Top 200 as of February 17 2012

Here is the list as it currently stands.

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield	Country
LMLP	1	2/18	2.45	70	44%	15922%	0.0%	Canada
CBRX	2	2/18	0.88	79	39%	1545%	0.0%	USA
PDLI	3	2/18	6.29	1,051	25%	916083%	9.4%	USA
STV	4	2/18	3.77	223	110%	507%	0.0%	China
GCAP	5	2/18	6.47	252	53%	649%	0.8%	USA
CYOU	6	2/18	25.44	1,356	25%	413%	0.0%	China
TNAV	7	2/18	7.84	344	36%	316%	0.0%	USA
GA	8	2/18	4.18	985	19%	607%	75.7%	China
LACO	9	2/18	2.04	54	154%	191%	0.0%	USA
BPI	10	2/18	26.37	1,487	21%	344%	0.0%	USA
GTAT	11	2/18	9.56	1,194	22%	309%	0.0%	USA
USMO	12	2/19	14.79	334	22%	303%	6.8%	USA
ESI	13	2/18	75.52	2,003	25%	252%	0.0%	USA
DEPO	14	2/18	6.68	370	16%	3896%	0.0%	USA
UIS	15	2/19	19.89	1,010	37%	169%	0.0%	USA
SPRD	16	2/18	17.00	895	18%	330%	1.2%	China
FFN	17	2/18	2.33	71	15%	1036%	0.0%	USA
GRVY	18	2/18	2.89	80	30%	171%	0.0%	South Korea
VECO	19	2/19	29.42	1,141	43%	150%	0.0%	USA
FRX	20	2/18	32.03	8,571	23%	176%	0.0%	USA
TRIT	21	2/19	7.37	60	19%	205%	0.0%	China
GAME	22	2/18	3.87	1,103	33%	137%	0.0%	China
XNY	23	2/19	1.92	111	505%	109%	0.0%	China
AZN	24	2/18	45.18	59,502	22%	159%	6.2%	United Kingdom
APOL	25	2/18	52.75	6,904	18%	201%	0.0%	USA
CHKE	26	2/18	11.44	96	15%	377%	7.0%	USA
MDF	27	2/18	8.63	364	15%	329%	0.0%	USA
WSTG	28	2/19	12.80	58	20%	163%	6.2%	USA
TNH	29	2/18	206.75	3,825	14%	657%	8.4%	USA
MBND	30	2/18	3.49	80	16%	253%	0.0%	USA
VG	31	2/19	2.45	581	18%	171%	0.0%	USA
RIMG	32	2/18	12.25	116	1081%	96%	3.8%	USA
CTCM	33	2/18	10.24	1,617	16%	219%	6.5%	Russia
DELL	34	2/18	18.16	33,196	16%	231%	0.0%	USA
ASTX	35	2/18	2.01	173	17%	184%	0.0%	USA
CPLA	36	2/18	41.93	598	17%	165%	0.0%	USA
NVMI	37	2/18	8.68	234	17%	175%	0.0%	Israel
UEPS	38	2/19	9.67	435	21%	120%	0.0%	South Africa
AFAM	39	2/18	20.22	189	24%	112%	0.0%	USA
KLIC	40	2/18	11.46	855	30%	103%	0.0%	USA
CRAY	41	2/18	7.92	279	21%	112%	0.0%	USA
XLS	42	2/19	10.41	1,915	25%	98%	1.0%	USA
SOHU	43	2/18	50.30	1,940	17%	142%	0.0%	China
SNDK	44	2/18	47.79	11,782	15%	205%	0.0%	USA
HRB	45	2/18	16.20	4,858	14%	306%	4.0%	USA
SAI	46	2/18	12.97	4,267	19%	119%	0.0%	USA
EGY	47	2/18	8.38	485	29%	92%	0.0%	USA
AMED	48	2/18	11.29	325	30%	91%	0.0%	USA
ATVI	49	2/18	12.23	14,028	12%	838%	1.3%	USA
GME	50	2/18	23.18	3,241	21%	107%	0.7%	USA
CREG	51	2/18	1.17	64	26%	89%	0.0%	China
KFY	52	2/18	16.52	778	17%	129%	0.0%	USA
OSIR	53	2/18	4.91	163	12%	585%	0.0%	USA
CECO	54	2/18	11.62	861	46%	83%	0.0%	USA
NTES	55	2/18	47.81	6,272	13%	399%	0.0%	China
RTN	56	2/18	49.86	17,207	16%	146%	3.5%	USA
GTIV	57	2/18	7.77	237	16%	139%	0.0%	USA
NOC	58	2/18	60.08	15,783	18%	108%	14.0%	USA
LIWA	59	2/18	6.08	182	82%	74%	0.0%	China
UNTD	60	2/19	5.60	497	15%	168%	7.2%	USA
CJES	61	2/18	20.99	1,124	25%	84%	0.0%	USA
MANT	62	2/18	36.08	1,328	17%	107%	1.2%	USA
PWRD	63	2/18	11.74	596	37%	74%	0.0%	China
DEXO	64	2/18	1.70	85	15%	138%	0.0%	USA
MPAA	65	2/18	8.03	99	14%	154%	0.0%	USA
DLB	66	2/18	39.32	4,303	13%	210%	0.0%	USA
NEMFF	67	2/19	8.62	1,194	22%	81%	0.0%	0
CNTF	68	2/18	2.42	128	2180%	64%	0.0%	China
MSFT	69	2/18	31.25	264,531	12%	338%	2.3%	USA
USNA	70	2/19	38.02	577	15%	127%	0.0%	USA
IDCC	71	2/19	39.12	1,811	11%	2053%	1.0%	USA
MSN	72	2/18	1.94	53	98%	63%	0.0%	USA
KONG	73	2/18	4.33	184	32%	69%	0.0%	China
PRSC	74	2/18	14.99	199	14%	144%	0.0%	USA
PWER	75	2/18	5.14	684	34%	66%	0.0%	USA
KLAC	76	2/18	50.17	8,484	15%	105%	2.6%	USA
ESIC	77	2/18	4.72	156	13%	163%	0.0%	USA
STRA	78	2/18	110.13	1,277	13%	148%	3.8%	USA
MEDW	79	2/18	14.45	121	11%	779%	0.0%	USA
PRX	80	2/18	37.78	1,389	15%	104%	0.0%	USA
CSCO	81	2/18	20.29	109,586	12%	262%	1.2%	USA
ASYS	82	2/18	9.45	89	121%	59%	0.0%	USA
VIAB	83	2/19	48.69	27,130	11%	361%	1.3%	USA
CEL	84	2/18	14.53	1,438	18%	76%	19.8%	Israel
RDA	85	2/18	13.31	603	11%	256%	0.0%	China
BAX	86	2/18	56.97	32,245	11%	438%	2.2%	USA
CF	87	2/18	178.84	11,786	20%	68%	0.7%	USA
DV	88	2/18	37.67	2,564	17%	79%	0.7%	USA
NATR	89	2/18	16.16	251	14%	104%	0.0%	USA
CXDC	90	2/18	5.12	244	33%	60%	0.0%	China
CHOP	91	2/18	4.05	240	58%	57%	0.0%	China
HITK	92	2/18	39.03	519	17%	75%	0.0%	USA
VCI	93	2/19	25.58	1,147	14%	110%	0.0%	USA
RIMM	94	2/18	15.07	7,899	44%	57%	0.0%	Canada
NATH	95	2/18	21.24	109	12%	159%	0.0%	USA
CSGS	96	2/18	16.13	527	15%	84%	0.0%	USA
CMED	97	2/18	1.82	48	21%	64%	0.0%	China
NSU	98	2/18	3.91	788	36%	57%	2.1%	Canada
EDS	99	2/18	3.71	112	430%	53%	0.0%	Hong Kong
CRWN	100	2/18	1.20	432	11%	214%	0.0%	USA
PETS	101	2/18	12.00	242	14%	102%	4.5%	USA
MRX	102	2/18	34.04	2,312	10%	827%	0.9%	USA
WU	103	2/19	17.97	11,172	10%	723%	1.7%	USA
ABC	104	2/18	36.68	9,650	12%	157%	1.3%	USA
ITRN	105	2/18	13.50	283	15%	83%	7.4%	Israel
LO	106	2/18	127.05	16,969	10%	722%	4.1%	USA
JCOM	107	2/18	30.21	1,420	10%	889%	1.3%	USA
MCK	108	2/18	82.57	20,725	11%	211%	1.0%	USA
CHE	109	2/18	62.60	1,224	11%	190%	0.9%	USA
IOSP	110	2/18	30.20	726	16%	73%	0.0%	United Kingdom
CA	111	2/18	26.98	13,058	10%	375%	1.5%	USA
EME	112	2/18	29.99	2,052	13%	104%	0.3%	USA
HPQ	113	2/18	29.59	59,328	14%	84%	1.5%	USA
STRI	114	2/18	8.20	340	33%	53%	0.0%	USA
INTX	115	2/18	13.12	248	14%	84%	5.4%	USA
MED	116	2/18	17.46	245	15%	74%	0.0%	USA
LXK	117	2/18	37.91	2,805	21%	57%	0.7%	USA
LEA	118	2/18	46.13	4,793	18%	62%	1.1%	USA
PBI	119	2/18	17.80	3,599	12%	113%	8.4%	USA
LUK	120	2/18	29.36	7,181	12%	129%	0.9%	USA
OMPI	121	2/18	11.96	223	12%	120%	0.0%	USA
ARTC	122	2/18	25.00	696	13%	96%	0.0%	USA
CACI	123	2/18	59.21	1,615	13%	89%	0.0%	USA
TRLG	124	2/19	26.88	680	16%	65%	0.0%	USA
TW	125	2/19	63.21	4,419	12%	117%	0.6%	USA
CBPO	126	2/18	10.45	267	24%	53%	0.0%	China
CHRM	127	2/18	8.60	354	21%	56%	0.0%	China
AIXG	128	2/18	17.57	1,755	19%	57%	5.2%	Germany
MKSI	129	2/18	31.68	1,682	17%	62%	1.4%	USA
CPIX	130	2/18	7.59	156	12%	122%	0.0%	USA
CATO	131	2/18	28.85	833	16%	63%	3.1%	USA
ICON	132	2/18	21.04	1,594	10%	295%	0.0%	USA
NTRI	133	2/18	11.42	312	13%	84%	6.2%	USA
DISH	134	2/18	29.02	12,993	14%	81%	6.8%	USA
INSP	135	2/18	12.37	496	10%	407%	0.0%	USA
ORCL	136	2/18	28.79	147,491	10%	464%	0.8%	USA
PTNR	137	2/18	8.37	1,303	16%	62%	13.8%	Israel
COOL	138	2/18	2.69	107	12%	97%	0.0%	USA
BBY	139	2/18	25.71	9,482	22%	51%	2.4%	USA
DFZ	140	2/18	13.82	157	14%	67%	2.1%	USA
LRCX	141	2/18	41.98	5,074	14%	70%	0.0%	USA
ADI	142	2/18	40.42	12,358	11%	140%	2.4%	USA
CLCT	143	2/18	15.88	127	10%	673%	8.3%	USA
YONG	144	2/19	4.02	199	59%	45%	0.0%	China
INTC	145	2/18	27.37	143,474	13%	76%	3.0%	USA
MHP	146	2/18	45.97	13,423	10%	292%	2.2%	USA
MD	147	2/18	74.69	3,670	10%	444%	0.0%	USA
LPH	148	2/18	1.58	161	60%	44%	0.0%	China
LINC	149	2/18	9.23	203	34%	45%	6.3%	USA
CO	150	2/18	2.83	208	17%	53%	0.0%	Hong Kong
DLPH	151	2/18	31.29	10,271	15%	59%	0.0%	United Kingdom
DTLK	152	2/18	9.10	157	12%	86%	0.0%	USA
WWE	153	2/19	9.69	724	13%	70%	7.4%	USA
MYGN	154	2/18	23.80	2,052	10%	240%	0.0%	USA
AAPL	155	2/18	502.12	472,782	10%	554%	0.0%	USA
LPS	156	2/18	22.72	1,918	10%	196%	1.8%	USA
CVI	157	2/18	29.03	2,547	25%	45%	0.0%	USA
EXPR	158	2/18	22.80	2,027	12%	98%	0.0%	USA
ATSC	159	2/18	3.25	75	11%	116%	0.0%	USA
TWX	160	2/19	37.70	38,103	11%	119%	2.5%	USA
TZOO	161	2/19	24.99	400	9%	985%	0.0%	USA
SLI	162	2/18	18.00	83	23%	46%	0.0%	USA
UFPT	163	2/19	15.62	109	17%	52%	0.0%	USA
GURE	164	2/18	2.62	91	801%	41%	0.0%	China
DAR	165	2/18	15.84	1,864	14%	65%	0.0%	USA
DGIT	166	2/18	10.33	284	12%	81%	0.0%	USA
PMD	167	2/18	9.60	50	12%	78%	5.0%	USA
LHCG	168	2/18	16.69	305	16%	53%	0.0%	USA
TIXC	169	2/18	1.85	47	10%	229%	0.0%	USA
LEE	170	2/18	1.13	51	494%	41%	0.0%	USA
PRIM	171	2/18	16.94	865	12%	81%	0.7%	USA
MDP	172	2/18	33.94	1,529	11%	101%	3.4%	USA
NSP	173	2/18	31.08	793	12%	84%	1.9%	USA
CUB	174	2/18	49.08	1,312	11%	109%	0.6%	USA
DHX	175	2/18	8.95	612	9%	666%	0.0%	USA
DVOX	176	2/18	3.52	37	14%	60%	0.0%	USA
LLL	177	2/18	70.95	7,159	11%	127%	2.5%	USA
KRO	178	2/18	22.83	2,646	16%	52%	2.6%	USA
SHS	179	2/18	53.47	2,592	14%	60%	0.0%	USA
PBH	180	2/18	13.50	684	10%	220%	0.0%	USA
EDMC	181	2/18	18.54	2,387	13%	67%	0.0%	USA
RBCN	182	2/18	12.19	285	33%	42%	0.0%	USA
STO	183	2/18	27.12	86,270	32%	42%	4.0%	Norway
ARO	184	2/18	17.75	1,439	16%	52%	0.0%	USA
LMT	185	2/18	87.99	28,746	12%	83%	3.8%	USA
OVTI	186	2/18	16.75	1,008	23%	43%	0.0%	USA
HRS	187	2/18	42.66	4,812	14%	58%	2.5%	USA
WBMD	188	2/19	27.45	1,611	10%	194%	0.0%	USA
SCCO	189	2/18	32.17	27,344	13%	66%	6.3%	USA
ALV	190	2/18	67.69	6,315	14%	56%	2.6%	Sweden
TGA	191	2/18	10.71	807	17%	48%	0.0%	Canada
NCIT	192	2/18	7.43	102	18%	46%	0.0%	USA
MY	193	2/18	2.53	316	130%	39%	0.0%	China
CMTL	194	2/18	32.78	955	12%	72%	3.2%	USA
WCRX	195	2/19	17.00	4,332	9%	354%	0.0%	Ireland
BTN	196	2/18	5.07	73	32%	41%	0.0%	USA
BAH	197	2/18	17.94	2,544	12%	71%	0.5%	USA
WDC	198	2/19	40.45	9,587	17%	47%	0.0%	USA
TVL	199	2/19	4.77	272	12%	64%	0.0%	USA
BMC	200	2/18	39.27	6,656	9%	693%	0.0%	USA

Here is comparison against "official" list.

Ticker	Mkt Cap	Date	My Ranking
ATVI	14,170.68	15-Feb	49
AFAM	183.69	15-Feb	39
AMED	342.64	15-Feb	48
ASYS	81.32	15-Feb	82
APOL	6,699.62	15-Feb	25
AMAT	16,847.40	15-Feb	#N/A
ASTX	188.53	15-Feb	35
HRB	4,718.67	15-Feb	45
CJES	1,029.96	15-Feb	61
CPLA	556.81	15-Feb	36
CECO	851.03	15-Feb	54
CHKE	93.01	15-Feb	26
CBRX	80.29	15-Feb	2
CRAY	285.55	15-Feb	41
DELL	32,292.05	15-Feb	34
DLX	1,255.78	15-Feb	#N/A
DLB	4,140.46	15-Feb	66
XLS	1,891.92	15-Feb	42
FRX	8,336.39	15-Feb	20
FFN	69.62	15-Feb	17
GTAT	1,068.96	15-Feb	11
GME	3,156.90	15-Feb	50
GTIV	233.00	15-Feb	57
ESI	1,970.74	15-Feb	13
IDCC	1,712.32	15-Feb	71
KFY	780.33	15-Feb	52
KLIC	824.52	15-Feb	40
LMLP	64.37	15-Feb	1
MEDW	112.76	15-Feb	79
MANT	1,302.42	15-Feb	62
MRX	2,062.27	15-Feb	102
MDF	358.50	15-Feb	27
MSFT	251,879.10	15-Feb	69
MPAA	96.94	15-Feb	65
MBND	75.59	15-Feb	30
NEMFF	999.37	15-Feb	67
NSU	755.12	15-Feb	98
NOC	15,144.54	15-Feb	58
NVMI	217.72	15-Feb	37
OSIR	157.90	15-Feb	53
PDLI	873.70	15-Feb	3
RTN	17,066.71	15-Feb	56
SAI	4,340.93	15-Feb	46
SNDK	11,457.31	15-Feb	44
TNAV	306.60	15-Feb	7
USMO	326.26	15-Feb	12
UIS	838.49	15-Feb	15
UNTD	490.48	15-Feb	60
EGY	488.37	15-Feb	47
VECO	1,070.14	15-Feb	19

Not sure why my Fidelity balance sheet is struggling with DLX. I show AMAT at #203. I know they just reported earnings and I am assuming that is a difference in timing between the two.

Mechanical Update

There were three new stocks added to Mechanical Portfolio (top 30 over $50m) this weekend - GME, OMIR and KFY. KFY looks particularily interesting to me if one really believes the US economy is picking up some momentum. I may be a buyer.