Swiss Independence Day

Sometimes life isn't so bad. I am in Zurich enjoying the fireworks celebrating Swiss Independence. So I have been a bit tardy with my updates.

Top 200 July 29th

Here are the top 200 as of July 29th 2011:

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield
TRMS	1	7/31	2.36	53	406%	1498%	0.0%
TTHI	2	7/31	2.34	54	46%	2811%	0.0%
STV	3	7/31	4.81	284	44%	2097%	0.0%
LMLP	4	7/30	3.02	87	29%	11136%	0.0%
XNY	5	7/31	3.09	179	135%	357%	0.0%
DEPO	6	7/30	7.56	422	24%	8922%	0.0%
MAIL	7	7/30	7.16	72	27%	913%	17.5%
TNAV	8	7/31	10.03	458	25%	756%	0.0%
AGX	9	7/30	10.37	142	21%	1051%	0.0%
SUPG	10	8/1	3.11	190	23%	396%	0.0%
TSRA	11	7/31	15.71	808	33%	256%	0.0%
KLAC	12	7/30	39.82	6,805	21%	467%	0.0%
VECO	13	7/31	39.79	1,711	29%	262%	0.0%
ESI	14	7/30	85.67	2,375	23%	295%	0.0%
BPI	15	7/30	24.76	1,451	20%	372%	0.0%
SOLR	16	8/1	13.81	1,766	18%	505%	0.0%
APOL	17	7/30	50.83	7,134	21%	257%	0.0%
CRAY	18	7/30	6.04	210	35%	175%	0.0%
TRIT	19	7/31	6.55	53	34%	156%	0.0%
MEDQ	20	7/30	-	-	29%	166%	0.0%
ACAD	21	7/30	1.63	82	14%	2450%	0.0%
AFAM	22	7/30	25.27	236	27%	165%	0.0%
NVMI	23	7/31	8.54	231	17%	340%	0.0%
SNDK	24	8/1	41.89	10,215	17%	341%	0.0%
PRSC	25	7/31	11.85	158	19%	216%	0.0%
VPHM	26	7/31	18.08	1,735	17%	288%	0.0%
CPLA	27	7/30	42.75	670	19%	210%	0.0%
UIS	28	7/31	20.77	895	30%	137%	0.0%
BSQR	29	7/30	6.24	73	14%	654%	0.0%
USMO	30	7/31	16.51	372	18%	231%	11.6%
CBST	31	7/30	33.97	2,056	19%	202%	0.0%
OSK	32	7/31	24.82	2,279	29%	127%	0.0%
HRB	33	7/30	14.96	4,580	16%	262%	0.0%
SPRD	34	8/1	13.85	764	16%	312%	0.4%
KLIC	35	7/30	9.20	673	36%	115%	0.0%
GAME	36	7/30	6.00	1,705	14%	617%	0.0%
DJCO	37	7/30	73.00	101	33%	120%	0.0%
GNI	38	7/30	104.80	157	14%	498%	0.0%
PRX	39	7/31	32.39	1,150	17%	208%	0.0%
RIMM	40	7/31	25.00	13,113	42%	104%	0.0%
LPS	41	7/30	18.83	1,616	17%	183%	2.1%
GA	42	7/30	7.69	1,802	13%	576%	0.0%
DELL	43	7/30	16.24	31,230	16%	219%	0.0%
PWER	44	7/31	7.21	1,011	35%	102%	0.0%
UEPS	45	7/31	7.89	359	21%	123%	0.0%
AMED	46	7/30	25.86	747	22%	121%	0.0%
MSFT	47	7/30	27.40	233,475	14%	333%	2.2%
MPAA	48	7/30	12.91	162	16%	202%	0.0%
CECO	49	7/30	22.69	1,742	25%	108%	0.0%
CHKE	50	7/30	15.86	135	13%	356%	0.0%
MBND	51	7/30	3.15	33	15%	205%	0.0%
LTXC	52	7/30	7.19	362	23%	110%	0.0%
ARO	53	7/30	16.85	1,406	27%	100%	0.0%
LIWA	54	7/30	6.75	205	51%	84%	0.0%
NOK	55	7/30	5.80	21,535	20%	119%	0.0%
CNGL	56	7/30	1.82	73	113%	81%	0.0%
RIGL	57	7/31	8.69	454	12%	744%	0.0%
CREG	58	7/30	1.97	109	19%	120%	0.0%
AZN	59	7/30	48.51	68,108	18%	122%	0.0%
IPXL	60	7/30	21.18	1,420	19%	119%	0.0%
CMTL	61	7/30	26.95	873	23%	100%	0.0%
LAS	62	7/30	6.26	184	41%	82%	0.0%
CSKI	63	7/30	3.04	51	996%	75%	0.0%
GME	64	7/30	23.58	3,388	21%	105%	0.0%
UNTD	65	7/31	5.97	524	15%	177%	6.6%
CBPO	66	7/30	9.40	241	27%	89%	0.0%
CSCO	67	7/30	15.97	88,426	13%	217%	0.0%
MANT	68	7/30	40.80	1,501	15%	149%	0.0%
TER	69	7/31	13.49	3,109	17%	121%	0.0%
STRA	70	7/31	121.65	1,428	14%	171%	3.1%
WSTG	71	7/31	11.32	53	19%	101%	6.0%
NSR	72	7/31	26.04	1,953	13%	182%	0.0%
LLL	73	7/30	79.12	8,482	15%	140%	2.1%
PETS	74	7/31	10.97	239	16%	122%	0.0%
LO	75	7/30	106.22	15,079	11%	722%	0.0%
TIXC	76	7/31	-	-	22%	113%	0.0%
GEDU	77	7/30	5.02	131	38%	72%	0.0%
MNTA	78	7/30	17.66	889	15%	130%	0.0%
RTN	79	8/1	44.38	15,848	17%	111%	0.0%
MEDW	80	7/30	11.26	93	11%	688%	0.0%
CHOP	81	7/30	4.06	199	93%	67%	0.0%
NOC	82	7/30	60.51	17,378	17%	107%	13.6%
EGY	83	7/30	6.66	388	30%	71%	0.0%
EDS	84	7/30	4.45	147	921%	63%	0.0%
ADI	85	7/30	34.40	10,651	13%	143%	0.0%
AMAT	86	7/30	12.32	16,423	18%	93%	0.0%
CNTF	87	7/30	4.29	227	343%	62%	0.0%
AVEO	88	7/30	19.11	704	12%	334%	0.0%
CYD	89	7/30	19.01	708	379%	62%	0.0%
MDP	90	7/30	29.85	1,363	14%	121%	0.0%
LINC	91	7/30	17.88	401	28%	69%	4.3%
DM	92	7/30	7.93	241	13%	183%	0.0%
OMPI	93	7/31	10.37	192	14%	133%	0.0%
CEL	94	7/30	26.33	2,619	16%	93%	0.0%
MKSI	95	7/30	24.95	1,320	26%	67%	0.6%
LHCG	96	7/30	22.78	418	18%	85%	0.0%
MFW	97	7/30	25.06	489	13%	160%	0.0%
NEP	98	7/30	3.32	104	134%	59%	0.0%
MRX	99	7/30	37.18	2,431	11%	856%	0.8%
NVLS	100	7/31	31.04	2,548	18%	78%	0.0%
HPQ	101	7/30	35.17	76,811	15%	99%	0.0%
HITK	102	7/30	28.29	366	21%	68%	0.0%
MCZ	103	7/30	1.16	82	20%	70%	0.0%
TNH	104	7/31	154.01	2,849	11%	350%	0.0%
GTIV	105	7/30	17.99	554	13%	126%	0.0%
CSGS	106	7/30	17.76	589	14%	102%	0.0%
CA	107	7/30	22.30	11,172	11%	307%	0.0%
COOL	108	7/30	2.45	99	13%	127%	0.0%
CNH	109	7/30	38.14	9,192	46%	57%	0.0%
MED	110	7/30	19.30	282	14%	98%	0.0%
AIXG	111	7/30	26.85	2,732	17%	76%	0.0%
CEPH	112	7/30	79.94	6,382	14%	99%	0.0%
CUB	113	7/30	48.54	1,298	11%	208%	0.0%
KIRK	114	7/30	10.79	223	27%	59%	0.0%
DLB	115	7/30	42.36	4,801	11%	229%	0.0%
SAI	116	8/1	15.59	5,425	15%	81%	0.0%
LLTC	117	7/30	29.30	6,844	12%	163%	0.0%
HRS	118	7/30	39.87	5,024	16%	74%	0.0%
MRVL	119	7/30	14.82	9,739	11%	155%	0.0%
GPS	120	7/30	19.29	11,343	19%	64%	0.0%
CATO	121	7/30	27.82	805	17%	67%	0.0%
VCI	122	7/31	26.80	1,344	13%	103%	0.0%
INTC	123	7/30	22.33	121,498	15%	76%	0.0%
NATH	124	7/30	18.81	98	12%	133%	0.0%
EME	125	7/30	27.92	1,915	13%	92%	0.0%
RLRN	126	8/1	12.86	377	10%	583%	17.9%
ABC	127	7/30	38.31	10,689	11%	159%	0.0%
LPH	128	7/30	1.63	166	65%	50%	0.0%
LRCX	129	7/30	40.88	5,114	22%	57%	0.0%
COCO	130	7/30	4.16	352	33%	52%	0.0%
LXK	131	7/30	33.57	2,686	24%	55%	0.0%
WU	132	7/31	19.41	12,341	10%	710%	1.5%
UG	133	7/31	14.65	67	11%	183%	4.7%
ASMI	134	7/30	28.36	1,819	24%	54%	0.0%
DV	135	7/30	62.14	4,367	12%	111%	0.0%
PWRD	136	7/31	19.79	1,045	16%	67%	0.0%
YONG	137	7/31	4.74	233	33%	50%	0.0%
LMT	138	7/30	75.73	26,248	13%	86%	3.8%
GMAN	139	7/30	17.93	345	12%	97%	0.0%
DGIT	140	7/30	28.26	794	12%	103%	0.0%
WSTL	141	7/31	2.85	200	18%	60%	0.0%
MY	142	7/30	5.20	650	38%	48%	0.0%
CMFO	143	7/30	2.95	85	54%	46%	0.0%
KFY	144	7/30	21.54	1,016	10%	194%	0.0%
PTNR	145	7/31	14.47	2,275	14%	71%	13.5%
CNU	146	7/30	6.32	396	11%	127%	0.0%
SBGI	147	8/1	10.25	829	13%	83%	2.4%
IILG	148	7/30	12.85	746	10%	200%	0.0%
MYGN	149	7/30	21.27	1,917	10%	293%	0.0%
BLC	150	7/30	6.99	723	13%	84%	0.0%
MCRL	151	7/30	10.15	640	14%	69%	0.0%
SPU	152	8/1	2.62	70	186%	44%	0.0%
HGSH	153	7/30	2.12	96	29%	47%	0.0%
QLGC	154	7/31	15.17	1,605	12%	97%	0.0%
SYNA	155	7/31	24.57	860	12%	100%	0.0%
LEA	156	7/30	49.00	5,304	15%	62%	0.0%
MO	157	7/30	26.30	54,599	10%	289%	0.0%
CGA	158	7/30	5.14	137	48%	44%	0.0%
BTM	159	7/30	25.84	5,080	25%	47%	0.0%
GPIC	160	7/30	7.80	64	22%	49%	0.0%
CMLS	161	7/30	3.53	147	11%	140%	0.0%
V	162	7/31	85.54	60,220	10%	346%	0.7%
ERIC	163	7/30	12.50	40,388	13%	75%	0.0%
AOL	164	7/30	17.18	1,854	18%	52%	0.0%
BKE	165	7/30	44.31	2,094	11%	104%	0.0%
DISH	166	7/30	29.63	13,299	13%	71%	0.0%
LNCR	167	7/30	25.59	2,431	12%	76%	0.0%
CRY	168	7/30	5.77	160	12%	76%	0.0%
INXI	169	7/30	-	-	24%	43%	0.0%
AEIS	170	7/30	10.61	469	27%	45%	0.0%
STO	171	8/1	24.48	77,910	37%	43%	4.5%
NANO	172	7/30	16.89	396	18%	52%	0.0%
BBY	173	7/30	27.60	10,963	20%	48%	0.0%
PBI	174	7/31	21.55	4,400	11%	104%	6.7%
CVVT	175	7/30	3.18	113	58%	42%	0.0%
CHE	176	7/30	60.81	1,316	10%	145%	0.0%
FCX	177	7/30	52.96	50,630	20%	48%	0.0%
RIMG	178	7/31	14.82	142	51%	42%	1.4%
OIIM	179	7/31	5.08	176	30%	43%	0.0%
MIPS	180	7/30	7.18	394	9%	1265%	0.0%
KONG	181	7/30	4.93	185	21%	46%	0.0%
ASEI	182	7/30	81.13	755	11%	90%	0.0%
EXPR	183	7/30	22.44	1,992	11%	112%	0.0%
FLL	184	7/30	3.16	57	11%	96%	0.0%
MCK	185	7/30	81.12	20,604	10%	142%	0.9%
TRW	186	7/31	50.47	6,783	15%	55%	0.0%
STRI	187	8/1	13.64	576	13%	66%	0.0%
EDMC	188	7/30	22.31	3,051	12%	74%	0.0%
CLCT	189	7/30	15.56	122	9%	788%	0.0%
TXN	190	7/31	29.75	35,105	13%	64%	1.7%
SUNH	191	7/31	7.00	181	40%	40%	0.0%
ROST	192	8/1	76.10	8,886	11%	81%	1.0%
GRMN	193	7/30	32.63	6,354	12%	68%	0.0%
XLNX	194	7/31	32.10	8,862	10%	132%	2.1%
IVAC	195	7/30	9.10	207	16%	52%	0.0%
TVL	196	7/31	4.10	234	13%	60%	0.0%
AMGN	197	7/30	54.70	51,145	12%	74%	0.0%
STEC	198	8/1	10.00	527	19%	46%	0.0%
BRKS	199	7/30	9.51	619	18%	46%	0.0%
CHRM	200	7/30	11.57	475	13%	62%	0.0%

The list matches the official list pretty closely:

Ticker	Mkt Cap	Date	My Ranking
ACAD	84.63	29-Jul	21
ARO	1,360.23	29-Jul	53
AFAM	236.63	29-Jul	22
AMED	761.45	29-Jul	46
APOL	7,002.14	29-Jul	17
AGX	141.05	29-Jul	9
BSQR	65.67	29-Jul	29
HRB	4,568.28	29-Jul	33
CPLA	655.70	29-Jul	27
CECO	1,762.08	29-Jul	49
CHKE	134.91	29-Jul	50
CSCO	87,850.97	29-Jul	67
CMTL	702.99	29-Jul	61
CRAY	218.50	29-Jul	18
DELL	30,839.76	29-Jul	43
DLX	1,209.84	29-Jul	#N/A
DEPO	405.62	29-Jul	6
SOLR	1,714.32	29-Jul	16
GME	3,331.85	29-Jul	64
GNI	157.20	29-Jul	38
ESI	2,315.06	29-Jul	14
IPXL	1,378.37	29-Jul	60
KLIC	660.68	29-Jul	35
LMLP	84.94	29-Jul	4
LTXC	356.10	29-Jul	52
LPS	1,587.37	29-Jul	41
LO	14,764.58	29-Jul	75
MEDW	90.25	29-Jul	80
MANT	1,497.77	29-Jul	68
MRX	2,214.63	29-Jul	99
MSFT	229,502.40	29-Jul	47
MNTA	897.29	29-Jul	78
MPAA	155.75	29-Jul	48
NSR	1,925.40	29-Jul	72
NVMI	216.70	29-Jul	23
PRX	1,171.90	29-Jul	39
PETS	233.21	29-Jul	74
PWER	746.72	29-Jul	44
PRSC	153.59	29-Jul	25
RIGL	454.30	29-Jul	57
SNDK	10,135.75	29-Jul	24
SUPG	184.73	29-Jul	10
TNAV	419.48	29-Jul	8
TER	2,499.02	29-Jul	69
TSRA	802.50	29-Jul	11
TTHI	54.33	29-Jul	2
TRMS	52.85	29-Jul	1
USMO	364.82	29-Jul	30
UNTD	526.06	29-Jul	65
VPHM	1,372.15	29-Jul	26

All is generally well. There were some new stocks to the mechanical portfolios this weekend. I think GNI and MPAA hit the top 30 lists. MNTA and MANT hit the top 50.

Another monthly tracking portfolio hit the one year anniversary. I will try and update that tomorrow. The internet is a mite slow here.