Top 200 List - December 7th 2012

As my readers know, I do my own calculation of the MFI lusts. I show the top 200 and I include the earnings yield, return on capital and the dividend yield.  My list is pretty darned accurate (if I say so myself), and I show where the official list (above 300m) compares with my list.  I do have a few more stocks on my list, as I do not exclude as much as MFI does.  I also show the country, if you want to avoid China for example.

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield	Country
IDCC	1	12/8	43.27	1,833	34%	6155%	0.9%	USA
PDLI	2	12/8	7.57	1,132	27%	1129093%	8.1%	USA
CYOU	3	12/8	23.90	1,276	28%	500%	16.3%	China
NTES	4	12/8	39.00	5,136	21%	459%	0.0%	China
QCOR	5	12/8	26.83	1,648	16%	7060%	0.8%	USA
BPI	6	12/8	10.19	568	68%	228%	0.0%	USA
GA	7	12/8	5.11	1,244	20%	346%	5.8%	China
TNAV	8	12/8	8.08	347	27%	261%	0.0%	0
ESI	9	12/8	18.98	445	72%	193%	0.0%	USA
RPXC	10	12/8	9.40	490	15%	1552%	0.0%	USA
RDA	11	12/8	10.08	483	16%	689%	11.7%	China
UIS	12	12/8	17.55	772	36%	175%	0.0%	USA
GTAT	13	12/8	3.50	420	65%	151%	0.0%	USA
NTI	14	12/8	23.80	2,171	27%	155%	6.5%	0
GDOT	15	12/8	12.64	525	21%	162%	0.0%	USA
WU	16	12/8	13.00	7,855	14%	742%	2.9%	USA
DELL	17	12/8	10.46	18,213	18%	169%	0.8%	USA
SPPI	18	12/8	10.83	705	13%	2912%	0.0%	USA
TNH	19	12/8	215.06	3,979	14%	516%	7.8%	USA
APOL	20	12/8	20.17	2,290	36%	131%	0.0%	USA
LPS	21	12/8	24.39	2,072	14%	391%	1.7%	USA
CPLA	22	12/8	28.58	372	24%	138%	0.0%	USA
STX	23	12/8	28.34	11,591	29%	127%	4.0%	Ireland
MSFT	24	12/8	26.46	224,709	14%	313%	3.1%	USA
WCRX	25	12/8	11.13	2,790	14%	427%	37.8%	Ireland
JCOM	26	12/8	30.62	1,388	13%	1134%	3.6%	USA
SAVE	27	12/8	17.14	1,245	18%	142%	0.0%	USA
MANT	28	12/8	24.85	919	21%	121%	3.4%	USA
SPRD	29	12/8	15.95	836	15%	218%	2.3%	China
CSCO	30	12/8	19.34	103,133	14%	314%	2.6%	USA
DLX	31	12/8	30.15	1,539	14%	291%	3.3%	USA
RTN	32	12/8	57.40	19,114	15%	162%	3.4%	USA
GME	33	12/8	27.30	3,352	19%	117%	3.0%	USA
KLIC	34	12/8	11.75	892	40%	98%	0.0%	USA
USNA	35	12/8	43.72	651	16%	145%	0.0%	USA
EGY	36	12/8	8.42	496	32%	97%	0.0%	USA
CA	37	12/8	22.03	10,109	13%	406%	4.5%	USA
AZN	38	12/8	48.20	60,346	16%	133%	5.9%	United Kingdom
VG	39	12/8	2.46	575	15%	166%	0.0%	USA
NSU	40	12/8	4.13	826	78%	88%	2.4%	Canada
SOHU	41	12/8	37.78	1,449	19%	99%	0.0%	China
STRA	42	12/8	56.83	653	18%	102%	7.1%	USA
NOC	43	12/8	67.53	17,024	17%	107%	3.2%	USA
CTCM	44	12/8	8.67	1,371	17%	101%	6.3%	Russia
BAH	45	12/8	14.28	2,060	13%	207%	58.5%	USA
NVDA	46	12/8	11.96	7,518	15%	110%	0.6%	USA
HRB	47	12/8	18.59	5,041	12%	265%	5.5%	USA
SAI	48	12/8	11.31	3,778	18%	89%	3.2%	USA
GTIV	49	12/8	9.82	299	14%	129%	0.0%	USA
VCI	50	12/8	26.51	1,082	15%	112%	0.0%	USA
CACI	51	12/8	53.35	1,279	15%	109%	0.0%	USA
CSGS	52	12/8	18.39	596	15%	105%	0.0%	USA
BLC	53	12/8	7.14	738	15%	112%	4.1%	USA
CF	54	12/8	212.31	13,482	22%	77%	0.8%	USA
SIMO	55	12/8	13.00	437	19%	80%	0.0%	Taiwan
HFC	56	12/8	43.64	8,921	32%	74%	6.0%	USA
PBI	57	12/8	10.93	2,204	15%	107%	13.8%	USA
GAME	58	12/8	2.83	785	39%	71%	37.4%	China
KLAC	59	12/8	47.19	8,014	16%	94%	3.2%	USA
AAPL	60	12/8	533.25	505,620	11%	358%	1.0%	USA
HLF	61	12/8	46.79	5,317	12%	315%	2.6%	Cayman Islands
EXPR	62	12/8	14.62	1,260	18%	79%	0.0%	USA
XLS	63	12/8	11.31	2,134	23%	74%	3.6%	USA
CRWN	64	12/8	1.81	651	12%	196%	0.0%	USA
DLB	65	12/8	33.83	3,549	13%	132%	0.0%	USA
NUS	66	12/8	45.09	2,798	12%	168%	1.8%	USA
TPX	67	12/8	27.20	1,620	13%	114%	0.0%	USA
LO	68	12/8	121.48	15,835	11%	668%	5.2%	USA
QLGC	69	12/8	8.83	830	28%	65%	0.0%	USA
ICON	70	12/8	20.71	1,460	11%	298%	0.0%	USA
DHX	71	12/8	8.42	532	11%	578%	0.0%	USA
ATVI	72	12/8	11.34	12,633	11%	679%	1.6%	USA
VIAB	73	12/8	53.55	27,734	11%	306%	0.5%	USA
PWRD	74	12/8	10.23	498	50%	59%	19.7%	China
EBIX	75	12/8	15.94	623	11%	688%	0.9%	USA
SJT	76	12/8	13.40	625	11%	565%	5.7%	USA
UBNT	77	12/8	11.99	1,114	11%	279%	0.0%	USA
WDC	78	12/8	37.60	9,475	31%	59%	0.7%	USA
BKE	79	12/8	44.37	2,116	13%	104%	12.5%	USA
WNR	80	12/8	28.24	2,545	31%	57%	0.9%	USA
IRBT	81	12/8	18.47	523	15%	75%	0.0%	USA
GD	82	12/8	67.19	23,705	15%	76%	3.0%	USA
CHE	83	12/8	68.25	1,324	11%	178%	1.0%	USA
UTHR	84	12/8	52.04	2,789	14%	83%	0.0%	USA
CJES	85	12/8	20.23	1,096	25%	57%	0.0%	USA
KFY	86	12/8	14.82	709	14%	82%	0.0%	USA
DNB	87	12/8	81.05	3,663	10%	1240%	1.9%	USA
JOY	88	12/8	57.43	6,137	16%	65%	1.2%	USA
QSII	89	12/8	18.01	1,070	11%	150%	3.9%	USA
PWER	90	12/8	4.09	641	40%	53%	0.0%	USA
IOSP	91	12/8	32.32	773	15%	68%	0.0%	United Kingdom
ABC	92	12/8	42.27	10,419	11%	165%	1.4%	USA
LMT	93	12/8	91.90	30,171	12%	92%	4.5%	USA
MDF	94	12/8	11.23	513	11%	189%	0.0%	USA
OFIX	95	12/8	37.16	726	16%	57%	0.0%	Netherlands Antilles
INTC	96	12/8	20.16	103,859	16%	58%	4.3%	USA
TW	97	12/8	53.75	3,779	13%	88%	0.8%	USA
FLR	98	12/8	56.32	9,460	12%	90%	1.2%	USA
TARO	99	12/8	46.15	2,064	14%	70%	0.0%	Israel
CATO	100	12/8	29.29	844	17%	56%	3.3%	USA
CVI	101	12/8	45.31	3,934	25%	51%	0.0%	USA
ENDP	102	12/8	28.29	3,383	11%	126%	0.0%	USA
MCK	103	12/8	95.30	22,872	10%	197%	0.8%	USA
LXK	104	12/8	24.96	1,720	28%	50%	4.6%	USA
CROX	105	12/8	13.65	1,240	17%	55%	0.0%	USA
SWHC	106	12/8	9.92	667	15%	64%	0.0%	USA
TRLG	107	12/8	23.94	606	18%	53%	2.5%	USA
BCOR	108	12/8	14.15	573	10%	747%	0.0%	USA
GCI	109	12/8	17.90	4,216	15%	56%	4.5%	USA
MDP	110	12/8	33.77	1,521	11%	110%	4.6%	USA
MYGN	111	12/8	27.35	2,295	10%	351%	0.0%	USA
FMCN	112	12/8	24.12	3,220	11%	114%	1.7%	Hong Kong
WTW	113	12/8	52.25	2,932	9%	808%	1.7%	USA
UNTD	114	12/8	5.48	497	11%	134%	7.2%	USA
HHS	115	12/8	5.29	334	16%	53%	6.3%	USA
HRS	116	12/8	48.49	5,460	14%	63%	2.9%	USA
APEI	117	12/8	35.74	642	12%	85%	0.0%	USA
GPN	118	12/8	44.48	3,516	11%	115%	0.2%	USA
CBI	119	12/8	41.10	4,020	10%	146%	0.5%	Netherlands
ORCL	120	12/8	31.92	157,653	9%	458%	0.8%	USA
EGL	121	12/8	19.06	311	15%	53%	0.0%	USA
CUB	122	12/8	49.64	1,327	12%	85%	0.5%	USA
TEO	123	12/8	10.02	1,973	46%	44%	9.3%	Argentina
HPQ	124	12/8	13.94	27,378	15%	55%	3.6%	USA
RGR	125	12/8	51.44	1,016	10%	124%	2.4%	USA
GMED	126	12/8	11.74	1,061	13%	67%	0.0%	USA
PRIM	127	12/8	14.50	745	14%	58%	0.8%	USA
NSP	128	12/8	30.50	762	12%	78%	2.2%	USA
VGR	129	12/8	15.71	1,343	10%	270%	12.7%	USA
MTSC	130	12/8	49.07	794	12%	70%	1.6%	USA
MD	131	12/8	79.13	3,941	10%	229%	0.0%	USA
SYNT	132	12/8	56.17	2,348	11%	105%	0.4%	USA
AVG	133	12/8	13.57	742	9%	670%	0.0%	Netherlands
STO	134	12/8	24.13	76,763	41%	42%	4.6%	Norway
TRW	135	12/8	52.00	6,724	16%	49%	0.0%	USA
PLT	136	12/8	33.95	1,440	12%	68%	1.0%	USA
SPLS	137	12/8	11.40	7,604	19%	46%	3.8%	USA
EDMC	138	12/8	4.48	558	18%	47%	0.0%	USA
MHP	139	12/8	56.53	16,088	9%	325%	1.9%	USA
IPG	140	12/8	10.78	4,917	10%	137%	2.2%	USA
KRO	141	12/8	15.75	1,825	24%	43%	3.8%	USA
PFMT	142	12/8	8.49	446	10%	185%	0.0%	USA
RAI	143	12/8	43.03	24,286	9%	255%	5.4%	USA
DGX	144	12/8	58.26	9,362	10%	115%	1.2%	USA
VECO	145	12/8	28.90	1,132	15%	52%	0.0%	USA
CAH	146	12/8	40.90	14,070	13%	64%	2.2%	USA
FWLT	147	12/8	23.11	2,480	12%	72%	0.0%	Switzerland
DV	148	12/8	26.63	1,734	16%	48%	1.2%	USA
CSTR	149	12/8	50.34	1,623	14%	52%	0.0%	USA
BBBY	150	12/8	58.21	13,348	13%	61%	0.0%	USA
LH	151	12/8	85.00	8,228	10%	111%	0.0%	USA
COH	152	12/8	57.64	16,629	10%	158%	1.9%	USA
LEA	153	12/8	44.64	4,413	18%	44%	1.3%	USA
FINL	154	12/8	19.92	1,013	18%	44%	1.2%	USA
BR	155	12/8	23.63	3,003	10%	168%	2.1%	USA
EME	156	12/8	33.43	2,257	12%	66%	0.6%	USA
CMTL	157	12/8	24.13	566	13%	58%	4.3%	USA
REV	158	12/8	14.88	779	10%	106%	0.0%	USA
ICFI	159	12/8	21.87	432	12%	62%	0.0%	USA
EZPW	160	12/8	19.17	985	17%	43%	0.0%	USA
RES	161	12/8	11.87	2,572	18%	42%	2.7%	USA
MTOR	162	12/8	4.55	442	16%	44%	0.0%	USA
DLPH	163	12/8	33.97	10,914	15%	49%	0.0%	United Kingdom
SCSS	164	12/8	25.15	1,433	9%	184%	0.0%	USA
FICO	165	12/8	42.16	1,497	9%	299%	0.2%	USA
NTGR	166	12/8	35.31	1,370	13%	54%	0.0%	USA
DOX	167	12/8	33.28	5,481	10%	132%	0.4%	Channel Islands
ALV	168	12/8	61.34	5,870	15%	47%	3.1%	Sweden
RECN	169	12/8	11.63	486	12%	65%	1.9%	USA
NCMI	170	12/8	14.52	801	9%	277%	6.1%	USA
TER	171	12/8	15.84	3,631	11%	74%	0.0%	USA
OMC	172	12/8	49.82	13,377	9%	232%	2.3%	USA
ONE	173	12/8	8.90	509	10%	98%	0.0%	USA
SCHL	174	12/8	28.38	894	22%	37%	1.8%	USA
SBGI	175	12/8	10.60	863	11%	75%	13.4%	USA
VIV	176	12/8	21.91	16,256	19%	38%	4.5%	Brazil
INFY	177	12/8	42.82	24,467	10%	90%	2.1%	India
WXS	178	12/8	71.81	2,800	9%	385%	0.0%	USA
CR	179	12/8	42.76	2,475	13%	52%	2.5%	USA
ROST	180	12/8	55.49	12,329	10%	87%	1.0%	USA
CBST	181	12/8	40.96	3,394	9%	163%	0.0%	USA
LUK	182	12/8	23.20	5,775	12%	56%	1.1%	USA
AMED	183	12/8	10.50	319	16%	39%	0.0%	USA
MRVL	184	12/8	8.80	4,919	11%	61%	1.4%	Bermuda
MLHR	185	12/8	20.69	1,213	11%	73%	1.1%	USA
VCLK	186	12/8	19.47	1,490	9%	202%	0.0%	USA
LLL	187	12/8	76.65	7,466	13%	49%	2.6%	USA
LXU	188	12/8	32.99	777	16%	38%	0.0%	USA
MO	189	12/8	33.47	67,743	9%	337%	5.0%	USA
GPS	190	12/8	31.81	15,523	11%	57%	1.5%	USA
FIZZ	191	12/8	14.98	696	11%	67%	16.9%	USA
CHKP	192	12/8	46.33	9,670	8%	2052%	0.0%	Israel
TWX	193	12/8	46.82	45,593	10%	109%	2.2%	USA
STAN	194	12/8	22.39	357	9%	229%	0.0%	USA
CBS	195	12/8	35.94	23,577	10%	81%	1.2%	USA
JOSB	196	12/8	42.80	1,199	17%	37%	0.0%	USA
ARB	197	12/8	38.09	1,016	9%	142%	1.1%	USA
SEM	198	12/8	10.09	1,391	12%	54%	14.7%	USA
DK	199	12/8	26.34	1,584	22%	34%	1.9%	USA
HI	200	12/8	21.25	1,328	11%	66%	3.6%	USA

Here is the comparison with the "official" list:

Ticker	Mkt Cap	Date	My Ranking
APOL	2,263.94	7-Dec	20
AAPL	500,832.70	7-Dec	60
BLC	736.38	7-Dec	53
HRB	5,043.34	7-Dec	47
BAH	1,936.71	7-Dec	45
CA	9,997.32	7-Dec	37
CACI	1,217.07	7-Dec	51
CPLA	365.80	7-Dec	22
CF	13,347.50	7-Dec	54
CSCO	102,688.20	7-Dec	30
CSGS	619.95	7-Dec	52
DELL	18,128.97	7-Dec	17
DLX	1,534.64	7-Dec	31
DHX	505.12	7-Dec	71
DLB	3,487.74	7-Dec	65
XLS	2,121.76	7-Dec	63
EXPR	1,250.14	7-Dec	62
GME	3,300.57	7-Dec	33
GTIV	300.16	7-Dec	49
GTAT	416.28	7-Dec	13
HLF	5,048.64	7-Dec	61
HFC	8,882.75	7-Dec	56
IDCC	1,771.47	7-Dec	1
ESI	442.71	7-Dec	9
JCOM	1,379.52	7-Dec	26
KLAC	7,857.84	7-Dec	59
KLIC	871.20	7-Dec	34
LPS	2,065.83	7-Dec	21
MANT	919.55	7-Dec	28
MSFT	222,804.00	7-Dec	24
NSU	820.99	7-Dec	40
NTI	437.52	7-Dec	14
NUS	2,651.29	7-Dec	66
PDLI	1,434.85	7-Dec	2
PBI	2,194.15	7-Dec	57
QLGC	818.74	7-Dec	69
QCOR	1,568.24	7-Dec	5
RTN	18,942.00	7-Dec	32
RPXC	493.73	7-Dec	10
SAI	3,868.02	7-Dec	48
STX	10,938.16	7-Dec	23
SAVE	1,243.13	7-Dec	27
STRA	674.74	7-Dec	42
TNAV	332.34	7-Dec	8
UIS	770.45	7-Dec	12
USNA	633.77	7-Dec	35
EGY	487.05	7-Dec	36
VCI	1,038.03	7-Dec	50
VG	548.43	7-Dec	39
WCRX	2,787.91	7-Dec	25

I see AAPL is number 60.  That is what I am talking about! NTI also looks like a great bargain.  I think I will put it on my close watch list and buy on any weakness.

Have a great rest of the weekend everyone!