MFI Top 200 April 19th, 2013

As my readers know, I occasionally publish my own top 200 list using the Formulas laid out by Joel Greenblatt in The Little Book That Beats The Stock Markets.  I differ a bit from the official website.  I include all countries.  I also rank in descending order and I show the calculated earnings yield and return on capital.  Finally, I cross reference with the official list.  Hopefully everything on official list (50 stocks > 300m) are on my list (they are). Oh, I also show dividend yield.  I get this from Yahoo Finance, so always good idea to double check.  I get everything else from Compustat (MFI source as well) as it is much more reliable than Yahoo.

Without further ado, here is the list:

 

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield	Country
PDLI	1	4/20	7.55	1,098	28%	8994%	8.0%	USA
IDCC	2	4/20	40.26	1,664	34%	568%	4.8%	USA
SPPI	3	4/20	7.16	458	22%	3488%	2.1%	USA
QCOR	4	4/20	27.90	1,681	19%	14352%	2.3%	USA
CYOU	5	4/20	28.13	1,503	26%	524%	13.5%	China
BPI	6	4/20	10.15	564	75%	222%	0.0%	USA
ESI	7	4/20	15.09	353	79%	171%	0.0%	USA
TNH	8	4/20	198.50	3,672	16%	479%	8.1%	USA
RDA	9	4/20	9.07	435	17%	328%	12.8%	China
UIS	10	4/20	19.77	1,014	31%	169%	0.0%	USA
AAPL	11	4/20	390.53	369,917	16%	357%	2.0%	USA
NTI	12	4/20	26.31	2,399	25%	155%	10.9%	USA
HLF	13	4/20	35.78	4,016	16%	272%	3.4%	Cayman Islands
GA	14	4/20	7.00	1,708	14%	361%	0.0%	China
KLIC	15	4/20	10.42	794	59%	126%	0.0%	USA
APOL	16	4/20	17.38	1,965	41%	128%	0.0%	USA
LPS	17	4/20	24.45	2,081	14%	344%	1.6%	USA
NTES	18	4/20	52.28	6,867	13%	462%	1.9%	China
STX	19	4/20	34.44	13,053	25%	131%	3.7%	Ireland
CPLA	20	4/20	30.34	384	21%	132%	0.0%	USA
MSFT	21	4/20	29.77	250,889	14%	294%	3.0%	USA
GTAT	22	4/20	3.28	391	30%	112%	0.0%	USA
GTIV	23	4/20	9.88	305	15%	180%	0.0%	USA
USNA	24	4/20	48.62	704	15%	159%	0.0%	USA
CSCO	25	4/20	20.46	109,604	13%	317%	2.6%	USA
GME	26	4/20	32.73	3,977	18%	122%	2.8%	USA
AUXL	27	4/20	16.46	815	13%	295%	0.0%	USA
WCRX	28	4/20	13.88	3,474	12%	409%	30.8%	Ireland
RTN	29	4/20	57.15	18,905	15%	152%	3.7%	USA
ATVI	30	4/20	14.26	15,900	12%	1029%	1.4%	USA
DELL	31	4/20	13.40	23,423	14%	158%	1.7%	USA
RPXC	32	4/20	13.34	694	12%	1984%	0.0%	USA
AZN	33	4/20	51.22	63,923	14%	146%	5.5%	United Kingdom
CA	34	4/20	24.36	11,035	12%	407%	4.1%	USA
NOC	35	4/20	70.98	17,667	16%	108%	3.2%	USA
NVDA	36	4/20	12.57	7,819	17%	105%	1.2%	USA
SIMO	37	4/20	10.55	357	28%	87%	1.4%	Taiwan
GDOT	38	4/20	15.49	642	15%	124%	0.0%	USA
STRA	39	4/20	46.98	532	19%	94%	6.4%	USA
ALDW	40	4/20	24.36	1,523	23%	88%	2.4%	USA
DLX	41	4/20	38.97	1,991	12%	301%	2.6%	USA
NSU	42	4/20	3.37	677	106%	77%	3.0%	Canada
HFC	43	4/20	49.92	10,206	31%	79%	5.8%	USA
XLS	44	4/20	10.30	1,952	26%	83%	4.0%	USA
VCI	45	4/20	27.11	1,090	15%	113%	2.4%	USA
BAH	46	4/20	13.86	2,011	13%	138%	60.5%	USA
EGY	47	4/20	6.50	384	29%	77%	0.0%	USA
PBI	48	4/20	14.31	2,885	13%	127%	10.5%	USA
EXPR	49	4/20	17.19	1,467	17%	90%	0.0%	USA
SAI	50	4/20	14.09	4,720	15%	98%	3.4%	USA
AVG	51	4/20	13.11	715	11%	606%	0.0%	Netherlands
SWHC	52	4/20	8.63	573	20%	78%	0.0%	USA
CF	53	4/20	179.15	11,394	26%	72%	0.9%	USA
LUK	54	4/20	29.05	7,231	15%	97%	1.1%	USA
CTCM	55	4/20	11.54	1,825	14%	108%	4.7%	Russia
FLR	56	4/20	54.16	8,920	14%	106%	1.2%	USA
VG	57	4/20	2.94	671	12%	148%	0.0%	USA
RGR	58	4/20	48.18	942	12%	153%	3.1%	USA
BKE	59	4/20	46.27	2,216	12%	138%	11.7%	USA
LO	60	4/20	41.23	15,898	11%	632%	5.1%	USA
GAME	61	4/20	2.74	771	39%	68%	0.0%	China
HPQ	62	4/20	19.56	38,259	17%	78%	2.6%	USA
CACI	63	4/20	55.01	1,295	14%	93%	0.0%	USA
UTHR	64	4/20	60.26	3,142	15%	92%	0.0%	USA
SCSS	65	4/20	18.75	1,055	12%	132%	0.0%	USA
WTW	66	4/20	42.01	2,361	10%	689%	1.7%	USA
BLC	67	4/20	10.58	1,098	13%	114%	3.1%	USA
NUS	68	4/20	49.68	3,025	12%	148%	1.8%	USA
GD	69	4/20	67.00	23,510	15%	83%	3.2%	USA
EBIX	70	4/20	17.80	693	10%	452%	1.0%	USA
COH	71	4/20	51.20	14,655	11%	166%	2.3%	USA
MANT	72	4/20	24.52	908	18%	68%	3.5%	USA
KFY	73	4/20	15.84	761	12%	133%	0.0%	USA
CRWN	74	4/20	2.00	719	11%	163%	0.0%	USA
KLAC	75	4/20	53.05	8,969	13%	88%	2.9%	USA
DNB	76	4/20	84.72	3,694	10%	1204%	1.8%	USA
ENDP	77	4/20	35.90	4,050	11%	192%	0.0%	USA
WDC	78	4/20	49.93	12,283	25%	61%	1.5%	USA
RIOM	79	4/20	3.51	621	26%	60%	0.0%	Canada
APEI	80	4/20	33.25	599	13%	83%	0.0%	USA
REV	81	4/20	20.15	1,055	10%	191%	0.0%	USA
EGL	82	4/20	22.35	385	18%	63%	0.0%	USA
JCOM	83	4/20	38.49	1,748	10%	831%	2.9%	USA
CSGS	84	4/20	20.39	664	13%	85%	0.0%	USA
FWLT	85	4/20	19.56	2,073	14%	72%	0.0%	Switzerland
DHX	86	4/20	9.19	566	10%	528%	0.0%	USA
ORCL	87	4/20	32.37	155,764	10%	465%	0.9%	USA
HRS	88	4/20	41.98	4,740	15%	66%	3.5%	USA
WNR	89	4/20	31.25	3,445	20%	56%	6.3%	USA
DLB	90	4/20	31.86	3,298	11%	107%	12.8%	USA
JOY	91	4/20	54.21	5,813	18%	58%	1.3%	USA
GORO	92	4/20	9.51	531	10%	203%	7.6%	USA
CHE	93	4/20	78.70	1,495	10%	156%	0.9%	USA
NSP	94	4/20	27.42	685	13%	76%	2.5%	USA
CHKP	95	4/20	45.29	9,251	9%	2019%	0.0%	Israel
SOHU	96	4/20	47.98	1,842	12%	85%	0.0%	China
MDP	97	4/20	36.85	1,656	11%	115%	4.3%	USA
MYGN	98	4/20	28.59	2,408	10%	247%	0.0%	USA
CVI	99	4/20	47.27	4,105	26%	52%	12.1%	USA
TARO	100	4/20	58.01	2,595	12%	78%	0.0%	Israel
CATO	101	4/20	22.70	655	21%	53%	12.5%	USA
GRMN	102	4/20	32.97	6,471	12%	87%	5.4%	Cayman Islands
LMT	103	4/20	96.28	31,580	12%	89%	4.5%	USA
GCI	104	4/20	20.41	4,776	15%	60%	4.0%	USA
CRUS	105	4/20	17.77	1,224	18%	54%	0.0%	USA
RECN	106	4/20	10.90	447	13%	66%	2.1%	USA
CJES	107	4/20	18.85	1,026	24%	51%	0.0%	USA
BR	108	4/20	24.51	3,076	10%	226%	2.9%	USA
TER	109	4/20	14.45	2,713	14%	64%	0.0%	USA
ETM	110	4/20	7.81	296	11%	95%	0.0%	USA
TRLG	111	4/20	26.63	681	16%	56%	3.9%	USA
EME	112	4/20	37.98	2,575	11%	92%	1.3%	USA
NTGR	113	4/20	27.26	1,061	19%	52%	0.0%	USA
QLGC	114	4/20	10.10	935	17%	53%	0.0%	USA
LH	115	4/20	93.86	8,870	12%	73%	0.0%	USA
TVL	116	4/20	11.50	611	12%	74%	0.0%	USA
AEO	117	4/20	18.62	3,750	13%	66%	10.5%	USA
SAVE	118	4/20	26.57	1,930	10%	133%	0.0%	USA
CROX	119	4/20	15.27	1,367	14%	59%	0.0%	USA
QSII	120	4/20	17.55	1,043	10%	108%	4.0%	USA
SHOO	121	4/20	45.33	2,022	10%	113%	0.0%	USA
PBF	122	4/20	29.95	635	85%	45%	1.0%	USA
SPRD	123	4/20	21.67	1,142	10%	145%	1.8%	China
PWRD	124	4/20	10.46	509	41%	45%	4.4%	China
HHS	125	4/20	7.27	457	13%	60%	4.8%	USA
DGX	126	4/20	55.92	8,914	10%	109%	1.7%	USA
TEO	127	4/20	15.48	3,048	27%	44%	6.2%	Argentina
LXK	128	4/20	25.50	1,668	25%	44%	4.7%	USA
ARDNA	129	4/20	98.66	303	11%	83%	21.2%	USA
SEM	130	4/20	8.00	1,104	13%	59%	18.9%	USA
NCMI	131	4/20	14.36	793	9%	287%	6.1%	USA
XIN	132	4/20	4.45	319	971%	42%	4.0%	China
VLTR	133	4/20	13.18	342	12%	64%	0.0%	USA
MD	134	4/20	85.00	4,259	9%	288%	0.0%	USA
ACAT	135	4/20	42.30	579	12%	62%	0.0%	USA
SFUN	136	4/20	22.87	1,885	9%	250%	4.6%	China
TRW	137	4/20	53.57	6,894	16%	49%	0.0%	USA
STO	138	4/20	23.45	74,580	42%	41%	4.9%	Norway
NTE	139	4/20	11.78	538	21%	44%	3.8%	China
MCRS	140	4/20	42.62	3,465	9%	622%	0.0%	USA
FL	141	4/20	31.92	4,890	15%	48%	2.3%	USA
VIAB	142	4/20	66.19	33,695	9%	282%	0.4%	USA
MHP	143	4/20	51.85	14,762	9%	294%	2.0%	USA
MO	144	4/20	35.02	70,495	9%	348%	5.0%	USA
CMTL	145	4/20	23.13	402	18%	44%	4.8%	USA
NDZ	146	4/20	6.83	423	13%	53%	1.5%	Canada
DK	147	4/20	35.48	2,144	23%	42%	2.0%	USA
MCO	148	4/20	54.84	12,465	9%	352%	1.3%	USA
BCOR	149	4/20	14.49	615	8%	602%	0.0%	USA
DOX	150	4/20	34.38	5,624	10%	109%	1.1%	Channel Islands
LEA	151	4/20	51.97	5,088	17%	44%	1.2%	USA
AGI	152	4/20	11.54	1,405	16%	45%	1.8%	Canada
SPLS	153	4/20	12.94	8,604	17%	43%	3.5%	USA
NSR	154	4/20	42.57	2,885	9%	185%	0.0%	USA
LHCG	155	4/20	21.32	366	13%	55%	0.0%	USA
BBBY	156	4/20	66.77	14,865	12%	59%	0.0%	USA
GPN	157	4/20	44.76	3,506	10%	101%	0.2%	USA
CUB	158	4/20	41.41	1,107	13%	50%	0.6%	USA
EDMC	159	4/20	4.85	605	15%	45%	0.0%	USA
NCI	160	4/20	11.93	612	11%	63%	0.0%	USA
CBI	161	4/20	51.38	5,047	9%	152%	0.4%	Netherlands
PFMT	162	4/20	11.20	547	9%	219%	0.0%	USA
SCCO	163	4/20	31.99	27,051	12%	57%	11.9%	USA
MPC	164	4/20	78.75	26,460	21%	39%	1.7%	USA
BRCD	165	4/20	5.59	2,543	12%	59%	0.0%	USA
GPS	166	4/20	37.00	17,723	11%	65%	1.4%	USA
LNN	167	4/20	74.71	962	12%	60%	0.6%	USA
CAH	168	4/20	43.07	14,773	12%	55%	2.4%	USA
FICO	169	4/20	43.01	1,555	9%	253%	0.2%	USA
TZOO	170	4/20	24.24	373	8%	507%	0.0%	USA
UBNT	171	4/20	14.09	1,269	8%	289%	1.3%	USA
FCN	172	4/20	31.40	1,253	11%	66%	0.0%	USA
RAI	173	4/20	45.39	25,356	8%	240%	5.2%	USA
BBY	174	4/20	23.25	7,861	18%	40%	2.9%	USA
CSTR	175	4/20	53.69	1,644	13%	47%	0.0%	USA
TW	176	4/20	72.27	5,072	10%	96%	0.9%	USA
ONE	177	4/20	8.93	483	9%	102%	0.0%	USA
EZPW	178	4/20	17.75	925	17%	40%	0.0%	USA
MWW	179	4/20	4.28	475	12%	52%	0.0%	USA
TGA	180	4/20	7.15	588	31%	37%	0.0%	Canada
FMCN	181	4/20	26.64	3,584	9%	105%	1.0%	Hong Kong
PWER	182	4/20	4.04	486	42%	36%	0.0%	USA
CR	183	4/20	53.04	3,065	11%	63%	2.1%	USA
ABC	184	4/20	55.92	13,197	9%	159%	1.2%	USA
ICON	185	4/20	24.96	1,754	8%	277%	0.0%	USA
SYNT	186	4/20	65.55	2,743	9%	102%	3.7%	USA
FFIV	187	4/20	71.38	5,659	8%	703%	0.0%	USA
ICFI	188	4/20	26.00	512	11%	62%	0.0%	USA
LQDT	189	4/20	32.12	1,062	8%	746%	0.0%	USA
BCR	190	4/20	99.53	8,271	9%	97%	0.8%	USA
INFY	191	4/20	41.74	23,850	10%	78%	2.2%	India
LLL	192	4/20	81.38	7,674	12%	51%	2.6%	USA
LTD	193	4/20	48.42	14,304	9%	91%	4.3%	USA
ABBV	194	4/20	42.39	67,824	9%	166%	1.9%	USA
AMAP	195	4/20	10.38	514	11%	56%	0.0%	China
UTEK	196	4/20	30.30	865	10%	66%	0.0%	USA
ROST	197	4/20	62.86	13,861	10%	85%	0.9%	USA
TJX	198	4/20	47.00	34,682	9%	94%	1.0%	USA
DV	199	4/20	32.81	2,117	13%	46%	1.0%	USA
PBH	200	4/20	26.47	1,364	8%	314%	0.0%	USA

 Here is how I match up with the official list:

 

Ticker	Mkt Cap	Date	My Ranking
ATVI	15,851.50	19-Apr	30
APOL	1,957.13	19-Apr	16
AAPL	366,697.10	19-Apr	11
AUXL	811.20	19-Apr	27
BAH	1,916.44	19-Apr	46
BKE	2,223.69	19-Apr	59
CA	10,980.64	19-Apr	34
CACI	1,262.76	19-Apr	63
CPLA	376.00	19-Apr	20
CF	11,268.54	19-Apr	53
CSCO	108,908.60	19-Apr	25
DELL	23,289.20	19-Apr	31
DLX	1,972.43	19-Apr	41
EBIX	660.22	19-Apr	70
XLS	1,939.49	19-Apr	44
EXPR	1,465.00	19-Apr	49
FLR	8,793.42	19-Apr	56
GME	3,868.69	19-Apr	26
GTIV	303.79	19-Apr	23
GTAT	391.28	19-Apr	22
HLF	3,824.88	19-Apr	13
HPQ	38,200.68	19-Apr	62
IDCC	1,652.67	19-Apr	2
ESI	351.96	19-Apr	7
LPS	2,075.81	19-Apr	17
TVL	622.15	19-Apr	116
LO	15,749.86	19-Apr	60
MSFT	248,508.00	19-Apr	21
NSU	670.57	19-Apr	42
NOC	16,979.05	19-Apr	35
NUS	2,901.31	19-Apr	68
NVDA	7,752.62	19-Apr	36
PDLI	1,055.61	19-Apr	1
PBI	2,874.65	19-Apr	48
QCOR	1,633.38	19-Apr	4
RTN	18,745.20	19-Apr	29
RPXC	707.27	19-Apr	32
SAI	4,818.78	19-Apr	50
STX	12,312.47	19-Apr	19
SWHC	553.69	19-Apr	52
SPPI	429.79	19-Apr	3
STRA	534.96	19-Apr	39
RGR	928.09	19-Apr	58
UIS	867.90	19-Apr	10
UTHR	3,022.94	19-Apr	64
USNA	671.98	19-Apr	24
EGY	376.21	19-Apr	47
VCI	1,050.97	19-Apr	45
VG	633.00	19-Apr	57
WCRX	3,476.77	19-Apr	28

I guess TVL is the one "outlier".  I see numerous stocks that should be in the top 50 over them.  Have a great Sunday everyone!