Top 200 April 23rd 2011

Top 200 List

Well, I put my not so high-powered Eee PC netbook to work crunching the numbers for the most recent top 200 list. I really need to upgrade computers. I am looking at a Lenovo (to buy this summer), but as a Dell stockholder, I feel I should buy a Dell. I want something easy to carry (as I travel a lot), strong battery life, but still decent performance and reasonable screen size and keyboard. I am willing to spend up to 2k.

The list, like the official list, is quite stagnant.

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield
TRMS	1	4/23	2.53	56	209%	800%	0.0%
NEWN	2	4/22	4.09	56	46%	1751%	0.0%
PDLI	3	4/22	6.28	876	26%	379474%	10.4%
MAIL	4	4/22	7.15	71	28%	818%	23.9%
AGX	5	4/22	9.52	130	25%	952%	0.0%
POZN	6	4/22	5.78	175	20%	31633%	0.0%
JGBO	7	4/22	4.28	64	579%	271%	0.0%
SUPG	8	4/22	2.64	160	30%	385%	0.0%
TNAV	9	4/23	10.24	460	24%	484%	0.0%
STV	10	4/22	6.85	403	18%	1873%	0.0%
SOLR	11	4/22	9.65	1,339	20%	617%	0.0%
ESI	12	4/22	73.99	2,169	27%	311%	0.0%
BPI	13	4/22	16.78	975	26%	325%	0.0%
VNDA	14	4/23	7.66	221	18%	943%	0.0%
CRME	15	4/22	4.46	272	16%	1774%	0.0%
IPXL	16	4/22	26.46	1,752	28%	255%	0.0%
USMO	17	4/23	14.80	330	29%	223%	13.5%
XNY	18	4/23	3.98	231	44%	195%	0.0%
IDCC	19	4/22	45.90	2,083	14%	2827%	0.2%
APOL	20	4/22	39.80	5,666	27%	219%	0.0%
TSRA	21	4/23	18.40	937	22%	248%	0.0%
RIGL	22	4/22	7.82	408	15%	779%	0.0%
OSK	23	4/22	34.95	3,196	31%	186%	0.0%
SCEI	24	4/22	4.12	71	178%	149%	0.0%
PPD	25	4/22	65.94	645	18%	251%	0.0%
PRSC	26	4/22	14.03	187	19%	241%	0.0%
VECO	27	4/23	48.90	2,052	19%	221%	0.0%
VPHM	28	4/23	19.72	1,793	15%	311%	0.0%
SNDK	29	4/22	48.99	11,924	14%	401%	0.0%
UIS	30	4/23	32.50	1,408	23%	169%	0.0%
PWER	31	4/22	7.69	1,090	32%	128%	0.0%
MNDO	32	4/22	3.43	64	13%	718%	9.1%
TTHI	33	4/23	3.59	83	20%	153%	0.0%
MSFT	34	4/22	25.52	218,706	14%	338%	2.3%
UEPS	35	4/23	8.56	389	21%	147%	0.0%
AMED	36	4/22	33.66	960	20%	148%	0.0%
AFAM	37	4/22	36.14	338	18%	169%	0.0%
ZA	38	4/23	7.42	205	24%	125%	0.0%
MRX	39	4/22	35.08	2,286	12%	893%	0.8%
CPLA	40	4/22	49.57	820	15%	212%	0.0%
DELL	41	4/22	15.27	29,593	15%	195%	0.0%
RIMG	42	4/22	15.01	144	43%	105%	0.7%
LIWA	43	4/22	7.92	238	37%	107%	0.0%
GRVY	44	4/22	1.80	50	228%	94%	0.0%
LPS	45	4/22	28.41	2,565	15%	184%	1.4%
UNTD	46	4/23	6.21	539	15%	186%	6.4%
CNET	47	4/22	3.49	73	26%	109%	0.0%
LMLP	48	4/22	2.39	68	11%	2353%	0.0%
ARO	49	4/22	25.90	2,295	19%	129%	0.0%
AZN	50	4/22	49.93	71,200	18%	128%	5.1%
GTXI	51	4/22	4.11	190	12%	766%	0.0%
CMTL	52	4/22	28.05	925	24%	106%	2.7%
STRA	53	4/22	119.98	1,578	14%	186%	3.0%
RTN	54	4/22	48.75	17,843	16%	148%	3.2%
ACAD	55	4/22	2.24	88	11%	1489%	0.0%
PETS	56	4/22	14.74	334	14%	197%	3.2%
LO	57	4/22	99.21	14,758	11%	710%	4.6%
CHKE	58	4/22	19.04	169	11%	1140%	7.0%
GNI	59	4/22	103.90	156	12%	594%	12.0%
LLL	60	4/22	77.69	8,507	16%	145%	2.1%
CECO	61	4/22	21.19	1,690	24%	100%	0.0%
EME	62	4/22	30.18	2,061	14%	170%	0.0%
CSKI	63	4/22	3.16	53	371%	83%	0.0%
HRB	64	4/22	17.65	5,386	13%	257%	3.4%
ARIA	65	4/22	8.41	1,025	11%	1491%	0.0%
MFW	66	4/22	24.04	466	14%	156%	0.0%
MPAA	67	4/22	13.81	171	14%	183%	0.0%
UTA	68	4/23	3.96	81	123%	79%	0.0%
NOK	69	4/22	8.63	32,043	15%	140%	6.5%
DLX	70	4/22	26.82	1,376	13%	222%	3.7%
WSTG	71	4/23	14.30	65	14%	163%	5.5%
PRM	72	4/22	4.78	214	12%	276%	5.9%
GME	73	4/22	26.54	4,037	17%	108%	0.0%
BSPM	74	4/22	1.84	50	64%	77%	0.0%
CBPO	75	4/22	15.00	359	17%	109%	0.0%
RIMM	76	4/22	53.77	28,193	18%	105%	0.0%
CYOU	77	4/22	39.78	2,116	11%	380%	0.0%
GAME	78	4/22	7.30	2,069	11%	674%	0.0%
CNU	79	4/22	5.05	315	14%	135%	0.0%
KLIC	80	4/22	8.76	628	30%	77%	0.0%
MDCO	81	4/22	16.22	871	11%	340%	0.0%
MSN	82	4/22	2.43	66	39%	73%	0.0%
CSCO	83	4/22	16.94	94,644	12%	217%	0.4%
LINC	84	4/22	15.67	350	32%	75%	3.2%
AOL	85	4/22	19.49	2,099	28%	76%	0.0%
CSGS	86	4/22	20.46	663	13%	138%	0.0%
TER	87	4/23	17.81	3,919	13%	164%	0.0%
DV	88	4/22	49.29	3,493	14%	113%	0.5%
DM	89	4/22	11.67	355	11%	250%	0.0%
IVAC	90	4/22	11.86	274	20%	83%	0.0%
LHCG	91	4/22	28.64	524	15%	97%	0.0%
LTXC	92	4/22	8.89	445	14%	108%	0.0%
DGW	93	4/22	3.88	95	1184%	65%	0.0%
RLRN	94	4/22	11.81	346	10%	540%	19.5%
MRVL	95	4/22	15.70	10,667	12%	182%	0.0%
LOV	96	4/22	3.24	67	11%	259%	0.0%
NEP	97	4/22	4.20	132	66%	65%	0.0%
MHP	98	4/22	39.80	12,351	11%	257%	2.4%
NSR	99	4/22	26.40	1,988	12%	149%	0.0%
ELNK	100	4/22	8.17	909	20%	77%	6.6%
CHOP	101	4/22	4.81	233	38%	67%	0.0%
USNA	102	4/23	34.26	565	13%	122%	0.0%
NATH	103	4/22	17.48	94	12%	137%	0.0%
MDP	104	4/22	34.84	1,600	13%	126%	2.7%
NUS	105	4/22	29.85	1,921	12%	158%	1.7%
TPI	106	4/23	2.38	72	44%	63%	0.0%
KIRK	107	4/22	15.08	310	19%	74%	0.0%
CEPH	108	4/22	75.91	6,146	14%	93%	0.0%
COCO	109	4/22	4.23	357	39%	63%	0.0%
CBP	110	4/22	1.45	55	52%	62%	0.0%
NVMI	111	4/22	10.15	272	10%	289%	0.0%
GD	112	4/22	72.25	27,520	14%	95%	2.4%
CBEH	113	4/22	1.84	71	253%	62%	0.0%
GMAN	114	4/22	18.30	342	12%	138%	0.0%
CATO	115	4/22	24.75	718	18%	75%	3.0%
MKSI	116	4/22	28.85	1,511	20%	69%	0.0%
INTC	117	4/22	21.46	120,305	15%	83%	3.1%
EGY	118	4/22	6.95	397	24%	64%	0.0%
DRCO	119	4/22	16.35	166	13%	96%	0.0%
CTP	120	4/22	14.09	96	11%	183%	0.0%
GPS	121	4/22	21.99	13,458	17%	71%	1.9%
FLL	122	4/22	4.09	74	14%	84%	0.0%
TNH	123	4/23	112.20	2,076	10%	243%	5.8%
GEDU	124	4/22	6.30	160	17%	71%	0.0%
SAI	125	4/22	17.25	6,193	14%	85%	0.0%
ASYS	126	4/22	22.46	216	15%	73%	0.0%
HPQ	127	4/22	40.99	91,244	13%	95%	0.8%
MANT	128	4/22	43.57	1,591	13%	96%	0.0%
GLPW	129	4/22	27.76	457	12%	100%	0.0%
NTRI	130	4/22	14.36	390	14%	79%	5.0%
CEL	131	4/22	31.45	3,129	14%	79%	12.1%
GFRE	132	4/22	4.19	145	90%	54%	0.0%
UG	133	4/23	14.52	67	10%	188%	4.2%
QKLS	134	4/22	2.39	92	30%	57%	0.0%
HITK	135	4/22	27.07	348	18%	64%	0.0%
LMT	136	4/22	77.78	27,977	13%	89%	3.5%
GA	137	4/22	8.75	2,045	9%	521%	2.1%
MED	138	4/22	17.78	254	14%	76%	0.0%
VCI	139	4/23	26.29	1,377	12%	96%	0.0%
HRS	140	4/22	52.22	6,621	13%	81%	1.9%
MD	141	4/22	66.88	3,210	9%	732%	0.0%
CHRM	142	4/22	10.65	416	14%	72%	0.0%
MY	143	4/22	8.52	1,065	16%	65%	0.0%
CNTF	144	4/22	4.09	217	187%	51%	0.0%
MSPD	145	4/22	8.20	270	11%	118%	0.0%
V	146	4/23	77.77	55,917	9%	344%	0.7%
PRX	147	4/22	33.62	1,222	14%	71%	0.0%
ADI	148	4/22	39.10	12,076	10%	140%	2.3%
CA	149	4/22	24.16	12,225	10%	285%	0.7%
PTNR	150	4/22	18.73	2,945	13%	76%	11.4%
TRLG	151	4/23	26.60	667	14%	67%	0.0%
LRCX	152	4/22	48.98	6,137	17%	61%	0.0%
EDS	153	4/22	6.96	194	60%	50%	0.0%
NOC	154	4/22	61.74	18,331	15%	63%	13.3%
KLAC	155	4/22	42.60	7,221	12%	82%	1.5%
MYGN	156	4/22	20.54	1,924	9%	272%	0.0%
BLC	157	4/22	8.05	834	12%	85%	0.0%
RGR	158	4/22	20.92	399	13%	76%	1.5%
CJJD	159	4/22	2.65	36	43%	50%	0.0%
LXK	160	4/22	36.92	2,946	20%	56%	0.0%
CVVT	161	4/22	4.22	147	43%	49%	0.0%
EDMC	162	4/22	19.43	2,725	13%	74%	0.0%
DLB	163	4/22	47.79	5,434	10%	240%	0.0%
CNH	164	4/22	47.80	11,520	24%	53%	0.0%
CNGL	165	4/22	2.40	97	40%	49%	0.0%
ROST	166	4/22	72.26	8,522	11%	92%	1.0%
BKE	167	4/22	44.34	2,090	11%	111%	7.3%
AHCI	168	4/22	2.62	115	16%	59%	0.0%
YONG	169	4/23	5.72	278	24%	51%	0.0%
LAS	170	4/22	3.25	96	78%	47%	0.0%
AIXG	171	4/22	42.06	4,279	10%	191%	0.5%
LLTC	172	4/22	34.21	7,980	10%	161%	2.7%
DISH	173	4/22	24.37	10,812	13%	67%	0.0%
CPIX	174	4/22	5.16	107	13%	67%	0.0%
DNB	175	4/22	83.03	4,152	9%	845%	1.7%
TNDM	176	4/23	15.33	516	14%	62%	0.0%
MO	177	4/22	26.06	54,309	10%	112%	5.7%
ABAT	178	4/22	2.04	160	78%	45%	0.0%
DRWI	179	4/22	7.90	286	13%	68%	0.0%
SYNA	180	4/22	27.94	988	10%	112%	0.0%
GTIV	181	4/22	26.92	822	10%	135%	0.0%
SBGI	182	4/22	11.08	928	12%	81%	1.1%
SCLN	183	4/22	4.80	239	12%	75%	0.0%
CRI	184	4/22	30.79	1,782	14%	63%	0.0%
WWE	185	4/23	11.32	854	12%	79%	12.8%
CLCT	186	4/22	14.77	116	9%	581%	8.6%
LOPE	187	4/22	13.71	635	13%	67%	0.0%
WU	188	4/23	21.36	14,063	9%	692%	1.2%
AMGN	189	4/22	53.69	50,522	12%	73%	0.0%
WINA	190	4/23	40.95	214	9%	229%	0.1%
AFCE	191	4/22	15.13	387	9%	195%	0.0%
CHBT	192	4/22	8.52	202	64%	44%	0.0%
DPZ	193	4/22	18.30	1,136	9%	234%	0.0%
BLUD	194	4/22	20.98	1,483	11%	93%	0.0%
AMAT	195	4/22	15.25	20,359	12%	77%	1.8%
KFY	196	4/22	21.29	995	9%	189%	0.0%
OIIM	197	4/22	7.23	242	17%	52%	0.0%
NVLS	198	4/22	34.65	3,186	12%	68%	0.0%
XLNX	199	4/23	31.77	8,375	10%	101%	2.0%
FCN	200	4/22	38.06	1,777	10%	112%	0.0%

Going through the list, I have to admit that CSCO stands out as a stock I may buy soon.

Match of Lists

I do try to tie in the official list with my list.

Ticker	Mkt Cap	Date	My Ranking
ARIA	1,039.65	20-Apr	66
ACAD	86.18	20-Apr	55
ARO	2,221.07	20-Apr	50
AFAM	328.17	20-Apr	38
AMED	993.92	20-Apr	37
APOL	5,477.20	20-Apr	20
AGX	124.57	20-Apr	5
CPLA	797.04	20-Apr	41
CRME	270.46	20-Apr	15
CHKE	161.68	20-Apr	59
CMTL	750.80	20-Apr	53
DELL	29,115.24	20-Apr	42
DLX	1,384.59	20-Apr	71
EME	1,977.17	20-Apr	63
CNET	59.69	20-Apr	48
FLL	73.65	20-Apr	123
SOLR	1,209.14	20-Apr	11
IPXL	1,723.47	20-Apr	16
IDCC	2,066.52	20-Apr	19
JGBO	52.74	20-Apr	7
LPS	2,520.14	20-Apr	46
LO	14,577.99	20-Apr	58
MRX	2,054.93	20-Apr	40
MSFT	216,461.28	20-Apr	35
MNDO	64.50	20-Apr	33
MPAA	165.20	20-Apr	68
NEWN	58.69	20-Apr	1
OSK	3,095.21	20-Apr	23
PDLI	869.96	20-Apr	3
PETS	336.73	20-Apr	57
PWER	786.05	20-Apr	32
POZN	170.75	20-Apr	6
PPD	644.42	20-Apr	25
PRSC	181.13	20-Apr	26
RTN	17,535.13	20-Apr	56
RIGL	391.51	20-Apr	22
SNDK	11,458.52	20-Apr	29
SCEI	101.55	20-Apr	24
STRA	1,576.33	20-Apr	54
SUPG	158.74	20-Apr	8
TNAV	445.75	20-Apr	9
TER	3,234.76	20-Apr	88
TSRA	929.65	20-Apr	21
TTHI	82.66	20-Apr	34
USMO	326.15	20-Apr	17
UIS	1,370.44	20-Apr	30
UNTD	544.76	20-Apr	47
VNDA	215.64	20-Apr	14
VECO	1,909.97	20-Apr	27
VPHM	1,527.66	20-Apr	28

As you can see, they are reasonably close, with just FLL being the outlier at #123.

Stocks on My List Not in Top 50

TRMS	2
MAIL	4
STV	10
ESI	12
BPI	13
XNY	18
FCX	31
UEPS	36
ZA	39
RIMG	43
LIWA	44
GRVY	45
LMLP	49

I am not sure about TRMS. It has often been on the lists. Not sure about FCX. I wonder if something is wrong? There was something wrong, Property plants and equipment were showing up as 0 rather than 18b. They should not be on this list and I removed them from above.