Top 200 August 17th 2012

I have not created a top 200 list since the end of June.  I created one this morning, but I did make a change.  I used to use a market cap of $50m or greater.  I have raised the bar a bit and now I am using $300m or greater.  As my new focus in MFI is to move up the market cap ladder a bit, I felt that was appropriate. 

To new readers, this list is my attempt to re-create what is done on the Magic Formula Investing website, but with a little additional color, including earning yield, ROIC, country and dividend yield (per the imperfect Yahoo).

Le List

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield	Country
PDLI	1	8/18	7.35	1,045	29%	#######	8.2%	USA
CYOU	2	8/18	23.41	1,250	34%	464%	16.9%	China
BPI	3	8/18	10.45	588	66%	256%	0.0%	USA
RDA	4	8/18	9.65	464	19%	717%	0.0%	China
GDOT	5	8/18	10.20	365	39%	248%	0.0%	USA
ESI	6	8/18	32.22	758	47%	209%	0.0%	USA
GTAT	7	8/18	6.55	782	35%	209%	0.0%	USA
UIS	8	8/18	21.00	1,076	40%	201%	0.0%	USA
GA	9	8/18	5.00	1,216	19%	348%	65.3%	China
DELL	10	8/18	12.22	21,678	22%	206%	0.0%	USA
APOL	11	8/18	28.72	3,412	27%	159%	0.0%	USA
UBNT	12	8/18	8.65	815	17%	279%	0.0%	USA
SPRD	13	8/18	18.98	970	17%	292%	1.8%	China
CPLA	14	8/18	33.37	448	21%	150%	0.0%	USA
NTES	15	8/18	48.20	6,348	15%	485%	0.0%	China
KFY	16	8/18	14.88	707	20%	164%	0.0%	USA
AZN	17	8/18	47.28	59,998	18%	164%	6.0%	United Kingdom
VG	18	8/18	2.15	487	18%	162%	0.0%	USA
HRB	19	8/18	16.48	4,845	14%	282%	4.6%	USA
NSU	20	8/18	3.74	751	96%	103%	2.7%	Canada
CSCO	21	8/18	19.06	102,047	14%	305%	1.5%	USA
GME	22	8/18	18.57	2,397	27%	105%	1.7%	USA
DLB	23	8/18	35.19	3,772	15%	242%	0.0%	USA
JCOM	24	8/18	29.19	1,330	13%	1080%	3.6%	USA
SOHU	25	8/18	40.63	1,558	22%	109%	0.0%	China
TNH	26	8/18	231.91	4,290	13%	594%	7.2%	USA
DLX	27	8/18	28.37	1,446	14%	281%	3.5%	USA
EXPR	28	8/18	17.15	1,532	18%	120%	0.0%	USA
CTCM	29	8/18	8.76	1,385	18%	117%	8.1%	Russia
STX	30	8/18	35.67	15,231	20%	105%	2.9%	Ireland
MANT	31	8/18	22.36	826	23%	94%	3.8%	USA
EXEL	32	8/18	4.38	651	12%	1306%	0.0%	USA
MSFT	33	8/18	30.90	259,189	13%	338%	2.6%	USA
UEPS	34	8/18	8.23	373	22%	92%	0.0%	South Africa
STRA	35	8/18	70.86	814	17%	117%	5.8%	USA
PWRD	36	8/18	11.17	536	41%	79%	18.0%	China
LPS	37	8/18	27.60	2,334	13%	363%	1.4%	USA
SAVE	38	8/18	20.47	1,486	14%	152%	0.0%	USA
RTN	39	8/18	56.23	18,803	15%	129%	3.3%	USA
KLIC	40	8/18	11.96	909	26%	79%	0.0%	USA
NOC	41	8/18	69.32	17,656	16%	109%	3.0%	USA
FRX	42	8/18	34.21	9,202	14%	161%	0.0%	USA
WCRX	43	8/18	16.99	4,252	12%	421%	0.0%	Ireland
CACI	44	8/18	52.16	1,421	15%	115%	0.0%	USA
GAME	45	8/18	3.52	987	28%	75%	0.0%	China
UNTD	46	8/18	5.07	459	14%	152%	7.9%	USA
PBI	47	8/18	13.53	2,721	14%	128%	11.1%	USA
SAI	48	8/18	11.97	3,950	19%	85%	2.0%	USA
CSGS	49	8/18	20.00	646	15%	115%	0.0%	USA
NUS	50	8/18	40.75	2,617	13%	184%	1.8%	USA
USNA	51	8/18	45.45	686	13%	141%	0.0%	USA
TW	52	8/18	54.81	3,957	13%	155%	0.7%	USA
DHX	53	8/18	8.18	540	11%	679%	0.0%	USA
ICON	54	8/18	18.88	1,363	12%	320%	0.0%	USA
TZOO	55	8/18	23.41	375	11%	1006%	0.0%	USA
CF	56	8/18	216.63	14,124	20%	75%	0.7%	USA
XLS	57	8/18	10.61	2,000	24%	70%	2.9%	USA
GTIV	58	8/18	11.00	335	13%	130%	0.0%	USA
RPXC	59	8/18	12.25	634	11%	1578%	0.0%	USA
VECO	60	8/18	36.15	1,409	17%	81%	0.0%	USA
VIAB	61	8/18	51.02	27,061	11%	357%	0.5%	USA
WNR	62	8/18	27.26	3,013	29%	63%	0.6%	USA
CA	63	8/18	25.94	12,114	11%	397%	3.1%	USA
CHE	64	8/18	65.17	1,262	12%	186%	1.0%	USA
WU	65	8/18	17.69	10,846	11%	743%	2.0%	USA
KLAC	66	8/18	53.34	9,077	14%	97%	2.7%	USA
VCI	67	8/18	24.88	1,063	14%	101%	0.0%	USA
CRWN	68	8/18	1.81	651	11%	188%	0.0%	USA
BKE	69	8/18	41.97	2,000	13%	102%	7.3%	USA
CJES	70	8/18	20.43	1,100	24%	60%	0.0%	USA
GPN	71	8/18	40.94	3,242	12%	123%	0.2%	USA
QLGC	72	8/18	12.25	1,205	16%	72%	0.0%	USA
GD	73	8/18	65.70	23,479	15%	74%	3.0%	USA
PRIM	74	8/18	13.04	671	16%	67%	0.9%	USA
ABC	75	8/18	37.54	9,600	12%	145%	1.4%	USA
IOSP	76	8/18	32.24	770	16%	68%	0.0%	United Kingdom
TRLG	77	8/18	22.96	581	19%	60%	1.7%	USA
QSII	78	8/18	19.03	1,130	11%	174%	3.8%	USA
NSP	79	8/18	25.27	636	14%	75%	2.5%	USA
HITK	80	8/18	36.22	495	17%	64%	0.0%	USA
MHP	81	8/18	49.11	14,011	10%	324%	2.1%	USA
DV	82	8/18	19.90	1,316	25%	55%	1.5%	USA
MDF	83	8/18	8.13	369	11%	163%	0.0%	USA
VPHM	84	8/18	26.12	1,812	12%	118%	0.0%	USA
AMD	85	8/18	4.10	3,096	14%	74%	0.0%	USA
PWER	86	8/18	5.92	923	21%	54%	0.0%	USA
UTHR	87	8/18	56.22	3,033	13%	87%	0.0%	USA
KRO	88	8/18	18.01	2,087	25%	51%	3.3%	USA
SPPI	89	8/18	12.05	764	14%	73%	0.0%	USA
BLC	90	8/18	7.29	759	13%	87%	3.6%	USA
LO	91	8/18	131.60	17,172	10%	671%	4.4%	USA
TARO	92	8/18	40.40	1,804	14%	66%	0.0%	Israel
LMT	93	8/18	92.40	30,381	12%	93%	4.1%	USA
BAH	94	8/18	18.89	2,695	13%	86%	8.9%	USA
HPQ	95	8/18	19.52	38,786	16%	60%	2.5%	USA
LXK	96	8/18	20.51	1,466	36%	49%	3.9%	USA
MD	97	8/18	69.86	3,461	11%	179%	0.0%	USA
JOY	98	8/18	55.90	5,980	15%	62%	1.3%	USA
TPX	99	8/18	33.52	2,157	12%	105%	0.0%	USA
APEI	100	8/18	34.19	621	12%	89%	0.0%	USA
MCK	101	8/18	86.42	20,741	11%	144%	0.9%	USA
OFIX	102	8/18	41.44	796	15%	62%	0.0%	Netherlands Antilles
WDC	103	8/18	45.48	11,825	20%	51%	0.0%	USA
VCLK	104	8/18	15.52	1,247	10%	233%	0.0%	USA
ACTG	105	8/18	25.00	1,223	9%	22622%	0.0%	USA
EME	106	8/18	28.00	1,895	14%	66%	0.7%	USA
TRW	107	8/18	44.04	5,708	18%	51%	0.0%	USA
MSB	108	8/18	27.30	358	9%	1680%	9.6%	USA
HRS	109	8/18	46.35	5,214	15%	60%	2.7%	USA
AZK	110	8/18	4.22	696	19%	50%	0.0%	Canada
FWLT	111	8/18	19.96	2,153	13%	69%	0.0%	Switzerland
AVG	112	8/18	10.41	570	10%	616%	0.0%	Netherlands
GCI	113	8/18	15.68	3,718	16%	54%	3.6%	USA
CYD	114	8/18	12.97	483	754%	44%	6.9%	Singapore
MRVL	115	8/18	10.54	6,011	12%	84%	0.5%	Bermuda
BR	116	8/18	23.18	2,958	10%	190%	2.8%	USA
MYGN	117	8/18	25.38	2,191	10%	295%	0.0%	USA
CUB	118	8/18	49.82	1,332	12%	85%	0.4%	USA
FLR	119	8/18	54.26	9,194	12%	79%	1.1%	USA
LEA	120	8/18	40.82	4,107	20%	47%	1.3%	USA
RGR	121	8/18	45.15	889	11%	113%	2.4%	USA
DLPH	122	8/18	29.50	9,621	17%	51%	0.0%	United Kingdom
DNB	123	8/18	82.14	3,861	9%	1124%	1.8%	USA
ENDP	124	8/18	32.49	3,934	10%	136%	0.0%	USA
SCCO	125	8/18	32.64	27,726	13%	66%	5.1%	USA
ALSN	126	8/18	19.29	3,596	11%	107%	0.6%	USA
JDAS	127	8/18	30.27	1,300	10%	230%	0.0%	USA
DECK	128	8/18	50.77	1,923	14%	59%	0.0%	USA
STO	129	8/18	25.17	80,093	36%	42%	4.5%	Norway
IPG	130	8/18	11.27	5,384	10%	150%	2.2%	USA
HLF	131	8/18	52.05	6,323	10%	302%	2.1%	Cayman Islands
GMAN	132	8/18	19.25	374	13%	65%	0.0%	USA
INTC	133	8/18	26.33	136,890	13%	62%	3.2%	USA
ALV	134	8/18	62.51	5,945	15%	52%	2.2%	Sweden
ORCL	135	8/18	32.20	161,869	9%	461%	0.8%	USA
MDP	136	8/18	32.90	1,482	11%	103%	4.2%	USA
COH	137	8/18	57.48	16,771	10%	186%	1.7%	USA
MCO	138	8/18	39.71	9,022	9%	285%	1.6%	USA
LLL	139	8/18	69.17	6,813	15%	51%	2.8%	USA
SJT	140	8/18	15.66	730	9%	763%	8.1%	USA
CBI	141	8/18	37.62	3,673	10%	136%	0.5%	Netherlands
MLHR	142	8/18	20.14	1,180	11%	79%	0.5%	USA
REV	143	8/18	13.80	723	11%	88%	0.0%	USA
WXS	144	8/18	67.08	2,622	9%	384%	0.0%	USA
ASNA	145	8/18	18.89	3,021	14%	56%	0.0%	USA
SIMO	146	8/18	16.60	556	12%	65%	0.0%	Taiwan
SNDK	147	8/18	42.55	10,406	11%	88%	0.0%	USA
IDCC	148	8/18	32.69	1,443	9%	1515%	1.2%	USA
EZPW	149	8/18	23.40	1,201	15%	49%	0.0%	USA
RES	150	8/18	12.86	2,779	18%	44%	2.5%	USA
CSTR	151	8/18	51.99	1,726	14%	52%	0.0%	USA
MKSI	152	8/18	27.64	1,471	15%	47%	2.2%	USA
BBBY	153	8/18	66.56	15,487	12%	69%	0.0%	USA
IQNT	154	8/18	11.65	375	16%	45%	0.0%	USA
SPLS	155	8/18	11.34	7,701	18%	43%	3.7%	USA
GDI	156	8/18	61.50	3,063	13%	55%	0.3%	USA
LH	157	8/18	89.01	8,723	10%	116%	0.0%	USA
AAN	158	8/18	30.10	2,317	11%	81%	0.2%	USA
WWE	159	8/18	8.56	641	13%	56%	5.7%	USA
AAPL	160	8/18	648.11	613,798	9%	505%	0.4%	USA
LLY	161	8/18	42.42	47,456	11%	67%	4.6%	USA
CAH	162	8/18	39.70	13,855	12%	58%	2.2%	USA
ATVI	163	8/18	12.10	13,492	9%	633%	1.5%	USA
STAN	164	8/18	23.28	370	9%	245%	0.0%	USA
FCN	165	8/18	25.95	1,092	12%	58%	0.0%	USA
VGR	166	8/18	17.19	1,368	9%	245%	9.2%	USA
CEO	167	8/18	199.83	89,704	18%	41%	3.4%	Hong Kong
PRX	168	8/18	50.02	1,860	10%	119%	0.0%	USA
MTOR	169	8/18	5.00	486	15%	44%	0.0%	USA
DGX	170	8/18	60.02	9,590	10%	109%	1.0%	USA
GRMN	171	8/18	41.18	8,082	10%	116%	4.0%	Cayman Islands
ACN	172	8/18	61.08	44,520	9%	475%	2.2%	Ireland
TWX	173	8/18	42.61	41,511	10%	96%	2.3%	USA
PLT	174	8/18	36.54	1,556	11%	68%	0.8%	USA
LHCG	175	8/18	17.90	330	14%	49%	0.0%	USA
MTSC	176	8/18	50.96	825	11%	65%	2.0%	USA
BRC	177	8/18	28.36	1,503	12%	57%	2.6%	USA
FINL	178	8/18	22.90	1,177	14%	47%	1.0%	USA
HI	179	8/18	19.01	1,188	11%	66%	4.1%	USA
DOX	180	8/18	32.27	5,431	10%	126%	0.0%	Channel Islands
YZC	181	8/18	15.83	7,786	18%	39%	5.6%	China
ADI	182	8/18	40.82	12,488	10%	125%	2.7%	USA
SCHL	183	8/18	31.33	1,009	21%	37%	1.4%	USA
ACOR	184	8/18	23.26	933	9%	424%	0.0%	USA
TUP	185	8/18	54.21	3,063	11%	72%	2.5%	USA
INFY	186	8/18	42.58	24,330	10%	96%	2.2%	India
MRCY	187	8/18	9.87	298	16%	41%	0.0%	USA
AAP	188	8/18	72.87	5,399	12%	53%	0.3%	USA
JOSB	189	8/18	41.00	1,148	18%	39%	0.0%	USA
ARB	190	8/18	37.18	997	9%	139%	1.1%	USA
CR	191	8/18	40.78	2,390	13%	50%	2.6%	USA
RNDY	192	8/18	7.65	344	15%	43%	3.0%	USA
CROX	193	8/18	17.27	1,565	12%	55%	0.0%	USA
OMC	194	8/18	52.39	14,240	9%	232%	2.1%	USA
ADTN	195	8/18	22.74	1,464	11%	63%	1.6%	USA
NTGR	196	8/18	39.44	1,522	12%	57%	0.0%	USA
SHS	197	8/18	38.98	1,890	16%	40%	1.8%	USA
NVDA	198	8/18	14.65	9,129	10%	101%	0.0%	USA
CTRP	199	8/18	14.23	2,089	9%	123%	0.0%	China
FIZZ	200	8/18	14.69	683	10%	74%	0.0%	USA

Comparison With Official List

My ego is enough to actually think my list is "better" than the official list.  But here is the official list along with a marking of where each of their stocks appear in my top 200:

Ticker	Mkt Cap	Date	My Ranking
APOL	3,256.13	17-Aug	11
HRB	4,814.12	17-Aug	19
CJES	1,077.29	17-Aug	70
CA	12,010.22	17-Aug	63
CACI	1,421.20	17-Aug	44
CPLA	440.45	17-Aug	14
CF	13,570.57	17-Aug	56
CHE	1,238.23	17-Aug	64
CSCO	100,541.50	17-Aug	21
CSGS	675.80	17-Aug	49
DELL	21,519.42	17-Aug	10
DLX	1,432.69	17-Aug	27
DHX	512.87	17-Aug	53
DLB	3,703.43	17-Aug	23
XLS	1,981.95	17-Aug	57
EXEL	651.72	17-Aug	32
EXPR	1,516.82	17-Aug	28
FRX	9,188.64	17-Aug	42
GME	2,311.97	17-Aug	22
GTIV	334.77	17-Aug	58
GTAT	777.30	17-Aug	7
ICON	1,338.10	17-Aug	54
ESI	751.34	17-Aug	6
JCOM	1,311.89	17-Aug	24
KLAC	8,892.31	17-Aug	66
KFY	712.95	17-Aug	16
KLIC	885.84	17-Aug	40
LPS	2,334.96	17-Aug	37
MANT	825.89	17-Aug	31
MSFT	258,972.90	17-Aug	33
NSU	746.27	17-Aug	20
NUS	2,453.15	17-Aug	50
PDLI	1,026.90	17-Aug	1
PBI	2,710.64	17-Aug	47
QLGC	1,172.91	17-Aug	72
RTN	18,668.36	17-Aug	39
RPXC	637.56	17-Aug	59
SAI	4,093.74	17-Aug	48
STX	13,849.23	17-Aug	30
SAVE	1,484.55	17-Aug	38
STRA	841.39	17-Aug	35
TW	3,932.89	17-Aug	52
TZOO	373.67	17-Aug	55
UBNT	795.44	17-Aug	12
USNA	652.21	17-Aug	51
VCI	988.91	17-Aug	67
VECO	1,415.02	17-Aug	60
VIAB	26,254.28	17-Aug	61
WCRX	4,255.86	17-Aug	43
WNR	2,997.89	17-Aug	62

Hmm, looks pretty good! Note how high GTAT is!