Top 200 List - February 15th 2013

The time has come for me to create another top 200 MFI list (yes, that means it is a slow Sunday for me).  Eyeballing the list, I suspect you could have used the list from two weeks ago and not noted the difference.  As a reminder to new readers of my blog, I have created an excel spreadsheet that pulls in data from about 2,300 companies with market caps greater than $300m.  The data is pulled in from Compustat (via Fidelity), which is the same source the official MFI website uses.  I calculate the earnings yield and return on capital; attempting to replicate the book and the official website.  I think I am quite close as all of their stocks are almost always in my top 100.  I have more stocks on my list as I do not throw out some Intl stocks (like AZN).

My list is "better" in that I give more transparency.  I show the actual ROIC and EY, I show the dividend yield (per the far from perfect Yahoo finance) and I show the country and the overall rankings.

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield	Country
PDLI	1	2/17	6.94	1,038	29%	1129093%	8.7%	USA
IDCC	2	2/17	44.73	1,894	32%	6155%	4.3%	USA
CYOU	3	2/17	30.48	1,629	23%	524%	12.5%	China
BPI	4	2/17	10.74	599	62%	228%	0.0%	USA
QCOR	5	2/17	28.65	1,760	15%	7060%	1.5%	USA
GA	6	2/17	6.13	1,492	16%	346%	4.9%	China
ESI	7	2/17	18.34	428	66%	171%	0.0%	USA
TNAV	8	2/17	7.62	326	20%	208%	0.0%	USA
UIS	9	2/17	24.31	1,247	30%	169%	0.0%	USA
GTAT	10	2/17	3.65	438	61%	151%	0.0%	USA
NTI	11	2/17	30.15	2,750	21%	155%	4.9%	USA
NTES	12	2/17	51.41	6,753	14%	462%	2.0%	China
LPS	13	2/17	25.09	2,135	14%	344%	1.6%	USA
SPRD	14	2/17	15.49	812	15%	218%	2.5%	China
HLF	15	2/17	38.74	4,403	14%	315%	3.1%	Cayman Islands
APOL	16	2/17	19.01	2,145	40%	128%	0.0%	USA
RDA	17	2/17	11.03	530	13%	465%	10.6%	China
KLIC	18	2/17	11.48	875	46%	126%	0.0%	USA
AAPL	19	2/17	460.16	435,871	13%	357%	1.7%	USA
SPPI	20	2/17	11.63	758	12%	2912%	1.2%	USA
STX	21	2/17	34.45	13,055	25%	131%	3.6%	Ireland
AZN	22	2/17	45.66	56,984	17%	150%	6.2%	United Kingdom
MSFT	23	2/17	28.01	236,516	14%	297%	2.3%	USA
CPLA	24	2/17	32.03	405	20%	132%	0.0%	USA
RTN	25	2/17	53.98	17,857	16%	152%	3.7%	USA
GTIV	26	2/17	11.45	354	14%	180%	0.0%	USA
TNH	27	2/17	242.22	4,481	12%	516%	6.7%	USA
MANT	28	2/17	26.02	962	20%	121%	3.2%	USA
RPXC	29	2/17	12.94	673	12%	1965%	0.0%	USA
WU	30	2/17	14.40	8,499	12%	700%	3.0%	USA
GME	31	2/17	25.37	3,115	21%	117%	2.5%	USA
DELL	32	2/17	13.81	24,057	14%	169%	1.2%	USA
GDOT	33	2/17	14.33	594	17%	124%	0.0%	USA
CSCO	34	2/17	20.99	112,443	13%	317%	2.1%	USA
SAVE	35	2/17	19.38	1,408	15%	142%	0.0%	USA
ATVI	36	2/17	14.37	16,023	12%	1029%	1.3%	USA
NUS	37	2/17	41.27	2,513	14%	148%	1.9%	USA
EGY	38	2/17	8.16	481	34%	97%	0.0%	USA
WCRX	39	2/17	14.59	3,657	12%	427%	29.9%	Ireland
NOC	40	2/17	65.63	16,335	17%	108%	3.3%	USA
STRZA	41	2/17	18.74	2,305	37%	91%	0.0%	USA
NSU	42	2/17	3.79	758	92%	88%	2.6%	Canada
RCII	43	2/17	37.48	2,204	11%	654%	1.8%	USA
CA	44	2/17	25.05	11,348	12%	407%	3.0%	USA
NVDA	45	2/17	12.73	7,919	16%	106%	0.6%	USA
VG	46	2/17	2.69	614	13%	148%	0.0%	USA
BAH	47	2/17	12.82	1,860	14%	138%	65.5%	USA
STRA	48	2/17	51.95	588	17%	92%	7.5%	USA
PBI	49	2/17	13.45	2,712	14%	127%	11.1%	USA
MYGN	50	2/17	24.39	2,055	12%	247%	0.0%	USA
SAI	51	2/17	12.24	4,088	17%	89%	4.0%	USA
USNA	52	2/17	43.93	636	17%	84%	0.0%	USA
CF	53	2/17	216.67	13,759	21%	77%	0.7%	USA
SIMO	54	2/17	14.32	484	17%	87%	0.0%	Taiwan
BLC	55	2/17	8.93	927	14%	114%	3.6%	USA
HPQ	56	2/17	16.79	32,976	19%	78%	3.0%	USA
VLO	57	2/17	47.29	26,293	16%	85%	1.5%	USA
HFC	58	2/17	55.55	11,356	25%	74%	4.6%	USA
LO	59	2/17	41.46	15,987	11%	632%	5.1%	USA
CTCM	60	2/17	10.27	1,624	14%	101%	5.0%	Russia
XLS	61	2/17	10.75	2,029	24%	74%	3.8%	USA
GAME	62	2/17	3.04	843	35%	71%	0.0%	China
CRWN	63	2/17	1.99	716	12%	196%	0.0%	USA
COH	64	2/17	48.40	13,853	12%	166%	2.3%	USA
VCI	65	2/17	30.38	1,240	14%	112%	1.1%	USA
CACI	66	2/17	52.79	1,243	15%	93%	0.0%	USA
JCOM	67	2/17	36.21	1,645	10%	831%	3.0%	USA
BKE	68	2/17	44.42	2,118	13%	104%	11.8%	USA
GD	69	2/17	66.40	23,300	15%	83%	3.1%	USA
LLL	70	2/17	77.67	7,324	13%	96%	2.6%	USA
EXPR	71	2/17	18.51	1,596	15%	79%	0.0%	USA
SCSS	72	2/17	21.28	1,208	11%	158%	0.0%	USA
WDC	73	2/17	48.59	11,953	25%	61%	1.0%	USA
PWRD	74	2/17	11.81	575	37%	59%	16.6%	China
BR	75	2/17	22.55	2,830	10%	226%	3.0%	USA
TZOO	76	2/17	21.32	334	10%	660%	0.0%	USA
ALDW	77	2/17	27.69	1,731	15%	68%	0.0%	USA
TARO	78	2/17	53.53	2,395	14%	78%	0.0%	Israel
REV	79	2/17	21.01	1,100	10%	223%	0.0%	USA
CSGS	80	2/17	20.28	660	13%	85%	0.0%	USA
WNR	81	2/17	36.07	3,251	24%	57%	5.0%	USA
AVG	82	2/17	13.04	713	10%	670%	0.0%	Netherlands
LMT	83	2/17	87.87	28,821	13%	89%	4.8%	USA
ICON	84	2/17	24.20	1,707	10%	298%	0.0%	USA
SWHC	85	2/17	9.42	634	15%	64%	0.0%	USA
UTHR	86	2/17	56.70	3,039	13%	83%	0.0%	USA
ACAT	87	2/17	35.57	487	15%	62%	0.0%	USA
KLAC	88	2/17	55.76	9,428	12%	88%	2.8%	USA
DLB	89	2/17	31.73	3,285	12%	107%	12.4%	USA
SOHU	90	2/17	46.81	1,797	13%	85%	0.0%	China
CATO	91	2/17	25.69	741	20%	56%	11.6%	USA
ENDP	92	2/17	29.19	3,491	11%	126%	0.0%	USA
ABC	93	2/17	46.60	10,997	10%	159%	1.5%	USA
DGX	94	2/17	57.32	9,177	11%	133%	1.4%	USA
CHE	95	2/17	76.09	1,476	10%	178%	0.9%	USA
JOY	96	2/17	62.86	6,723	15%	60%	1.1%	USA
HRS	97	2/17	47.61	5,375	14%	66%	2.9%	USA
HRB	98	2/17	25.10	6,806	10%	265%	3.2%	USA
VIAB	99	2/17	59.46	30,271	10%	282%	0.4%	USA
EBIX	100	2/17	18.34	717	9%	688%	1.0%	USA
OFIX	101	2/17	38.53	753	16%	57%	0.0%	Netherlands Antilles
VGR	102	2/17	15.75	1,346	10%	270%	10.0%	USA
VDSI	103	2/17	8.22	319	12%	84%	0.0%	USA
NSP	104	2/17	28.36	708	12%	76%	2.4%	USA
CJES	105	2/17	24.77	1,349	19%	51%	0.0%	USA
CVI	106	2/17	56.11	4,872	20%	51%	9.8%	USA
TRLG	107	2/17	27.70	709	15%	56%	3.6%	USA
DHX	108	2/17	9.77	601	9%	528%	0.0%	USA
EXPO	109	2/17	50.03	711	10%	140%	0.0%	USA
CBST	110	2/17	41.60	3,412	10%	151%	0.0%	USA
SJT	111	2/17	15.69	731	9%	565%	3.6%	USA
STAN	112	2/17	21.17	337	9%	229%	0.0%	USA
CROX	113	2/17	14.96	1,359	15%	55%	0.0%	USA
EGL	114	2/17	19.23	313	15%	53%	0.0%	USA
CBPO	115	2/17	18.58	502	14%	58%	0.0%	China
RGR	116	2/17	53.60	1,059	10%	124%	2.4%	USA
FMCN	117	2/17	25.46	3,399	10%	114%	1.6%	Hong Kong
ORCL	118	2/17	34.81	169,455	9%	457%	1.0%	USA
SYNT	119	2/17	59.26	2,479	10%	118%	4.3%	USA
FIZZ	120	2/17	13.43	624	12%	67%	19.1%	USA
TW	121	2/17	66.26	4,650	10%	96%	1.2%	USA
FLR	122	2/17	64.51	10,836	10%	90%	1.0%	USA
MO	123	2/17	34.38	69,207	9%	348%	5.0%	USA
LXK	124	2/17	23.21	1,518	28%	44%	4.9%	USA
MD	125	2/17	86.96	4,357	9%	516%	0.0%	USA
TEO	126	2/17	14.82	2,918	30%	44%	6.3%	Argentina
MHP	127	2/17	44.95	12,797	9%	336%	2.3%	USA
SPLS	128	2/17	12.95	8,638	17%	46%	3.4%	USA
INTC	129	2/17	21.12	107,581	14%	51%	4.2%	USA
GRMN	130	2/17	39.14	7,678	10%	95%	4.5%	Cayman Islands
UNTD	131	2/17	6.34	575	9%	134%	6.3%	USA
MDP	132	2/17	41.91	1,883	10%	115%	3.8%	USA
APEI	133	2/17	40.20	722	10%	85%	0.0%	USA
NTGR	134	2/17	33.69	1,311	14%	52%	0.0%	USA
KRO	135	2/17	17.99	2,085	21%	43%	3.1%	USA
BBBY	136	2/17	57.69	13,076	13%	55%	0.0%	USA
RAI	137	2/17	43.58	24,345	9%	240%	5.4%	USA
STO	138	2/17	25.70	81,736	38%	41%	4.3%	Norway
NCMI	139	2/17	15.55	858	9%	277%	5.7%	USA
KAI	140	2/17	25.83	297	15%	46%	0.0%	USA
EDMC	141	2/17	4.03	503	16%	45%	0.0%	USA
TVL	142	2/17	11.92	648	11%	70%	0.0%	USA
TRW	143	2/17	60.32	7,763	14%	49%	0.0%	USA
VECO	144	2/17	30.51	1,195	13%	52%	0.0%	USA
PBH	145	2/17	24.40	1,257	9%	314%	0.0%	USA
KFY	146	2/17	18.74	896	10%	83%	0.0%	USA
LEA	147	2/17	55.41	5,425	16%	44%	1.0%	USA
ICFI	148	2/17	24.35	481	11%	62%	0.0%	USA
BA	149	2/17	75.03	57,646	11%	61%	2.4%	USA
QLGC	150	2/17	11.84	1,096	13%	53%	0.0%	USA
NTE	151	2/17	14.37	657	16%	44%	2.5%	China
FWLT	152	2/17	25.94	2,784	10%	72%	0.0%	Switzerland
WINA	153	2/17	61.37	321	8%	608%	0.3%	USA
QSII	154	2/17	19.22	1,142	9%	108%	3.6%	USA
NCI	155	2/17	12.52	643	11%	63%	0.0%	USA
NDZ	156	2/17	7.23	448	13%	49%	2.7%	Canada
BRCD	157	2/17	5.86	2,665	11%	59%	0.0%	USA
TER	158	2/17	17.29	3,246	11%	63%	0.0%	USA
DPS	159	2/17	42.91	8,985	10%	89%	3.2%	USA
CSTR	160	2/17	53.53	1,639	13%	47%	0.0%	USA
DV	161	2/17	30.69	1,981	14%	46%	1.1%	USA
LH	162	2/17	89.84	8,562	10%	79%	0.0%	USA
GNTX	163	2/17	19.44	2,772	10%	68%	2.6%	USA
IPG	164	2/17	12.57	5,733	9%	137%	1.9%	USA
GMED	165	2/17	13.90	1,256	10%	67%	0.0%	USA
SEM	166	2/17	9.94	1,371	12%	54%	15.2%	USA
CR	167	2/17	54.01	3,121	11%	62%	2.0%	USA
TWX	168	2/17	53.52	51,748	9%	118%	1.9%	USA
RECN	169	2/17	12.70	525	11%	62%	1.4%	USA
PWER	170	2/17	4.12	496	41%	36%	0.0%	USA
DTV	171	2/17	49.19	29,858	11%	60%	0.0%	USA
CHKP	172	2/17	51.36	10,491	8%	2019%	0.0%	Israel
TGD	173	2/17	2.40	347	17%	38%	0.0%	Canada
CMTL	174	2/17	27.05	634	11%	58%	4.1%	USA
GDI	175	2/17	68.94	3,394	12%	53%	0.3%	USA
CAH	176	2/17	46.70	16,018	11%	55%	2.1%	USA
ALV	177	2/17	67.42	6,459	13%	45%	2.1%	Sweden
EME	178	2/17	38.37	2,590	10%	66%	1.2%	USA
VIV	179	2/17	24.74	18,355	17%	38%	6.8%	Brazil
IPXL	180	2/17	20.16	1,378	12%	51%	0.0%	USA
FICO	181	2/17	45.06	1,629	8%	253%	0.1%	USA
CUB	182	2/17	45.19	1,208	12%	50%	0.5%	USA
SWK	183	2/17	78.46	12,911	10%	83%	2.3%	USA
SBR	184	2/17	47.67	695	8%	119676%	7.5%	USA
UBNT	185	2/17	14.55	1,310	8%	289%	1.2%	USA
FL	186	2/17	33.51	5,157	13%	45%	2.2%	USA
DOX	187	2/17	36.07	5,901	9%	109%	0.7%	Channel Islands
JOSB	188	2/17	40.50	1,135	18%	37%	0.0%	USA
GPN	189	2/17	50.13	3,967	9%	113%	0.2%	USA
EZPW	190	2/17	22.06	1,150	14%	40%	0.0%	USA
MRVL	191	2/17	9.35	5,230	10%	61%	1.9%	Bermuda
GSK	192	2/17	45.62	112,066	9%	83%	3.6%	United Kingdom
HITK	193	2/17	37.19	505	13%	44%	4.1%	USA
MCRS	194	2/17	45.80	3,723	8%	622%	0.0%	USA
CRUS	195	2/17	27.51	1,895	11%	54%	0.0%	USA
MCK	196	2/17	103.42	24,821	9%	105%	0.8%	USA
AMGN	197	2/17	83.61	65,049	9%	90%	1.8%	USA
NSR	198	2/17	46.42	3,146	8%	185%	0.0%	USA
AAP	199	2/17	79.00	5,846	11%	50%	0.3%	USA
DAR	200	2/17	16.75	1,979	11%	49%	0.0%	USA

here is the official top 50 and where the stocks appear on my list:

Ticker	Mkt Cap	Date	My Ranking
ATVI	15,965.07	15-Feb	36
APOL	2,139.37	15-Feb	16
AAPL	432,077.80	15-Feb	19
BLC	921.57	15-Feb	55
BAH	1,772.63	15-Feb	47
BKE	2,129.58	15-Feb	68
CA	11,291.66	15-Feb	44
CACI	1,211.79	15-Feb	66
CPLA	396.95	15-Feb	24
CF	13,621.61	15-Feb	53
CSCO	110,953.10	15-Feb	34
COH	13,582.49	15-Feb	64
CRWN	715.76	15-Feb	63
DELL	23,946.54	15-Feb	32
XLS	2,016.70	15-Feb	61
EXPR	1,582.77	15-Feb	71
GME	3,067.23	15-Feb	31
GD	23,485.68	15-Feb	69
GTIV	352.16	15-Feb	26
GTAT	434.12	15-Feb	10
HLF	4,180.05	15-Feb	15
HPQ	32,884.24	15-Feb	56
HFC	11,306.98	15-Feb	58
IDCC	1,831.25	15-Feb	2
ESI	427.76	15-Feb	7
JCOM	1,632.02	15-Feb	67
LPS	2,130.14	15-Feb	13
LO	15,837.72	15-Feb	59
MANT	962.84	15-Feb	28
MSB	310.81	15-Feb	#N/A
MSFT	234,555.70	15-Feb	23
MYGN	1,983.03	15-Feb	50
NSU	753.41	15-Feb	42
NTI	554.25	15-Feb	11
NOC	15,699.29	15-Feb	40
NUS	2,426.68	15-Feb	37
PDLI	1,316.31	15-Feb	1
PBI	2,698.25	15-Feb	49
QCOR	1,674.62	15-Feb	5
RTN	17,705.44	15-Feb	25
RPXC	673.10	15-Feb	29
SAI	4,186.08	15-Feb	51
STX	12,314.26	15-Feb	21
SAVE	1,405.59	15-Feb	35
STRZA	2,383.73	15-Feb	41
STRA	612.59	15-Feb	48
TNAV	312.70	15-Feb	8
EGY	472.02	15-Feb	38
VCI	1,189.56	15-Feb	65
WCRX	3,654.59	15-Feb	39

Not MSB is a no-show.  Hmm, for some reason I get a denominator of zero in the working capital, which is causing it to bomb out.  to look into that, I thought I had an approach that kept that from happening...