Top 200 May 20th 2011

On the road again. I did run the top 200 over the weekend. My internet connection was so slow at the hotel... actually embarrassing. Not much other news. Friday was a bad day. NEWN went down a quarter post earnings and the markets were broadly down. I think with any sort of moderate downturn, I may go backinto the red for the first time in over a year. Sigh.

Transaction

I did sell CHKE on Friday. I had held them for a year. They went up about 15% for me (including dividends). That seems good until you realize the Russell 3000 was up about 25% in that stretch. I may re-buy them (I have actually not sold them but removed from my portfolio). But with my additions of BSQR and NVMI recently, I actually was one stock over. PM and UNTD some up in about 3 weeks, and at that time I may re-add CHKE

Top 200

Here is the top 200. ASYS has really moved up sharply.

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield
TRMS	1	5/22	2.48	55	232%	800%	0.0%
TTHI	2	5/22	3.07	71	28%	2811%	0.0%
POZN	3	5/22	5.26	157	25%	9244%	0.0%
AGX	4	5/21	9.78	134	28%	1150%	0.0%
MAIL	5	5/22	7.46	75	25%	913%	16.8%
STV	6	5/22	6.46	381	23%	2097%	0.0%
DEPO	7	5/21	8.23	459	21%	8922%	0.0%
PDLI	8	5/22	6.63	1,226	20%	489977%	9.8%
JGBO	9	5/21	4.08	61	3041%	271%	0.0%
SUPG	10	5/22	2.99	182	25%	396%	0.0%
BPI	11	5/21	20.08	1,176	25%	372%	0.0%
ESI	12	5/21	68.49	2,008	29%	311%	0.0%
GRVY	13	5/21	1.84	51	143%	217%	0.0%
ZA	14	5/22	5.21	128	186%	205%	0.0%
VECO	15	5/22	54.79	2,330	20%	403%	0.0%
TSRA	16	5/22	18.08	927	25%	266%	0.0%
XNY	17	5/22	3.97	230	44%	195%	0.0%
APOL	18	5/21	40.97	5,832	27%	219%	0.0%
SCEI	19	5/22	2.52	64	165%	159%	0.0%
SOLR	20	5/22	12.32	1,709	15%	617%	0.0%
CRAY	21	5/21	6.52	227	29%	175%	0.0%
PPD	22	5/22	66.13	647	18%	255%	0.0%
ASYS	23	5/21	21.91	214	28%	163%	0.0%
VPHM	24	5/22	18.54	1,779	17%	288%	0.0%
SNDK	25	5/22	46.46	11,309	15%	366%	0.0%
BSQR	26	5/21	6.28	74	14%	654%	0.0%
PRSC	27	5/22	13.48	180	18%	216%	0.0%
UIS	28	5/22	27.68	1,186	23%	160%	0.0%
MSFT	29	5/22	24.49	208,410	15%	338%	2.5%
IDCC	30	5/21	42.67	1,957	13%	2515%	0.2%
MNDO	31	5/22	3.30	62	14%	718%	9.7%
AFAM	32	5/21	31.01	289	21%	165%	0.0%
TNH	33	5/22	118.00	2,183	15%	350%	8.4%
RIGL	34	5/22	8.18	428	13%	744%	0.0%
DELL	35	5/21	16.01	30,787	16%	219%	0.0%
OSK	36	5/22	28.25	2,593	27%	127%	0.0%
CPLA	37	5/21	48.25	786	16%	220%	0.0%
DJCO	38	5/21	75.00	104	29%	119%	0.0%
TNAV	39	5/22	16.00	723	13%	772%	0.0%
PRX	40	5/22	34.05	1,209	16%	208%	0.0%
USMO	41	5/22	15.42	344	17%	177%	13.0%
GNI	42	5/21	101.00	151	13%	435%	12.4%
PWER	43	5/22	8.73	1,230	31%	112%	0.0%
LPS	44	5/22	26.43	2,329	16%	197%	1.5%
KLIC	45	5/21	11.87	868	26%	115%	0.0%
CECO	46	5/21	22.00	1,689	26%	108%	0.0%
UNTD	47	5/22	5.94	522	16%	177%	6.7%
LMLP	48	5/22	2.31	65	12%	2353%	0.0%
UEPS	49	5/22	8.21	374	20%	123%	0.0%
NVMI	50	5/22	10.18	275	13%	340%	0.0%
CMTL	51	5/21	27.80	917	24%	106%	2.7%
HRB	52	5/21	16.33	4,983	13%	257%	3.7%
RIMM	53	5/22	43.52	22,819	22%	105%	0.0%
ARO	54	5/21	18.30	1,527	24%	100%	0.0%
GA	55	5/21	8.11	1,900	12%	576%	2.2%
AMED	56	5/21	32.12	927	18%	121%	0.0%
JCS	57	5/21	17.96	152	16%	134%	3.3%
USNA	58	5/22	29.43	477	16%	128%	0.0%
RTN	59	5/22	49.45	17,842	16%	139%	3.1%
AZN	60	5/21	51.56	72,390	17%	122%	5.0%
LIWA	61	5/22	7.40	224	44%	84%	0.0%
LRCX	62	5/22	47.19	5,913	18%	114%	0.0%
STRA	63	5/22	116.65	1,492	14%	181%	3.0%
CNU	64	5/21	4.54	284	16%	127%	0.0%
WSTG	65	5/22	13.83	64	15%	155%	5.7%
CHKE	66	5/21	19.44	173	11%	1140%	6.9%
GME	67	5/21	27.88	4,006	17%	108%	0.0%
RLRN	68	5/22	10.69	313	11%	540%	21.7%
DLX	69	5/21	26.10	1,353	13%	223%	3.8%
NOK	70	5/22	8.31	30,863	15%	131%	6.6%
OMPI	71	5/22	9.60	178	15%	133%	0.0%
CYOU	72	5/21	42.13	2,243	11%	400%	0.0%
BTN	73	5/21	5.81	84	16%	109%	0.0%
MRVL	74	5/22	14.34	9,743	13%	182%	0.0%
TER	75	5/22	15.84	3,676	14%	140%	0.0%
CSCO	76	5/21	16.53	91,527	13%	216%	0.4%
MSN	77	5/22	2.30	62	42%	73%	0.0%
GAME	78	5/21	7.15	2,026	11%	674%	0.0%
MRX	79	5/22	36.66	2,397	11%	856%	0.7%
PETS	80	5/22	12.99	290	14%	136%	3.9%
NOC	81	5/22	64.50	19,150	16%	106%	12.8%
KLAC	82	5/21	41.20	7,058	17%	101%	1.8%
CREG	83	5/21	2.28	119	16%	103%	0.0%
LTXC	84	5/22	8.33	417	16%	108%	0.0%
EGY	85	5/21	6.91	403	29%	71%	0.0%
CHOP	86	5/21	4.63	227	67%	67%	0.0%
MFW	87	5/22	22.42	437	13%	160%	0.0%
MEDW	88	5/22	11.89	98	10%	688%	0.0%
DV	89	5/21	51.90	3,647	14%	111%	0.4%
EDS	90	5/21	6.36	210	96%	63%	0.0%
IPXL	91	5/21	26.93	1,805	14%	119%	0.0%
GEDU	92	5/21	5.63	143	24%	71%	0.0%
MPAA	93	5/22	15.45	192	12%	183%	0.0%
LO	94	5/22	116.37	16,867	10%	735%	3.9%
CBP	95	5/21	1.36	51	57%	62%	0.0%
MDP	96	5/22	31.94	1,469	13%	123%	3.0%
CBPO	97	5/21	14.99	385	16%	89%	0.0%
HPQ	98	5/21	35.98	78,580	15%	99%	0.9%
NEP	99	5/22	3.62	114	104%	59%	0.0%
CLCT	100	5/21	14.16	111	10%	788%	9.0%
MKSI	101	5/22	25.74	1,348	24%	66%	0.0%
AHCI	102	5/21	2.59	113	17%	76%	0.0%
NSR	103	5/22	26.51	1,996	12%	149%	0.0%
EME	104	5/21	30.01	2,058	14%	103%	0.0%
CEL	105	5/21	30.99	3,083	15%	93%	12.2%
CEPH	106	5/21	79.73	6,365	14%	99%	0.0%
LHCG	107	5/22	27.01	496	15%	85%	0.0%
DRWI	108	5/21	6.33	229	19%	68%	0.0%
NATH	109	5/22	17.70	95	12%	137%	0.0%
TPI	110	5/22	1.86	55	74%	56%	0.0%
SPRD	111	5/22	19.46	1,074	10%	312%	0.0%
ARIA	112	5/21	8.76	1,130	10%	1536%	0.0%
CSGS	113	5/21	19.18	636	13%	102%	0.0%
NATR	114	5/22	10.08	157	18%	69%	0.0%
ACAD	115	5/21	2.03	102	10%	2450%	0.0%
MHP	116	5/22	42.80	13,251	10%	268%	2.2%
HITK	117	5/21	25.65	330	20%	64%	0.0%
GFRE	118	5/21	3.33	115	147%	54%	0.0%
V	119	5/22	78.23	55,856	10%	345%	0.7%
GILD	120	5/21	40.98	33,270	11%	160%	0.0%
CA	121	5/21	23.18	11,706	10%	289%	0.9%
GD	122	5/21	73.03	27,486	14%	82%	2.4%
INTC	123	5/21	23.22	130,171	14%	85%	2.9%
PRM	124	5/22	7.03	315	10%	291%	4.0%
BKE	125	5/21	40.12	1,896	12%	104%	8.2%
CUB	126	5/21	51.31	1,372	10%	208%	0.6%
SAI	127	5/22	17.51	6,286	13%	85%	0.0%
KFY	128	5/21	19.50	911	11%	189%	0.0%
GTIV	129	5/21	24.92	767	11%	126%	0.0%
KIRK	130	5/21	13.50	279	19%	59%	0.0%
RGR	131	5/22	20.91	397	13%	86%	1.6%
DM	132	5/21	10.25	311	11%	183%	0.0%
CNH	133	5/21	40.55	9,773	31%	53%	0.0%
CPIX	134	5/21	5.17	107	15%	70%	0.0%
MANT	135	5/22	44.04	1,613	13%	86%	0.0%
COCO	136	5/21	4.10	347	33%	52%	0.0%
LMT	137	5/22	79.75	28,120	13%	88%	3.5%
CNGL	138	5/21	1.60	65	73%	49%	0.0%
LXK	139	5/22	29.87	2,384	25%	53%	0.0%
LLY	140	5/22	38.44	42,746	16%	63%	5.1%
CNTF	141	5/21	5.75	304	32%	51%	0.0%
YONG	142	5/22	3.72	183	45%	50%	0.0%
HRS	143	5/21	49.48	6,234	14%	74%	2.0%
PTNR	144	5/22	18.27	2,872	13%	76%	11.6%
WINA	145	5/22	38.55	201	10%	229%	0.2%
INTX	146	5/21	14.89	291	12%	98%	3.0%
NVLS	147	5/22	36.54	3,393	13%	74%	0.0%
GCI	148	5/21	14.68	3,572	18%	57%	1.1%
CPY	149	5/21	15.06	109	15%	65%	6.6%
ADI	150	5/21	41.80	12,942	11%	143%	2.1%
BLC	151	5/21	7.39	764	12%	84%	0.0%
LEA	152	5/22	49.98	5,410	15%	62%	0.3%
LAS	153	5/22	4.47	132	47%	47%	0.0%
AMAT	154	5/21	14.09	18,810	13%	77%	2.0%
RIMG	155	5/22	14.45	138	65%	46%	0.7%
CMFO	156	5/21	3.18	92	48%	46%	0.0%
DISH	157	5/21	29.48	13,232	13%	71%	0.0%
DNB	158	5/21	81.03	4,052	9%	874%	1.7%
MO	159	5/22	27.74	57,810	9%	283%	5.4%
GPIC	160	5/21	7.40	61	24%	49%	0.0%
RAI	161	5/22	39.28	23,004	10%	247%	4.9%
APAC	162	5/21	5.74	307	14%	64%	0.0%
TRLG	163	5/22	28.25	708	14%	67%	0.0%
WU	164	5/22	20.60	13,433	9%	711%	1.3%
HHS	165	5/21	8.44	542	13%	68%	4.6%
VCI	166	5/22	29.15	1,526	11%	92%	0.0%
EDMC	167	5/21	21.40	2,927	12%	74%	0.0%
CHBT	168	5/21	10.03	238	42%	44%	0.0%
LLTC	169	5/22	34.33	8,008	10%	160%	2.7%
MED	170	5/22	24.06	351	11%	98%	0.0%
MY	171	5/22	7.87	984	21%	48%	0.0%
TRIT	172	5/22	9.94	79	15%	56%	0.0%
CGA	173	5/21	6.50	174	33%	44%	0.0%
BLUD	174	5/21	20.40	1,442	11%	93%	0.0%
SPNS	175	5/22	3.58	83	9%	594%	0.0%
RAE	176	5/22	2.00	119	11%	99%	0.0%
KONG	177	5/22	6.60	258	9%	340%	0.0%
NAUH	178	5/22	6.78	182	11%	83%	1.3%
DRCO	179	5/21	14.90	152	14%	60%	0.0%
DLB	180	5/21	48.68	5,518	9%	229%	0.0%
NTES	181	5/22	46.25	6,057	9%	351%	0.0%
TVL	182	5/22	4.69	265	13%	66%	0.0%
AOL	183	5/21	19.52	2,106	16%	52%	0.0%
MA	184	5/22	277.57	36,362	9%	665%	0.2%
DGX	185	5/21	58.18	9,395	10%	128%	0.7%
GMAN	186	5/21	21.26	410	10%	138%	0.0%
LLL	187	5/22	83.53	9,147	13%	61%	2.0%
LPH	188	5/22	1.70	193	46%	42%	0.0%
AM	189	5/21	23.19	962	19%	47%	2.5%
PWRD	190	5/22	23.98	1,271	12%	72%	0.0%
ASMI	191	5/21	40.72	2,612	15%	54%	0.0%
MCRL	192	5/22	11.99	756	12%	75%	1.2%
LOPE	193	5/22	12.58	580	14%	59%	0.0%
CVVT	194	5/21	3.91	140	45%	42%	0.0%
BCDS	195	5/21	9.44	167	24%	44%	0.0%
ICON	196	5/21	23.33	1,758	9%	365%	0.0%
STAN	197	5/22	16.84	272	9%	206%	0.0%
NANO	198	5/22	15.61	365	18%	48%	0.0%
TRW	199	5/22	54.59	7,337	14%	55%	0.0%
ABC	200	5/21	41.59	11,635	10%	152%	1.0%

Official List Ranking

Here is how the 50 stocks greater than $50m rank on my list. Ideally they should be in the top 80 or better.

Ticker	Mkt Cap	Date	My Ranking
AFAM	297.59	19-May	32
AMED	979.19	19-May	56
APOL	5,846.79	19-May	18
AGX	127.83	19-May	4
BSQR	66.30	19-May	26
HRB	4,993.89	19-May	52
CPLA	777.86	19-May	37
CECO	1,718.59	19-May	46
CHKE	166.90	19-May	66
CMTL	749.72	19-May	51
CNU	278.25	19-May	64
CRAY	239.12	19-May	21
DELL	31,340.12	19-May	35
DLX	1,374.30	19-May	69
DEPO	431.37	19-May	7
SOLR	1,545.15	19-May	20
GNI	151.14	19-May	42
ESI	1,957.88	19-May	12
IDCC	1,982.57	19-May	30
JGBO	55.30	19-May	9
KLIC	842.98	19-May	45
LMLP	62.78	19-May	48
LRCX	5,781.36	19-May	62
LPS	2,425.40	19-May	44
MSFT	208,372.16	19-May	29
MNDO	60.45	19-May	31
NEWN	52.12	19-May	#N/A
NVMI	265.42	19-May	50
OSK	2,607.96	19-May	36
PDLI	910.45	19-May	8
PRX	1,246.07	19-May	40
PWER	920.18	19-May	43
PPD	645.78	19-May	22
PRSC	173.74	19-May	27
RTN	17,634.26	19-May	59
RLRN	303.98	19-May	68
RIGL	435.75	19-May	34
SNDK	11,077.11	19-May	25
SCEI	62.89	19-May	19
STRA	1,478.46	19-May	63
SUPG	165.98	19-May	10
TNAV	645.92	19-May	39
TER	2,973.26	19-May	75
TSRA	934.55	19-May	16
TTHI	73.60	19-May	2
USMO	339.19	19-May	41
USNA	479.07	19-May	58
UIS	1,202.06	19-May	28
VECO	2,245.13	19-May	15
VPHM	1,420.03	19-May	24

You can see NEWN is unavailable as they reported on Friday and there is a one day difference between on charts. NEWN will still be in my top 200, it is just likely the data is being updated