	3/12	2.76	168	26%	385%	0.0%
RIGL	9	3/12	6.72	350	19%	779%	0.0%
AGX	10	3/12	8.39	115	21%	567%	0.0%
ESI	11	3/12	71.48	2,218	27%	310%	0.0%
SOLR	12	3/12	9.73	1,350	20%	617%	0.0%
TNAV	13	3/12	11.19	502	21%	484%	0.0%
BPI	14	3/12	18.32	1,064	24%	325%	0.0%
IPXL	15	3/12	22.07	1,461	35%	255%	0.0%
TSRA	16	3/13	16.50	841	28%	248%	0.0%
IDCC	17	3/12	42.76	1,941	16%	2827%	0.0%
CEU	18	3/12	1.88	59	60%	187%	0.0%
USMO	19	3/13	13.59	303	32%	214%	15.3%
SCEI	20	3/13	6.29	118	32%	206%	0.0%
APOL	21	3/12	42.29	6,202	25%	221%	0.0%
FRX	22	3/12	31.93	9,196	25%	216%	0.0%
OSK	23	3/12	34.04	3,113	32%	186%	0.0%
UNTD	24	3/12	5.86	509	28%	186%	6.7%
GPRC	25	3/12	2.80	56	25%	202%	0.0%
MNDO	26	3/12	3.12	58	15%	718%	16.6%
VECO	27	3/12	47.12	1,978	20%	221%	0.0%
LO	28	3/12	79.35	11,804	14%	710%	5.7%
PRSC	29	3/12	15.06	201	18%	241%	0.0%
NEWN	30	3/13	5.17	65	31%	152%	0.0%
VPHM	31	3/12	18.98	1,726	16%	311%	0.0%
UIS	32	3/12	31.78	1,377	23%	169%	0.0%
SNDK	33	3/12	45.07	10,863	15%	295%	0.0%
PWER	34	3/12	7.27	1,031	34%	128%	0.0%
XNY	35	3/13	4.27	248	19%	183%	0.0%
CNET	36	3/12	3.95	83	22%	142%	0.0%
DJCO	37	3/12	72.50	100	32%	119%	0.0%
TTT	38	3/12	8.22	265	35%	117%	28.3%
MSFT	39	3/12	25.68	220,078	14%	338%	2.3%
ARO	40	3/12	23.05	2,042	22%	129%	0.0%
CMM	41	3/12	2.55	67	51%	99%	0.0%
UEPS	42	3/13	9.38	427	19%	147%	0.0%
AFAM	43	3/12	36.69	344	17%	169%	0.0%
AMED	44	3/12	35.81	1,022	19%	148%	0.0%
CHKE	45	3/12	17.16	153	12%	625%	7.9%
CMTL	46	3/12	26.04	859	27%	106%	1.9%
HRB	47	3/12	15.82	4,827	14%	257%	3.8%
DELL	48	3/12	15.28	29,613	15%	195%	0.0%
CSKI	49	3/12	5.22	88	270%	89%	0.0%
LIWA	50	3/12	10.71	322	23%	107%	0.0%
CSGS	51	3/12	19.65	637	15%	158%	0.0%
CYOU	52	3/12	36.11	1,921	12%	374%	0.0%
PETS	53	3/12	14.64	332	14%	197%	3.2%
GA	54	3/12	7.71	1,802	12%	521%	2.3%
CECO	55	3/12	21.96	1,752	23%	100%	0.0%
CPLA	56	3/12	53.51	885	13%	212%	0.0%
TTHI	57	3/12	4.46	103	15%	153%	0.0%
AZN	58	3/12	47.71	68,989	19%	113%	5.3%
RTN	59	3/13	52.13	19,080	15%	148%	2.9%
LPS	60	3/12	32.23	2,910	14%	183%	1.5%
DLX	61	3/12	25.92	1,330	13%	222%	3.9%
CBP	62	3/12	1.82	73	39%	83%	0.0%
GME	63	3/13	19.77	3,030	21%	99%	0.0%
NOK	64	3/13	8.49	31,523	15%	140%	6.7%
MFW	65	3/12	24.96	484	14%	156%	0.0%
MPAA	66	3/12	14.00	174	13%	183%	0.0%
UTA	67	3/12	5.51	112	53%	79%	0.0%
NEP	68	3/12	4.80	150	56%	79%	0.0%
CNXT	69	3/12	2.38	195	11%	584%	0.0%
EME	70	3/12	31.52	2,152	13%	170%	0.0%
CNU	71	3/12	4.94	309	14%	135%	0.0%
GAME	72	3/12	7.10	2,012	11%	674%	0.0%
CEPH	73	3/12	56.45	4,570	19%	93%	0.0%
NSR	74	3/12	25.34	1,912	12%	239%	0.0%
TER	75	3/12	16.99	3,738	13%	164%	0.0%
NVMI	76	3/12	9.39	251	11%	289%	0.0%
DGW	77	3/12	9.12	225	66%	71%	0.0%
KLIC	78	3/13	8.71	625	30%	77%	0.0%
MSN	79	3/12	2.55	69	37%	73%	0.0%
RLRN	80	3/13	10.63	311	11%	510%	21.6%
AOL	81	3/12	19.37	2,086	27%	76%	0.0%
MHP	82	3/12	37.54	11,650	12%	257%	2.5%
WSTG	83	3/12	15.10	69	13%	163%	5.1%
BSPM	84	3/12	2.20	60	43%	71%	0.0%
LOV	85	3/12	3.11	64	11%	259%	0.0%
GRVY	86	3/12	2.00	56	43%	103%	0.0%
STRA	87	3/12	139.69	1,838	12%	186%	2.5%
ZA	88	3/13	7.16	198	20%	83%	0.0%
EGY	89	3/12	7.71	441	21%	79%	0.0%
IVAC	90	3/13	12.06	279	19%	84%	0.0%
TNDM	91	3/12	16.95	568	16%	93%	0.0%
LTXC	92	3/12	8.35	418	15%	104%	0.0%
USNA	93	3/12	33.35	550	13%	122%	0.0%
LRCX	94	3/12	52.16	6,509	14%	104%	0.0%
MRVL	95	3/12	15.67	10,647	12%	182%	0.0%
RIMM	96	3/12	63.38	33,237	14%	105%	0.0%
DM	97	3/12	12.01	365	11%	250%	0.0%
LHCG	98	3/13	29.61	542	15%	97%	0.0%
NATH	99	3/13	17.25	92	13%	137%	0.0%
COCO	100	3/12	4.54	383	37%	63%	0.0%
DV	101	3/12	52.43	3,716	13%	113%	0.4%
TPI	102	3/12	2.64	81	37%	63%	0.0%
GILD	103	3/13	40.83	33,647	12%	167%	0.0%
MDP	104	3/12	34.42	1,580	13%	126%	2.8%
DRCO	105	3/12	14.94	151	15%	96%	0.0%
EVOL	106	3/12	7.05	76	10%	613%	2.1%
KIRK	107	3/12	14.56	299	20%	74%	0.0%
CHOP	108	3/12	5.28	256	30%	64%	0.0%
ZSTN	109	3/12	6.62	77	56%	61%	0.0%
ZSTN	110	3/12	6.62	77	56%	61%	0.0%
GLPW	111	3/13	22.40	367	13%	122%	0.0%
INTC	112	3/13	20.87	118,917	16%	85%	3.2%
RAI	113	3/12	33.73	19,749	11%	248%	5.7%
MYGN	114	3/13	18.74	1,755	11%	272%	0.0%
MEDQ	115	3/12	8.64	324	11%	187%	53.8%
CBEH	116	3/12	6.05	234	36%	62%	0.0%
CSCO	117	3/12	17.95	100,287	11%	217%	0.0%
CPY	118	3/12	20.96	153	14%	88%	4.8%
CBPO	119	3/12	16.70	444	14%	90%	0.0%
MED	120	3/12	16.63	246	15%	86%	0.0%
TNH	121	3/12	108.46	2,007	11%	243%	6.0%
DVOX	122	3/12	5.46	51	16%	78%	0.0%
V	123	3/13	72.51	52,135	10%	344%	0.8%
BKE	124	3/12	38.60	1,819	13%	111%	2.1%
CVVT	125	3/12	6.07	214	32%	58%	0.0%
GD	126	3/12	76.13	28,998	13%	95%	2.2%
HRS	127	3/13	45.58	5,780	15%	81%	2.2%
GEDU	128	3/12	6.18	157	18%	71%	0.0%
LLY	129	3/13	34.86	38,672	17%	71%	5.6%
ASYS	130	3/12	21.46	206	16%	73%	0.0%
NUS	131	3/13	31.24	2,011	11%	158%	1.6%
MSPD	132	3/13	7.66	252	12%	118%	0.0%
INSP	133	3/12	8.54	315	12%	133%	0.0%
CATO	134	3/12	24.00	695	18%	67%	3.1%
GFRE	135	3/12	8.21	285	30%	57%	0.0%
NTRI	136	3/12	13.66	371	15%	79%	5.0%
CELM	137	3/12	3.79	79	40%	55%	0.0%
MANT	138	3/12	42.46	1,551	13%	96%	0.0%
PTNR	139	3/12	18.82	2,931	13%	88%	11.2%
MO	140	3/13	25.05	52,154	10%	275%	5.9%
SAI	141	3/12	16.67	6,001	14%	82%	0.0%
UG	142	3/12	14.77	68	11%	177%	4.3%
MRX	143	3/12	31.18	2,032	15%	76%	0.8%
SCLN	144	3/13	4.15	204	14%	84%	0.0%
CHRM	145	3/12	10.06	393	15%	72%	0.0%
TRLG	146	3/12	23.28	583	17%	67%	0.0%
PRX	147	3/12	30.26	1,100	16%	70%	0.0%
MA	148	3/12	248.42	32,543	9%	629%	0.3%
HPQ	149	3/13	41.73	92,891	13%	95%	0.8%
CA	150	3/12	23.08	11,678	10%	285%	0.7%
GMAN	151	3/13	14.09	264	13%	85%	0.0%
CNTF	152	3/12	4.21	223	139%	51%	0.0%
BLC	153	3/12	7.25	751	13%	90%	0.0%
MD	154	3/12	66.55	3,194	9%	732%	0.0%
QKLS	155	3/12	2.75	106	22%	57%	0.0%
RGR	156	3/13	19.49	372	14%	76%	1.6%
LMT	157	3/12	80.47	28,945	13%	89%	3.5%
ADI	158	3/12	38.15	11,783	11%	140%	2.3%
TMH	159	3/12	17.19	1,105	9%	401%	0.0%
AHCI	160	3/12	2.41	106	18%	59%	0.0%
SPU	161	3/12	4.51	106	42%	50%	0.0%
EDS	162	3/12	7.23	202	56%	50%	0.0%
DRWI	163	3/12	7.29	264	15%	68%	0.0%
CUB	164	3/12	50.77	1,357	10%	198%	0.6%
KFY	165	3/13	19.95	932	10%	189%	0.0%
STX	166	3/12	13.54	6,580	21%	55%	0.0%
CEL	167	3/12	31.53	3,131	13%	80%	9.3%
XRTX	168	3/13	11.12	353	47%	49%	0.0%
LXK	169	3/12	36.61	2,921	20%	56%	0.0%
WDC	170	3/12	34.40	8,084	23%	53%	0.0%
IOSP	171	3/13	27.95	692	14%	72%	0.0%
VCI	172	3/13	28.17	1,475	12%	96%	0.0%
CRI	173	3/12	28.86	1,658	15%	64%	0.0%
AIXG	174	3/12	40.93	4,164	10%	191%	0.5%
EDMC	175	3/12	18.82	2,640	13%	74%	0.0%
DNB	176	3/12	79.57	3,979	9%	845%	1.8%
EXPE	177	3/12	21.80	6,159	10%	268%	1.3%
NSM	178	3/13	14.70	3,631	13%	71%	2.5%
CNGL	179	3/12	3.37	136	26%	49%	0.0%
NOC	180	3/13	66.10	19,625	14%	63%	2.8%
BLUD	181	3/12	19.16	1,352	11%	94%	0.0%
DISH	182	3/12	23.43	10,395	14%	67%	0.0%
LLL	183	3/12	79.68	8,988	14%	64%	2.1%
GCI	184	3/12	15.59	3,780	17%	56%	1.0%
CLCT	185	3/12	14.42	113	9%	581%	8.7%
FCN	186	3/12	36.04	1,683	11%	119%	0.0%
AFCE	187	3/12	14.61	373	10%	200%	0.0%
FIZZ	188	3/12	12.77	592	11%	114%	18.3%
TJX	189	3/12	49.77	19,788	12%	84%	1.2%
CPIX	190	3/12	5.16	107	13%	67%	0.0%
ABC	191	3/12	37.02	10,391	10%	149%	1.0%
BIIB	192	3/12	71.00	17,249	11%	91%	0.0%
AMGN	193	3/12	53.53	50,639	12%	79%	0.0%
PWRD	194	3/12	22.77	1,206	13%	72%	0.0%
MY	195	3/12	9.30	1,163	13%	63%	0.0%
CHBT	196	3/12	9.82	233	44%	44%	0.0%
LLTC	197	3/12	33.47	7,772	10%	173%	2.8%
DGX	198	3/12	57.39	9,860	10%	115%	0.7%
WU	199	3/13	21.16	13,932	9%	692%	1.2%
DPZ	200	3/12	17.86	1,109	9%	234%	0.0%

Here is how the actual MFI list matches my top 200:

Ticker	Mkt Cap	Date	My Ranking
ARO	85.04	3-Mar	40
AFAM	80.13	3-Mar	43
AMED	471.18	3-Mar	44
APOL	1,443.38	3-Mar	21
AGX	213.45	3-Mar	10
BDSI	118.69	3-Mar	1
HRB	200	3-Mar	47
CSGS	872.94	3-Mar	51
CPLA	1,392.76	3-Mar	56
CECO	315.29	3-Mar	55
CHKE	111.33	3-Mar	45
NEP	6,478.74	3-Mar	68
CMTL	9,368.79	3-Mar	46
DELL	3,320.25	3-Mar	48
DLX	11,358.69	3-Mar	61
EME	59.8	3-Mar	70
CNET	1,901.03	3-Mar	36
FRX	59.89	3-Mar	22
SOLR	4,485.12	3-Mar	12
GME	65.96	3-Mar	63
GPRC	337.62	3-Mar	25
IPXL	1,502.50	3-Mar	15
JGBO	866.73	3-Mar	7
LPS	11,404.13	3-Mar	60
LO	68.41	3-Mar	28
MFW	151.59	3-Mar	65
MSFT	220,158.60	3-Mar	39
MNDO	354.45	3-Mar	26
MPAA	1,355.86	3-Mar	66
NEWN	176.1	3-Mar	30
OSK	30,358.90	3-Mar	23
PETS	1,045.37	3-Mar	53
PWER	672.52	3-Mar	34
POZN	335.59	3-Mar	3
PRSC	759.82	3-Mar	29
RTN	18,721.15	3-Mar	59
RLRN	1,962.55	3-Mar	80
RIGL	2,342.81	3-Mar	9
SNDK	194.51	3-Mar	33
SCEI	69.9	3-Mar	20
SUPG	64.85	3-Mar	8
TNAV	3,047.06	3-Mar	13
TER	171.35	3-Mar	75
TSRA	3,030.74	3-Mar	16
TTHI	140.45	3-Mar	57
USMO	380.14	3-Mar	19
UIS	149	3-Mar	32
VNDA	2,122.09	3-Mar	6
VECO	3,471.41	3-Mar	27
VPHM	72.57	3-Mar	31

I think my matching is spectacular (ok I am not being modest). Of the official MFI top 50, the worst one in my scoring is #80. I challenge anyone to do better!


Mechanical Update

A few new stocks added this weekend to my mechanical portfolios. POZN makes both the top 30 and top 50 list. RIGL makes the top 30 list (it has been in top 50 for a while). They both are bio-pharms without a regular income stream, so make sure you do due diligence before buying. These have sometimes been good, but have had some severe losses as well.