Another week has passed and it was certainly a good one for my portfolio. I had a decent Friday, largely driven by strong results from SNDK, which popped almost 10%. It does feel good to be getting a bit back on track. After my 5+ years, I am still trailing the Russell 3000 index, but I am gaining.I am still in Dallas and tomorrow we fly back to Connecticut. We should have internet, tv, phones and even air-conditioning upstairs! The only thing we're missing is furniture.
I rarely talk politics here, but I am hoping that Congress and the President can get their act together on the debt ceiling debate. Our entire political system is built on compromise, so both sides need to relax their positions a bit and find something they can live with. We can't play "chicken" with our AAA rating... the long term costs will be enormous if there is any hint the US will not pay their debts.
Spiffy 50 vs Ed's Talking Stock
As some readers know, I created a "Spiffy 50" portfolio at the start of December and have been tracking it against Ed's Talking Stock porfolio. Ed comes across on his blog (Ed's Talking Stock) as very knowledgeable and discusses many macro economic trends, His investing though is extraordinarily haphazard and he buys and sells on gut instinct. To make things worse, he buys very volatile securities, with a penchant for 3x etfs. I shudder to think about it. He has really struggled. Here is my Spiffy 50 versus him:
| stock | Initial | Shares | Current | Daily Change | Y-day | Current Value | Total Change |
| afam | 35.17 | 56.87 | 25.57 | -1.08% | 1,470 | 1,454 | -27.30% |
| agx | 8.43 | 237.25 | 11.23 | -1.92% | 2,716 | 2,664 | 33.21% |
| amed | 28.49 | 70.20 | 26.50 | 0.45% | 1,852 | 1,860 | -6.98% |
| apol | 35.35 | 56.58 | 51.93 | 1.26% | 2,901 | 2,938 | 46.90% |
| azn | 47.99 | 41.68 | 49.67 | -1.60% | 2,104 | 2,070 | 7.36% |
| cbst | 21.20 | 94.34 | 35.72 | 1.08% | 3,334 | 3,370 | 68.49% |
| ccme | 15.87 | 126.02 | 1.60 | 0.00% | 202 | 202 | -89.92% |
| ceu | 3.44 | 581.40 | 1.17 | 28.57% | 529 | 680 | -65.99% |
| chke | 19.81 | 100.96 | 16.83 | -0.94% | 1,715 | 1,699 | -13.02% |
| cmtl | 30.70 | 65.15 | 28.59 | -0.94% | 1,880 | 1,863 | -5.24% |
| cnxt | 1.43 | 1,398.60 | 2.40 | 0.00% | 3,357 | 3,357 | 67.83% |
| coco | 4.24 | 471.70 | 4.63 | 0.00% | 2,184 | 2,184 | 9.20% |
| csgs | 19.02 | 105.15 | 18.57 | -1.22% | 1,977 | 1,953 | -2.37% |
| dell | 13.65 | 146.52 | 17.04 | -0.41% | 2,507 | 2,497 | 24.84% |
| dlx | 22.02 | 90.83 | 24.81 | 0.12% | 2,251 | 2,253 | 14.94% |
| eesc.ob | 1.90 | 1,052.63 | 1.00 | 0.00% | 1,053 | 1,053 | -47.37% |
| eme | 28.02 | 71.38 | 28.69 | -0.49% | 2,058 | 2,048 | 2.39% |
| frx | 32.24 | 62.03 | 38.53 | -0.54% | 2,403 | 2,390 | 19.51% |
| gme | 21.15 | 94.56 | 23.47 | 0.64% | 2,205 | 2,219 | 10.97% |
| hrb | 13.37 | 149.59 | 15.51 | 0.26% | 2,314 | 2,320 | 18.25% |
| idcc | 34.71 | 57.62 | 72.96 | -1.76% | 4,279 | 4,204 | 110.77% |
| ipxl | 18.29 | 109.35 | 21.02 | -0.28% | 2,305 | 2,299 | 14.93% |
| ksw | 3.43 | 583.09 | 3.91 | -1.76% | 2,321 | 2,280 | 16.03% |
| lnc | 25.12 | 79.62 | 27.79 | 0.22% | 2,208 | 2,213 | 11.23% |
| lo | 81.74 | 24.47 | 112.29 | -0.82% | 2,770 | 2,747 | 40.56% |
| lps | 31.13 | 64.25 | 20.13 | -0.59% | 1,301 | 1,293 | -34.05% |
| 6.84 | 292.40 | 7.58 | -1.94% | 2,260 | 2,216 | 10.82% | |
| mpaa | 11.68 | 171.23 | 14.06 | 0.00% | 2,408 | 2,408 | 20.38% |
| mrx | 26.88 | 74.40 | 38.30 | -0.21% | 2,856 | 2,850 | 43.60% |
| msft | 26.89 | 74.38 | 27.53 | 1.61% | 2,015 | 2,048 | 3.57% |
| navg | 50.17 | 39.86 | 49.03 | -1.17% | 1,978 | 1,955 | -2.27% |
| nvmi | 7.42 | 269.54 | 9.60 | 0.95% | 2,563 | 2,588 | 29.38% |
| osk | 30.50 | 65.57 | 30.09 | -1.70% | 2,007 | 1,973 | -1.34% |
| ppd | 65.17 | 30.69 | 66.50 | 0.00% | 2,041 | 2,041 | 2.04% |
| prsc | 17.48 | 114.42 | 12.23 | -1.37% | 1,419 | 1,399 | -30.03% |
| pwer | 10.40 | 192.31 | 7.37 | -1.21% | 1,435 | 1,417 | -29.13% |
| rtn | 48.33 | 41.38 | 46.74 | -1.23% | 1,958 | 1,934 | -0.73% |
| scei | 6.76 | 295.86 | 2.27 | 0.44% | 669 | 672 | -66.42% |
| sndk | 48.00 | 41.67 | 45.57 | 9.62% | 1,732 | 1,899 | -5.06% |
| solr | 7.87 | 254.13 | 15.18 | 0.00% | 3,858 | 3,858 | 92.88% |
| supg | 2.60 | 769.23 | 3.14 | 2.95% | 2,346 | 2,415 | 20.77% |
| ter | 12.43 | 160.90 | 14.69 | 3.16% | 2,291 | 2,364 | 18.18% |
| tnav | 6.86 | 291.55 | 21.40 | 0.38% | 6,215 | 6,239 | 211.95% |
| tndm | 14.71 | 135.96 | 16.64 | -0.89% | 2,283 | 2,262 | 13.12% |
| tsra | 19.93 | 100.35 | 17.69 | 1.67% | 1,746 | 1,775 | -11.24% |
| uis | 24.27 | 82.41 | 26.24 | 0.23% | 2,157 | 2,162 | 8.12% |
| untd | 6.86 | 291.55 | 6.25 | -0.32% | 1,828 | 1,822 | -5.98% |
| usb | 24.76 | 80.78 | 26.91 | -0.37% | 2,182 | 2,174 | 9.89% |
| veco | 45.07 | 44.38 | 41.17 | 1.06% | 1,808 | 1,827 | -8.65% |
| vr | 29.59 | 67.59 | 27.70 | -0.61% | 1,884 | 1,872 | -3.95% |
| Totals | - | 0.13% | 110,134 | 110,279 | 10.90% | ||
| Ed | starting 12/3/10 | -11.64% | |||||
Top 200 List
As faithful readers know, I have my own spreadsheet that allows me to calculate the MFI statistics and then rank the stocks myself. I use FINVIZ to get all stocks greater than $50m of market cap. I then pull out everything that is in either financial or utility sectors. Finally, I exclude all stocks with less than 500 shares traded.
My list differs in several ways from the official magicformulainvesting lists. First, I do not throw out stocks. They seem to exclude some foreign stocks (like some Chinese and Israeli stocks) but I am not sure how they decide which to include and which to exclude, as some do show up. Second, I rank mine by score and show the yields (per Yahoo, which are not always right). If anyone knows a better way to get more accurate yields, that would be great. Finally, we often differ by a day... which can make a difference depending on what happened to stock price and whether finanical statements were posted in Compustat.
| Ticker | Rank | Date | Stock Price | Market Cap | Earnings Yield | ROIC | Yahoo Yield |
| TRMS | 1 | 7/23 | 2.53 | 56 | 241% | 1498% | 0.0% |
| TTHI | 2 | 7/23 | 2.49 | 58 | 40% | 2811% | 0.0% |
| STV | 3 | 7/23 | 5.15 | 304 | 37% | 2097% | 0.0% |
| LMLP | 4 | 7/23 | 3.44 | 100 | 24% | 11136% | 0.0% |
| POZN | 5 | 7/23 | 4.81 | 144 | 22% | 7128% | 0.0% |
| XNY | 6 | 7/23 | 3.06 | 177 | 142% | 357% | 0.0% |
| PDLI | 7 | 7/23 | 6.35 | 1,174 | 20% | 489977% | 12.5% |
| DEPO | 8 | 7/23 | 8.54 | 476 | 20% | 8922% | 0.0% |
| VECO | 9 | 7/23 | 41.17 | 1,751 | 31% | 403% | 0.0% |
| AGX | 10 | 7/23 | 11.23 | 154 | 18% | 1051% | 0.0% |
| SUPG | 11 | 7/23 | 3.14 | 192 | 22% | 396% | 0.0% |
| TSRA | 12 | 7/23 | 17.69 | 907 | 26% | 266% | 0.0% |
| ESI | 13 | 7/23 | 92.30 | 2,558 | 22% | 295% | 0.0% |
| MSN | 14 | 7/23 | 1.90 | 52 | 145% | 164% | 0.0% |
| SCEI | 15 | 7/23 | 2.27 | 58 | 1337% | 159% | 0.0% |
| APOL | 16 | 7/23 | 51.93 | 7,288 | 21% | 257% | 0.0% |
| SOLR | 17 | 7/23 | 15.18 | 1,941 | 16% | 505% | 0.0% |
| CRAY | 18 | 7/23 | 6.37 | 222 | 31% | 175% | 0.0% |
| MNDO | 19 | 7/23 | 2.70 | 51 | 15% | 698% | 11.9% |
| AFAM | 20 | 7/23 | 25.57 | 239 | 26% | 165% | 0.0% |
| TRIT | 21 | 7/23 | 7.61 | 62 | 26% | 156% | 0.0% |
| ACAD | 22 | 7/23 | 1.67 | 84 | 14% | 2450% | 0.0% |
| BPI | 23 | 7/23 | 30.50 | 1,787 | 16% | 372% | 0.0% |
| PRSC | 24 | 7/23 | 12.23 | 163 | 19% | 216% | 0.0% |
| UIS | 25 | 7/23 | 26.24 | 1,124 | 24% | 160% | 0.0% |
| GA | 26 | 7/23 | 7.32 | 1,715 | 15% | 576% | 2.5% |
| BSQR | 27 | 7/23 | 6.24 | 73 | 14% | 654% | 0.0% |
| LPS | 28 | 7/23 | 20.13 | 1,774 | 19% | 197% | 2.0% |
| SNDK | 29 | 7/23 | 45.57 | 11,113 | 15% | 341% | 0.0% |
| HRB | 30 | 7/23 | 15.51 | 4,748 | 16% | 262% | 3.9% |
| CPLA | 31 | 7/23 | 46.60 | 759 | 17% | 220% | 0.0% |
| CBST | 32 | 7/23 | 35.72 | 2,162 | 17% | 202% | 0.0% |
| VPHM | 33 | 7/23 | 19.71 | 1,892 | 15% | 288% | 0.0% |
| DJCO | 34 | 7/23 | 72.50 | 100 | 33% | 120% | 0.0% |
| PWER | 35 | 7/23 | 7.37 | 1,039 | 38% | 112% | 0.0% |
| OSK | 36 | 7/23 | 30.09 | 2,762 | 25% | 127% | 0.0% |
| KLIC | 37 | 7/23 | 10.30 | 753 | 31% | 115% | 0.0% |
| RIMG | 38 | 7/23 | 15.43 | 147 | 44% | 109% | 1.3% |
| NVMI | 39 | 7/23 | 9.60 | 259 | 14% | 340% | 0.0% |
| USMO | 40 | 7/23 | 15.71 | 351 | 17% | 177% | 12.8% |
| PRX | 41 | 7/23 | 34.46 | 1,223 | 15% | 208% | 0.0% |
| RIMM | 42 | 7/23 | 27.91 | 14,639 | 37% | 104% | 0.0% |
| GAME | 43 | 7/23 | ######## | ######## | 0% | 617% | 0.0% |
| SPRD | 44 | 7/23 | 15.15 | 836 | 14% | 312% | 0.3% |
| AMED | 45 | 7/23 | 26.50 | 765 | 21% | 121% | 0.0% |
| MBND | 46 | 7/23 | 3.21 | 34 | 15% | 205% | 0.0% |
| DELL | 47 | 7/23 | 17.04 | 32,768 | 15% | 219% | 0.0% |
| MSFT | 48 | 7/23 | 27.53 | 234,583 | 14% | 333% | 2.3% |
| GNI | 49 | 7/23 | 105.26 | 158 | 13% | 435% | 12.1% |
| UEPS | 50 | 7/23 | 8.31 | 379 | 20% | 123% | 0.0% |
| CECO | 51 | 7/23 | 24.42 | 1,874 | 23% | 108% | 0.0% |
| NOK | 52 | 7/23 | 5.86 | 21,758 | 20% | 119% | 8.9% |
| CREG | 53 | 7/23 | 1.98 | 109 | 19% | 120% | 0.0% |
| IPXL | 54 | 7/23 | 21.02 | 1,409 | 19% | 119% | 0.0% |
| RTN | 55 | 7/23 | 46.74 | 16,864 | 17% | 139% | 6.6% |
| MPAA | 56 | 7/23 | 14.06 | 177 | 14% | 202% | 0.0% |
| ARO | 57 | 7/23 | 18.09 | 1,510 | 25% | 100% | 0.0% |
| LRCX | 58 | 7/23 | 44.26 | 5,545 | 19% | 114% | 0.0% |
| CNGL | 59 | 7/23 | 1.84 | 74 | 110% | 81% | 0.0% |
| CHKE | 60 | 7/23 | 16.83 | 143 | 12% | 356% | 6.8% |
| WSTG | 61 | 7/23 | 13.30 | 62 | 15% | 155% | 6.0% |
| GME | 62 | 7/23 | 23.47 | 3,373 | 21% | 105% | 0.0% |
| AZN | 63 | 7/23 | 49.67 | 69,737 | 18% | 122% | 5.1% |
| TER | 64 | 7/23 | 14.69 | 3,409 | 16% | 140% | 0.0% |
| LIWA | 65 | 7/23 | 8.71 | 264 | 34% | 84% | 0.0% |
| LAS | 66 | 7/23 | 6.54 | 193 | 38% | 82% | 0.0% |
| CMTL | 67 | 7/23 | 28.59 | 926 | 21% | 100% | 3.5% |
| DLX | 68 | 7/23 | 24.81 | 1,286 | 13% | 223% | 19.4% |
| CSKI | 69 | 7/23 | 3.17 | 54 | 605% | 75% | 0.0% |
| CBPO | 70 | 7/23 | 9.93 | 255 | 25% | 89% | 0.0% |
| UNTD | 71 | 7/23 | 6.25 | 549 | 14% | 177% | 6.4% |
| LTXC | 72 | 7/23 | 8.36 | 421 | 18% | 110% | 0.0% |
| MEDW | 73 | 7/23 | 11.23 | 92 | 11% | 688% | 0.0% |
| CSCO | 74 | 7/23 | 16.46 | 91,139 | 13% | 217% | 0.7% |
| USNA | 75 | 7/23 | 31.27 | 507 | 15% | 125% | 0.0% |
| PETS | 76 | 7/23 | 11.28 | 246 | 15% | 122% | 34.6% |
| GEDU | 77 | 7/23 | 4.80 | 125 | 50% | 72% | 0.0% |
| NOC | 78 | 7/23 | 65.27 | 19,379 | 16% | 106% | 12.6% |
| MDP | 79 | 7/23 | 29.36 | 1,351 | 15% | 123% | 3.3% |
| CHOP | 80 | 7/23 | 4.31 | 212 | 80% | 67% | 0.0% |
| LO | 81 | 7/23 | 112.29 | 16,275 | 11% | 735% | 4.7% |
| EGY | 82 | 7/23 | 7.20 | 419 | 27% | 71% | 0.0% |
| MDCO | 83 | 7/23 | 15.88 | 859 | 12% | 279% | 0.0% |
| MNTA | 84 | 7/23 | 19.40 | 976 | 14% | 130% | 0.0% |
| MFW | 85 | 7/23 | 25.92 | 505 | 13% | 160% | 0.0% |
| KLAC | 86 | 7/23 | 44.11 | 7,557 | 16% | 101% | 1.7% |
| OMPI | 87 | 7/23 | 10.61 | 196 | 13% | 133% | 0.0% |
| EDS | 88 | 7/23 | 4.83 | 159 | 340% | 63% | 0.0% |
| AMAT | 89 | 7/23 | 13.15 | 17,529 | 16% | 93% | 2.2% |
| CEL | 90 | 7/23 | 26.68 | 2,654 | 16% | 93% | 13.7% |
| LHCG | 91 | 7/23 | 22.15 | 406 | 18% | 85% | 0.0% |
| LINC | 92 | 7/23 | 18.96 | 425 | 26% | 69% | 4.0% |
| CNTF | 93 | 7/23 | 4.25 | 225 | 412% | 62% | 0.0% |
| CYD | 94 | 7/23 | 20.16 | 751 | 223% | 62% | 7.3% |
| EME | 95 | 7/23 | 28.69 | 1,968 | 15% | 103% | 0.0% |
| MRX | 96 | 7/23 | 38.30 | 2,504 | 10% | 856% | 0.7% |
| TNH | 97 | 7/23 | 156.29 | 2,891 | 11% | 350% | 6.5% |
| ELNK | 98 | 7/23 | 7.64 | 838 | 20% | 74% | 5.5% |
| NSR | 99 | 7/23 | 26.46 | 1,992 | 12% | 149% | 0.0% |
| MKSI | 100 | 7/23 | 26.76 | 1,416 | 24% | 67% | 0.6% |
| CA | 101 | 7/23 | 22.77 | 11,408 | 11% | 307% | 0.8% |
| ADI | 102 | 7/23 | 37.06 | 11,474 | 12% | 143% | 2.5% |
| AHCI | 103 | 7/23 | 2.49 | 109 | 18% | 76% | 0.0% |
| NEP | 104 | 7/23 | 3.32 | 104 | 134% | 59% | 0.0% |
| GTIV | 105 | 7/23 | 18.80 | 579 | 13% | 126% | 0.0% |
| RIGL | 106 | 7/23 | 9.88 | 516 | 10% | 744% | 0.0% |
| NVLS | 107 | 7/23 | 33.05 | 2,713 | 17% | 78% | 0.0% |
| DM | 108 | 7/23 | 8.96 | 272 | 12% | 183% | 0.0% |
| HPQ | 109 | 7/23 | 36.70 | 80,153 | 14% | 99% | 2.5% |
| STRA | 110 | 7/23 | 144.10 | 1,844 | 12% | 181% | 2.2% |
| CYOU | 111 | 7/23 | 45.96 | 2,447 | 10% | 400% | 0.0% |
| CSGS | 112 | 7/23 | 18.57 | 616 | 14% | 102% | 0.0% |
| CEPH | 113 | 7/23 | 80.21 | 6,404 | 14% | 99% | 0.0% |
| HITK | 114 | 7/23 | 30.27 | 392 | 20% | 68% | 0.0% |
| AIXG | 115 | 7/23 | 28.06 | 2,855 | 16% | 76% | 3.0% |
| MCZ | 116 | 7/23 | 1.31 | 92 | 18% | 70% | 0.0% |
| KIRK | 117 | 7/23 | 11.20 | 231 | 26% | 59% | 0.0% |
| COOL | 118 | 7/23 | 2.61 | 106 | 12% | 127% | 0.0% |
| SAI | 119 | 7/23 | 16.57 | 5,766 | 15% | 81% | 0.0% |
| DNB | 120 | 7/23 | 74.46 | 3,723 | 10% | 874% | 1.9% |
| GD | 121 | 7/23 | 70.80 | 26,647 | 14% | 82% | 2.5% |
| SYNA | 122 | 7/23 | 24.84 | 878 | 12% | 112% | 0.0% |
| UG | 123 | 7/23 | 14.70 | 68 | 11% | 183% | 4.7% |
| HRS | 124 | 7/23 | 43.36 | 5,463 | 15% | 74% | 2.3% |
| MED | 125 | 7/23 | 21.25 | 310 | 13% | 98% | 0.0% |
| LLTC | 126 | 7/23 | 31.27 | 7,295 | 11% | 160% | 3.1% |
| MRVL | 127 | 7/23 | 15.33 | 10,074 | 11% | 155% | 0.0% |
| NATH | 128 | 7/23 | 19.10 | 99 | 11% | 133% | 0.0% |
| MHP | 129 | 7/23 | 43.92 | 13,598 | 10% | 268% | 2.2% |
| GPS | 130 | 7/23 | 19.66 | 11,560 | 18% | 64% | 2.2% |
| WU | 131 | 7/23 | 19.37 | 12,631 | 10% | 711% | 1.4% |
| CUB | 132 | 7/23 | 51.37 | 1,373 | 10% | 208% | 0.5% |
| CNH | 133 | 7/23 | 37.29 | 8,987 | 37% | 53% | 0.0% |
| MANT | 134 | 7/23 | 43.60 | 1,597 | 13% | 86% | 0.0% |
| DLB | 135 | 7/23 | 44.86 | 5,085 | 10% | 229% | 0.0% |
| INTC | 136 | 7/23 | 23.13 | 125,850 | 14% | 76% | 3.0% |
| RLRN | 137 | 7/23 | 13.33 | 391 | 10% | 583% | 17.8% |
| LMT | 138 | 7/23 | 79.60 | 28,067 | 13% | 88% | 3.6% |
| GILD | 139 | 7/23 | 43.21 | 35,080 | 11% | 160% | 0.0% |
| MCRL | 140 | 7/23 | 10.15 | 640 | 14% | 75% | 1.4% |
| LPH | 141 | 7/23 | 1.81 | 185 | 57% | 50% | 0.0% |
| CATO | 142 | 7/23 | 29.65 | 858 | 15% | 67% | 2.7% |
| CNU | 143 | 7/23 | 6.31 | 395 | 11% | 127% | 0.0% |
| COCO | 144 | 7/23 | 4.63 | 392 | 31% | 52% | 0.0% |
| PWRD | 145 | 7/23 | 20.02 | 1,058 | 15% | 67% | 0.0% |
| LXK | 146 | 7/23 | 29.74 | 2,373 | 25% | 53% | 0.0% |
| MO | 147 | 7/23 | 26.36 | 54,723 | 10% | 289% | 5.7% |
| YONG | 148 | 7/23 | 4.97 | 244 | 31% | 50% | 0.0% |
| CMLS | 149 | 7/23 | 3.60 | 150 | 11% | 140% | 0.0% |
| MY | 150 | 7/23 | 5.48 | 685 | 35% | 48% | 0.0% |
| SBGI | 151 | 7/23 | 11.16 | 902 | 12% | 83% | 2.2% |
| ASMI | 152 | 7/23 | 32.29 | 2,071 | 20% | 54% | 1.8% |
| DV | 153 | 7/23 | 65.99 | 4,637 | 11% | 111% | 0.4% |
| PTNR | 154 | 7/23 | 14.76 | 2,321 | 14% | 71% | 58.4% |
| BLC | 155 | 7/23 | 7.49 | 774 | 12% | 84% | 0.0% |
| IILG | 156 | 7/23 | 13.55 | 787 | 10% | 200% | 0.0% |
| CMFO | 157 | 7/23 | 2.99 | 87 | 53% | 46% | 0.0% |
| KFY | 158 | 7/23 | 22.51 | 1,062 | 10% | 194% | 0.0% |
| SPU | 159 | 7/23 | 3.04 | 81 | 112% | 44% | 0.0% |
| GMAN | 160 | 7/23 | 19.23 | 371 | 11% | 97% | 0.0% |
| DRCO | 161 | 7/23 | 13.12 | 133 | 16% | 59% | 0.0% |
| WSTL | 162 | 7/23 | 3.04 | 213 | 15% | 60% | 0.0% |
| GPIC | 163 | 7/23 | 7.79 | 64 | 22% | 49% | 0.0% |
| TNAV | 164 | 7/23 | 21.40 | 967 | 9% | 772% | 0.0% |
| DGIT | 165 | 7/23 | 30.58 | 859 | 11% | 103% | 0.0% |
| CGA | 166 | 7/23 | 5.24 | 140 | 47% | 44% | 0.0% |
| HHS | 167 | 7/23 | 8.52 | 547 | 13% | 68% | 3.6% |
| CLCT | 168 | 7/23 | 15.68 | 123 | 9% | 788% | 8.2% |
| HGSH | 169 | 7/23 | 2.50 | 113 | 24% | 47% | 0.0% |
| BCDS | 170 | 7/23 | 6.75 | 120 | 46% | 44% | 0.0% |
| BTM | 171 | 7/23 | 26.06 | 5,124 | 25% | 47% | 6.2% |
| PBI | 172 | 7/23 | 22.41 | 4,576 | 11% | 104% | 28.1% |
| LNCR | 173 | 7/23 | 26.28 | 2,496 | 12% | 76% | 3.0% |
| ABC | 174 | 7/23 | 40.52 | 11,336 | 10% | 152% | 1.0% |
| RGR | 175 | 7/23 | 23.76 | 451 | 11% | 86% | 8.1% |
| BKE | 176 | 7/23 | 46.19 | 2,183 | 11% | 104% | 7.2% |
| LEA | 177 | 7/23 | 52.48 | 5,681 | 14% | 62% | 1.0% |
| ASEI | 178 | 7/23 | 81.00 | 754 | 11% | 90% | 1.9% |
| TVL | 179 | 7/23 | 4.43 | 250 | 13% | 66% | 0.0% |
| ERIC | 180 | 7/23 | 13.18 | 42,585 | 12% | 75% | 2.7% |
| TXN | 181 | 7/23 | 31.78 | 37,945 | 12% | 69% | 1.6% |
| CVVT | 182 | 7/23 | 3.32 | 118 | 55% | 42% | 0.0% |
| DISH | 183 | 7/23 | 32.01 | 14,368 | 12% | 71% | 0.0% |
| MSPD | 184 | 7/23 | 7.62 | 245 | 11% | 100% | 0.0% |
| FCX | 185 | 7/23 | 55.67 | 53,221 | 19% | 48% | 1.6% |
| BBY | 186 | 7/23 | 29.56 | 11,741 | 19% | 48% | 2.0% |
| CHRM | 187 | 7/23 | 11.51 | 471 | 12% | 69% | 0.0% |
| LLL | 188 | 7/23 | 82.90 | 9,078 | 14% | 61% | 2.7% |
| GRMN | 189 | 7/23 | 32.72 | 6,371 | 12% | 68% | 0.0% |
| AOL | 190 | 7/23 | 19.43 | 2,096 | 16% | 52% | 0.0% |
| GSIT | 191 | 7/23 | 6.85 | 210 | 15% | 55% | 0.0% |
| VCI | 192 | 7/23 | 31.60 | 1,654 | 11% | 92% | 0.0% |
| AMGN | 193 | 7/23 | 55.22 | 51,962 | 12% | 73% | 0.0% |
| MCK | 194 | 7/23 | 82.31 | 21,401 | 10% | 147% | 0.9% |
| AAPL | 195 | 7/23 | 393.30 | 368,841 | 9% | 452% | 0.0% |
| AEIS | 196 | 7/23 | 12.44 | 549 | 21% | 45% | 0.0% |
| CHE | 197 | 7/23 | 65.31 | 1,409 | 9% | 180% | 0.8% |
| ROST | 198 | 7/23 | 78.16 | 9,127 | 11% | 81% | 1.0% |
| EXPR | 199 | 7/23 | 23.72 | 2,105 | 10% | 112% | 0.0% |
| TRLG | 200 | 7/23 | 30.85 | 774 | 12% | 67% | 0.0% |
While I have focused on the differences, at the end we match very closely. Generally all the official top 50 stocks are in my top 100.
| Ticker | Mkt Cap | Date | My Ranking |
| ACAD | 87.23 | 21-Jul | 22 |
| ARO | 1,431.27 | 21-Jul | 57 |
| AFAM | 242.06 | 21-Jul | 20 |
| AMED | 776.76 | 21-Jul | 45 |
| APOL | 7,064.82 | 21-Jul | 16 |
| AGX | 155.74 | 21-Jul | 10 |
| BSQR | 65.78 | 21-Jul | 27 |
| HRB | 4,724.01 | 21-Jul | 30 |
| CPLA | 734.90 | 21-Jul | 31 |
| CECO | 1,869.25 | 21-Jul | 51 |
| CHKE | 144.52 | 21-Jul | 60 |
| CMTL | 752.81 | 21-Jul | 67 |
| CRAY | 230.44 | 21-Jul | 18 |
| DELL | 32,491.89 | 21-Jul | 47 |
| DLX | 1,273.57 | 21-Jul | 68 |
| DEPO | 453.37 | 21-Jul | 8 |
| SOLR | 1,907.87 | 21-Jul | 17 |
| GME | 3,295.12 | 21-Jul | 62 |
| GNI | 158.25 | 21-Jul | 49 |
| ESI | 2,375.32 | 21-Jul | 13 |
| IPXL | 1,371.87 | 21-Jul | 54 |
| KLIC | 696.59 | 21-Jul | 37 |
| LMLP | 98.73 | 21-Jul | 4 |
| LTXC | 404.14 | 21-Jul | 72 |
| LRCX | 5,350.96 | 21-Jul | 58 |
| LPS | 1,748.47 | 21-Jul | 28 |
| MSFT | 226,947.72 | 21-Jul | 48 |
| MPAA | 169.62 | 21-Jul | 56 |
| NVMI | 241.32 | 21-Jul | 39 |
| OSK | 2,788.33 | 21-Jul | 36 |
| PDLI | 892.30 | 21-Jul | 7 |
| PRX | 1,252.22 | 21-Jul | 41 |
| PETS | 238.10 | 21-Jul | 76 |
| PWER | 772.61 | 21-Jul | 35 |
| POZN | 141.45 | 21-Jul | 5 |
| PRSC | 160.72 | 21-Jul | 24 |
| RTN | 16,779.67 | 21-Jul | 55 |
| SNDK | 9,906.96 | 21-Jul | 29 |
| SCEI | 53.04 | 21-Jul | 15 |
| SUPG | 184.12 | 21-Jul | 11 |
| TER | 2,637.96 | 21-Jul | 64 |
| TSRA | 888.83 | 21-Jul | 12 |
| TTHI | 56.54 | 21-Jul | 2 |
| TRMS | 58.22 | 21-Jul | 1 |
| USMO | 346.04 | 21-Jul | 40 |
| UIS | 1,128.36 | 21-Jul | 25 |
| UNTD | 552.50 | 21-Jul | 71 |
| VECO | 1,659.71 | 21-Jul | 9 |
| VPHM | 1,472.07 | 21-Jul | 33 |
| WSTG | 63.05 | 21-Jul | 61 |
New Computer
A bit off-topic, but I did get a new computer this week, a Thinkpad x220. I have not fired it up yet as I have been traveling and decided to take my Dell XPS on a final road trip. As Dell in one of my stocks, it was bad of me to go with the Lenovo. But it does have an Intel chip, and I will be buying a Cisco Linksys router for my new home. Oh, and of course I have Windows!
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