Top 200 June 24th 2011

List has been a bit stagnant of late. here are the top 200 stocks:

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield
TRMS	1	6/25	2.43	54	314%	1498%	0.0%
STV	2	6/25	5.02	296	40%	2097%	0.0%
TTHI	3	6/25	2.91	67	31%	2811%	0.0%
POZN	4	6/25	4.33	129	27%	7128%	0.0%
LMLP	5	6/25	3.47	101	24%	11136%	0.0%
MAIL	6	6/25	6.82	68	29%	913%	18.3%
PDLI	7	6/25	5.75	1,063	22%	489977%	13.5%
DEPO	8	6/25	8.10	452	21%	8922%	0.0%
AGX	9	6/25	10.50	144	21%	1051%	0.0%
SUPG	10	6/25	2.90	177	27%	396%	0.0%
VECO	11	6/25	47.01	1,999	25%	403%	0.0%
TSRA	12	6/25	16.16	828	32%	266%	0.0%
ZA	13	6/25	5.37	131	159%	205%	0.0%
ESI	14	6/25	76.62	2,246	26%	311%	0.0%
BPI	15	6/25	23.69	1,388	21%	372%	0.0%
XNY	16	6/25	2.97	172	106%	195%	0.0%
SNDK	17	6/25	38.94	9,478	19%	366%	0.0%
APOL	18	6/25	41.94	5,970	26%	219%	0.0%
IDCC	19	6/25	38.31	1,757	15%	2515%	0.3%
ASYS	20	6/25	18.59	182	37%	163%	0.0%
CRAY	21	6/25	6.28	218	32%	175%	0.0%
PPD	22	6/25	66.48	650	18%	255%	0.0%
SOLR	23	6/25	15.30	1,957	16%	505%	0.0%
ACAD	24	6/25	1.62	82	15%	2450%	0.0%
VPHM	25	6/25	17.71	1,700	18%	288%	0.0%
AFAM	26	6/25	25.72	240	26%	165%	0.0%
PRSC	27	6/25	12.20	163	19%	216%	0.0%
MNDO	28	6/25	2.72	51	15%	698%	11.7%
TRIT	29	6/25	7.47	61	27%	156%	0.0%
UIS	30	6/25	24.37	1,044	26%	160%	0.0%
CPLA	31	6/25	42.72	696	19%	220%	0.0%
GA	32	6/25	7.30	1,710	15%	576%	2.4%
BSQR	33	6/25	6.19	72	15%	654%	0.0%
LPS	34	6/25	20.31	1,790	19%	197%	1.9%
FRX	35	6/25	39.33	11,353	19%	183%	0.0%
MSFT	36	6/25	24.30	206,793	15%	338%	2.5%
HRB	37	6/25	15.85	4,837	16%	268%	3.7%
SPRD	38	6/25	14.10	778	15%	312%	0.0%
RIMG	39	6/25	13.43	128	124%	109%	0.7%
PRX	40	6/25	31.77	1,128	17%	208%	0.0%
OSK	41	6/25	27.75	2,548	27%	127%	0.0%
NOK	42	6/25	5.88	21,838	25%	131%	9.1%
PWER	43	6/25	7.80	1,099	35%	112%	0.0%
KLIC	44	6/25	11.01	805	28%	115%	0.0%
GAME	45	6/25	6.11	1,737	13%	617%	0.0%
DELL	46	6/25	15.93	30,633	16%	219%	0.0%
RIGL	47	6/25	8.36	437	13%	744%	0.0%
USMO	48	6/25	15.35	343	17%	177%	12.5%
RIMM	49	6/25	28.57	14,986	36%	104%	0.0%
CECO	50	6/25	19.84	1,523	29%	108%	0.0%
AMED	51	6/25	25.28	730	22%	121%	0.0%
UEPS	52	6/25	8.35	380	20%	123%	0.0%
IPXL	53	6/25	20.21	1,355	20%	119%	0.0%
NVMI	54	6/25	9.97	269	14%	340%	0.0%
TNAV	55	6/25	16.57	749	12%	772%	0.0%
ARO	56	6/25	17.15	1,431	26%	100%	0.0%
LRCX	57	6/25	43.22	5,415	20%	114%	0.0%
MBND	58	6/25	3.45	36	15%	205%	0.0%
CSCO	59	6/25	14.93	82,667	15%	217%	0.4%
LIWA	60	6/25	6.25	189	59%	84%	0.0%
TER	61	6/25	14.13	3,279	17%	140%	0.0%
LAS	62	6/25	4.55	134	79%	82%	0.0%
CMTL	63	6/25	26.73	865	24%	100%	2.8%
AZN	64	6/25	49.00	68,796	18%	122%	5.2%
WSTG	65	6/25	13.06	61	16%	155%	6.0%
CREG	66	6/25	2.15	119	18%	120%	0.0%
USNA	67	6/25	28.29	459	17%	125%	0.0%
RTN	68	6/25	47.93	17,293	16%	139%	3.2%
UNTD	69	6/25	5.81	510	15%	177%	6.7%
TNH	70	6/25	133.98	2,479	13%	350%	7.6%
GNI	71	6/25	110.07	165	12%	435%	11.3%
PETS	72	6/25	11.88	265	16%	136%	4.2%
DLX	73	6/25	23.53	1,220	14%	223%	4.1%
GME	74	6/25	26.12	3,753	19%	105%	0.0%
CYOU	75	6/25	40.05	2,133	12%	400%	0.0%
CHKE	76	6/25	16.89	144	12%	356%	6.9%
CBPO	77	6/25	10.01	257	25%	89%	0.0%
OMPI	78	6/25	9.14	169	16%	133%	0.0%
MPAA	79	6/25	14.73	185	14%	202%	0.0%
MEDW	80	6/25	11.01	91	12%	688%	0.0%
MSN	81	6/25	1.91	52	53%	73%	0.0%
LTXC	82	6/25	8.83	445	17%	113%	0.0%
KLAC	83	6/25	39.03	6,686	18%	101%	1.9%
GEDU	84	6/25	4.70	123	57%	72%	0.0%
CNU	85	6/25	4.77	299	15%	127%	0.0%
EGY	86	6/25	5.48	319	40%	71%	0.0%
STRA	87	6/25	123.39	1,579	13%	181%	3.0%
CHOP	88	6/25	3.62	178	134%	67%	0.0%
AMAT	89	6/25	12.40	16,529	17%	93%	2.3%
LINC	90	6/25	16.09	361	31%	69%	4.7%
NOC	91	6/25	66.35	19,699	16%	106%	12.5%
EDS	92	6/25	4.75	157	392%	63%	0.0%
LO	93	6/25	110.49	16,014	11%	735%	4.4%
CNTF	94	6/25	3.49	185	224%	62%	0.0%
MRX	95	6/25	36.97	2,417	11%	856%	0.7%
LHCG	96	6/25	22.70	417	18%	85%	0.0%
ELNK	97	6/25	7.65	839	20%	74%	5.4%
MNTA	98	6/25	19.33	973	14%	130%	0.0%
MDP	99	6/25	30.40	1,398	14%	123%	3.1%
MFW	100	6/25	25.01	488	13%	160%	0.0%
AHCI	101	6/25	2.47	108	18%	76%	0.0%
EME	102	6/25	28.41	1,948	15%	103%	0.0%
DM	103	6/25	8.26	251	12%	183%	0.0%
NEP	104	6/25	3.24	102	146%	59%	0.0%
NSR	105	6/25	25.75	1,939	13%	149%	0.0%
HPQ	106	6/25	34.90	76,222	15%	99%	1.0%
GFRE	107	6/25	3.13	111	285%	58%	0.0%
CEL	108	6/25	28.55	2,840	15%	93%	12.8%
MKSI	109	6/25	25.08	1,314	25%	66%	0.6%
MHP	110	6/25	39.51	12,232	11%	268%	2.4%
MRVL	111	6/25	14.06	9,239	12%	155%	0.0%
V	112	6/25	73.37	52,386	11%	345%	0.8%
MDCO	113	6/25	16.42	888	11%	279%	0.0%
CSGS	114	6/25	18.04	599	14%	102%	0.0%
INTC	115	6/25	21.20	118,847	15%	85%	3.1%
MIPS	116	6/25	6.63	364	10%	1265%	0.0%
ADI	117	6/25	37.32	11,555	12%	143%	2.4%
DLB	118	6/25	41.90	4,749	11%	229%	0.0%
RLRN	119	6/25	11.78	345	10%	540%	20.0%
MCZ	120	6/25	1.35	95	18%	70%	0.0%
CEPH	121	6/25	79.89	6,378	14%	99%	0.0%
CA	122	6/25	21.91	11,065	11%	289%	0.8%
GTIV	123	6/25	20.01	616	12%	126%	0.0%
GPS	124	6/25	17.66	10,384	21%	64%	2.3%
DV	125	6/25	57.57	4,046	13%	111%	0.4%
CUB	126	6/25	48.54	1,298	11%	208%	0.6%
KIRK	127	6/25	12.21	252	22%	59%	0.0%
HITK	128	6/25	26.44	340	19%	64%	0.0%
PWRD	129	6/25	18.30	967	17%	67%	0.0%
GILD	130	6/25	39.71	32,239	12%	160%	0.0%
SAI	131	6/25	16.55	5,759	15%	81%	0.0%
CATO	132	6/25	28.19	816	17%	67%	2.8%
HRS	133	6/25	44.03	5,548	15%	74%	2.2%
CNH	134	6/25	35.96	8,666	40%	53%	0.0%
GD	135	6/25	72.29	27,207	14%	82%	2.4%
RGR	136	6/25	20.55	390	14%	86%	1.6%
SYNA	137	6/25	25.02	884	12%	112%	0.0%
DNB	138	6/25	74.25	3,713	10%	874%	1.9%
LPH	139	6/25	1.53	156	71%	50%	0.0%
LXK	140	6/25	27.46	2,191	28%	53%	0.0%
CNGL	141	6/25	1.75	71	63%	49%	0.0%
COCO	142	6/25	4.14	351	33%	52%	0.0%
MCRL	143	6/25	10.05	634	14%	75%	1.4%
LLY	144	6/25	36.76	40,878	17%	63%	5.3%
NVLS	145	6/25	34.37	3,191	14%	74%	0.0%
SPNS	146	6/25	3.30	77	10%	594%	0.0%
GMAN	147	6/25	17.72	341	12%	97%	0.0%
MANT	148	6/25	44.17	1,618	13%	86%	0.0%
LMT	149	6/25	79.20	27,926	13%	88%	3.6%
GCI	150	6/25	13.53	3,292	19%	57%	1.2%
WU	151	6/25	19.23	12,540	10%	711%	1.4%
BKE	152	6/25	41.55	1,964	12%	104%	7.8%
CLCT	153	6/25	14.82	116	10%	788%	8.8%
UG	154	6/25	14.85	68	11%	183%	4.7%
NTES	155	6/25	43.30	5,670	10%	351%	0.0%
PRM	156	6/25	7.11	318	10%	291%	4.0%
YONG	157	6/25	5.25	258	29%	50%	0.0%
DRCO	158	6/25	12.14	124	17%	59%	0.0%
AIXG	159	6/25	32.97	3,355	13%	76%	2.5%
LLTC	160	6/25	31.78	7,414	11%	160%	2.9%
ASEI	161	6/25	76.89	716	12%	94%	2.0%
MY	162	6/25	5.67	709	33%	48%	0.0%
CMFO	163	6/25	2.50	72	73%	46%	0.0%
SBGI	164	6/25	10.43	843	13%	83%	2.3%
RAI	165	6/25	37.06	21,704	10%	247%	5.4%
MED	166	6/25	22.32	326	12%	98%	0.0%
APAC	167	6/25	5.39	289	15%	64%	0.0%
SPU	168	6/25	2.50	67	229%	44%	0.0%
GPIC	169	6/25	7.20	59	25%	49%	0.0%
DISH	170	6/25	28.00	12,568	13%	71%	0.0%
BLC	171	6/25	7.25	750	12%	84%	0.0%
HHS	172	6/25	7.91	508	14%	68%	3.8%
MO	173	6/25	26.79	55,830	10%	283%	5.7%
TRLG	174	6/25	27.78	697	14%	67%	0.0%
BLUD	175	6/25	19.37	1,369	12%	93%	0.0%
HGSH	176	6/25	2.35	106	25%	47%	0.0%
CMLS	177	6/25	3.64	152	11%	140%	0.0%
PTNR	178	6/25	15.61	2,454	13%	71%	13.6%
CGA	179	6/25	5.00	134	51%	44%	0.0%
EXPR	180	6/25	21.47	1,905	11%	112%	0.0%
ASMI	181	6/25	36.59	2,347	17%	54%	1.6%
IILG	182	6/25	13.39	778	10%	200%	0.0%
VCI	183	6/25	28.34	1,483	12%	92%	0.0%
LEA	184	6/25	50.86	5,505	14%	62%	0.5%
GIII	185	6/25	33.98	670	15%	59%	0.0%
STAN	186	6/25	15.45	249	10%	205%	0.0%
BTM	187	6/25	27.92	5,489	24%	47%	6.0%
DGIT	188	6/25	30.31	851	11%	103%	0.0%
BCDS	189	6/25	8.05	143	32%	44%	0.0%
SOHU	190	6/25	68.47	2,654	10%	158%	0.0%
QLGC	191	6/25	15.46	1,652	11%	103%	0.0%
INTX	192	6/25	15.93	311	11%	98%	3.7%
WINA	193	6/25	39.50	206	10%	229%	0.2%
CVVT	194	6/25	3.17	113	58%	42%	0.0%
PBI	195	6/25	22.12	4,517	11%	104%	6.5%
KONG	196	6/25	4.87	183	22%	45%	0.0%
AM	197	6/25	23.70	983	19%	47%	2.4%
TXN	198	6/25	31.53	37,647	13%	69%	1.6%
TVL	199	6/25	4.62	261	13%	66%	0.0%
PKE	200	6/25	26.90	559	14%	61%	1.5%

RIMM is sure getting cheap. It is funny, but AAPL is almost on the list as well. I actually bought them yesterday, $324 seems "cheap".

Here is the reverse, the official top 50 stocks and where they rank on my list:

Ticker	Mkt Cap	Date	My Ranking
ACAD	83.59	23-Jun	24
ARO	1,413.51	23-Jun	56
AFAM	241.97	23-Jun	26
AMED	757.62	23-Jun	51
APOL	6,012.46	23-Jun	18
AGX	131.12	23-Jun	9
BSQR	64.30	23-Jun	33
CPLA	681.32	23-Jun	31
CECO	1,575.70	23-Jun	50
CHKE	143.58	23-Jun	76
CSCO	85,100.47	23-Jun	59
CMTL	700.38	23-Jun	63
CNU	258.85	23-Jun	85
CRAY	229.36	23-Jun	21
DELL	30,896.73	23-Jun	46
DEPO	423.86	23-Jun	8
FRX	11,413.29	23-Jun	35
SOLR	1,889.02	23-Jun	23
ESI	2,132.48	23-Jun	14
IPXL	1,339.98	23-Jun	53
IDCC	1,746.31	23-Jun	19
KLIC	779.89	23-Jun	44
LMLP	98.73	23-Jun	5
LRCX	5,375.76	23-Jun	57
LPS	1,787.32	23-Jun	34
MSFT	207,655.53	23-Jun	36
MNDO	50.31	23-Jun	28
MPAA	179.15	23-Jun	79
NVMI	262.88	23-Jun	54
OSK	2,518.69	23-Jun	41
PDLI	829.46	23-Jun	7
PRX	1,158.88	23-Jun	40
PWER	838.89	23-Jun	43
POZN	134.27	23-Jun	4
PPD	650.48	23-Jun	22
PRSC	151.00	23-Jun	27
RIGL	444.37	23-Jun	47
SNDK	10,219.16	23-Jun	17
SUPG	168.43	23-Jun	10
TNAV	685.44	23-Jun	55
TER	2,660.19	23-Jun	61
TSRA	829.06	23-Jun	12
TTHI	67.33	23-Jun	3
TRMS	55.09	23-Jun	1
USMO	352.45	23-Jun	48
USNA	444.08	23-Jun	67
UIS	1,072.33	23-Jun	30
UNTD	526.95	23-Jun	69
VECO	1,957.10	23-Jun	11
VPHM	1,363.45	23-Jun	25

MPAA at 79th is the highest stock, so I have a pretty solid matching. Despite their recent run-up, SOLR still looks cheap. they are carrying a lot for my actual portfolio.

On my mechanical portfolios, there is a new stock this week, LPS. It is a highly shorted stock. I will not be buying, but those brave of heart might look as dividend is 1.9%.