Top 200 June 10th 2011

Traveling in Europe again. Posts will be abbreviated.

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield
TRMS	1	6/12	2.84	63	136%	1498%	0.0%
AGX	2	6/12	8.95	122	34%	1150%	0.0%
TTHI	3	6/12	3.01	70	29%	2811%	0.0%
STV	4	6/12	5.77	340	29%	2097%	0.0%
POZN	5	6/12	4.48	134	25%	7128%	0.0%
MAIL	6	6/12	6.75	68	30%	913%	18.5%
PDLI	7	6/12	5.85	1,082	21%	489977%	11.1%
DEPO	8	6/12	8.24	459	21%	8922%	0.0%
SUPG	9	6/12	2.90	177	27%	396%	0.0%
TSRA	10	6/12	15.87	814	33%	266%	0.0%
VECO	11	6/12	52.68	2,241	21%	403%	0.0%
SOLR	12	6/12	12.40	1,585	20%	505%	0.0%
BPI	13	6/12	23.48	1,376	21%	372%	0.0%
ESI	14	6/12	82.13	2,407	24%	311%	0.0%
IDCC	15	6/12	35.91	1,647	17%	2515%	0.3%
XNY	16	6/12	3.58	208	57%	195%	0.0%
APOL	17	6/12	43.59	6,205	25%	219%	0.0%
CRAY	18	6/12	6.00	209	35%	175%	0.0%
ASYS	19	6/12	18.54	181	37%	163%	0.0%
SNDK	20	6/12	42.53	10,352	17%	366%	0.0%
PPD	21	6/12	66.32	649	18%	255%	0.0%
VPHM	22	6/12	17.76	1,704	17%	288%	0.0%
TNAV	23	6/12	14.43	652	15%	772%	0.0%
TRIT	24	6/12	7.36	60	27%	156%	0.0%
UIS	25	6/12	24.76	1,061	25%	160%	0.0%
AFAM	26	6/12	27.72	259	24%	165%	0.0%
BSQR	27	6/12	6.14	72	15%	654%	0.0%
PRSC	28	6/12	13.05	174	18%	216%	0.0%
MNDO	29	6/12	2.77	52	14%	698%	11.6%
RIGL	30	6/12	7.82	409	14%	744%	0.0%
FRX	31	6/12	37.95	10,955	20%	183%	0.0%
TIXC	32	6/12	-	-	29%	140%	0.0%
MSFT	33	6/12	23.71	201,730	16%	338%	2.6%
CPLA	34	6/12	45.38	739	17%	220%	0.0%
RIMG	35	6/12	13.52	129	115%	109%	0.7%
GA	36	6/12	7.41	1,736	14%	576%	2.4%
OSK	37	6/12	25.95	2,382	28%	127%	0.0%
DELL	38	6/12	15.47	29,739	17%	219%	0.0%
KLIC	39	6/12	10.48	766	30%	115%	0.0%
PRX	40	6/12	32.63	1,158	17%	208%	0.0%
LPS	41	6/12	23.77	2,095	17%	197%	1.7%
PWER	42	6/12	8.10	1,141	34%	112%	0.0%
NOK	43	6/12	6.29	23,361	22%	131%	8.7%
SPRD	44	6/12	14.68	810	15%	312%	0.0%
USMO	45	6/12	15.13	338	17%	177%	13.2%
ACAD	46	6/12	1.75	88	13%	2450%	0.0%
AMED	47	6/12	26.58	767	21%	121%	0.0%
UEPS	48	6/12	8.01	365	21%	123%	0.0%
CHKE	49	6/12	17.21	153	12%	1140%	6.7%
CECO	50	6/12	21.20	1,627	27%	108%	0.0%
GNI	51	6/12	101.00	152	13%	435%	12.4%
GAME	52	6/12	6.35	1,805	13%	617%	0.0%
CYOU	53	6/12	36.91	1,965	13%	400%	0.0%
RIMM	54	6/12	36.56	19,170	27%	105%	0.0%
CMTL	55	6/12	23.82	771	30%	100%	3.2%
MBND	56	6/12	3.26	34	15%	205%	0.0%
TNH	57	6/12	126.48	2,340	13%	350%	7.9%
CREG	58	6/12	1.90	105	20%	120%	0.0%
HRB	59	6/12	15.39	4,696	14%	257%	3.9%
IPXL	60	6/12	20.70	1,388	20%	119%	0.0%
ARO	61	6/12	17.40	1,452	26%	100%	0.0%
CNU	62	6/12	4.17	261	18%	127%	0.0%
LIWA	63	6/12	6.25	189	59%	84%	0.0%
NVMI	64	6/12	10.12	273	13%	340%	0.0%
CSCO	65	6/12	15.12	83,719	14%	217%	0.4%
UNTD	66	6/12	5.51	484	15%	177%	7.3%
USNA	67	6/12	26.98	438	18%	125%	0.0%
LAS	68	6/12	4.81	142	70%	82%	0.0%
LRCX	69	6/12	44.48	5,573	19%	114%	0.0%
LTXC	70	6/12	8.45	426	18%	116%	0.0%
TER	71	6/12	14.21	3,298	16%	140%	0.0%
AZN	72	6/12	50.28	70,593	18%	122%	5.1%
DLX	73	6/12	22.40	1,162	14%	223%	4.5%
PETS	74	6/12	11.80	263	16%	136%	4.2%
RTN	75	6/12	48.28	17,419	16%	139%	3.2%
LO	76	6/12	99.85	14,472	12%	735%	4.9%
GME	77	6/12	26.26	3,774	18%	105%	0.0%
WSTG	78	6/12	13.73	64	15%	155%	5.8%
OMPI	79	6/12	9.20	170	16%	133%	0.0%
CBPO	80	6/12	11.04	283	22%	89%	0.0%
MSN	81	6/12	2.03	55	49%	73%	0.0%
GEDU	82	6/12	4.80	125	50%	72%	0.0%
RLRN	83	6/12	10.40	305	12%	540%	22.3%
MEDW	84	6/12	11.10	91	12%	688%	0.0%
KLAC	85	6/12	39.95	6,844	18%	101%	1.9%
CHOP	86	6/12	3.68	181	127%	67%	0.0%
NOC	87	6/12	62.51	18,559	16%	106%	13.2%
EGY	88	6/12	6.26	365	33%	71%	0.0%
LINC	89	6/12	14.38	322	34%	69%	3.5%
MNTA	90	6/12	18.51	932	15%	130%	0.0%
MFW	91	6/12	16.96	331	13%	160%	0.0%
AMAT	92	6/12	12.58	16,769	17%	93%	2.3%
MRX	93	6/12	36.02	2,355	11%	856%	0.7%
AHCI	94	6/12	2.27	99	21%	76%	0.0%
EDS	95	6/12	5.95	196	119%	63%	0.0%
CNTF	96	6/12	4.29	227	343%	62%	0.0%
MDP	97	6/12	29.72	1,367	14%	123%	#VALUE!
STRA	98	6/12	130.30	1,667	13%	181%	2.9%
ELNK	99	6/12	7.43	815	20%	74%	7.1%
EME	100	6/12	28.30	1,941	15%	103%	0.0%
LHCG	101	6/12	23.68	435	17%	85%	0.0%
NEP	102	6/12	3.24	102	146%	59%	0.0%
MPAA	103	6/12	15.40	191	12%	183%	0.0%
GFRE	104	6/12	2.90	103	407%	58%	0.0%
MKSI	105	6/12	24.49	1,283	26%	66%	0.6%
MIPS	106	6/12	6.46	355	10%	1265%	0.0%
HPQ	107	6/12	35.25	76,986	15%	99%	0.9%
NSR	108	6/12	25.76	1,939	13%	149%	0.0%
CEL	109	6/12	29.80	2,965	15%	93%	9.4%
CSGS	110	6/12	18.04	598	14%	102%	0.0%
INTC	111	6/12	21.38	119,856	15%	85%	3.2%
RGR	112	6/12	19.05	361	15%	86%	1.7%
CA	113	6/12	21.51	10,863	11%	289%	0.8%
GPS	114	6/12	17.72	10,419	20%	64%	2.3%
CEPH	115	6/12	79.68	6,361	14%	99%	0.0%
MRVL	116	6/12	14.40	9,463	12%	155%	0.0%
GTIV	117	6/12	20.51	631	12%	126%	0.0%
DV	118	6/12	56.86	3,996	13%	111%	0.4%
CPIX	119	6/12	4.86	101	17%	70%	0.0%
V	120	6/12	74.69	53,329	11%	345%	#VALUE!
MHP	121	6/12	40.84	12,644	11%	268%	2.4%
KIRK	122	6/12	11.65	241	24%	59%	0.0%
SAI	123	6/12	16.20	5,638	15%	81%	0.0%
ADI	124	6/12	37.87	11,725	12%	143%	2.4%
GD	125	6/12	69.37	26,108	15%	82%	2.5%
HITK	126	6/12	25.94	334	19%	64%	0.0%
DM	127	6/12	9.21	280	11%	183%	0.0%
CUB	128	6/12	48.82	1,305	11%	208%	0.6%
NTES	129	6/12	41.75	5,467	10%	351%	0.0%
BKE	130	6/12	39.16	1,851	13%	104%	8.4%
GILD	131	6/12	40.23	32,661	11%	160%	0.0%
CNH	132	6/12	38.05	9,170	35%	53%	0.0%
GMAN	133	6/12	16.81	324	13%	97%	0.0%
HRS	134	6/12	45.23	5,699	15%	74%	2.2%
LPH	135	6/12	1.44	147	76%	50%	0.0%
NVLS	136	6/12	33.85	3,143	15%	74%	0.0%
CNGL	137	6/12	1.60	65	73%	49%	0.0%
EXPR	138	6/12	19.31	1,714	12%	112%	0.0%
LXK	139	6/12	26.81	2,139	29%	53%	0.0%
TRLG	140	6/12	24.90	624	16%	67%	0.0%
CLCT	141	6/12	14.45	113	10%	788%	8.8%
MANT	142	6/12	42.33	1,551	13%	86%	0.0%
COCO	143	6/12	4.25	360	33%	52%	#VALUE!
WINA	144	6/12	36.25	189	10%	229%	0.2%
DLB	145	6/12	44.18	5,008	10%	229%	0.0%
LMT	146	6/12	77.30	27,256	13%	88%	#VALUE!
LLY	147	6/12	37.05	41,201	17%	63%	5.3%
YONG	148	6/12	4.67	229	33%	50%	0.0%
MDCO	149	6/12	17.30	936	10%	279%	0.0%
PWRD	150	6/12	20.22	1,068	15%	67%	0.0%
GCI	151	6/12	13.39	3,258	19%	57%	1.2%
SBGI	152	6/12	9.25	748	13%	83%	2.6%
MED	153	6/12	21.87	319	12%	98%	0.0%
DNB	154	6/12	75.74	3,787	10%	874%	1.9%
IILG	155	6/12	12.71	738	10%	200%	0.0%
MY	156	6/12	5.63	704	34%	48%	0.0%
PRM	157	6/12	7.08	317	10%	291%	4.0%
UG	158	6/12	14.89	68	11%	183%	4.6%
SPU	159	6/12	2.18	58	601%	44%	0.0%
CMFO	160	6/12	2.82	82	58%	46%	0.0%
LLTC	161	6/12	31.58	7,367	11%	160%	3.0%
BLC	162	6/12	7.00	724	13%	84%	0.0%
LEA	163	6/12	48.32	5,230	15%	62%	0.3%
CGA	164	6/12	4.06	109	77%	44%	0.0%
CHBT	165	6/12	3.78	90	159%	44%	0.0%
MCRL	166	6/12	10.80	681	13%	75%	1.3%
WU	167	6/12	19.63	12,801	9%	711%	1.3%
APAC	168	6/12	5.51	295	15%	64%	0.0%
DISH	169	6/12	28.05	12,590	13%	71%	0.0%
MGIC	170	6/12	4.38	162	9%	587%	0.0%
HHS	171	6/12	8.00	514	14%	68%	3.9%
DGIT	172	6/12	29.71	835	11%	103%	0.0%
STAN	173	6/12	14.95	241	10%	205%	0.0%
SYNA	174	6/12	26.47	936	11%	112%	0.0%
GIII	175	6/12	33.12	653	15%	59%	0.0%
CMLS	176	6/12	3.51	146	11%	140%	0.0%
RAI	177	6/12	37.53	21,979	10%	247%	5.1%
INTX	178	6/12	15.46	302	12%	98%	3.9%
ASEI	179	6/12	79.37	739	12%	94%	1.9%
ICON	180	6/12	21.45	1,617	10%	365%	0.0%
BLUD	181	6/12	19.58	1,384	12%	93%	0.0%
SCLN	182	6/12	5.31	268	11%	110%	0.0%
BCDS	183	6/12	7.75	137	35%	44%	0.0%
MO	184	6/12	27.01	56,289	10%	283%	5.6%
BTM	185	6/12	28.63	5,629	23%	47%	5.8%
PTNR	186	6/12	16.23	2,552	13%	71%	13.0%
ASMI	187	6/12	37.98	2,436	16%	54%	1.5%
CVVT	188	6/12	2.77	99	68%	42%	0.0%
QNST	189	6/12	11.15	564	10%	280%	0.0%
QLGC	190	6/12	15.38	1,643	11%	103%	0.0%
VCI	191	6/12	28.78	1,506	11%	92%	0.0%
MA	192	6/12	267.03	34,981	9%	665%	0.2%
NUS	193	6/12	35.36	2,264	10%	133%	1.5%
AM	194	6/12	22.50	933	20%	47%	2.5%
TVL	195	6/12	4.27	241	13%	66%	0.0%
VCLK	196	6/12	16.01	1,307	9%	794%	0.0%
LLL	197	6/12	78.88	8,637	14%	61%	2.2%
NPK	198	6/12	96.60	664	17%	50%	8.5%
SOHU	199	6/12	69.39	2,690	10%	158%	0.0%
AOL	200	6/12	19.43	2,096	16%	52%	0.0%

Actual Top 50 Placements

Ticker	Mkt Cap	Date	My Ranking
ACAD	85.67	9-Jun	46
AFAM	263.78	9-Jun	26
AMED	822.99	9-Jun	47
APOL	6,298.50	9-Jun	17
AGX	123.48	9-Jun	2
BSQR	64.20	9-Jun	27
HRB	4,813.79	9-Jun	59
CPLA	745.84	9-Jun	34
CECO	1,719.37	9-Jun	50
CHKE	156.75	9-Jun	49
CMTL	626.30	9-Jun	55
CNU	254.00	9-Jun	62
CRAY	217.78	9-Jun	18
DELL	29,757.33	9-Jun	38
DLX	1,169.75	9-Jun	73
DEPO	451.22	9-Jun	8
FRX	10,832.47	9-Jun	31
SOLR	1,529.56	9-Jun	12
GNI	149.64	9-Jun	51
ESI	2,314.93	9-Jun	14
IPXL	1,373.17	9-Jun	60
IDCC	1,648.36	9-Jun	15
KLIC	771.99	9-Jun	39
LRCX	5,591.59	9-Jun	69
LPS	2,115.43	9-Jun	41
MRX	2,175.31	9-Jun	93
MSFT	202,006.76	9-Jun	33
MNDO	54.00	9-Jun	29
NVMI	260.35	9-Jun	64
OSK	2,419.40	9-Jun	37
PDLI	849.01	9-Jun	7
PRX	1,184.93	9-Jun	40
PWER	847.18	9-Jun	42
POZN	139.95	9-Jun	5
PPD	650.48	9-Jun	21
PRSC	166.55	9-Jun	28
RIGL	416.66	9-Jun	30
SNDK	10,135.75	9-Jun	20
SUPG	184.73	9-Jun	9
TNAV	627.62	9-Jun	23
TER	2,702.80	9-Jun	71
TSRA	827.53	9-Jun	10
TTHI	72.90	9-Jun	3
TRMS	62.48	9-Jun	1
USMO	338.97	9-Jun	45
USNA	428.50	9-Jun	67
UIS	1,096.03	9-Jun	25
UNTD	486.41	9-Jun	66
VECO	2,115.17	9-Jun	11
VPHM	1,394.59	9-Jun	22

Looks pretty good!

I do not have my file for complete update, but it has been a rough spell of late and I am sadly back in the red by about 1%. That is depressing just to write. Five+ years at this, and granted I have made some mistakes, but I haven't made a penny.

All my tracking portfolios are sinking as well... oh well. My open mechanical portfolios are down to the S&P by about 7%. When JG said that the formula doesn't always work and that people would get discouraged... he was right. Of my 12 open tracking portfolios, only 3 are beating the Russell 3000 and none are ahead by more than a point. The June 29th is down by 12 points and the July 29th is trailing by 13 points. It isn't just me...