Top 200 September 9 2011

Here is the most recent top 200. I continued my withdrawal from MFI this week as I sold CMTL. Funny, despite the poor week for the market... thus far I would have been better off not selling as SNDK had a strong week. But no remorse.

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield
STV	1	9/10	4.43	262	53%	1898%	0.0%
SUPG	2	9/10	2.03	124	551%	480%	0.0%
MAIL	3	9/10	5.47	55	43%	850%	22.2%
LMLP	4	9/10	2.85	83	30%	12172%	0.0%
DEPO	5	9/10	5.61	303	28%	5729%	0.0%
TNAV	6	9/10	8.34	380	34%	756%	0.0%
AGX	7	9/10	9.26	127	28%	1051%	0.0%
PDLI	8	9/10	5.69	1,059	24%	637869%	16.6%
TSRA	9	9/10	12.52	644	79%	256%	0.0%
XNY	10	9/10	2.07	120	745%	213%	0.0%
VECO	11	9/10	31.43	1,352	43%	262%	0.0%
LACO	12	9/10	2.31	61	1699%	209%	0.0%
BPI	13	9/10	20.52	1,189	27%	365%	0.0%
NVMI	14	9/10	6.09	166	35%	275%	0.0%
ESI	15	9/10	67.97	1,884	29%	295%	0.0%
CRAY	16	9/10	5.24	184	53%	194%	0.0%
GAME	17	9/10	5.30	1,509	20%	547%	0.0%
MNTA	18	9/10	16.42	837	32%	212%	0.0%
CPLA	19	9/10	30.98	485	30%	210%	0.0%
APOL	20	9/10	45.62	6,402	24%	257%	0.0%
PRX	21	9/10	27.85	1,022	24%	242%	0.0%
AFAM	22	9/10	17.99	169	38%	140%	0.0%
RIMG	23	9/10	13.01	125	207%	113%	2.3%
SAVE	24	9/10	11.37	817	17%	546%	0.0%
DELL	25	9/10	13.97	26,138	21%	232%	0.0%
UIS	26	9/10	15.99	689	30%	140%	0.0%
SNDK	27	9/10	38.73	9,445	18%	320%	0.0%
DJCO	28	9/10	67.00	93	38%	120%	0.0%
LTXC	29	9/10	5.43	274	45%	114%	0.0%
CNGL	30	9/10	1.72	63	240%	105%	0.0%
FRX	31	9/10	32.75	9,379	21%	202%	0.0%
VPHM	32	9/10	18.20	1,628	18%	287%	0.0%
KLIC	33	9/10	8.20	608	56%	109%	0.0%
CHKE	34	9/10	12.22	104	17%	356%	8.1%
ASYS	35	9/10	10.04	99	168%	100%	0.0%
UEPS	36	9/10	5.90	267	29%	120%	0.0%
USMO	37	9/10	14.85	335	20%	196%	13.1%
LPS	38	9/10	15.53	1,333	20%	189%	2.5%
EGY	39	9/10	5.82	338	51%	97%	0.0%
CECO	40	9/10	15.16	1,145	40%	102%	0.0%
RIMM	41	9/10	29.68	15,568	34%	104%	0.0%
HRB	42	9/10	13.13	4,011	17%	270%	3.3%
ACAD	43	9/10	1.29	68	15%	2304%	0.0%
PWER	44	9/10	6.89	967	37%	102%	0.0%
AMAT	45	9/10	10.73	14,264	26%	113%	2.8%
STRA	46	9/10	86.61	1,017	19%	171%	4.6%
KLAC	47	9/10	35.46	6,060	25%	114%	3.1%
AMED	48	9/10	15.54	451	26%	107%	0.0%
MANT	49	9/10	32.90	1,210	19%	149%	0.0%
LIWA	50	9/10	6.05	182	75%	82%	0.0%
PRSC	51	9/10	8.84	118	20%	135%	0.0%
USNA	52	9/10	25.98	409	20%	126%	0.0%
TER	53	9/10	11.52	2,655	21%	121%	0.0%
DLB	54	9/10	31.48	3,537	16%	255%	0.0%
LRCX	55	9/10	37.18	4,651	25%	102%	0.0%
AVEO	56	9/10	16.11	594	15%	334%	0.0%
AZN	57	9/10	44.32	61,472	19%	125%	6.0%
PETS	58	9/10	9.60	209	19%	122%	5.1%
CYOU	59	9/10	36.46	1,943	14%	387%	0.0%
MSFT	60	9/10	25.74	219,331	15%	333%	2.4%
NOK	61	9/10	5.98	22,203	19%	119%	8.6%
CMTL	62	9/10	27.68	896	22%	100%	3.6%
OSK	63	9/10	17.36	1,592	29%	83%	0.0%
GTIV	64	9/10	6.65	205	18%	128%	0.0%
KFY	65	9/10	12.66	599	22%	98%	0.0%
CNTF	66	9/10	2.38	126	223%	65%	0.0%
DV	67	9/10	40.62	2,839	20%	105%	0.6%
AIXG	68	9/10	18.93	1,926	26%	82%	4.3%
GNI	69	9/10	105.52	158	14%	498%	12.0%
DLX	70	9/10	20.00	1,034	15%	231%	4.9%
NOC	71	9/10	51.81	14,880	19%	107%	15.7%
MDP	72	9/10	23.59	1,077	18%	121%	4.2%
NSR	73	9/10	23.38	1,754	16%	185%	0.0%
CUB	74	9/10	38.50	1,029	15%	226%	0.7%
KONG	75	9/10	3.89	165	50%	69%	0.0%
WSTG	76	9/10	11.13	52	20%	101%	7.1%
RTN	77	9/10	40.64	14,513	18%	112%	3.9%
HPQ	78	9/10	22.65	47,112	21%	91%	1.5%
ENTR	79	9/10	4.34	388	23%	81%	0.0%
MED	80	9/10	15.14	219	19%	102%	0.0%
CPIX	81	9/10	5.77	119	18%	109%	0.0%
UNTD	82	9/10	5.42	480	15%	171%	7.1%
EME	83	9/10	20.39	1,399	19%	92%	0.0%
MKSI	84	9/10	22.43	1,187	31%	67%	1.3%
MBND	85	9/10	3.01	58	15%	201%	0.0%
ARO	86	9/10	10.21	830	35%	65%	0.0%
GME	87	9/10	23.13	3,289	20%	85%	0.0%
LHCG	88	9/10	18.05	331	22%	79%	0.0%
IPXL	89	9/10	18.58	1,257	19%	92%	0.0%
DGIT	90	9/10	19.63	545	18%	99%	0.0%
ADI	91	9/10	32.11	9,914	15%	144%	2.9%
CEL	92	9/10	20.92	2,081	19%	90%	17.0%
CBST	93	9/10	32.35	1,958	14%	202%	0.0%
CREG	94	9/10	1.15	64	23%	72%	0.0%
LINC	95	9/10	8.69	196	47%	60%	8.6%
SAI	96	9/10	12.76	4,326	19%	83%	0.0%
MDCO	97	9/10	14.62	794	13%	307%	0.0%
CSCO	98	9/10	15.82	86,947	14%	220%	0.7%
PWRD	99	9/10	18.76	993	21%	75%	0.0%
SPRD	100	9/10	19.88	1,079	13%	343%	0.3%
NVLS	101	9/10	28.12	2,308	21%	76%	0.0%
CHOP	102	9/10	3.68	218	71%	57%	0.0%
EDS	103	9/10	4.10	128	831%	55%	0.0%
ASEI	104	9/10	62.31	582	17%	94%	2.4%
WU	105	9/10	15.55	9,887	12%	710%	1.8%
CSGS	106	9/10	12.80	425	18%	81%	0.0%
BRKS	107	9/10	8.23	536	28%	60%	0.9%
MCO	108	9/10	28.97	6,707	12%	277%	1.7%
CA	109	9/10	19.71	9,875	12%	307%	0.9%
MYGN	110	9/10	18.20	1,603	13%	261%	0.0%
ICON	111	9/10	17.18	1,296	12%	466%	0.0%
PRGS	112	9/10	18.22	1,262	13%	199%	0.0%
CBPO	113	9/10	8.50	227	30%	58%	0.0%
MIPS	114	9/10	5.17	280	11%	1015%	0.0%
MRVL	115	9/10	13.69	8,531	13%	154%	0.0%
SPU	116	9/10	2.34	62	575%	50%	0.0%
GPS	117	9/10	16.00	8,720	22%	62%	2.7%
GD	118	9/10	59.00	21,914	17%	81%	3.0%
BSQR	119	9/10	4.53	52	12%	471%	0.0%
OSIR	120	9/10	5.05	167	12%	555%	0.0%
OVTI	121	9/10	17.13	1,052	25%	58%	0.0%
WSTL	122	9/10	2.19	153	37%	53%	0.0%
GEDU	123	9/10	4.75	123	42%	52%	0.0%
VCI	124	9/10	21.41	1,074	15%	103%	0.0%
DNB	125	9/10	61.76	3,069	11%	894%	2.3%
LXK	126	9/10	30.42	2,434	27%	55%	0.0%
OMPI	127	9/10	9.53	178	14%	109%	0.0%
MEDW	128	9/10	11.22	92	11%	688%	0.0%
INTC	129	9/10	19.70	107,188	17%	76%	3.7%
MPAA	130	9/10	9.94	122	13%	154%	0.0%
EXPR	131	9/10	17.72	1,575	14%	112%	0.0%
GSIT	132	9/10	4.70	143	26%	54%	0.0%
GCI	133	9/10	9.84	2,401	23%	56%	2.0%
GMAN	134	9/10	12.78	248	17%	75%	0.0%
LO	135	9/10	107.54	15,266	11%	722%	4.6%
MHP	136	9/10	38.72	11,972	12%	276%	2.4%
MGIC	137	9/10	4.08	152	11%	588%	0.0%
TRW	138	9/10	37.61	5,055	21%	57%	0.0%
VG	139	9/10	3.02	739	12%	152%	0.0%
GURE	140	9/10	2.04	71	542%	45%	0.0%
PTNR	141	9/10	9.93	1,549	17%	71%	19.2%
LEA	142	9/10	42.24	4,537	20%	59%	0.9%
GILD	143	9/10	37.82	30,282	12%	165%	0.0%
ERIC	144	9/10	10.40	33,602	16%	75%	3.2%
NTCT	145	9/10	12.27	532	11%	351%	0.0%
LLY	146	9/10	36.13	40,247	17%	70%	5.3%
CHRM	147	9/10	9.12	374	18%	62%	0.0%
ASMI	148	9/10	24.49	1,592	29%	49%	2.3%
ATVI	149	9/10	11.42	13,133	11%	703%	1.4%
DISH	150	9/10	24.42	10,923	15%	78%	0.0%
NTRI	151	9/10	11.37	310	15%	88%	5.9%
VDSI	152	9/10	5.21	202	14%	94%	0.0%
MFW	153	9/10	20.37	397	13%	133%	0.0%
ALTR	154	9/10	34.61	11,418	11%	340%	0.7%
LLTC	155	9/10	28.13	6,571	12%	161%	3.4%
QLGC	156	9/10	13.58	1,437	14%	97%	0.0%
CACI	157	9/10	49.76	1,587	14%	100%	0.0%
BKE	158	9/10	36.22	1,714	14%	91%	9.0%
NATH	159	9/10	18.77	98	12%	137%	0.0%
LRAD	160	9/10	1.78	58	13%	117%	0.0%
FCX	161	9/10	41.99	40,142	25%	48%	2.0%
BID	162	9/10	33.76	2,346	16%	72%	0.6%
HRS	163	9/10	38.51	4,802	16%	69%	2.6%
LMT	164	9/10	71.57	24,806	14%	88%	4.2%
CGA	165	9/10	4.96	133	51%	44%	0.0%
TNDM	166	9/10	9.96	343	20%	54%	0.0%
EDMC	167	9/10	15.19	2,023	15%	72%	0.0%
NANO	168	9/10	14.95	350	21%	52%	0.0%
AEIS	169	9/10	9.25	409	33%	45%	0.0%
SBGI	170	9/10	7.18	583	15%	77%	5.1%
RBCN	171	9/10	11.93	285	33%	45%	0.0%
BBY	172	9/10	24.50	9,731	23%	48%	2.5%
CXDC	173	9/10	5.30	252	25%	46%	0.0%
STO	174	9/10	22.26	70,845	40%	43%	4.7%
PRIM	175	9/10	10.29	526	15%	66%	0.9%
PKE	176	9/10	22.49	468	18%	56%	1.7%
CVVT	177	9/10	2.07	74	126%	41%	0.0%
WWE	178	9/10	9.10	680	15%	74%	13.1%
FICO	179	9/10	22.91	922	11%	469%	0.3%
BLC	180	9/10	5.20	541	14%	78%	1.0%
ALV	181	9/10	50.53	4,750	19%	54%	3.1%
ITRN	182	9/10	12.41	260	15%	66%	7.8%
SYNA	183	9/10	24.41	855	12%	104%	0.0%
MCRL	184	9/10	9.68	610	15%	69%	1.5%
TW	185	9/10	57.14	4,058	11%	163%	0.5%
AFCE	186	9/10	12.25	304	11%	198%	0.0%
RTEC	187	9/10	6.49	208	36%	42%	0.0%
IOSP	188	9/10	24.89	610	17%	59%	0.0%
INSP	189	9/10	9.09	347	11%	153%	0.0%
TNH	190	9/10	187.08	3,461	11%	432%	6.2%
LUK	191	9/10	26.96	6,714	12%	118%	0.9%
TXN	192	9/10	26.08	30,774	15%	64%	2.0%
SHS	193	9/10	35.53	1,722	18%	50%	0.0%
LLL	194	9/10	63.84	6,844	16%	58%	2.7%
LNCR	195	9/10	20.79	1,975	14%	72%	3.7%
STEC	196	9/10	9.36	493	21%	46%	0.0%
UFPT	197	9/10	15.60	109	17%	54%	0.0%
MMS	198	9/10	34.21	1,225	12%	123%	0.9%
AMSC	199	9/10	6.04	296	136%	38%	0.0%
CTCM	200	9/10	13.65	2,159	11%	153%	5.3%

Here is where the top 50 from official list end up on my list. Still the problem with GTAT and then MPAA looks a bit weird.

Ticker	Mkt Cap	Date	My Ranking
ACAD	68.64	8-Sep	43
AFAM	175.18	8-Sep	22
AMED	493.78	8-Sep	48
APOL	6,371.22	8-Sep	20
AMAT	14,295.21	8-Sep	45
AGX	131.40	8-Sep	7
HRB	4,155.36	8-Sep	42
CPLA	478.55	8-Sep	19
CECO	1,175.26	8-Sep	40
CHKE	103.60	8-Sep	34
CMTL	727.51	8-Sep	62
CRAY	191.54	8-Sep	16
DELL	26,299.56	8-Sep	25
DLX	1,050.12	8-Sep	70
DLB	3,612.13	8-Sep	54
FRX	9,292.81	8-Sep	31
GTAT	1,456.43	8-Sep	#N/A
GTIV	217.31	8-Sep	64
GNI	159.75	8-Sep	69
ESI	1,868.64	8-Sep	15
KLAC	5,910.96	8-Sep	47
KLIC	611.39	8-Sep	33
LMLP	82.44	8-Sep	4
LTXC	278.84	8-Sep	29
LRCX	4,547.71	8-Sep	55
LPS	1,347.96	8-Sep	38
MANT	1,264.29	8-Sep	49
MDP	1,078.24	8-Sep	72
MSFT	219,618.72	8-Sep	60
MNTA	873.83	8-Sep	18
MPAA	122.42	8-Sep	130
NSR	1,764.69	8-Sep	73
NVMI	155.80	8-Sep	14
PDLI	798.23	8-Sep	8
PRX	1,060.98	8-Sep	21
PETS	210.04	8-Sep	58
PWER	731.12	8-Sep	44
PRSC	119.80	8-Sep	51
SNDK	9,214.99	8-Sep	27
STRA	1,039.02	8-Sep	46
SUPG	126.29	8-Sep	2
TNAV	365.53	8-Sep	6
TER	2,176.22	8-Sep	53
TSRA	694.89	8-Sep	9
USMO	337.70	8-Sep	37
USNA	386.46	8-Sep	52
UIS	703.73	8-Sep	26
EGY	342.81	8-Sep	39
VECO	1,347.43	8-Sep	11
VPHM	1,422.99	8-Sep	32