I am back in Bermuda after my two weeks away. Good to be back on the old lap top, using the old wifi. A lot going on, I will probably have to make a couple of posts. One item of note, the stock contest I try to host every year just finished. Ted Wu won, for the 2nd time in three years. You can bet I'll be looking at his picks closely this year, as he seems to have a little of the secret sauce. If you are interested in entering the contest, here is the link (2011-12 Stock Contest). The contest starts right after Memorial Day and runs for a year. There is a prize for 1st place.
Now, back to this list. As regular readers know, I try to rank the top 200 stocks most every week. My ranking is based on my own worksheets, using my take on the magic formula and data from Fidelity (which uses Compustat). If you want to see the specific calculation I use, try this link (The Calculation).
Without further ado, I give you the top 200:
Ticker | Rank | Date | Stock Price | Market Cap | Earnings Yield | ROIC | Yahoo Yield |
TRMS | 1 | 5/15 | 2.52 | 56 | 213% | 800% | 0.0% |
AGX | 2 | 5/15 | 9.50 | 130 | 30% | 1150% | 0.0% |
POZN | 3 | 5/15 | 5.40 | 161 | 24% | 9244% | 0.0% |
4 | 5/15 | 7.44 | 75 | 25% | 913% | 16.7% | |
DEPO | 5 | 5/15 | 8.16 | 455 | 21% | 8922% | 0.0% |
SUPG | 6 | 5/15 | 2.69 | 164 | 35% | 396% | 0.0% |
STV | 7 | 5/15 | 6.53 | 384 | 20% | 1873% | 0.0% |
JGBO | 8 | 5/15 | 3.91 | 58 | 3072% | 271% | 0.0% |
VECO | 9 | 5/15 | 51.62 | 2,195 | 22% | 403% | 0.0% |
BPI | 10 | 5/15 | 21.15 | 1,239 | 23% | 372% | 0.0% |
ESI | 11 | 5/15 | 73.63 | 2,158 | 27% | 311% | 0.0% |
GRVY | 12 | 5/15 | 1.82 | 51 | 159% | 217% | 0.0% |
SOLR | 13 | 5/15 | 11.36 | 1,576 | 17% | 617% | 0.0% |
TSRA | 14 | 5/15 | 18.98 | 973 | 22% | 266% | 0.0% |
XNY | 15 | 5/15 | 4.06 | 235 | 42% | 195% | 0.0% |
APOL | 16 | 5/15 | 42.59 | 6,063 | 25% | 219% | 0.0% |
PPD | 17 | 5/15 | 66.00 | 645 | 19% | 255% | 0.0% |
CRAY | 18 | 5/15 | 6.69 | 233 | 27% | 175% | 0.0% |
SNDK | 19 | 5/15 | 46.49 | 11,316 | 15% | 366% | 0.0% |
TNH | 20 | 5/15 | 113.45 | 2,099 | 15% | 350% | 8.8% |
VPHM | 21 | 5/15 | 19.01 | 1,824 | 16% | 288% | 0.0% |
TNAV | 22 | 5/15 | 15.17 | 685 | 14% | 772% | 0.0% |
MNDO | 23 | 5/15 | 3.30 | 62 | 14% | 718% | 9.2% |
RIGL | 24 | 5/15 | 8.03 | 420 | 14% | 744% | 0.0% |
UIS | 25 | 5/15 | 28.85 | 1,236 | 23% | 160% | 0.0% |
MSFT | 26 | 5/15 | 25.03 | 213,005 | 15% | 338% | 2.3% |
BSQR | 27 | 5/15 | 6.48 | 76 | 14% | 654% | 0.0% |
PRSC | 28 | 5/15 | 14.64 | 195 | 17% | 216% | 0.0% |
TTHI | 29 | 5/15 | 3.28 | 76 | 23% | 153% | 0.0% |
AFAM | 30 | 5/15 | 32.03 | 299 | 20% | 165% | 0.0% |
TIXC | 31 | 5/15 | - | - | 7% | 140% | 0.0% |
CRME | 32 | 5/15 | 5.52 | 337 | 13% | 1774% | 0.0% |
USMO | 33 | 5/15 | 15.69 | 350 | 17% | 213% | 13.0% |
ZA | 34 | 5/15 | 5.82 | 161 | 33% | 125% | 0.0% |
OSK | 35 | 5/15 | 29.39 | 2,698 | 26% | 127% | 0.0% |
ARO | 36 | 5/15 | 21.57 | 1,911 | 23% | 129% | 0.0% |
IDCC | 37 | 5/15 | 45.27 | 2,077 | 12% | 2515% | 0.2% |
DJCO | 38 | 5/15 | 75.00 | 104 | 29% | 119% | 0.0% |
MEDQ | 39 | 5/15 | - | - | 21% | 132% | 0.0% |
PWER | 40 | 5/15 | 8.75 | 1,233 | 31% | 112% | 0.0% |
KLIC | 41 | 5/15 | 12.18 | 890 | 25% | 115% | 0.0% |
PRX | 42 | 5/15 | 35.28 | 1,252 | 15% | 208% | 0.0% |
CPLA | 43 | 5/15 | 51.79 | 844 | 14% | 220% | 0.0% |
HRB | 44 | 5/15 | 15.82 | 4,827 | 14% | 257% | 3.8% |
UNTD | 45 | 5/15 | 6.11 | 537 | 15% | 177% | 6.3% |
CECO | 46 | 5/15 | 23.12 | 1,775 | 25% | 108% | 0.0% |
UEPS | 47 | 5/15 | 8.84 | 403 | 19% | 123% | 0.0% |
CMTL | 48 | 5/15 | 28.51 | 940 | 23% | 106% | 2.6% |
DELL | 49 | 5/15 | 16.37 | 31,725 | 14% | 195% | 0.0% |
JCS | 50 | 5/15 | 17.31 | 147 | 17% | 134% | 3.4% |
GNI | 51 | 5/15 | 101.20 | 152 | 12% | 594% | 12.4% |
USNA | 52 | 5/15 | 28.05 | 455 | 17% | 128% | 0.0% |
LPS | 53 | 5/15 | 29.50 | 2,600 | 14% | 190% | 1.4% |
RIMM | 54 | 5/15 | 43.24 | 22,672 | 23% | 105% | 0.0% |
CSKI | 55 | 5/15 | 3.11 | 52 | 405% | 83% | 0.0% |
RTN | 56 | 5/15 | 49.19 | 17,748 | 16% | 139% | 3.2% |
AMED | 57 | 5/15 | 32.60 | 941 | 18% | 121% | 0.0% |
CHKE | 58 | 5/15 | 18.95 | 169 | 11% | 1140% | 6.8% |
WSTG | 59 | 5/15 | 13.75 | 64 | 15% | 155% | 5.7% |
AZN | 60 | 5/15 | 51.80 | 72,727 | 17% | 122% | 4.9% |
GAME | 61 | 5/15 | 6.90 | 1,955 | 11% | 674% | 0.0% |
LIWA | 62 | 5/15 | 7.91 | 240 | 39% | 84% | 0.0% |
CBPO | 63 | 5/15 | 13.98 | 335 | 19% | 109% | 0.0% |
LMLP | 64 | 5/15 | 2.46 | 70 | 11% | 2353% | 0.0% |
ACAD | 65 | 5/15 | 2.27 | 89 | 11% | 1489% | 0.0% |
PETS | 66 | 5/15 | 12.75 | 284 | 15% | 136% | 3.9% |
GME | 67 | 5/15 | 26.72 | 4,064 | 17% | 108% | 0.0% |
STRA | 68 | 5/15 | 123.50 | 1,580 | 13% | 181% | 2.8% |
CYOU | 69 | 5/15 | 42.00 | 2,236 | 11% | 400% | 0.0% |
RLRN | 70 | 5/15 | 10.81 | 317 | 11% | 540% | 20.8% |
NVMI | 71 | 5/15 | 11.12 | 300 | 12% | 340% | 0.0% |
CREG | 72 | 5/15 | 2.02 | 105 | 18% | 103% | 0.0% |
NOK | 73 | 5/15 | 8.54 | 31,717 | 14% | 131% | 6.3% |
MRVL | 74 | 5/15 | 14.60 | 9,920 | 13% | 182% | 0.0% |
TER | 75 | 5/15 | 16.18 | 3,755 | 14% | 140% | 0.0% |
BTN | 76 | 5/15 | 5.87 | 85 | 16% | 109% | 0.0% |
MSN | 77 | 5/15 | 2.38 | 65 | 40% | 73% | 0.0% |
OMPI | 78 | 5/15 | 10.00 | 185 | 14% | 133% | 0.0% |
CNU | 79 | 5/15 | 4.99 | 312 | 14% | 127% | 0.0% |
DLX | 80 | 5/15 | 27.58 | 1,430 | 12% | 223% | 2.7% |
CSCO | 81 | 5/15 | 16.88 | 93,465 | 12% | 216% | 0.4% |
NOC | 82 | 5/15 | 64.86 | 19,257 | 16% | 106% | 12.6% |
LO | 83 | 5/15 | 111.51 | 16,162 | 11% | 735% | 4.1% |
MPAA | 84 | 5/15 | 14.83 | 184 | 13% | 183% | 0.0% |
MEDW | 85 | 5/15 | 11.75 | 97 | 11% | 688% | 0.0% |
MFW | 86 | 5/15 | 22.66 | 442 | 13% | 160% | 0.0% |
EGY | 87 | 5/15 | 6.80 | 396 | 29% | 71% | 0.0% |
CHOP | 88 | 5/15 | 4.69 | 230 | 65% | 67% | 0.0% |
KLAC | 89 | 5/15 | 44.43 | 7,611 | 16% | 101% | 1.7% |
LTXC | 90 | 5/15 | 8.70 | 435 | 15% | 108% | 0.0% |
CA | 91 | 5/15 | 22.90 | 11,565 | 11% | 289% | 0.6% |
NEP | 92 | 5/15 | 3.81 | 120 | 79% | 65% | 0.0% |
DV | 93 | 5/15 | 53.29 | 3,745 | 14% | 111% | 0.4% |
IPXL | 94 | 5/15 | 27.46 | 1,841 | 14% | 119% | 0.0% |
MDP | 95 | 5/15 | 32.37 | 1,489 | 13% | 123% | 2.9% |
NSR | 96 | 5/15 | 26.25 | 1,976 | 12% | 149% | 0.0% |
MKSI | 97 | 5/15 | 26.46 | 1,386 | 23% | 69% | 0.0% |
TPI | 98 | 5/15 | 2.45 | 75 | 42% | 63% | 0.0% |
CBP | 99 | 5/15 | 1.40 | 53 | 54% | 62% | 0.0% |
LOV | 100 | 5/15 | 3.27 | 67 | 11% | 259% | 0.0% |
GEDU | 101 | 5/15 | 5.95 | 151 | 20% | 71% | 0.0% |
NATH | 102 | 5/15 | 17.42 | 93 | 12% | 137% | 0.0% |
AHCI | 103 | 5/15 | 2.59 | 113 | 17% | 76% | 0.0% |
CEPH | 104 | 5/15 | 79.70 | 6,363 | 14% | 99% | 0.0% |
CATO | 105 | 5/15 | 25.96 | 753 | 17% | 75% | 2.8% |
MHP | 106 | 5/15 | 42.08 | 13,028 | 11% | 268% | 2.3% |
EME | 107 | 5/15 | 30.64 | 2,101 | 13% | 103% | 0.0% |
LHCG | 108 | 5/15 | 26.98 | 495 | 15% | 85% | 0.0% |
CSGS | 109 | 5/15 | 19.58 | 650 | 13% | 102% | 0.0% |
BLC | 110 | 5/15 | 7.52 | 778 | 12% | 127% | 0.0% |
DRWI | 111 | 5/15 | 6.49 | 235 | 18% | 68% | 0.0% |
CTP | 112 | 5/15 | 13.98 | 95 | 11% | 183% | 0.0% |
GILD | 113 | 5/15 | 41.20 | 33,449 | 11% | 160% | 0.0% |
CPIX | 114 | 5/15 | 4.95 | 103 | 16% | 70% | 0.0% |
HITK | 115 | 5/15 | 26.19 | 337 | 19% | 64% | 0.0% |
GFRE | 116 | 5/15 | 3.23 | 112 | 158% | 54% | 0.0% |
V | 117 | 5/15 | 79.91 | 57,056 | 10% | 345% | 0.5% |
ASYS | 118 | 5/15 | 23.34 | 224 | 15% | 73% | 0.0% |
INTC | 119 | 5/15 | 23.41 | 131,236 | 14% | 85% | 2.9% |
HPQ | 120 | 5/15 | 40.41 | 89,953 | 13% | 95% | 0.8% |
LRAD | 121 | 5/15 | 2.19 | 71 | 11% | 148% | 0.0% |
GD | 122 | 5/15 | 74.37 | 27,990 | 14% | 82% | 2.3% |
SAI | 123 | 5/15 | 17.40 | 6,247 | 14% | 85% | 0.0% |
CEL | 124 | 5/15 | 31.58 | 3,142 | 14% | 79% | 11.8% |
EDS | 125 | 5/15 | 6.86 | 233 | 51% | 53% | 0.0% |
GTIV | 126 | 5/15 | 25.08 | 772 | 11% | 126% | 0.0% |
MANT | 127 | 5/15 | 44.07 | 1,614 | 13% | 86% | 0.0% |
SPNS | 128 | 5/15 | 3.41 | 79 | 9% | 594% | 0.0% |
LMT | 129 | 5/15 | 79.59 | 28,063 | 13% | 88% | 3.5% |
SPRD | 130 | 5/15 | 20.64 | 1,139 | 10% | 312% | 0.0% |
HRS | 131 | 5/15 | 48.88 | 6,159 | 14% | 74% | 2.0% |
LRCX | 132 | 5/15 | 47.46 | 5,946 | 18% | 61% | 0.0% |
CNH | 133 | 5/15 | 42.15 | 10,158 | 29% | 53% | 0.0% |
KFY | 134 | 5/15 | 19.86 | 928 | 10% | 189% | 0.0% |
NATR | 135 | 5/15 | 11.59 | 180 | 14% | 69% | 0.0% |
RGR | 136 | 5/15 | 21.83 | 414 | 13% | 86% | 1.5% |
LXK | 137 | 5/15 | 29.96 | 2,391 | 25% | 53% | 0.0% |
YONG | 138 | 5/15 | 4.77 | 232 | 30% | 51% | 0.0% |
CNTF | 139 | 5/15 | 5.81 | 308 | 31% | 51% | 0.0% |
LLY | 140 | 5/15 | 38.95 | 43,313 | 16% | 63% | 5.1% |
CNGL | 141 | 5/15 | 1.83 | 74 | 59% | 49% | 0.0% |
PTNR | 142 | 5/15 | 18.52 | 2,912 | 13% | 76% | 11.3% |
MO | 143 | 5/15 | 27.31 | 56,914 | 10% | 283% | 5.5% |
AVEO | 144 | 5/15 | 17.75 | 665 | 9% | 992% | 0.0% |
GCI | 145 | 5/15 | 14.61 | 3,555 | 18% | 57% | 1.1% |
RAI | 146 | 5/15 | 38.69 | 22,659 | 10% | 247% | 5.0% |
GMAN | 147 | 5/15 | 20.02 | 386 | 11% | 138% | 0.0% |
NVLS | 148 | 5/15 | 37.46 | 3,478 | 13% | 74% | 0.0% |
DM | 149 | 5/15 | 11.03 | 335 | 10% | 183% | 0.0% |
GLPW | 150 | 5/15 | 29.53 | 486 | 12% | 100% | 0.0% |
CPY | 151 | 5/15 | 15.70 | 114 | 14% | 65% | 6.5% |
DISH | 152 | 5/15 | 28.81 | 12,931 | 13% | 71% | 0.0% |
LAS | 153 | 5/15 | 3.25 | 96 | 78% | 47% | 0.0% |
DNB | 154 | 5/15 | 81.68 | 4,084 | 9% | 874% | 1.7% |
WINA | 155 | 5/15 | 39.60 | 207 | 10% | 229% | 0.2% |
WU | 156 | 5/15 | 20.70 | 13,498 | 9% | 711% | 1.2% |
CUB | 157 | 5/15 | 52.51 | 1,404 | 10% | 198% | 0.5% |
ABAT | 158 | 5/15 | 1.51 | 118 | 526% | 45% | 0.0% |
LEA | 159 | 5/15 | 50.89 | 5,508 | 14% | 62% | 0.2% |
TRLG | 160 | 5/15 | 28.12 | 705 | 14% | 67% | 0.0% |
GA | 161 | 5/15 | 9.01 | 2,106 | 9% | 521% | 1.9% |
RIMG | 162 | 5/15 | 14.59 | 139 | 61% | 46% | 0.7% |
VCI | 163 | 5/15 | 28.88 | 1,511 | 11% | 92% | 0.0% |
AMAT | 164 | 5/15 | 14.80 | 19,758 | 12% | 77% | 1.9% |
APAC | 165 | 5/15 | 5.92 | 317 | 13% | 64% | 0.0% |
DGX | 166 | 5/15 | 57.40 | 9,269 | 10% | 128% | 0.7% |
LLTC | 167 | 5/15 | 34.82 | 8,123 | 10% | 160% | 2.0% |
ADI | 168 | 5/15 | 40.79 | 12,598 | 10% | 140% | 2.1% |
DLB | 169 | 5/15 | 48.60 | 5,509 | 9% | 229% | 0.0% |
TRIT | 170 | 5/15 | 10.12 | 80 | 15% | 56% | 0.0% |
MY | 171 | 5/15 | 7.89 | 986 | 21% | 48% | 0.0% |
STAN | 172 | 5/15 | 16.59 | 268 | 9% | 206% | 0.0% |
ATVI | 173 | 5/15 | 11.51 | 13,605 | 9% | 592% | 1.4% |
MED | 174 | 5/15 | 24.23 | 354 | 11% | 98% | 0.0% |
MA | 175 | 5/15 | 280.00 | 36,680 | 9% | 665% | 0.2% |
AOL | 176 | 5/15 | 19.21 | 2,073 | 16% | 52% | 0.0% |
CHBT | 177 | 5/15 | 11.85 | 281 | 30% | 44% | 0.0% |
MRX | 178 | 5/15 | 36.56 | 2,390 | 12% | 78% | 0.7% |
DRCO | 179 | 5/15 | 15.03 | 153 | 14% | 60% | 0.0% |
LLL | 180 | 5/15 | 83.50 | 9,143 | 13% | 61% | 2.0% |
BLUD | 181 | 5/15 | 20.76 | 1,467 | 11% | 93% | 0.0% |
PWRD | 182 | 5/15 | 24.05 | 1,274 | 12% | 72% | 0.0% |
TSL | 183 | 5/15 | 25.35 | 2,000 | 23% | 45% | 0.0% |
AM | 184 | 5/15 | 23.67 | 982 | 19% | 47% | 2.3% |
BKE | 185 | 5/15 | 46.59 | 2,196 | 10% | 111% | 7.1% |
TVL | 186 | 5/15 | 5.05 | 286 | 13% | 66% | 0.0% |
LPH | 187 | 5/15 | 1.64 | 186 | 48% | 42% | 0.0% |
ABC | 188 | 5/15 | 42.04 | 11,761 | 10% | 152% | 0.9% |
UFPT | 189 | 5/15 | 15.47 | 108 | 16% | 50% | 0.0% |
CLCT | 190 | 5/15 | 15.00 | 117 | 9% | 581% | 8.3% |
CVVT | 191 | 5/15 | 3.81 | 136 | 47% | 42% | 0.0% |
BCDS | 192 | 5/15 | 9.40 | 167 | 24% | 44% | 0.0% |
NANO | 193 | 5/15 | 15.85 | 371 | 17% | 48% | 0.0% |
TRW | 194 | 5/15 | 55.74 | 7,491 | 14% | 55% | 0.0% |
AIXG | 195 | 5/15 | 38.50 | 3,917 | 11% | 76% | 0.5% |
AFCE | 196 | 5/15 | 15.43 | 395 | 9% | 195% | 0.0% |
NUS | 197 | 5/15 | 38.02 | 2,434 | 10% | 133% | 1.3% |
PBI | 198 | 5/15 | 24.58 | 5,019 | 10% | 104% | 5.9% |
SYNA | 199 | 5/15 | 28.91 | 1,022 | 10% | 112% | 0.0% |
XRTX | 200 | 5/15 | 9.54 | 303 | 49% | 41% | 0.0% |
Comparison with "Official" List
I do like to compare vs the official top 50 over 50m list, just as a sanity test. So here are the official stocks and where they each show up on my list. In a perfect world they would be numbers 1 to 50. Of course they are not. There are various reasons for this.
- I have some foreign stocks that MFI Investing excludes. Some are Chinese RTOs, but others are ADRS such as NOK and AZN.
- There is a one day difference. My are run based upon closing prices from Friday. The official list is as on Thursday.
- That one day difference could also make a difference on filed financial statements occasionally.
- It is possible we have some minor changes in calculation of market cap and how we handle minority interest.
Ticker | Mkt Cap | Date | My Ranking |
ACAD | 93.26 | 12-May | 65 |
ARO | 1,838.77 | 12-May | 36 |
AFAM | 311.35 | 12-May | 30 |
AMED | 971.10 | 12-May | 57 |
APOL | 6,059.19 | 12-May | 16 |
AGX | 130.69 | 12-May | 2 |
BSQR | 66.83 | 12-May | 27 |
HRB | 4,871.79 | 12-May | 44 |
CPY | 108.07 | 12-May | 151 |
CPLA | 817.65 | 12-May | 43 |
CRME | 312.59 | 12-May | 32 |
CECO | 1,815.67 | 12-May | 46 |
CHKE | 166.69 | 12-May | 58 |
CMTL | 769.55 | 12-May | 48 |
CNU | 296.43 | 12-May | 79 |
CRAY | 245.27 | 12-May | 18 |
DELL | 31,953.88 | 12-May | 49 |
DEPO | 448.54 | 12-May | 5 |
SOLR | 1,428.98 | 12-May | 13 |
GME | 3,785.78 | 12-May | 67 |
GNI | 150.78 | 12-May | 51 |
ESI | 2,138.65 | 12-May | 11 |
IDCC | 2,042.43 | 12-May | 37 |
JGBO | 51.20 | 12-May | 8 |
KLIC | 878.49 | 12-May | 41 |
LMLP | 69.33 | 12-May | 64 |
LPS | 2,532.90 | 12-May | 53 |
MSFT | 213,472.92 | 12-May | 26 |
MNDO | 64.32 | 12-May | 23 |
NVMI | 290.04 | 12-May | 71 |
OSK | 2,740.05 | 12-May | 35 |
PRX | 1,276.83 | 12-May | 42 |
PWER | 901.46 | 12-May | 40 |
PPD | 646.07 | 12-May | 17 |
PRSC | 194.93 | 12-May | 28 |
RTN | 17,446.32 | 12-May | 56 |
RLRN | 326.53 | 12-May | 70 |
RIGL | 438.10 | 12-May | 24 |
SNDK | 11,289.22 | 12-May | 19 |
SCEI | 57.46 | 12-May | #N/A |
STRA | 1,537.70 | 12-May | 68 |
SUPG | 167.19 | 12-May | 6 |
TNAV | 629.29 | 12-May | 22 |
TER | 2,939.87 | 12-May | 75 |
TSRA | 974.42 | 12-May | 14 |
TTHI | 77.08 | 12-May | 29 |
USMO | 339.83 | 12-May | 33 |
USNA | 503.21 | 12-May | 52 |
VECO | 2,043.70 | 12-May | 9 |
WSTG | 65.87 | 12-May | 59 |
New Stocks in top 200 since April 29th
Just for fun, I show stocks that were not on the list two weeks ago. Again, this doesn't mean something fabulous just happened, or that the stock price dropped a bunch. More often, stocks fall off the list temporarily as their financial data is being updated by Fidelity (I will look at Fidelity and n/a may show up for some of the details).
Ticker |
DEPO |
GRVY |
PPD |
CRAY |
BSQR |
IDCC |
MEDQ |
JCS |
CSKI |
BTN |
OMPI |
DLX |
MEDW |
GILD |
LRAD |
GD |
SPNS |
SPRD |
NATR |
LLY |
GCI |
RAI |
CPY |
DNB |
WU |
TRIT |
STAN |
ATVI |
BLUD |
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