Top 200 List January 13th 2012

MFI In 2012

I stated a week or so ago that I thought MFI might have a good bounce back year in 2012. First, the stocks all look so cheap and secondly MFI seems to run a bit ahead of the broader market. MFI took lumps in 2007 through fall of 2008 but was bouncing back before the broader market bottomed in March of 2009. So far the MFI index is up 4.7% for the year versus 2.0% for the broader Russell Index. Check out the table below of the top 50:

Stock	Start	Last Week	Current	YTD Change	Weekly Change
AFAM	16.58	17.12	16.65	0.4%	-2.7%
AMED	10.91	10.85	10.06	-7.8%	-7.3%
APOL	53.87	56.64	57.19	6.2%	1.0%
AMAT	10.71	11.01	11.50	7.4%	4.5%
ASTX	1.89	1.94	2.08	10.1%	7.2%
CJES	20.93	21.68	18.67	-10.8%	-13.9%
CPLA	36.05	37.85	40.59	12.6%	7.2%
CECO	7.97	7.74	9.56	19.9%	23.5%
CRAY	6.47	6.19	6.44	-0.5%	4.0%
CPIX	5.38	5.73	6.05	12.5%	5.6%
DELL	14.63	15.34	15.88	8.5%	3.5%
DLX	22.76	23.20	23.22	2.0%	0.1%
DLB	30.51	31.27	32.40	6.2%	3.6%
XLS	9.05	9.20	9.62	6.3%	4.6%
EXPE	29.02	29.25	28.67	-1.2%	-2.0%
FRX	30.26	30.60	30.90	2.1%	1.0%
GTAT	7.24	7.60	8.12	12.2%	6.8%
GME	24.13	24.87	23.51	-2.6%	-5.5%
GTIV	6.75	7.34	7.09	5.0%	-3.4%
GNI	110.25	113.00	116.25	5.4%	2.9%
ESI	56.89	63.85	64.77	13.9%	1.4%
KLAC	48.25	47.73	47.90	-0.7%	0.4%
KLIC	9.25	10.32	10.48	13.3%	1.6%
LRCX	37.02	37.84	38.50	4.0%	1.7%
LPS	15.07	15.75	14.40	-4.4%	-8.6%
MEDW	12.82	13.26	13.01	1.5%	-1.9%
MANT	31.24	31.88	34.66	10.9%	8.7%
MDF	7.47	7.71	8.36	11.9%	8.4%
MSFT	25.96	28.11	28.25	8.8%	0.5%
MNTA	17.39	18.51	19.26	10.8%	4.1%
NSU	5.53	6.00	6.12	10.7%	2.0%
NOC	58.48	57.90	58.84	0.6%	1.6%
NVMI	7.37	7.35	7.99	8.4%	8.7%
PDLI	6.20	6.13	6.11	-1.5%	-0.3%
PETS	10.38	10.45	10.82	4.2%	3.5%
PWER	3.91	4.09	4.66	19.2%	13.9%
RTN	48.38	48.08	48.67	0.6%	1.2%
SAI	12.29	12.42	13.02	5.9%	4.8%
SNDK	49.21	49.93	49.89	1.4%	-0.1%
SAVE	15.60	14.58	15.02	-3.7%	3.0%
TNAV	7.81	7.68	7.84	0.4%	2.1%
TER	13.63	14.63	14.84	8.9%	1.4%
TSRA	16.75	17.85	17.88	6.7%	0.2%
USMO	13.87	13.88	14.02	1.1%	1.0%
USNA	30.37	31.17	32.00	5.4%	2.7%
UIS	19.71	19.26	19.07	-3.2%	-1.0%
EGY	6.04	5.96	5.67	-6.1%	-4.9%
VECO	20.80	22.70	22.84	9.8%	0.6%
VPHM	27.39	27.93	29.28	6.9%	4.8%
VG	2.45	2.39	2.38	-2.9%	-0.4%
Totals	10,631	10,913	11,134	4.7%	2.0%

So we have 12 stocks up over 10%, with one down more than 10% (CJES).

Top 200 Listing

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield	Country
LMLP	1	1/14	2.76	80	44%	16645%	0.0%	Canada
STV	2	1/14	3.42	202	197%	507%	0.0%	China
GCAP	3	1/14	6.29	245	57%	649%	0.8%	USA
PDLI	4	1/14	6.11	1,020	26%	916083%	9.8%	USA
TNAV	5	1/14	7.84	353	35%	498%	0.0%	USA
GTAT	6	1/14	8.12	1,048	37%	421%	0.0%	USA
CYOU	7	1/14	21.99	1,173	31%	363%	0.0%	China
ESI	8	1/14	64.77	1,755	29%	270%	0.0%	USA
MNTA	9	1/14	19.26	983	32%	248%	0.0%	USA
DEPO	10	1/14	6.10	338	18%	3896%	0.0%	USA
BPI	11	1/14	25.41	1,432	22%	344%	0.0%	USA
GA	12	1/14	4.15	978	19%	607%	75.5%	China
USMO	13	1/14	14.02	316	23%	303%	7.1%	USA
VECO	14	1/14	22.84	915	73%	174%	0.0%	USA
NVMI	15	1/14	7.99	216	22%	246%	0.0%	Israel
SPRD	16	1/14	16.33	860	19%	330%	1.2%	China
UIS	17	1/14	19.07	965	28%	168%	0.0%	USA
SPMD	18	1/14	2.57	39	22%	210%	0.0%	USA
CMM	19	1/14	3.55	9	71%	124%	673.9%	China
UEPS	20	1/14	6.91	312	32%	150%	0.0%	South Africa
FRX	21	1/14	30.90	8,459	23%	194%	0.0%	USA
XNY	22	1/14	1.98	115	67%	109%	0.0%	China
DELL	23	1/15	15.88	29,029	18%	231%	0.0%	USA
GAME	24	1/14	4.46	1,271	26%	137%	0.0%	China
CTCM	25	1/14	9.14	1,444	18%	219%	7.2%	Russia
DJCO	26	1/15	65.55	91	34%	115%	0.0%	USA
CPLA	27	1/14	40.59	611	19%	190%	0.0%	USA
RIMG	28	1/14	12.49	118	331%	96%	3.8%	USA
CHKE	29	1/14	10.70	90	16%	377%	7.5%	USA
KLIC	30	1/14	10.48	777	36%	106%	0.0%	USA
GTIV	31	1/14	7.09	215	18%	191%	0.0%	USA
AFAM	32	1/15	16.65	156	30%	112%	0.0%	USA
CRAY	33	1/14	6.44	227	29%	112%	0.0%	USA
SAVE	34	1/14	15.02	1,088	15%	629%	0.0%	USA
MBND	35	1/15	3.32	77	16%	253%	0.0%	USA
TSRA	36	1/14	17.88	918	18%	193%	0.0%	USA
LPS	37	1/14	14.40	1,216	19%	178%	2.7%	USA
EGY	38	1/14	5.67	328	50%	92%	0.0%	USA
DLB	39	1/14	32.40	3,585	16%	240%	0.0%	USA
ASYS	40	1/14	10.11	99	172%	87%	0.0%	USA
MDF	41	1/14	8.36	353	15%	329%	0.0%	USA
PWER	42	1/14	4.66	651	49%	88%	0.0%	USA
CECO	43	1/14	9.56	708	61%	83%	0.0%	USA
AMED	44	1/14	10.06	289	32%	91%	0.0%	USA
XLS	45	1/14	9.62	1,770	27%	98%	1.1%	USA
APOL	46	1/14	57.19	7,485	16%	201%	0.0%	USA
AZN	47	1/14	46.70	63,465	19%	128%	5.7%	United Kingdom
WSTG	48	1/15	11.86	54	19%	124%	6.8%	USA
VG	49	1/14	2.38	574	17%	163%	0.0%	USA
SGU	50	1/14	4.63	306	19%	121%	6.7%	USA
TNH	51	1/14	184.23	3,408	14%	559%	7.8%	USA
SAI	52	1/14	13.02	4,284	19%	119%	0.0%	USA
CREG	53	1/14	1.16	64	26%	89%	0.0%	China
GME	54	1/14	23.51	3,287	20%	107%	0.0%	USA
AMAT	55	1/14	11.50	15,192	22%	101%	2.6%	USA
CPIX	56	1/14	6.05	124	18%	122%	0.0%	USA
ASTX	57	1/14	2.08	179	16%	184%	0.0%	USA
LIWA	58	1/14	5.71	171	95%	74%	0.0%	China
CJES	59	1/14	18.67	967	23%	88%	0.0%	USA
PETS	60	1/14	10.82	224	16%	148%	4.7%	USA
PWRD	61	1/14	10.60	538	43%	74%	0.0%	China
MSFT	62	1/14	28.25	239,843	14%	339%	2.4%	USA
USNA	63	1/14	32.00	487	17%	126%	0.0%	USA
KLAC	64	1/14	47.90	8,135	18%	115%	2.5%	USA
GNI	65	1/14	116.25	174	13%	822%	12.9%	USA
DLX	66	1/14	23.22	1,189	14%	237%	4.3%	USA
EXPE	67	1/14	28.67	4,005	14%	233%	54.3%	USA
MANT	68	1/14	34.66	1,275	18%	107%	1.2%	USA
OSIR	69	1/14	4.78	158	13%	585%	0.0%	USA
NOC	70	1/14	58.84	16,434	18%	108%	14.0%	USA
MPAA	71	1/14	6.96	85	16%	154%	0.0%	USA
HRB	72	1/14	16.40	4,918	13%	306%	4.0%	USA
CNTF	73	1/14	1.80	95	94%	64%	0.0%	China
RTN	74	1/14	48.67	17,103	16%	147%	3.5%	USA
LRCX	75	1/14	38.50	4,776	20%	85%	0.0%	USA
KONG	76	1/14	4.26	181	34%	69%	0.0%	China
NTES	77	1/14	44.86	5,881	12%	424%	0.0%	China
UNTD	78	1/14	5.60	497	15%	168%	7.1%	USA
CUB	79	1/14	43.23	1,156	13%	230%	0.6%	USA
MEDW	80	1/14	13.01	108	12%	822%	0.0%	USA
SNDK	81	1/15	49.89	12,157	14%	219%	0.0%	USA
NATR	82	1/14	14.33	223	17%	104%	0.0%	USA
DEXO	83	1/14	2.25	113	15%	138%	0.0%	USA
AVEO	84	1/14	14.83	638	12%	935%	0.0%	USA
KFY	85	1/14	18.28	861	15%	129%	0.0%	USA
SOHU	86	1/14	55.93	2,173	14%	144%	0.0%	China
NOK	87	1/14	5.21	19,348	17%	94%	10.3%	Finland
ITT	88	1/14	21.49	2,004	51%	58%	7.2%	USA
DV	89	1/14	41.67	2,895	16%	90%	0.6%	USA
CHOP	90	1/14	3.79	224	66%	57%	0.0%	China
PRX	91	1/14	36.29	1,335	16%	104%	0.0%	USA
STRA	92	1/14	113.92	1,327	14%	158%	3.6%	USA
CXDC	93	1/14	5.69	271	29%	60%	0.0%	China
HITK	94	1/14	36.76	489	18%	75%	0.0%	USA
RIMM	95	1/14	16.17	8,475	40%	57%	0.0%	Canada
ESIC	96	1/15	4.51	149	13%	163%	0.0%	USA
OMPI	97	1/14	10.19	190	14%	120%	0.0%	USA
PRSC	98	1/14	14.87	198	14%	144%	0.0%	USA
EDS	99	1/14	4.44	134	673%	53%	0.0%	Hong Kong
MKSI	100	1/14	28.98	1,536	20%	65%	1.5%	USA
ATVI	101	1/15	12.24	14,052	11%	753%	1.3%	USA
ICON	102	1/14	17.72	1,342	12%	295%	0.0%	USA
INTX	103	1/14	11.47	217	16%	84%	6.0%	USA
VCI	104	1/14	20.46	977	15%	101%	0.0%	USA
CEL	105	1/14	15.71	1,555	17%	76%	18.3%	Israel
CATO	106	1/14	23.98	692	21%	63%	3.6%	USA
CBRX	107	1/14	2.40	214	11%	1545%	0.0%	USA
MED	108	1/14	15.45	216	17%	74%	0.0%	USA
LEA	109	1/14	41.36	4,376	21%	62%	1.2%	USA
ACAD	110	1/14	1.26	67	11%	2177%	0.0%	USA
LUK	111	1/14	25.45	6,225	13%	129%	1.0%	USA
AIXG	112	1/14	14.27	1,425	24%	57%	5.6%	Germany
COOL	113	1/14	2.95	122	13%	162%	0.0%	USA
OSK	114	1/14	24.39	2,235	18%	67%	0.0%	USA
VIAB	115	1/14	46.89	27,056	11%	277%	1.4%	USA
EME	116	1/14	27.71	1,896	14%	104%	0.2%	USA
RDA	117	1/14	10.74	501	11%	341%	0.0%	China
HPQ	118	1/14	26.49	53,112	15%	84%	1.6%	USA
ENTR	119	1/14	5.24	466	16%	77%	0.0%	USA
TRW	120	1/14	35.46	4,695	22%	57%	0.0%	USA
LXK	121	1/14	34.72	2,708	22%	56%	0.7%	USA
CA	122	1/14	21.51	10,626	11%	329%	0.9%	USA
CHRM	123	1/14	8.15	335	23%	56%	0.0%	China
CBPO	124	1/14	9.69	248	27%	53%	0.0%	China
MYGN	125	1/14	20.68	1,800	11%	269%	0.0%	USA
ADI	126	1/14	36.62	11,196	13%	140%	2.6%	USA
CO	127	1/14	2.35	173	25%	53%	0.0%	Hong Kong
CMED	128	1/14	3.47	92	18%	64%	0.0%	China
CHE	129	1/14	53.77	1,132	12%	181%	1.1%	USA
NSU	130	1/14	6.12	1,233	20%	57%	1.3%	Canada
LO	131	1/14	113.10	15,497	11%	724%	4.6%	USA
STRI	132	1/14	9.83	408	25%	53%	0.0%	USA
DTLK	133	1/14	8.65	147	14%	86%	0.0%	USA
ERIC	134	1/14	9.55	30,904	16%	69%	3.6%	Sweden
CSGS	135	1/14	15.63	516	15%	78%	0.0%	USA
JCOM	136	1/14	27.29	1,268	11%	822%	1.5%	USA
MDP	137	1/14	31.53	1,425	13%	111%	3.6%	USA
LPH	138	1/14	1.32	134	70%	46%	0.0%	China
SHS	139	1/14	42.12	2,042	18%	60%	0.0%	USA
MCK	140	1/14	77.24	19,310	11%	218%	1.0%	USA
MRX	141	1/14	33.62	2,283	10%	827%	1.0%	USA
ITRN	142	1/14	13.89	291	14%	83%	7.1%	Israel
CRWN	143	1/14	1.23	442	11%	214%	0.0%	USA
GCI	144	1/14	14.66	3,568	18%	57%	1.6%	USA
TEO	145	1/14	20.29	3,995	25%	51%	5.5%	Argentina
BBY	146	1/14	24.29	8,958	24%	51%	2.5%	USA
TER	147	1/14	14.84	3,293	13%	97%	0.0%	USA
ORCL	148	1/14	27.34	140,063	11%	464%	0.9%	USA
ASIA	149	1/14	7.96	578	20%	54%	0.0%	China
YONG	150	1/14	4.30	213	55%	45%	0.0%	China
WSTL	151	1/14	2.35	161	25%	49%	0.0%	USA
NATH	152	1/14	21.24	110	12%	151%	0.0%	USA
BMC	153	1/14	32.55	5,729	10%	656%	0.0%	USA
LHCG	154	1/14	13.56	248	20%	53%	0.0%	USA
NSP	155	1/14	26.48	675	14%	85%	2.2%	USA
INTC	156	1/14	25.14	134,248	14%	80%	3.0%	USA
CSCO	157	1/14	19.06	103,057	11%	231%	1.3%	USA
CF	158	1/14	172.55	12,061	17%	58%	0.6%	USA
TW	159	1/14	59.19	4,166	12%	122%	0.6%	USA
LINC	160	1/14	8.16	180	38%	45%	6.9%	USA
LLY	161	1/14	39.94	44,487	15%	72%	4.9%	USA
CVI	162	1/14	23.05	2,022	33%	45%	0.0%	USA
UFPT	163	1/14	14.24	100	19%	52%	0.0%	USA
WU	164	1/14	18.83	11,808	10%	727%	1.6%	USA
CLCT	165	1/14	15.00	119	10%	695%	8.6%	USA
EXPR	166	1/14	20.39	1,813	13%	98%	0.0%	USA
FCX	167	1/14	42.00	40,110	25%	47%	2.4%	USA
DISH	168	1/14	28.75	12,872	14%	81%	7.0%	USA
CACI	169	1/14	57.20	1,707	12%	103%	0.0%	USA
MRVL	170	1/14	14.78	9,068	11%	142%	0.0%	Bermuda
ABC	171	1/14	37.80	10,258	11%	159%	1.2%	USA
DAR	172	1/14	13.85	1,630	15%	65%	0.0%	USA
GD	173	1/15	70.60	25,620	14%	75%	2.0%	USA
STO	174	1/14	25.00	79,546	36%	44%	4.3%	Norway
PTNR	175	1/14	8.88	1,383	16%	62%	12.8%	Israel
TGA	176	1/14	8.65	652	21%	48%	0.0%	Canada
OVTI	177	1/14	12.65	762	40%	43%	0.0%	USA
BID	178	1/14	32.04	2,160	15%	63%	0.7%	USA
IOSP	179	1/14	30.21	716	15%	68%	0.0%	United Kingdom
PRIM	180	1/14	15.48	790	13%	81%	0.7%	USA
LMT	181	1/14	81.52	27,195	13%	89%	4.0%	USA
ALV	182	1/14	58.24	5,445	17%	55%	3.0%	Sweden
GURE	183	1/14	2.00	69	216%	41%	0.0%	China
SLI	184	1/14	18.00	83	23%	46%	0.0%	USA
PBI	185	1/14	19.23	3,888	12%	102%	7.7%	USA
HNH	186	1/14	10.35	131	22%	46%	0.0%	USA
CMTL	187	1/14	29.72	866	14%	72%	3.4%	USA
NVDA	188	1/14	13.73	8,424	11%	120%	0.0%	USA
RBCN	189	1/14	11.35	266	36%	42%	0.0%	USA
ATSC	190	1/14	3.15	73	11%	116%	0.0%	USA
MD	191	1/14	68.08	3,331	10%	229%	0.0%	USA
GPS	192	1/14	18.26	9,221	18%	51%	2.5%	USA
WWE	193	1/14	9.51	710	14%	70%	7.4%	USA
LLL	194	1/14	69.31	7,264	15%	59%	2.6%	USA
SEE	195	1/14	17.98	3,199	15%	62%	2.9%	USA
BKE	196	1/14	41.53	1,966	12%	92%	7.4%	USA
ARO	197	1/14	16.74	1,357	17%	52%	0.0%	USA
KRO	198	1/14	21.71	2,516	17%	52%	2.6%	USA
BTM	199	1/14	17.87	3,513	28%	43%	3.1%	Brazil
ALTR	200	1/14	37.31	12,202	10%	405%	0.7%	USA

Comparison with Official List

Ticker	Mkt Cap	Date	My Ranking
AFAM	158.77	12-Jan	32
AMED	306.01	12-Jan	44
ASYS	95.72	12-Jan	40
APOL	7,230.43	12-Jan	46
AMAT	15,410.80	12-Jan	55
CJES	974.96	12-Jan	59
CPLA	598.05	12-Jan	27
CECO	721.97	12-Jan	43
CHKE	89.74	12-Jan	29
CRAY	230.90	12-Jan	33
CPIX	119.88	12-Jan	56
DELL	28,612.30	12-Jan	23
DLX	1,189.12	12-Jan	66
DLB	3,643.69	12-Jan	39
XLS	1,768.26	12-Jan	45
EXPE	3,883.94	12-Jan	67
FRX	8,372.48	12-Jan	21
GTAT	1,065.39	12-Jan	6
GME	3,346.51	12-Jan	54
GTIV	228.64	12-Jan	31
GNI	174.75	12-Jan	65
ESI	1,726.16	12-Jan	8
KLAC	8,133.20	12-Jan	64
KLIC	778.01	12-Jan	30
LMLP	77.64	12-Jan	1
LPS	1,263.73	12-Jan	37
MDF	344.52	12-Jan	41
MSFT	235,480.00	12-Jan	62
MNTA	983.21	12-Jan	9
MPAA	87.00	12-Jan	71
MBND	73.43	12-Jan	35
NEMFF	909.97	12-Jan	#N/A
NSU	1,230.57	12-Jan	130
NOC	15,866.07	12-Jan	70
NVMI	203.76	12-Jan	15
OSIR	156.58	12-Jan	69
PDLI	857.64	12-Jan	4
PETS	216.63	12-Jan	60
PWER	514.04	12-Jan	42
SAI	4,470.51	12-Jan	52
SAVE	1,099.55	12-Jan	34
TNAV	320.06	12-Jan	5
TSRA	929.12	12-Jan	36
USMO	310.34	12-Jan	13
USNA	474.64	12-Jan	63
UIS	842.39	12-Jan	17
EGY	332.43	12-Jan	38
VECO	912.95	12-Jan	14
VPHM	1,975.88	12-Jan	#N/A
VG	550.26	12-Jan	49

VPHM was just off the list for me, not sure why we see it differently. Then as I mentioned NEMFF doesn't make the cut as I filter out stocks with more than 4 letters. I did manually over-ride this and stuck NEMFF in and it came out #68. I will put it in going forward.