Top 200 March 18th 2011

My Top 200 List

As my readers know, every weekend I calculate the top 200 list, per my approach. It seems (to me) to be extremely close to the official list, except I generally have a few ADRS and then a few oddball stocks (like some education companies) that are not on the list. I also show the earnings yield, return on capital and the dividend yield. Finally my list actually ranks the stocks. My intent (down the road) will bee to see if stocks in the top deciles of my rankings beat lower stocks (like TLBTBTM).

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield
BDSI	1	3/19	3.22	77	62%	1295%	0.0%
POZN	2	3/19	4.68	142	28%	31633%	0.0%
MAIL	3	3/19	7.40	72	26%	1128%	12.0%
STV	4	3/19	5.88	346	24%	1873%	0.0%
VNDA	5	3/19	7.11	205	26%	891%	0.0%
SUPG	6	3/19	2.57	156	33%	385%	0.0%
JGBO	7	3/19	5.88	88	814%	271%	0.0%
ESI	8	3/19	67.74	2,102	28%	310%	0.0%
AGX	9	3/19	8.40	115	21%	567%	0.0%
TNAV	10	3/19	10.71	481	22%	484%	0.0%
RIGL	11	3/19	6.87	358	19%	779%	0.0%
BPI	12	3/19	18.02	1,047	24%	325%	0.0%
IPXL	13	3/19	23.74	1,572	32%	255%	0.0%
IDCC	14	3/19	42.01	1,906	16%	2827%	0.0%
SOLR	15	3/19	10.55	1,463	18%	617%	0.0%
CEU	16	3/19	1.70	53	636%	187%	0.0%
USMO	17	3/19	13.39	299	35%	223%	15.1%
TSRA	18	3/19	16.73	852	27%	248%	0.0%
SCEI	19	3/19	5.81	109	36%	206%	0.0%
MNDO	20	3/19	3.01	56	16%	718%	17.5%
APOL	21	3/19	40.32	5,913	26%	221%	0.0%
FRX	22	3/19	30.60	8,813	27%	216%	0.0%
MRX	23	3/19	29.92	1,950	15%	893%	0.8%
OSK	24	3/19	33.85	3,095	32%	186%	0.0%
GPRC	25	3/19	2.78	56	25%	202%	0.0%
NEWN	26	3/19	4.17	53	40%	152%	0.0%
VECO	27	3/19	48.06	2,017	20%	221%	0.0%
SNDK	28	3/19	43.31	10,439	16%	295%	0.0%
VPHM	29	3/19	19.08	1,735	16%	311%	0.0%
PPD	30	3/19	65.78	643	18%	251%	0.0%
CBST	31	3/19	24.46	1,479	19%	236%	0.0%
UIS	32	3/19	30.97	1,342	24%	169%	0.0%
PRSC	33	3/19	15.58	207	18%	241%	0.0%
CYOU	34	3/19	31.81	1,692	14%	374%	0.0%
PWER	35	3/19	8.35	1,184	29%	128%	0.0%
CNET	36	3/19	3.78	79	24%	142%	0.0%
MSFT	37	3/19	24.80	212,536	14%	338%	2.3%
CMM	38	3/19	2.42	64	217%	107%	0.0%
LO	39	3/19	87.11	12,958	13%	710%	5.8%
GA	40	3/19	7.23	1,690	14%	521%	5.0%
DJCO	41	3/19	71.10	98	33%	119%	0.0%
XNY	42	3/19	4.40	255	18%	183%	0.0%
GRVY	43	3/19	1.93	54	55%	103%	0.0%
DELL	44	3/19	14.51	28,120	16%	195%	0.0%
GAME	45	3/19	6.32	1,791	13%	674%	0.0%
AFAM	46	3/19	36.38	341	17%	169%	0.0%
UEPS	47	3/19	9.29	423	19%	147%	0.0%
AMED	48	3/19	35.73	1,019	19%	148%	0.0%
ARO	49	3/19	23.90	2,118	21%	129%	0.0%
CHKE	50	3/19	17.08	152	13%	625%	7.9%
LIWA	51	3/19	9.46	284	28%	107%	0.0%
TTHI	52	3/19	4.01	93	17%	153%	0.0%
UNTD	53	3/19	6.04	525	15%	186%	6.9%
CPLA	54	3/19	50.61	837	14%	212%	0.0%
CMTL	55	3/19	26.78	883	26%	106%	1.9%
CSKI	56	3/19	3.92	66	85%	89%	0.0%
HRB	57	3/19	16.07	4,904	14%	257%	3.8%
CSGS	58	3/19	19.47	631	16%	158%	0.0%
WSTG	59	3/19	13.12	60	15%	163%	5.6%
RTN	60	3/19	49.73	18,201	16%	148%	3.0%
CECO	61	3/19	20.77	1,657	25%	100%	0.0%
AZN	62	3/19	45.99	66,502	20%	113%	5.5%
PETS	63	3/19	14.68	333	14%	197%	3.3%
NOK	64	3/19	8.28	30,744	15%	140%	7.0%
LPS	65	3/19	32.12	2,900	14%	184%	1.3%
UTA	66	3/19	4.94	101	67%	79%	0.0%
DLX	67	3/19	25.58	1,312	13%	222%	4.0%
MPAA	68	3/19	13.66	169	14%	183%	0.0%
NEP	69	3/19	4.56	143	60%	79%	0.0%
GME	70	3/19	20.96	3,213	19%	99%	0.0%
EME	71	3/19	31.29	2,136	14%	170%	0.0%
CNXT	72	3/19	2.37	194	11%	584%	0.0%
STRA	73	3/19	130.43	1,716	13%	186%	2.7%
CEPH	74	3/19	55.92	4,528	19%	93%	0.0%
NSR	75	3/19	25.25	1,905	12%	237%	0.0%
TER	76	3/19	16.94	3,727	13%	164%	0.0%
DGW	77	3/19	8.06	199	103%	71%	0.0%
NVMI	78	3/19	9.24	247	12%	289%	0.0%
KLIC	79	3/19	8.60	617	30%	77%	0.0%
CNU	80	3/19	5.03	314	14%	135%	0.0%
MSN	81	3/19	2.56	69	37%	73%	0.0%
AOL	82	3/19	19.00	2,046	29%	76%	0.0%
EGY	83	3/19	6.97	399	24%	79%	0.0%
ZA	84	3/19	6.83	189	21%	83%	0.0%
ZA	85	3/19	6.83	189	21%	83%	0.0%
GMAN	86	3/19	16.38	306	14%	138%	0.0%
RLRN	87	3/19	10.73	314	11%	510%	22.5%
IVAC	88	3/19	11.60	268	20%	83%	0.0%
LOV	89	3/19	3.10	64	12%	259%	0.0%
MHP	90	3/19	37.95	11,777	11%	257%	2.6%
LRCX	91	3/19	50.81	6,340	15%	104%	0.0%
INSP	92	3/19	8.25	304	13%	133%	0.0%
RIMM	93	3/19	60.91	31,942	15%	105%	0.0%
CSCO	94	3/19	17.14	95,761	12%	217%	0.0%
EVOL	95	3/19	6.91	75	11%	613%	2.9%
LHCG	96	3/19	28.58	523	15%	97%	0.0%
DM	97	3/19	11.70	355	11%	250%	0.0%
COCO	98	3/19	4.47	377	38%	63%	0.0%
LTXC	99	3/19	8.45	423	14%	104%	0.0%
TPI	100	3/19	2.52	77	40%	63%	0.0%
CBEH	101	3/19	3.84	149	84%	62%	0.0%
DV	102	3/19	51.20	3,628	14%	113%	0.4%
INTC	103	3/19	19.93	113,561	17%	85%	3.3%
DRCO	104	3/19	14.73	149	15%	96%	0.0%
CBP	105	3/19	1.66	63	44%	62%	0.0%
USNA	106	3/19	33.89	558	13%	122%	0.0%
MRVL	107	3/19	15.62	10,613	12%	182%	0.0%
MDP	108	3/19	33.71	1,548	13%	126%	2.8%
GILD	109	3/19	40.15	33,087	12%	167%	0.0%
BKE	110	3/19	35.84	1,689	14%	111%	9.1%
ZSTN	111	3/19	5.96	69	66%	61%	0.0%
ZSTN	112	3/19	5.96	69	66%	61%	0.0%
KIRK	113	3/19	14.74	303	20%	74%	0.0%
CHOP	114	3/19	5.60	271	28%	64%	0.0%
NUS	115	3/19	29.02	1,868	12%	158%	1.8%
NATH	116	3/19	17.48	94	12%	137%	0.0%
TNH	117	3/19	106.00	1,961	11%	243%	5.9%
V	118	3/19	71.42	51,351	10%	344%	0.8%
DVOX	119	3/19	5.48	51	16%	78%	0.0%
GEDU	120	3/19	6.06	154	19%	71%	0.0%
CVVT	121	3/19	5.26	185	37%	58%	0.0%
CPY	122	3/19	21.42	157	14%	88%	4.7%
GD	123	3/19	74.38	28,331	14%	95%	2.3%
LLY	124	3/19	34.48	38,251	18%	71%	5.7%
GFRE	125	3/19	7.01	244	37%	57%	0.0%
ASYS	126	3/19	21.54	207	16%	73%	0.0%
HRS	127	3/19	46.52	5,899	15%	81%	2.1%
CELM	128	3/19	3.07	64	62%	55%	0.0%
NTRI	129	3/19	13.56	368	15%	79%	5.3%
MEDQ	130	3/19	8.93	335	11%	187%	52.8%
MSPD	131	3/19	7.55	248	12%	118%	0.0%
PTNR	132	3/19	18.20	2,834	14%	88%	14.5%
TRLG	133	3/19	21.97	551	19%	67%	0.0%
MO	134	3/19	24.80	51,634	10%	275%	6.1%
MA	135	3/19	241.68	31,660	10%	629%	0.3%
MANT	136	3/19	41.96	1,533	13%	96%	0.0%
MD	137	3/19	64.20	3,081	10%	732%	0.0%
PRX	138	3/19	29.66	1,078	16%	71%	0.0%
MKSI	139	3/19	30.65	1,571	17%	68%	0.0%
UG	140	3/19	14.45	66	11%	177%	4.2%
CDCS	141	3/19	5.37	151	10%	294%	0.0%
GNI	142	3/19	123.62	185	10%	594%	10.1%
VCLK	143	3/19	14.12	1,156	10%	645%	0.0%
CHRM	144	3/19	10.21	399	15%	72%	0.0%
SAI	145	3/19	16.77	6,037	14%	82%	0.0%
CNTF	146	3/19	4.22	223	136%	51%	0.0%
CA	147	3/19	22.87	11,572	10%	285%	0.7%
MED	148	3/19	18.36	271	13%	86%	0.0%
CEL	149	3/19	31.47	3,131	14%	79%	9.4%
HPQ	150	3/19	41.32	91,978	13%	95%	0.8%
DRWI	151	3/19	7.08	256	16%	68%	0.0%
GLPW	152	3/19	24.36	399	11%	122%	0.0%
BLC	153	3/19	7.20	746	13%	90%	0.0%
CRI	154	3/19	27.04	1,553	16%	64%	0.0%
EDS	155	3/19	6.83	191	62%	50%	0.0%
SPU	156	3/19	4.37	103	44%	50%	0.0%
ADI	157	3/19	37.82	11,681	11%	140%	2.4%
SHOO	158	3/19	42.66	1,214	11%	153%	0.0%
QKLS	159	3/19	2.95	114	20%	57%	0.0%
IOSP	160	3/19	27.52	681	14%	72%	0.0%
LMT	161	3/19	80.53	28,967	13%	89%	3.4%
TMH	162	3/19	17.10	1,099	10%	401%	0.0%
STX	163	3/19	13.19	6,410	22%	55%	0.0%
XRTX	164	3/19	11.02	349	48%	49%	0.0%
NSM	165	3/19	13.92	3,438	14%	71%	2.7%
LXK	166	3/19	35.97	2,870	20%	56%	0.0%
DNB	167	3/19	77.84	3,892	9%	845%	1.8%
AHCI	168	3/19	2.45	108	18%	59%	0.0%
MBND	169	3/19	5.14	52	11%	137%	0.0%
WDC	170	3/19	33.89	7,964	23%	53%	0.0%
CPIX	171	3/19	4.98	104	15%	67%	0.0%
VCI	172	3/19	27.41	1,435	12%	96%	0.0%
EXPE	173	3/19	21.32	6,023	10%	268%	1.3%
CUB	174	3/19	51.23	1,370	10%	198%	0.6%
ROST	175	3/19	69.60	8,208	12%	92%	1.0%
CNGL	176	3/19	3.11	125	29%	49%	0.0%
PWRD	177	3/19	21.68	1,149	13%	72%	0.0%
BLUD	178	3/19	18.76	1,323	12%	94%	0.0%
TNDM	179	3/19	14.31	482	15%	61%	0.0%
DGX	180	3/19	53.74	9,233	11%	115%	0.7%
AIXG	181	3/19	40.92	4,163	10%	191%	0.5%
CLCT	182	3/19	14.21	111	9%	581%	8.8%
AFCE	183	3/19	14.22	363	10%	200%	0.0%
EDMC	184	3/19	19.59	2,748	13%	74%	0.0%
RGR	185	3/19	20.98	400	13%	76%	1.6%
YONG	186	3/19	6.42	312	21%	51%	0.0%
LLTC	187	3/19	32.46	7,537	10%	173%	2.9%
KFY	188	3/19	20.43	954	10%	189%	0.0%
LLL	189	3/19	78.54	8,859	14%	64%	2.1%
NOC	190	3/19	66.95	19,877	14%	63%	2.8%
TJX	191	3/19	48.66	19,346	12%	84%	1.2%
DISH	192	3/19	23.88	10,595	14%	67%	0.0%
BIIB	193	3/19	69.53	16,891	12%	91%	0.0%
AMGN	194	3/19	52.94	50,081	12%	79%	0.0%
CHBT	195	3/19	8.34	198	68%	44%	0.0%
DLB	196	3/19	48.03	5,462	10%	240%	0.0%
BMY	197	3/19	25.73	44,333	11%	101%	5.1%
ABC	198	3/19	37.30	10,470	10%	149%	1.0%
FCN	199	3/19	36.08	1,685	11%	112%	0.0%
KLAC	200	3/19	44.78	7,591	12%	82%	1.4%

Finally, here is the official top 50 and where they show up on my list. Note there is one day of difference, so if a stock (like GMAN) went up a lot on Friday, it may explain the difference.

Ticker	Mkt Cap	Date	My Ranking
ARO	2,138.97	17-Mar	49
AFAM	336.67	17-Mar	46
AMED	1,015.85	17-Mar	48
APOL	5,783.06	17-Mar	21
AGX	113.12	17-Mar	9
BDSI	79.28	17-Mar	1
HRB	4,850.42	17-Mar	57
CSGS	649.32	17-Mar	58
CPLA	835.19	17-Mar	54
CECO	1,680.21	17-Mar	61
CHKE	150.70	17-Mar	50
NEP	131.89	17-Mar	69
CMTL	703.37	17-Mar	55
CBST	1,449.80	17-Mar	31
DELL	27,062.98	17-Mar	44
DLX	1,298.85	17-Mar	67
CNET	61.42	17-Mar	36
FRX	8,768.05	17-Mar	22
SOLR	1,330.30	17-Mar	15
GMAN	266.89	17-Mar	86
GPRC	56.60	17-Mar	25
IPXL	1,553.90	17-Mar	13
IDCC	1,874.68	17-Mar	14
JGBO	70.14	17-Mar	7
LO	11,580.66	17-Mar	39
MSFT	208,226.34	17-Mar	37
MNDO	54.73	17-Mar	20
NEWN	54.57	17-Mar	26
OSK	3,058.01	17-Mar	24
PETS	329.21	17-Mar	63
PWER	877.12	17-Mar	35
POZN	134.84	17-Mar	2
PPD	638.47	17-Mar	30
PRSC	190.01	17-Mar	33
RTN	17,944.84	17-Mar	60
RLRN	301.94	17-Mar	87
RIGL	359.62	17-Mar	11
SNDK	10,179.05	17-Mar	28
SCEI	98.90	17-Mar	19
SUPG	155.60	17-Mar	6
TNAV	457.19	17-Mar	10
TER	3,092.77	17-Mar	76
TSRA	826.18	17-Mar	18
TTHI	95.19	17-Mar	52
USMO	291.51	17-Mar	17
UIS	1,295.47	17-Mar	32
UNTD	499.65	17-Mar	53
VNDA	195.52	17-Mar	5
VECO	1,913.89	17-Mar	27
VPHM	1,439.36	17-Mar	29