Augusat 12th Top 200 List

Wow, it has been a couple of wild and crazy weeks since I last posted. Life has been more than a bit hectic for me. I was in Switzerland the first week when the markets started tumbling down. The image on the right is a sculpture from Zurich that I found interesting.

Then last week our shipment from Bermuda finally arrived in Connecticut and we were more than a little busy unpacking. I also had to take thi sweekend and eight hour driving course sponsored by the Ct DMV as they would not accept my bda license. While the course was a bit tedious, all-in-all it is probably a good thing for people to take. They did have a moving segment on organ donation.

The Crash

As was the case with the 2007-08 bear market, the MFI stocks seem to have gotten hit harder than the broader markets. I guess it is because many MFI stocks are "out-of-favor" and need a catalyst to take them up, and obviously a crash is the opposite of a catalyst.

Here is the graph of my portfolio performance... it isn't pretty.


For those of you having trouble reading the graph, here is a table:

MFI Performance
	ITD	Annual
2006	10.74%	10.74%
2007	-6.57%	-15.63%
2008	-41.60%	-37.50%
2009	0.71%	72.47%
2010	10.90%	10.12%
2011	-10.60%	-19.39%

So after almost six years, I am down about 10%. I think you can assume I am not real excited by that result. My broad MFI index is down about 1% after all these years, so it just isn't me. The Decision Moose approach to investing is looking better all the time (Moosignal). He has about doubled his money in the same timeframe.

Top 200 List

So I march onwards, for now. I actually have shown great restraint and did not sell-off my stocks. Here is the current top 200 list:

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield
STV	1	8/13	4.50	266	54%	2097%	0.0%
LMLP	2	8/13	2.47	72	37%	12172%	0.0%
MAIL	3	8/13	6.10	61	35%	913%	20.8%
SUPG	4	8/13	2.32	142	82%	447%	0.0%
XNY	5	8/13	3.03	176	151%	357%	0.0%
TNAV	6	8/13	9.06	413	29%	756%	0.0%
DEPO	7	8/13	6.52	352	22%	5729%	0.0%
TSRA	8	8/13	13.01	669	65%	256%	0.0%
BSQR	9	8/13	4.54	53	23%	654%	0.0%
ACAD	10	8/13	1.41	71	20%	2450%	0.0%
AGX	11	8/13	10.70	146	20%	1051%	0.0%
VECO	12	8/13	36.15	1,555	34%	262%	0.0%
BPI	13	8/13	22.80	1,321	24%	365%	0.0%
ESI	14	8/13	74.25	2,058	27%	295%	0.0%
LACO	15	8/15	2.27	60	57%	187%	0.0%
NVMI	16	8/13	7.12	192	22%	340%	0.0%
APOL	17	8/13	44.94	6,307	24%	257%	0.0%
CRAY	18	8/13	6.04	212	37%	194%	0.0%
CPLA	19	8/13	34.39	539	26%	210%	0.0%
PRX	20	8/13	29.59	1,086	22%	242%	0.0%
MEDQ	21	8/13	-	-	29%	166%	0.0%
VPHM	22	8/13	17.55	1,570	19%	287%	0.0%
GAME	23	8/13	5.03	1,430	17%	617%	0.0%
SNDK	24	8/13	38.09	9,289	19%	320%	0.0%
AFAM	25	8/13	20.13	189	32%	139%	0.0%
UIS	26	8/14	20.54	885	31%	137%	0.0%
CBST	27	8/13	32.92	1,992	20%	202%	0.0%
SPRD	28	8/13	15.27	829	17%	343%	0.3%
USMO	29	8/13	15.20	343	19%	231%	12.7%
HRB	30	8/13	13.50	4,133	18%	262%	4.4%
TIXC	31	8/13	-	-	55%	113%	0.0%
KLIC	32	8/13	8.64	640	51%	109%	0.0%
FRX	33	8/13	35.98	10,304	19%	202%	0.0%
ASYS	34	8/14	11.63	115	104%	100%	0.0%
MIPS	35	8/13	4.52	245	14%	1015%	0.0%
RIMM	36	8/13	24.56	12,882	43%	104%	0.0%
UEPS	37	8/13	6.92	315	24%	123%	0.0%
LTXC	38	8/13	6.34	319	29%	110%	0.0%
DELL	39	8/13	14.87	28,595	17%	219%	0.0%
EGY	40	8/13	6.60	383	42%	97%	0.0%
MSFT	41	8/13	25.10	213,877	15%	333%	2.2%
KLAC	42	8/13	35.93	6,140	24%	114%	3.1%
PWER	43	8/13	7.65	1,073	33%	102%	0.0%
NOK	44	8/13	5.36	19,901	22%	119%	10.7%
CREG	45	8/15	1.68	93	22%	120%	0.0%
LPS	46	8/13	18.14	1,557	17%	183%	2.2%
DLB	47	8/13	32.58	3,660	15%	255%	0.0%
ARO	48	8/13	16.07	1,341	28%	100%	0.0%
CNGL	49	8/13	1.81	73	115%	81%	0.0%
AVEO	50	8/13	16.56	610	15%	334%	0.0%
AMED	51	8/14	16.64	483	25%	106%	0.0%
MPAA	52	8/13	12.41	156	16%	202%	0.0%
LIWA	53	8/13	6.60	200	53%	84%	0.0%
CECO	54	8/13	21.93	1,656	26%	102%	0.0%
UNTD	55	8/13	5.14	456	17%	171%	6.7%
CHKE	56	8/13	14.76	126	14%	356%	7.8%
GME	57	8/13	20.72	2,977	24%	105%	0.0%
GNI	58	8/13	104.45	157	14%	498%	12.5%
CMTL	59	8/13	26.17	847	25%	100%	3.8%
AZN	60	8/13	45.07	62,512	19%	125%	5.3%
MEDW	61	8/13	10.08	83	13%	688%	0.0%
CBPO	62	8/13	8.78	225	30%	89%	0.0%
PRSC	63	8/13	10.42	139	18%	135%	0.0%
LAS	64	8/14	6.85	202	35%	82%	0.0%
GTIV	65	8/13	6.57	203	18%	128%	0.0%
TER	66	8/13	12.72	2,931	18%	121%	0.0%
PETS	67	8/13	10.07	219	18%	122%	4.9%
OSK	68	8/13	18.32	1,680	28%	83%	0.0%
NSR	69	8/13	24.03	1,803	15%	185%	0.0%
MANT	70	8/13	39.20	1,442	16%	149%	0.0%
NOC	71	8/13	51.89	14,903	19%	107%	16.0%
ENTR	72	8/13	3.97	354	27%	81%	0.0%
RTN	73	8/13	40.76	14,555	18%	112%	4.0%
GEDU	74	8/14	4.94	129	41%	72%	0.0%
IPXL	75	8/13	16.80	1,137	21%	92%	0.0%
EDS	76	8/13	4.30	142	2842%	63%	0.0%
DGIT	77	8/13	20.31	564	17%	112%	0.0%
MDP	78	8/13	25.65	1,171	16%	121%	3.9%
DV	79	8/13	44.49	3,110	18%	105%	0.4%
MBND	80	8/13	3.20	62	14%	201%	0.0%
AMAT	81	8/13	11.60	15,463	19%	93%	2.5%
STRA	82	8/13	116.90	1,372	14%	171%	3.6%
CSCO	83	8/13	15.99	87,881	13%	220%	0.8%
LO	84	8/13	101.62	14,426	12%	722%	4.8%
LHCG	85	8/13	17.99	330	22%	79%	0.0%
WSTG	86	8/13	12.18	57	17%	101%	6.3%
CPIX	87	8/13	5.99	124	16%	109%	0.0%
MKSI	88	8/13	24.59	1,301	27%	67%	0.6%
NEP	89	8/13	3.31	104	136%	59%	0.0%
MRVL	90	8/13	12.58	8,267	14%	155%	0.0%
ASEI	91	8/13	61.59	575	17%	99%	2.0%
ADI	92	8/13	32.98	10,211	14%	143%	2.9%
TNH	93	8/13	169.60	3,138	12%	432%	6.9%
MED	94	8/13	16.99	246	16%	102%	0.0%
CA	95	8/13	20.09	10,065	12%	307%	0.9%
NVLS	96	8/13	29.32	2,406	20%	76%	0.0%
CNH	97	8/13	31.48	7,587	76%	57%	0.0%
HITK	98	8/13	27.30	354	22%	68%	0.0%
HPQ	99	8/13	32.32	70,587	16%	99%	1.2%
AIXG	100	8/13	26.36	2,682	18%	82%	3.3%
CHOP	101	8/13	3.91	232	62%	57%	0.0%
MHP	102	8/13	37.77	11,678	12%	276%	2.6%
CEL	103	8/13	25.22	2,509	17%	90%	17.1%
KIRK	104	8/13	10.38	214	29%	59%	0.0%
CTP	105	8/13	7.06	53	18%	77%	0.0%
CSGS	106	8/13	14.01	466	17%	81%	0.0%
SAI	107	8/14	14.32	4,983	17%	81%	0.0%
WSTL	108	8/13	2.49	174	25%	60%	0.0%
WU	109	8/13	16.93	10,764	11%	710%	1.6%
BRKS	110	8/13	9.35	609	23%	60%	0.0%
GD	111	8/13	61.18	22,723	17%	81%	2.9%
CATO	112	8/13	25.68	744	19%	67%	2.8%
OMPI	113	8/13	9.67	180	14%	109%	0.0%
CUB	114	8/13	46.33	1,239	12%	208%	0.7%
GILD	115	8/14	37.43	29,974	12%	165%	0.0%
PWRD	116	8/13	17.51	925	18%	67%	0.0%
LPH	117	8/13	1.38	141	80%	50%	0.0%
LLTC	118	8/13	27.47	6,417	12%	163%	2.6%
COCO	119	8/13	2.96	251	41%	52%	0.0%
NTSP	120	8/13	4.34	403	12%	214%	0.0%
DISH	121	8/13	23.10	10,333	16%	78%	0.0%
GMAN	122	8/13	15.66	302	14%	97%	0.0%
LLY	123	8/13	34.86	38,833	17%	70%	5.2%
ACUR	124	8/13	2.57	123	11%	874%	0.0%
INTC	125	8/13	20.65	112,357	16%	76%	3.5%
MY	126	8/13	3.79	474	67%	48%	0.0%
LXK	127	8/13	31.69	2,535	26%	55%	0.0%
LRCX	128	8/13	39.59	4,952	23%	57%	0.0%
COOL	129	8/13	2.48	100	13%	127%	0.0%
MFW	130	8/13	21.55	420	12%	133%	0.0%
GCI	131	8/13	10.20	2,489	23%	56%	1.3%
YONG	132	8/13	4.47	220	35%	50%	0.0%
LMT	133	8/13	69.12	23,957	14%	88%	4.2%
EME	134	8/13	26.12	1,792	14%	92%	0.0%
CMFO	135	8/13	2.16	63	99%	46%	0.0%
PTNR	136	8/13	10.52	1,641	16%	71%	19.0%
UG	137	8/13	13.82	64	12%	183%	4.8%
HRS	138	8/13	36.70	4,576	16%	69%	2.7%
VCI	139	8/13	25.27	1,268	13%	103%	0.0%
VG	140	8/13	3.21	785	12%	152%	0.0%
BKE	141	8/13	38.25	1,808	13%	104%	8.5%
PRGS	142	8/13	20.42	1,414	11%	199%	0.0%
NTCT	143	8/13	12.82	556	11%	351%	0.0%
SPU	144	8/14	2.42	65	271%	44%	0.0%
ASMI	145	8/13	25.24	1,641	28%	49%	2.4%
EXPR	146	8/13	18.71	1,661	13%	112%	0.0%
CYOU	147	8/13	47.23	2,517	11%	387%	0.0%
BTM	148	8/13	21.56	4,239	30%	47%	7.8%
MCRL	149	8/13	9.45	596	15%	69%	1.5%
LEA	150	8/13	45.61	4,899	18%	59%	0.6%
DNB	151	8/13	69.76	3,467	10%	894%	2.2%
KFY	152	8/13	20.59	971	11%	194%	0.0%
ITRN	153	8/13	12.34	259	15%	66%	7.9%
CGA	154	8/13	4.46	119	63%	44%	0.0%
KONG	155	8/13	4.47	168	28%	46%	0.0%
GPIC	156	8/13	7.57	62	23%	49%	0.0%
IILG	157	8/13	11.02	643	11%	192%	0.0%
AEIS	158	8/13	9.27	410	33%	45%	0.0%
GRMN	159	8/13	31.32	6,103	12%	111%	2.5%
BBY	160	8/13	23.68	9,406	24%	48%	2.4%
LNCR	161	8/13	21.80	2,071	14%	76%	3.8%
MD	162	8/13	65.72	3,203	11%	302%	0.0%
CRY	163	8/13	5.16	143	14%	76%	0.0%
MCO	164	8/13	34.32	7,945	11%	277%	1.5%
INSP	165	8/13	9.16	349	11%	153%	0.0%
BLC	166	8/13	5.60	583	14%	80%	0.9%
WWE	167	8/13	9.44	706	14%	77%	12.2%
RIMG	168	8/14	13.53	130	110%	42%	1.3%
NANO	169	8/13	15.91	373	20%	52%	0.0%
STO	170	8/13	21.78	69,317	41%	43%	5.1%
CNU	171	8/13	6.15	385	11%	127%	0.0%
ABC	172	8/13	38.30	10,686	11%	159%	1.1%
CVVT	173	8/13	2.95	105	63%	42%	0.0%
FCX	174	8/13	51.44	49,177	20%	48%	1.7%
CEPH	175	8/13	79.88	7,054	13%	91%	0.0%
PRIM	176	8/13	10.93	559	14%	66%	0.8%
QLGC	177	8/13	14.85	1,571	12%	97%	0.0%
RBCN	178	8/13	13.82	331	27%	45%	0.0%
TNDM	179	8/13	10.84	373	18%	54%	0.0%
PBI	180	8/13	18.99	3,876	12%	105%	7.7%
MRK	181	8/14	31.34	97,467	14%	64%	4.6%
NTRI	182	8/13	12.08	330	13%	82%	4.8%
SYNA	183	8/13	24.41	855	12%	100%	0.0%
ERIC	184	8/13	12.05	38,934	13%	75%	3.1%
NATR	185	8/13	15.91	249	12%	89%	0.0%
RTEC	186	8/13	7.09	227	31%	42%	0.0%
TXN	187	8/13	27.18	32,072	14%	64%	1.9%
CACI	188	8/13	49.27	1,542	12%	89%	0.0%
LSCC	189	8/13	5.20	632	14%	63%	0.0%
CHE	190	8/13	56.96	1,232	11%	145%	1.0%
AMGN	191	8/13	50.00	46,750	13%	74%	0.0%
DVOX	192	8/13	5.17	48	14%	64%	0.0%
ADBE	193	8/13	24.10	12,201	10%	252%	0.0%
INTX	194	8/13	14.40	269	13%	76%	3.8%
BCSI	195	8/13	17.15	840	11%	201%	0.0%
PKE	196	8/13	24.02	500	16%	56%	1.6%
RAI	197	8/14	34.03	19,937	10%	232%	5.9%
AMSC	198	8/14	6.98	342	69%	38%	0.0%
MO	199	8/13	25.20	52,315	10%	289%	6.1%
XLNX	200	8/13	30.11	8,313	11%	132%	2.3%