Top 200 List October 12th, 2012

Rainy Sunday morning here in Connecticut.  But I am listening to the pitter-pat of the raindrops, while enjoying a cup of coffee and some home made pumpkin pie. Life isn't so bad.

As my readers know, every so often I create my own version of the top 200 Magic Formula Investing List.  I like to think that my worksheet is pretty darned accurate and I do tie in very well with the official list, as I will illustrate at the end.  My list gives a bit more color, in that I include country, yahoo yield (not always the most accurate) and the actual calculated earnings yield and return on capital statistics, along with a ranking from 1 to 200. So without further adieu, here is the list (it seems pretty much unchanged from the last list):

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield	Country
PDLI	1	10/14	8.14	1,158	26%	1027130%	7.4%	USA
CYOU	2	10/14	24.96	1,332	32%	464%	15.1%	China
BPI	3	10/14	11.04	621	61%	256%	0.0%	USA
GDOT	4	10/14	9.80	350	41%	248%	0.0%	USA
GTAT	5	10/14	4.66	556	53%	209%	0.0%	USA
ESI	6	10/14	30.50	718	49%	209%	0.0%	USA
RDA	7	10/14	10.54	507	17%	717%	0.0%	China
GA	8	10/14	5.04	1,226	19%	348%	5.9%	China
UIS	9	10/14	21.72	1,113	30%	201%	0.0%	USA
DELL	10	10/14	9.69	16,987	25%	199%	0.9%	USA
QCOR	11	10/14	22.01	1,411	15%	3846%	0.0%	USA
RPXC	12	10/14	9.69	502	15%	1578%	0.0%	USA
APOL	13	10/14	28.64	3,402	27%	159%	0.0%	USA
DLB	14	10/14	30.92	3,315	17%	242%	0.0%	USA
SPPI	15	10/14	11.78	746	14%	3137%	0.0%	USA
TNH	16	10/14	211.53	3,913	14%	594%	7.8%	USA
AZN	17	10/14	46.13	58,539	18%	164%	6.2%	United Kingdom
CSCO	18	10/14	18.41	98,540	15%	305%	2.0%	USA
CPLA	19	10/14	36.68	492	19%	150%	0.0%	USA
WCRX	20	10/14	13.00	3,254	14%	421%	30.8%	Ireland
TZOO	21	10/14	20.02	320	13%	1006%	0.0%	USA
VG	22	10/14	2.26	512	17%	162%	0.0%	USA
MSFT	23	10/14	29.20	244,930	14%	338%	2.8%	USA
NSU	24	10/14	4.63	930	65%	103%	2.1%	Canada
EXPR	25	10/14	11.29	993	26%	110%	0.0%	USA
SAVE	26	10/14	17.60	1,277	17%	152%	0.0%	USA
EGY	27	10/14	8.19	483	35%	102%	0.0%	USA
SOHU	28	10/14	39.61	1,519	23%	109%	0.0%	China
SPRD	29	10/14	20.48	1,057	14%	301%	2.0%	China
STX	30	10/14	28.07	11,986	25%	105%	3.5%	Ireland
HRB	31	10/14	16.92	4,689	14%	287%	4.7%	USA
GME	32	10/14	22.77	2,940	22%	105%	2.4%	USA
STRA	33	10/14	66.48	763	18%	117%	5.8%	USA
NTES	34	10/14	52.73	6,945	13%	485%	0.0%	China
JCOM	35	10/14	30.64	1,396	12%	1080%	2.7%	USA
DLX	36	10/14	30.14	1,537	13%	281%	3.3%	USA
SCLN	37	10/14	5.72	340	15%	164%	0.0%	USA
MANT	38	10/14	22.03	814	23%	94%	4.7%	USA
MNTA	39	10/14	14.59	735	14%	193%	0.0%	USA
CTCM	40	10/14	9.36	1,480	16%	117%	6.5%	Russia
EGL	41	10/14	18.45	297	49%	79%	0.0%	USA
KLIC	42	10/14	9.65	733	39%	79%	0.0%	USA
RTN	43	10/14	54.88	18,352	15%	129%	3.5%	USA
CACI	44	10/14	48.65	1,326	16%	115%	0.0%	USA
GAME	45	10/14	3.75	1,052	27%	81%	0.0%	China
NOC	46	10/14	68.82	17,528	16%	109%	3.1%	USA
VECO	47	10/14	28.75	1,121	25%	81%	0.0%	USA
SAI	48	10/14	10.89	3,626	20%	86%	3.3%	USA
TW	49	10/14	53.31	3,758	14%	155%	0.8%	USA
PBI	50	10/14	13.36	2,687	14%	128%	11.1%	USA
KLAC	51	10/14	45.15	7,684	17%	97%	3.2%	USA
LPS	52	10/14	29.64	2,507	12%	363%	1.4%	USA
ICON	53	10/14	18.32	1,323	12%	320%	0.0%	USA
EXEL	54	10/14	4.75	706	11%	1306%	0.0%	USA
LO	55	10/14	113.74	14,842	11%	671%	5.2%	USA
CF	56	10/14	210.51	13,725	20%	75%	0.7%	USA
PWRD	57	10/14	10.31	502	43%	68%	19.1%	China
QLGC	58	10/14	9.89	973	24%	72%	0.0%	USA
CA	59	10/14	24.86	11,610	11%	397%	3.2%	USA
BAH	60	10/14	12.69	1,811	17%	86%	64.3%	USA
FRX	61	10/14	36.28	9,758	13%	161%	0.0%	USA
NUS	62	10/14	41.84	2,687	12%	184%	1.8%	USA
XLS	63	10/14	10.60	1,998	24%	70%	3.9%	USA
GTIV	64	10/14	10.68	325	13%	130%	0.0%	USA
AMD	65	10/14	2.74	2,069	19%	74%	0.0%	USA
HFC	66	10/14	37.37	7,716	34%	66%	6.6%	USA
CSGS	67	10/14	21.72	702	14%	115%	0.0%	USA
USNA	68	10/14	47.39	715	13%	141%	0.0%	USA
MRVL	69	10/14	8.75	4,990	16%	84%	1.4%	Bermuda
DHX	70	10/14	8.46	558	11%	679%	0.0%	USA
VCI	71	10/14	25.76	1,100	14%	105%	0.0%	USA
UNTD	72	10/14	5.58	505	12%	154%	7.2%	USA
UBNT	73	10/14	12.58	1,185	11%	270%	0.0%	USA
CRWN	74	10/14	1.69	608	12%	188%	0.0%	USA
WNR	75	10/14	24.34	2,690	32%	63%	0.7%	USA
QSII	76	10/14	17.82	1,058	12%	174%	3.9%	USA
WU	77	10/14	17.88	10,962	11%	743%	2.1%	USA
KFY	78	10/14	13.87	661	17%	71%	0.0%	USA
SYNA	79	10/14	23.21	801	14%	95%	0.0%	USA
CJES	80	10/14	19.39	1,044	25%	60%	0.0%	USA
HPQ	81	10/14	14.41	28,402	19%	64%	3.5%	USA
GMAN	82	10/14	15.11	294	17%	67%	0.0%	USA
VIAB	83	10/14	54.33	28,817	11%	357%	0.0%	USA
VPHM	84	10/14	28.77	1,996	10%	1586%	0.0%	USA
GD	85	10/14	66.10	23,622	15%	74%	3.1%	USA
CHE	86	10/14	69.03	1,337	11%	186%	1.0%	USA
PRIM	87	10/14	13.25	682	16%	67%	0.9%	USA
DECK	88	10/14	36.44	1,380	20%	59%	0.0%	USA
PWER	89	10/14	4.76	742	28%	54%	0.0%	USA
NSP	90	10/14	25.40	639	14%	75%	2.5%	USA
IOSP	91	10/14	32.96	788	15%	68%	0.0%	United Kingdom
VDSI	92	10/14	7.28	282	14%	75%	0.0%	USA
BKE	93	10/14	44.52	2,122	13%	102%	1.8%	USA
CATO	94	10/14	29.13	839	18%	60%	3.3%	USA
UTHR	95	10/14	55.34	2,985	13%	87%	0.0%	USA
JOY	96	10/14	58.44	6,245	16%	65%	1.2%	USA
AVG	97	10/14	9.82	538	10%	621%	0.0%	Netherlands
NVDA	98	10/14	12.63	7,870	12%	101%	0.0%	USA
DV	99	10/14	23.72	1,569	21%	55%	1.2%	USA
EDMC	100	10/14	3.54	442	22%	54%	0.0%	USA
SIMO	101	10/14	13.91	466	15%	65%	0.0%	Taiwan
KRO	102	10/14	14.50	1,681	30%	51%	4.1%	USA
INTC	103	10/14	21.48	111,676	16%	62%	3.9%	USA
TPX	104	10/14	32.37	2,083	12%	105%	0.0%	USA
ABC	105	10/14	39.50	10,101	11%	145%	1.3%	USA
LMT	106	10/14	92.96	30,565	12%	93%	4.3%	USA
ATVI	107	10/14	11.16	12,443	10%	633%	1.6%	USA
WDC	108	10/14	36.02	9,365	25%	51%	0.7%	USA
TRLG	109	10/14	25.92	656	16%	60%	1.6%	USA
LXK	110	10/14	20.88	1,493	35%	49%	5.3%	USA
COH	111	10/14	53.71	15,671	10%	186%	1.9%	USA
TEO	112	10/14	10.20	2,008	46%	47%	9.1%	Argentina
BR	113	10/14	22.57	2,880	10%	190%	2.9%	USA
BLC	114	10/14	7.99	832	12%	87%	3.2%	USA
ORCL	115	10/14	31.00	153,109	10%	458%	0.8%	USA
MD	116	10/14	71.03	3,519	10%	179%	0.0%	USA
OFIX	117	10/14	42.13	810	15%	62%	0.0%	Netherlands Antilles
BIRT	118	10/14	6.31	334	10%	392%	0.0%	USA
GPN	119	10/14	43.13	3,409	11%	115%	0.2%	USA
EME	120	10/14	28.50	1,929	13%	66%	0.7%	USA
ENDP	121	10/14	30.48	3,691	11%	136%	0.0%	USA
CYD	122	10/14	12.97	483	754%	44%	6.8%	Singapore
MCK	123	10/14	89.28	21,427	10%	144%	0.9%	USA
UEPS	124	10/14	8.67	395	16%	53%	0.0%	South Africa
TRW	125	10/14	46.70	6,052	17%	51%	0.0%	USA
MKSI	126	10/14	22.87	1,217	22%	47%	2.6%	USA
HRS	127	10/14	48.84	5,495	14%	60%	2.6%	USA
RGR	128	10/14	44.85	883	11%	113%	2.4%	USA
ALSN	129	10/14	18.67	3,480	11%	107%	0.7%	USA
CSTR	130	10/14	44.35	1,472	16%	52%	0.0%	USA
EZPW	131	10/14	18.94	972	18%	49%	0.0%	USA
LEA	132	10/14	39.74	3,998	20%	47%	1.4%	USA
DNB	133	10/14	82.01	3,854	9%	1124%	1.8%	USA
CUB	134	10/14	50.13	1,340	12%	85%	0.5%	USA
HLF	135	10/14	51.37	6,241	10%	302%	2.2%	Cayman Islands
HITK	136	10/14	33.01	447	16%	51%	0.0%	USA
STO	137	10/14	25.54	81,270	36%	42%	4.4%	Norway
GCI	138	10/14	17.90	4,245	15%	54%	3.8%	USA
IPG	139	10/14	11.26	5,379	10%	150%	2.1%	USA
ALV	140	10/14	61.40	5,839	15%	52%	3.0%	Sweden
AZK	141	10/14	4.75	783	16%	50%	0.0%	Canada
PLT	142	10/14	34.13	1,453	12%	69%	0.9%	USA
RES	143	10/14	11.60	2,507	19%	44%	2.6%	USA
TARO	144	10/14	46.11	2,058	12%	66%	0.0%	Israel
CHH	145	10/14	31.30	1,798	9%	375%	35.6%	USA
HHS	146	10/14	6.68	421	14%	57%	5.0%	USA
DLPH	147	10/14	32.08	10,463	15%	51%	0.0%	United Kingdom
MDF	148	10/14	9.91	452	10%	163%	0.0%	USA
MHP	149	10/14	55.36	15,794	9%	324%	1.8%	USA
AAPL	150	10/14	629.71	596,376	9%	505%	0.4%	USA
GDI	151	10/14	57.55	2,866	14%	55%	0.3%	USA
ACTG	152	10/14	25.80	1,263	9%	22622%	0.0%	USA
WTW	153	10/14	54.50	3,114	9%	914%	1.3%	USA
RAI	154	10/14	41.98	23,968	10%	248%	5.5%	USA
FLR	155	10/14	56.39	9,555	11%	79%	1.1%	USA
WWE	156	10/14	8.22	616	14%	56%	5.8%	USA
LLL	157	10/14	72.32	7,124	15%	51%	2.7%	USA
SNDK	158	10/14	42.28	10,340	11%	88%	0.0%	USA
MDP	159	10/14	34.05	1,534	11%	104%	4.4%	USA
CBI	160	10/14	38.26	3,735	10%	136%	0.5%	Netherlands
SPLS	161	10/14	11.10	7,538	18%	43%	3.8%	USA
MRCY	162	10/14	8.52	257	20%	41%	0.0%	USA
MLHR	163	10/14	19.26	1,129	11%	73%	0.8%	USA
APEI	164	10/14	37.79	686	11%	89%	0.0%	USA
SCCO	165	10/14	35.01	29,740	12%	66%	4.7%	USA
FINL	166	10/14	20.91	1,064	17%	44%	1.1%	USA
CROX	167	10/14	15.69	1,422	13%	55%	0.0%	USA
FMCN	168	10/14	24.00	3,194	10%	112%	1.7%	Hong Kong
SJT	169	10/14	14.68	684	9%	676%	7.1%	USA
CMTL	170	10/14	26.69	635	12%	63%	4.1%	USA
REV	171	10/14	14.79	774	11%	88%	0.0%	USA
CEVA	172	10/14	14.23	334	9%	1482%	0.0%	USA
AAP	173	10/14	67.97	5,035	13%	53%	0.4%	USA
STAN	174	10/14	23.07	367	9%	245%	0.0%	USA
MTOR	175	10/14	4.13	401	16%	43%	0.0%	USA
NTGR	176	10/14	37.18	1,435	12%	57%	0.0%	USA
VCLK	177	10/14	17.41	1,399	9%	233%	0.0%	USA
FCN	178	10/14	26.10	1,098	12%	58%	0.0%	USA
BBBY	179	10/14	61.45	14,091	12%	61%	0.0%	USA
RNDY	180	10/14	5.83	262	16%	43%	3.9%	USA
HI	181	10/14	18.66	1,166	11%	66%	4.1%	USA
MYGN	182	10/14	27.09	2,338	9%	295%	0.0%	USA
CAH	183	10/14	40.89	14,271	12%	59%	2.2%	USA
WXS	184	10/14	69.34	2,710	9%	384%	0.0%	USA
VGR	185	10/14	16.46	1,375	9%	245%	9.6%	USA
GRMN	186	10/14	40.17	7,884	10%	112%	4.2%	Cayman Islands
LH	187	10/14	92.73	9,088	10%	116%	0.0%	USA
LHCG	188	10/14	18.24	336	13%	49%	0.0%	USA
FICO	189	10/14	44.21	1,560	9%	442%	0.2%	USA
FWLT	190	10/14	23.13	2,494	11%	69%	0.0%	Switzerland
CBS	191	10/14	33.77	22,322	10%	83%	1.2%	USA
DOX	192	10/14	32.20	5,419	10%	126%	0.4%	Channel Islands
AMED	193	10/14	13.33	400	14%	44%	0.0%	USA
TUP	194	10/14	54.22	3,063	11%	72%	2.5%	USA
PH	195	10/14	79.40	12,240	13%	51%	2.0%	USA
SCHL	196	10/14	33.20	1,046	19%	37%	1.4%	USA
ADI	197	10/14	38.11	11,637	10%	107%	3.0%	USA
CR	198	10/14	40.23	2,358	13%	50%	2.6%	USA
ADTN	199	10/14	15.65	991	13%	50%	2.3%	USA
OMC	200	10/14	51.73	14,060	9%	232%	2.2%	USA

People should recall these are stocks greater than 300m in market cap. As my new strategy is to stay away from the smaller market caps, I am not do the extra 500+ calculations under 300m.

Then I like to compare my list with the official top 50 list.  Obviously I like to see them all show up and I'd like to see them in my top 100.  It is a win-win this time around as you can see from the table beneath:

Ticker	Mkt Cap	Date	My Ranking
AMD	1,937.18	12-Oct	65
APOL	3,247.06	12-Oct	13
HRB	4,587.18	12-Oct	31
BAH	1,692.47	12-Oct	60
CACI	1,198.64	12-Oct	44
CPLA	484.21	12-Oct	19
CF	13,187.19	12-Oct	56
CSCO	97,509.70	12-Oct	18
DELL	16,773.39	12-Oct	10
DLX	1,522.07	12-Oct	36
DHX	530.43	12-Oct	70
DLB	3,254.05	12-Oct	14
XLS	1,980.08	12-Oct	63
EXEL	706.77	12-Oct	54
EXPR	979.49	12-Oct	25
FRX	9,744.63	12-Oct	61
GME	2,834.87	12-Oct	32
GTAT	553.01	12-Oct	5
HFC	7,822.77	12-Oct	66
ICON	1,298.41	12-Oct	53
ESI	711.23	12-Oct	6
JCOM	1,377.05	12-Oct	35
KLAC	7,526.96	12-Oct	51
KLIC	714.92	12-Oct	42
LPS	2,507.54	12-Oct	52
MANT	813.70	12-Oct	38
MSFT	244,725.20	12-Oct	23
MNTA	753.52	12-Oct	39
NSU	923.86	12-Oct	24
NUS	2,518.77	12-Oct	62
PDLI	1,543.87	12-Oct	1
PBI	2,676.58	12-Oct	50
QLGC	946.95	12-Oct	58
QCOR	1,313.38	12-Oct	11
RTN	18,220.16	12-Oct	43
RPXC	504.33	12-Oct	12
SAI	3,724.38	12-Oct	48
STX	10,898.46	12-Oct	30
SAVE	1,276.41	12-Oct	26
STRA	789.38	12-Oct	33
SYNA	763.52	12-Oct	79
TW	3,822.43	12-Oct	49
TZOO	319.56	12-Oct	21
UIS	953.51	12-Oct	9
USNA	680.05	12-Oct	68
EGY	467.80	12-Oct	27
VECO	1,125.36	12-Oct	47
VG	511.98	12-Oct	22
WCRX	3,256.40	12-Oct	20
WNR	2,676.77	12-Oct	75