Top 200 List - April 29th 2011

Top 200 List - April 29th

Time for another top 200 list. As a reminder, I calculate the earnings yield and return on capital for a universe of about 3000 stocks, which I then rank and add together... essentially the same method as in TLBTBTM by JG.

My list actually shows the values and ranks the various stocks, as opposed to the "official" site. I also show the dividend yields... note these are direct pulls from Yahoo, so I'd advise double checking any of them if you are going to use.

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield
NEWN	1	4/30	3.67	50	53%	1751%	0.0%
TRMS	2	4/30	2.53	56	209%	800%	0.0%
AGX	3	4/30	9.40	129	31%	1150%	0.0%
MAIL	4	4/30	7.10	71	28%	818%	17.5%
STV	5	4/30	6.78	399	19%	1873%	0.0%
SUPG	6	4/30	2.71	165	34%	396%	0.0%
POZN	7	4/30	6.24	189	17%	31633%	0.0%
JGBO	8	4/30	4.74	71	501%	271%	0.0%
VECO	9	4/30	51.13	2,175	22%	403%	0.0%
ESI	10	4/30	71.74	2,103	27%	311%	0.0%
BPI	11	4/30	17.55	1,020	25%	325%	0.0%
SOLR	12	4/30	11.17	1,549	17%	617%	0.0%
IPXL	13	4/30	27.38	1,813	27%	255%	0.0%
TNAV	14	4/30	13.55	612	16%	772%	0.0%
USMO	15	4/30	15.45	345	27%	223%	12.9%
XNY	16	4/30	4.02	233	43%	195%	0.0%
TSRA	17	4/30	19.76	1,013	20%	266%	0.0%
APOL	18	4/30	40.03	5,698	27%	219%	0.0%
VNDA	19	4/30	8.05	233	15%	943%	0.0%
SCEI	20	4/30	2.88	50	117%	149%	0.0%
VPHM	21	4/30	19.29	1,851	16%	356%	0.0%
PRSC	22	4/30	14.74	196	18%	241%	0.0%
CRME	23	4/30	5.36	327	13%	1774%	0.0%
UIS	24	4/30	29.68	1,271	26%	160%	0.0%
FCX	25	4/30	55.02	52,544	17%	242%	1.5%
SNDK	26	4/30	49.33	12,007	14%	401%	0.0%
MSFT	27	4/30	25.92	220,579	14%	338%	2.2%
MNDO	28	4/30	3.46	65	13%	718%	9.7%
TIXC	29	4/30	-	-	6%	140%	0.0%
PWER	30	4/30	8.25	1,170	29%	128%	0.0%
UEPS	31	4/30	8.38	381	21%	147%	0.0%
CPLA	32	4/30	49.60	808	15%	220%	0.0%
AFAM	33	4/30	34.67	323	18%	165%	0.0%
OSK	34	4/30	31.66	2,907	24%	128%	0.0%
DJCO	35	4/30	74.01	102	30%	119%	0.0%
ZA	36	4/30	6.81	189	27%	125%	0.0%
DELL	37	4/30	15.47	29,981	15%	195%	0.0%
MRX	38	4/30	35.46	2,311	12%	893%	0.7%
TTHI	39	4/30	4.04	93	17%	153%	0.0%
LIWA	40	4/30	8.05	242	36%	107%	0.0%
ARO	41	4/30	25.53	2,262	19%	129%	0.0%
CNET	42	4/30	3.20	67	29%	109%	0.0%
LMLP	43	4/30	2.39	68	11%	2353%	0.0%
AZN	44	4/30	49.83	71,058	18%	128%	5.1%
RIGL	45	4/30	9.11	475	12%	779%	0.0%
UNTD	46	4/30	6.60	573	14%	186%	6.1%
LPS	47	4/30	29.43	2,594	14%	190%	1.4%
GNI	48	4/30	103.49	155	12%	594%	12.4%
CMTL	49	4/30	28.30	933	24%	106%	2.6%
HRB	50	4/30	17.29	5,276	13%	257%	3.4%
RTN	51	4/30	48.55	17,517	16%	139%	3.2%
PETS	52	4/30	15.09	342	13%	197%	3.1%
LLL	53	4/30	80.19	8,781	15%	145%	2.1%
CHKE	54	4/30	19.40	173	11%	1140%	7.0%
ARIA	55	4/30	8.55	1,042	11%	1491%	0.0%
LO	56	4/30	106.50	15,436	11%	735%	4.3%
WSTG	57	4/30	14.11	66	14%	155%	5.6%
CECO	58	4/30	21.81	1,740	23%	100%	0.0%
RIMM	59	4/30	48.65	25,509	20%	105%	0.0%
AVEO	60	4/30	15.56	583	11%	992%	0.0%
MPAA	61	4/30	13.91	172	13%	183%	0.0%
AMED	62	4/30	33.32	962	17%	118%	0.0%
CBPO	63	4/30	14.00	335	19%	109%	0.0%
MFW	64	4/30	25.09	487	14%	156%	0.0%
GTXI	65	4/30	4.26	197	11%	766%	0.0%
STRA	66	4/30	123.88	1,585	13%	181%	2.8%
GME	67	4/30	25.68	3,906	18%	108%	0.0%
TER	68	4/30	16.10	3,736	14%	140%	0.0%
NOC	69	4/30	63.61	18,886	16%	106%	13.1%
KLIC	70	4/30	9.06	650	29%	77%	0.0%
GAME	71	4/30	7.49	2,123	10%	674%	0.0%
MSN	72	4/30	2.44	66	39%	73%	0.0%
CREG	73	4/30	2.33	121	16%	103%	0.0%
LINC	74	4/30	16.70	373	30%	75%	3.0%
LTXC	75	4/30	8.67	434	15%	108%	0.0%
DM	76	4/30	11.77	358	11%	250%	0.0%
AOL	77	4/30	20.38	2,195	26%	76%	0.0%
KLAC	78	4/30	43.90	7,521	16%	101%	1.5%
CSGS	79	4/30	21.23	688	13%	138%	0.0%
MRVL	80	4/30	15.43	10,480	12%	182%	0.0%
CNU	81	4/30	5.36	335	13%	135%	0.0%
DV	82	4/30	52.90	3,717	14%	111%	0.4%
NOK	83	4/30	9.23	34,279	13%	131%	6.1%
LOV	84	4/30	3.23	66	11%	259%	0.0%
CSCO	85	4/30	17.52	97,884	11%	217%	0.4%
IVAC	86	4/30	12.23	283	19%	83%	0.0%
MHP	87	4/30	40.47	12,530	11%	268%	2.4%
NVMI	88	4/30	9.86	264	11%	289%	0.0%
NATH	89	4/30	17.11	92	13%	137%	0.0%
RLRN	90	4/30	11.99	351	10%	540%	19.3%
DGW	91	4/30	3.88	95	133%	65%	0.0%
LHCG	92	4/30	29.62	542	15%	97%	0.0%
NEP	93	4/30	4.27	134	64%	65%	0.0%
MDP	94	4/30	33.42	1,537	13%	123%	2.8%
USNA	95	4/30	37.30	605	13%	128%	0.0%
CHOP	96	4/30	4.85	235	37%	67%	0.0%
NSR	97	4/30	26.89	2,024	12%	149%	0.0%
CBEH	98	4/30	1.84	71	1219%	62%	0.0%
KIRK	99	4/30	15.09	310	19%	74%	0.0%
TPI	100	4/30	2.24	68	48%	63%	0.0%
CBP	101	4/30	1.43	54	53%	62%	0.0%
COCO	102	4/30	4.45	376	38%	63%	0.0%
CEPH	103	4/30	77.02	6,236	14%	93%	0.0%
CATO	104	4/30	25.51	740	17%	75%	2.9%
MKSI	105	4/30	28.38	1,487	21%	69%	0.0%
EME	106	4/30	31.00	2,126	13%	103%	0.0%
DVOX	107	4/30	5.85	55	15%	78%	0.0%
FLL	108	4/30	4.00	72	14%	84%	0.0%
CTP	109	4/30	14.05	96	11%	183%	0.0%
EGY	110	4/30	6.97	398	24%	64%	0.0%
GEDU	111	4/30	6.27	159	17%	71%	0.0%
NVLS	112	4/30	32.10	2,981	16%	74%	0.0%
TNH	113	4/30	114.01	2,109	10%	243%	5.7%
UG	114	4/30	14.24	65	11%	188%	4.4%
GMAN	115	4/30	18.79	362	11%	138%	0.0%
NUS	116	4/30	32.09	2,066	11%	158%	1.6%
HPQ	117	4/30	40.37	89,864	13%	95%	0.8%
SAI	118	4/30	17.40	6,247	14%	85%	0.0%
BLC	119	4/30	8.45	874	11%	127%	0.0%
CYOU	120	4/30	45.32	2,410	10%	380%	0.0%
INTC	121	4/30	23.15	129,779	14%	83%	2.9%
ASYS	122	4/30	22.88	220	15%	73%	0.0%
GPS	123	4/30	23.24	14,223	16%	71%	1.8%
GFRE	124	4/30	3.13	109	172%	54%	0.0%
MO	125	4/30	26.84	55,935	10%	283%	5.6%
CEL	126	4/30	32.10	3,193	14%	79%	11.8%
MANT	127	4/30	43.89	1,608	13%	86%	0.0%
HITK	128	4/30	27.66	356	18%	64%	0.0%
LMT	129	4/30	79.25	27,944	13%	88%	3.5%
GLPW	130	4/30	28.26	465	12%	100%	0.0%
GA	131	4/30	8.85	2,068	9%	521%	2.1%
HRS	132	4/30	53.13	6,737	13%	81%	1.8%
CRY	133	4/30	5.84	162	14%	75%	0.0%
V	134	4/30	78.12	56,168	9%	344%	0.7%
CNTF	135	4/30	4.66	247	71%	51%	0.0%
SCLN	136	4/30	4.41	220	13%	75%	0.0%
MY	137	4/30	8.61	1,076	16%	65%	0.0%
LRCX	138	4/30	48.31	6,053	17%	61%	0.0%
WWE	139	4/30	10.51	793	13%	79%	12.6%
EDS	140	4/30	6.48	181	69%	50%	0.0%
CA	141	4/30	24.59	12,443	9%	285%	0.7%
CJJD	142	4/30	2.71	37	42%	50%	0.0%
CNGL	143	4/30	2.12	86	48%	49%	0.0%
CVVT	144	4/30	4.01	139	46%	49%	0.0%
KFY	145	4/30	20.71	968	10%	189%	0.0%
PRX	146	4/30	34.44	1,252	13%	71%	0.0%
LXK	147	4/30	32.25	2,574	23%	53%	0.0%
PTNR	148	4/30	19.35	3,042	13%	76%	11.1%
CNH	149	4/30	48.30	11,640	23%	53%	0.0%
CPIX	150	4/30	5.04	105	14%	67%	0.0%
YONG	151	4/30	5.24	255	27%	51%	0.0%
MD	152	4/30	70.92	3,404	9%	732%	0.0%
AHCI	153	4/30	2.61	115	16%	59%	0.0%
ADI	154	4/30	40.31	12,450	10%	140%	2.2%
VCI	155	4/30	28.83	1,509	11%	92%	0.0%
MED	156	4/30	19.75	282	12%	76%	0.0%
ABC	157	4/30	40.64	11,370	10%	152%	0.9%
LAS	158	4/30	3.07	90	87%	47%	0.0%
LEA	159	4/30	51.14	5,533	14%	62%	0.3%
AIXG	160	4/30	42.45	4,319	10%	191%	0.5%
TNDM	161	4/30	15.29	515	14%	62%	0.0%
CHRM	162	4/30	11.00	450	13%	69%	0.0%
ABAT	163	4/30	1.71	134	164%	45%	0.0%
BKE	164	4/30	45.49	2,144	11%	111%	7.2%
LLTC	165	4/30	34.81	8,120	10%	161%	2.7%
AFCE	166	4/30	15.06	386	9%	195%	0.0%
ROST	167	4/30	73.69	8,691	11%	92%	1.0%
RGR	168	4/30	23.78	451	11%	86%	1.4%
CUB	169	4/30	54.08	1,446	9%	198%	0.5%
RIMG	170	4/30	14.96	143	52%	46%	0.7%
GTIV	171	4/30	28.00	855	10%	135%	0.0%
DISH	172	4/30	25.04	11,109	13%	67%	0.0%
DPZ	173	4/30	18.57	1,153	9%	234%	0.0%
SBGI	174	4/30	11.49	963	11%	81%	1.0%
WINA	175	4/30	41.71	218	9%	229%	0.1%
MYGN	176	4/30	21.44	2,008	9%	272%	0.0%
SYNA	177	4/30	28.42	1,005	10%	112%	0.0%
DRCO	178	4/30	14.86	151	14%	60%	0.0%
DLB	179	4/30	50.06	5,692	9%	240%	0.0%
CHBT	180	4/30	9.76	231	45%	44%	0.0%
OIIM	181	4/30	7.31	245	17%	52%	0.0%
SUNH	182	4/30	11.79	304	28%	45%	0.0%
BMY	183	4/30	28.10	48,163	10%	105%	4.6%
DGX	184	4/30	56.38	9,201	10%	107%	0.7%
PBI	185	4/30	24.56	5,015	10%	104%	5.6%
TRLG	186	4/30	30.22	758	13%	67%	0.0%
APAC	187	4/30	5.71	310	14%	58%	0.0%
LOPE	188	4/30	14.46	670	12%	67%	0.0%
ASEI	189	4/30	88.10	814	10%	93%	1.7%
DRWI	190	4/30	8.32	301	12%	68%	0.0%
ASNA	191	4/30	31.29	2,536	14%	58%	0.0%
MA	192	4/30	275.89	36,142	8%	629%	0.2%
TVL	193	4/30	5.35	303	12%	66%	0.0%
AMAT	194	4/30	15.69	20,946	11%	77%	1.8%
ACAD	195	4/30	2.75	108	8%	1489%	0.0%
LPH	196	4/30	1.80	205	44%	42%	0.0%
TWX	197	4/30	37.86	42,562	10%	109%	2.4%
FIZZ	198	4/30	13.92	646	10%	114%	16.4%
TJX	199	4/30	53.62	21,318	11%	81%	1.1%
TMH	200	4/30	19.88	1,278	8%	401%	0.0%

Comparison With Official List

A good sanity check is to look at the official top 50 over 50m list and see where each of their stocks show up on my list. I like to see them in the top 75ish. I do have additional stocks in my list, not sure why. I have had BPI and ESI for many months and they were not on official list. But I did see this week ESI suddenly showed up, so with their most recent earnings, whatever kept them off the list is fixed. Also, I do have quite a few foreign stocks, such as MAIL, AZN and XNY that are not on "the" list.

The three that stand out are DLX, FLL and EME. FLL is 108 and I do not understand why we differ. DLX looks like a simple timing difference (I show the most recent quarter not fully populated) and EME may be timing as well (note my data is as of Saturday and the website is Friday morning, which means stock prices are different and as we're in the middle of earnings season, income statements could differ).

Ticker	Mkt Cap	Date	My Ranking
ARIA	1,079.01	28-Apr	55
AVEO	568.50	28-Apr	60
ARO	2,153.41	28-Apr	41
AFAM	329.56	28-Apr	33
AMED	1,009.96	28-Apr	62
APOL	5,703.77	28-Apr	18
AGX	129.05	28-Apr	3
HRB	5,372.40	28-Apr	50
CPLA	792.76	28-Apr	32
CRME	317.47	28-Apr	23
CECO	1,760.61	28-Apr	58
CHKE	163.12	28-Apr	54
CMTL	762.59	28-Apr	49
DELL	30,361.94	28-Apr	37
DLX	1,385.61	28-Apr	#N/A
EME	2,068.49	28-Apr	106
CNET	56.61	28-Apr	42
FLL	73.47	28-Apr	108
SOLR	1,355.28	28-Apr	12
GNI	151.45	28-Apr	48
ESI	2,028.62	28-Apr	10
IPXL	1,783.43	28-Apr	13
JGBO	60.24	28-Apr	8
LMLP	65.23	28-Apr	43
LPS	2,462.14	28-Apr	47
LO	15,091.20	28-Apr	56
MFW	487.60	28-Apr	64
MRX	2,079.11	28-Apr	38
MSFT	225,192.01	28-Apr	27
MNDO	60.82	28-Apr	28
MPAA	162.42	28-Apr	61
NEWN	53.40	28-Apr	1
OSK	2,938.23	28-Apr	34
PETS	345.62	28-Apr	52
PWER	853.63	28-Apr	30
POZN	179.72	28-Apr	7
PRSC	194.93	28-Apr	22
RTN	17,700.45	28-Apr	51
RIGL	470.44	28-Apr	45
SNDK	11,680.83	28-Apr	26
SCEI	57.93	28-Apr	20
SUPG	165.38	28-Apr	6
TNAV	486.01	28-Apr	14
TER	2,918.02	28-Apr	68
TSRA	958.74	28-Apr	17
TTHI	93.34	28-Apr	39
USMO	341.38	28-Apr	15
UNTD	564.71	28-Apr	46
VNDA	224.61	28-Apr	19
VECO	1,974.68	28-Apr	9

Mechanical Update

Every weekend, I try to look at stocks that are new to the top 30 or top 50 lists (over 50m) in the past 52 weeks. The lists have been very stagnant... until this week!

New to top 30: CPLA, ESI and LMLP.
New to top 50: ESI, LMLP and AVEO.

LMLP looks interesting. They are a bit like TSRA and IDCC in they seem to try to collect $ based on Intellectual Property. But here, tit seems more like ip associated with bill pay and check pay through the internet. I'll wait for someone smarter than me to look them over and kick the tires.

AVEO is one of many biotech firms to make the list. They seem (anecdotally) to have performed pretty well. I probably need to roll up my sleeves and see if they have been better or worse than average.