Top 200 October 6th 2011

Top 200 List

I am up early on a Sunday morning in New England. I am eating some Greek yogurt (trying to help them avoid a bailout) and having some French Roast coffee (hope the French and Greeks get along). It is a happy Sunday as my Texas Rangers won game 1 of the AL Championship series last night.

People in the Northeast are still a bit stunned with the collapse of the Red Sox and then the Yankees (the best team money can buy) losing to the Tigers!

As my 25 loyal readers know (my popularity seems to have dropped since I "abandoned" MFI), I try to publish the top 200 MFI stocks once a week. So here they are:

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield	Last Week
TRMS	1	10/8	2.60	58	350%	1092%	0.0%	1
STV	2	10/8	3.57	211	114%	1898%	0.0%	2
DEPO	3	10/8	5.45	295	29%	5729%	0.0%	4
GTAT	4	10/8	8.05	1,035	43%	528%	0.0%	3
ACAD	5	10/8	0.99	52	28%	2304%	0.0%	14
TNAV	6	10/8	9.07	414	29%	756%	0.0%	5
GAME	7	10/8	3.99	1,136	32%	547%	0.0%	7
PDLI	8	10/8	5.68	1,057	24%	637869%	8.0%	6
VECO	9	10/8	26.91	1,157	59%	262%	0.0%	9
TSRA	10	10/8	13.14	676	62%	256%	0.0%	8
XNY	11	10/8	1.69	98	71%	213%	0.0%	12
LACO	12	10/8	2.24	59	161%	209%	0.0%	13
BPI	13	10/8	19.08	1,105	29%	365%	0.0%	10
NVMI	14	10/8	5.90	160	38%	275%	0.0%	11
ESI	15	10/8	63.59	1,763	31%	295%	0.0%	15
MNTA	16	10/8	12.26	625	50%	212%	0.0%	16
GA	17	10/8	3.34	787	20%	567%	91.9%	22
CRAY	18	10/8	5.82	204	40%	194%	0.0%	17
CPLA	19	10/8	28.77	451	34%	210%	0.0%	20
APOL	20	10/8	42.72	5,995	26%	257%	0.0%	19
CEU	21	10/8	1.54	16	74%	146%	0.0%	21
PRX	22	10/8	27.38	1,005	25%	242%	0.0%	23
CYOU	23	10/8	28.31	1,509	20%	387%	0.0%	18
AFAM	24	10/8	17.59	165	39%	140%	0.0%	24
RIMG	25	10/8	12.83	123	298%	113%	2.3%	25
AGX	26	10/8	10.00	137	17%	803%	0.0%	35
FRX	27	10/8	31.75	9,092	22%	202%	0.0%	26
CNGL	28	10/8	1.90	70	163%	105%	0.0%	28
USMO	29	10/8	13.17	297	22%	196%	14.7%	33
TAOM	30	10/8	5.60	209	17%	753%	0.0%	49
ASYS	31	10/8	8.20	81	573%	100%	0.0%	32
UIS	32	10/8	16.74	722	29%	140%	0.0%	27
LTXC	33	10/8	5.59	282	42%	114%	0.0%	29
KLIC	34	10/8	8.17	606	56%	109%	0.0%	30
DLB	35	10/8	28.33	3,183	19%	255%	0.0%	34
DELL	36	10/8	15.28	28,589	19%	232%	0.0%	31
LPS	37	10/8	14.59	1,252	20%	189%	2.7%	37
PWER	38	10/8	4.60	645	58%	102%	0.0%	38
EGY	39	10/8	5.09	295	64%	97%	0.0%	40
UEPS	40	10/8	6.27	283	27%	120%	0.0%	42
VPHM	41	10/8	18.91	1,692	18%	287%	0.0%	36
CECO	42	10/8	14.89	1,125	40%	102%	0.0%	41
AMED	43	10/8	11.83	343	32%	107%	0.0%	48
XUE	44	10/8	2.65	191	143%	85%	0.0%	46
AMAT	45	10/8	10.71	14,244	26%	113%	2.8%	45
STRA	46	10/8	85.64	1,005	19%	171%	4.8%	39
AVEO	47	10/8	15.44	569	16%	334%	0.0%	52
LIWA	48	10/8	4.37	132	183%	82%	0.0%	47
SNDK	49	10/8	43.14	10,520	16%	320%	0.0%	43
PETS	50	10/8	9.11	198	21%	122%	5.2%	54
MANT	51	10/8	33.01	1,214	19%	149%	0.0%	50
HRB	52	10/8	13.81	4,219	16%	270%	4.3%	53
GTIV	53	10/8	3.59	111	19%	128%	0.0%	72
TER	54	10/8	12.05	2,777	20%	121%	0.0%	51
KLAC	55	10/8	41.54	7,099	20%	114%	2.7%	55
NOK	56	10/8	5.84	21,684	20%	119%	9.2%	58
CHKE	57	10/8	12.94	110	15%	423%	7.3%	62
SAVE	58	10/8	13.10	941	15%	546%	0.0%	56
AIXG	59	10/8	14.45	1,470	36%	82%	5.5%	59
USNA	60	10/8	27.66	436	19%	126%	0.0%	70
AZN	61	10/8	45.76	63,469	19%	125%	5.9%	60
LRCX	62	10/8	40.82	5,106	22%	102%	0.0%	57
OSK	63	10/8	16.65	1,527	30%	83%	0.0%	63
PWRD	64	10/8	11.55	611	46%	75%	0.0%	68
PRSC	65	10/8	10.30	137	18%	135%	0.0%	78
DV	66	10/8	40.19	2,809	20%	105%	0.6%	61
DGIT	67	10/8	17.55	487	21%	99%	0.0%	75
GNI	68	10/8	102.83	154	14%	498%	12.3%	87
KFY	69	10/8	13.05	617	21%	98%	0.0%	69
CNTF	70	10/8	1.82	96	84%	65%	0.0%	71
MSFT	71	10/8	26.25	223,676	14%	333%	2.4%	66
RIMM	72	10/8	23.36	12,245	34%	75%	0.0%	73
MDP	73	10/8	23.29	1,064	18%	121%	4.2%	77
NOC	74	10/8	52.81	15,167	19%	107%	15.9%	83
SFUN	75	10/8	10.73	897	13%	1401%	0.0%	67
MBND	76	10/8	2.76	53	15%	201%	0.0%	74
COOL	77	10/8	2.43	100	16%	162%	0.0%	44
RTN	78	10/8	41.00	14,641	18%	112%	4.1%	88
CPIX	79	10/8	5.70	118	18%	109%	0.0%	81
LHCG	80	10/8	15.93	292	25%	79%	0.0%	89
KONG	81	10/8	4.13	176	38%	69%	0.0%	82
INSP	82	10/8	8.40	320	16%	153%	0.0%	86
DLX	83	10/8	21.17	1,094	15%	231%	4.7%	76
ENTR	84	10/8	4.50	402	22%	81%	0.0%	79
HPQ	85	10/8	24.88	51,750	20%	91%	1.6%	80
UNTD	86	10/8	5.30	470	15%	171%	7.4%	93
MEDW	87	10/8	11.41	94	13%	843%	0.0%	96
CEL	88	10/8	19.64	1,954	20%	90%	17.3%	102
CTCM	89	10/8	10.11	1,599	16%	153%	7.5%	65
TNH	90	10/8	149.94	2,774	13%	432%	7.4%	84
MKSI	91	10/8	22.94	1,214	30%	67%	1.3%	91
SAI	92	10/8	12.09	4,099	20%	83%	0.0%	97
EME	93	10/8	20.82	1,428	19%	92%	0.2%	95
ARO	94	10/8	11.58	941	30%	65%	0.0%	94
SPRD	95	10/8	18.87	1,024	13%	343%	0.5%	85
IPXL	96	10/8	18.90	1,279	18%	92%	0.0%	92
MED	97	10/8	16.02	232	18%	102%	0.0%	109
GME	98	10/8	24.33	3,460	19%	85%	0.0%	98
LINC	99	10/8	8.40	190	48%	60%	8.9%	103
CREG	100	10/8	1.16	64	23%	72%	0.0%	107
HITK	101	10/8	32.10	422	21%	76%	0.0%	114
SOHU	102	10/8	54.51	2,118	15%	158%	0.0%	64
CHOP	103	10/8	2.85	169	141%	57%	0.0%	105
CATO	104	10/8	23.95	695	22%	70%	3.5%	100
ICON	105	10/8	15.56	1,174	13%	466%	0.0%	118
VCI	106	10/8	18.06	906	17%	103%	0.0%	122
EDS	107	10/8	3.69	115	961%	55%	0.0%	110
CBPO	108	10/8	6.38	171	44%	58%	0.0%	113
NVLS	109	10/8	29.73	2,440	19%	76%	0.0%	104
BRKS	110	10/8	7.97	519	30%	60%	1.0%	117
CHRM	111	10/8	7.12	292	27%	62%	0.0%	138
MPAA	112	10/8	8.27	102	14%	154%	0.0%	120
CUB	113	10/8	41.89	1,120	13%	226%	0.7%	90
CSGS	114	10/8	12.67	421	18%	81%	0.0%	123
VG	115	10/8	2.59	633	14%	152%	0.0%	126
LPH	116	10/8	0.90	92	111%	53%	0.0%	119
ADI	117	10/8	34.25	10,574	14%	144%	2.8%	99
CJES	118	10/8	15.59	808	18%	77%	0.0%	140
OVTI	119	10/8	15.87	975	29%	58%	0.0%	116
ASEI	120	10/8	64.12	599	16%	94%	2.3%	115
GEDU	121	10/8	4.55	118	63%	52%	0.0%	132
MIPS	122	10/8	5.13	278	12%	1015%	0.0%	101
OMPI	123	10/8	9.25	172	15%	109%	0.0%	131
GD	124	10/8	59.55	22,118	17%	81%	3.1%	125
WSTL	125	10/8	2.17	152	38%	53%	0.0%	128
NSR	126	10/8	26.63	1,998	13%	185%	0.0%	112
GPS	127	10/8	17.30	9,429	20%	62%	3.1%	129
LXK	128	10/8	28.92	2,314	29%	55%	0.0%	127
CMTL	129	10/8	30.99	970	15%	94%	3.2%	108
CSCO	130	10/8	16.66	91,563	13%	220%	1.1%	111
WU	131	10/8	15.82	10,058	12%	710%	1.9%	137
BID	132	10/8	29.89	2,077	18%	72%	0.7%	124
OSIR	133	10/8	5.00	166	12%	555%	0.0%	161
ERIC	134	10/8	9.99	32,278	17%	75%	3.4%	135
MGIC	135	10/8	4.00	149	12%	588%	0.0%	183
ALTR	136	10/8	33.36	11,006	12%	340%	0.8%	121
TRW	137	10/8	36.48	4,903	22%	57%	0.0%	139
NTES	138	10/8	41.45	5,431	12%	369%	0.0%	106
GCI	139	10/8	10.42	2,542	22%	56%	1.9%	142
DNB	140	10/8	61.76	3,069	11%	894%	2.3%	150
GURE	141	10/8	2.35	82	308%	45%	0.0%	145
GSIT	142	10/8	4.93	150	24%	54%	0.0%	144
SPNS	143	10/8	2.91	69	11%	559%	0.0%	166
LUK	144	10/8	23.02	5,733	13%	118%	1.1%	151
QLGC	145	10/8	13.30	1,407	14%	97%	0.0%	143
HRS	146	10/8	34.54	4,307	17%	69%	2.9%	155
RDA	147	10/8	7.93	369	13%	135%	0.0%	210
CA	148	10/8	20.72	10,381	12%	307%	0.9%	134
GMAN	149	10/8	13.09	254	16%	75%	0.0%	136
FCX	150	10/8	34.01	32,514	31%	48%	2.6%	146
TRR	151	10/8	3.03	83	14%	94%	0.0%	157
MCO	152	10/8	30.83	7,137	12%	277%	1.6%	158
PTNR	153	10/8	10.15	1,583	16%	71%	13.9%	149
ASMI	154	10/8	24.53	1,595	29%	49%	2.4%	153
NATR	155	10/8	14.04	220	15%	89%	0.0%	160
CBST	156	10/8	36.02	2,180	12%	202%	0.0%	154
CXDC	157	10/8	3.90	185	35%	46%	0.0%	162
FLR	158	10/8	50.14	8,787	14%	102%	1.0%	141
NTCT	159	10/8	12.27	532	11%	351%	0.0%	133
LEA	160	10/8	44.84	4,816	18%	59%	0.8%	156
RBCN	161	10/8	10.05	240	43%	45%	0.0%	168
LLY	162	10/8	37.92	42,241	16%	70%	5.3%	169
NATH	163	10/8	18.40	96	13%	137%	0.0%	207
TNDM	164	10/8	9.98	343	20%	54%	0.0%	164
TEO	165	10/8	17.88	3,520	25%	47%	9.1%	179
DISH	166	10/8	26.18	11,710	15%	78%	0.0%	171
INTC	167	10/8	22.29	121,280	15%	76%	3.3%	163
AEIS	168	10/8	8.97	396	35%	45%	0.0%	165
SHS	169	10/8	30.28	1,468	21%	50%	0.0%	170
MYGN	170	10/8	19.55	1,722	11%	261%	0.0%	148
CACI	171	10/8	50.63	1,615	13%	100%	0.0%	174
UFPT	172	10/8	14.28	100	19%	54%	0.0%	185
NTRI	173	10/8	11.94	326	14%	88%	5.8%	200
ITRN	174	10/8	12.04	252	16%	66%	8.5%	173
NANO	175	10/8	15.77	370	20%	52%	0.0%	167
CVVT	176	10/8	2.25	81	109%	41%	0.0%	175
STO	177	10/8	22.28	70,908	40%	43%	5.0%	177
EDMC	178	10/8	15.78	2,102	15%	72%	0.0%	178
BLC	179	10/8	5.11	532	14%	78%	1.0%	188
CGA	180	10/8	4.54	122	70%	41%	0.0%	186
GILD	181	10/8	39.31	31,479	12%	165%	0.0%	193
LMT	182	10/8	74.00	25,648	14%	88%	4.1%	191
ABC	183	10/8	35.78	9,983	12%	159%	1.2%	236
MFW	184	10/8	24.67	481	12%	133%	0.0%	199
ALV	185	10/8	51.27	4,819	18%	54%	3.2%	181
SBGI	186	10/8	7.88	640	14%	77%	4.5%	187
MCRL	187	10/8	9.59	604	15%	69%	1.5%	195
MRX	188	10/8	36.50	2,451	11%	874%	0.8%	208
CHE	189	10/8	51.92	1,123	12%	145%	1.1%	260
IOSP	190	10/8	24.75	607	17%	59%	0.0%	198
WWE	191	10/8	9.31	696	14%	74%	10.0%	184
RTEC	192	10/8	6.83	219	33%	42%	0.0%	197
ATSC	193	10/8	2.80	65	13%	98%	0.0%	288
DTLK	194	10/8	7.42	125	14%	81%	0.0%	159
BTM	195	10/8	17.46	3,433	28%	43%	9.4%	203
FICO	196	10/8	23.10	930	11%	469%	0.3%	182
LRAD	197	10/8	1.85	60	12%	117%	0.0%	216
AFCE	198	10/8	12.23	303	11%	198%	0.0%	201
PRIM	199	10/8	10.93	559	14%	66%	0.9%	202
MRVL	200	10/8	15.35	9,565	11%	154%	0.0%	172

I did add an extra column that sows where the stock stood last week. As you can see the list is relatively stagnant. One would expect to see more movement as earnings come out.

Comparison With Official List

I also like to compare my list with the official top 50 over $50m list.

Ticker	Mkt Cap	Date	My Ranking
ACAD	53.86	6-Oct	5
AFAM	176.31	6-Oct	24
AMED	378.11	6-Oct	43
APOL	5,931.77	6-Oct	20
AMAT	14,163.46	6-Oct	45
AGX	139.88	6-Oct	26
ASTX	114.81	6-Oct	#N/A
HRB	4,237.92	6-Oct	52
CPLA	470.88	6-Oct	19
CECO	1,149.33	6-Oct	42
CHKE	114.60	6-Oct	57
CMTL	748.49	6-Oct	129
CRAY	220.93	6-Oct	18
DELL	28,518.70	6-Oct	36
DLB	3,203.55	6-Oct	35
FRX	8,751.98	6-Oct	27
GTAT	1,093.27	6-Oct	4
GTIV	113.70	6-Oct	53
ESI	1,722.72	6-Oct	15
KLAC	6,698.09	6-Oct	55
KLIC	602.70	6-Oct	34
LHCG	302.95	6-Oct	80
LTXC	279.33	6-Oct	33
LRCX	5,035.84	6-Oct	62
LPS	1,267.03	6-Oct	37
COOL	97.47	6-Oct	77
MANT	1,225.38	6-Oct	51
MDP	1,071.48	6-Oct	73
MDF	207.90	6-Oct	#N/A
MSFT	220,623.84	6-Oct	71
MNTA	637.23	6-Oct	16
MPAA	105.89	6-Oct	112
NVMI	146.67	6-Oct	14
PDLI	787.05	6-Oct	8
PRX	1,029.97	6-Oct	22
PETS	203.02	6-Oct	50
PWER	523.71	6-Oct	38
SNDK	10,442.21	6-Oct	49
STRA	1,005.15	6-Oct	46
TNAV	394.39	6-Oct	6
TER	2,258.06	6-Oct	54
TSRA	676.97	6-Oct	10
TRMS	59.36	6-Oct	1
USMO	301.02	6-Oct	29
USNA	428.94	6-Oct	60
UIS	730.51	6-Oct	32
EGY	298.32	6-Oct	39
VECO	1,098.63	6-Oct	9
VPHM	1,453.35	6-Oct	41
VG	620.80	6-Oct	115

Kind of four misses in top 50.

1. ASTX, which changed names and that has messed up my list a bit.
2. VG is #115, which seems a bit high to make the list.
3. MPAA at #112... ditto
4. MDF is the weird one. They are the firm that just took over CNU, which was on the list for quite some time. I totally exclude them as I show they are a health insurance plan (like Aetna, Humana and UNH). These stocks are considered financials and are excluded. Not sure why MDF gets past that cut on the official list now? I may override the cut just to match.