Saturday, November 09, 2013

Top 200 List - November 8th, 2013

Well, since I will be buying 5 stocks this upcoming week, I thought it would help to create a top 200 list (greater than $300m in market cap).  In the midst of earnings season, I will sometimes get mismatches as each day, more filings with updated data go through and it is likely I could be a day or two out of sync with official website.  With that caveat, bring on the list!

Ticker Rank  Stock Price  Market Cap Earnings Yield ROIC Dividend Yield Country
PDLI 1           8.48        1,291 28% 715836% 7.4%   USA
AGX 2         23.11            327 23% 1136% 3.3%   USA
EBIX 3         12.87            495 14% 812% 1.0%   USA
GA 4           8.24        2,041 13% 375% 5.0%   China
TNH 5      197.86        3,660 15% 271% 8.3%   USA
CYOU 6         27.42        1,463 33% 149% 0.0%   China
USMO 7         15.35            336 16% 202% 3.3%   USA
ATVI 8         17.07      19,237 12% 1309% 1.1%   USA
PFMT 9           9.50            471 13% 212% 0.0%   USA
APOL 10         26.04        2,962 25% 127% 0.0%   USA
CSCO 11         23.51    127,824 12% 348% 2.8%   USA
AVG 12         16.66            919 11% 660% 0.0%   Netherlands
NTES 13         66.64        8,677 11% 496% 1.6%   China
QCOR 14         61.60        3,824 11% 1198% 1.7%   USA
USNA 15         70.89        1,020 13% 192% 0.0%   USA
ESI 16         40.44            956 22% 118% 0.0%   USA
NTI 17         22.67        2,084 24% 111% 20.0%   USA
DLX 18         46.44        2,364 11% 323% 2.2%   USA
SAIC 19         36.20        1,774 16% 121% 0.8%   USA
BAH 20         17.63        2,618 13% 137% 7.9%   USA
HLF 21         62.40        6,725 11% 284% 2.0%   Cayman Islands
RGR 22         71.78        1,432 12% 164% 2.1%   USA
CHE 23         71.23        1,319 12% 189% 1.1%   USA
BPI 24         17.06            963 17% 107% 0.0%   USA
SWHC 25         11.17            733 22% 98% 0.0%   USA
UIS 26         26.17        1,147 18% 101% 0.0%   USA
AAPL 27      520.56    473,257 11% 295% 2.3%   USA
RPXC 28         16.75            905 10% 1461% 0.0%   USA
MSFT 29         37.78    318,637 11% 265% 2.5%   USA
GTIV 30         11.27            355 13% 119% 0.0%   USA
COH 31         51.81      14,741 11% 152% 2.5%   USA
STRA 32         37.50            396 21% 85% 2.7%   USA
IQNT 33         11.54            376 13% 102% 12.3%   USA
VCI 34         27.92        1,080 13% 101% 4.7%   USA
CTCM 35         12.25        1,912 12% 115% 4.8%   Russia
DHX 36           7.50            446 10% 338% 0.0%   USA
TARO 37         78.79        3,528 12% 116% 0.0%   Israel
LO 38         51.46      19,131 10% 666% 4.2%   USA
LPS 39         34.08        2,930 10% 316% 1.2%   USA
CRUS 40         22.25        1,471 19% 84% 0.0%   USA
DGIT 41         11.98            335 17% 82% 0.0%   USA
RTN 42         85.36      27,597 11% 156% 2.6%   USA
ORCL 43         34.35    160,552 10% 473% 1.2%   USA
NOC 44      110.73      25,756 11% 115% 2.1%   USA
BKE 45         50.86        2,439 11% 114% 10.7%   USA
CA 46         31.93      14,369 9% 458% 3.2%   USA
VGR 47         16.37        1,493 10% 302% 9.4%   USA
AZN 48         52.60      65,960 11% 116% 5.3%   United Kingdom
CACI 49         71.75        1,782 12% 89% 0.0%   USA
HRB 50         27.85        7,605 9% 266% 2.9%   USA
MANT 51         28.13        1,046 15% 75% 3.0%   USA
MO 52         37.55      75,025 9% 395% 4.8%   USA
NTE 53           7.58            344 65% 66% 7.7%   China
HPQ 54         25.94      50,531 14% 76% 2.2%   USA
XLS 55         16.72        3,224 16% 71% 2.5%   USA
SGU 56           5.54            329 17% 70% 5.9%   USA
NDZ 57           8.42            522 19% 65% 1.2%   Canada
PRSC 58         26.86            377 10% 134% 0.0%   USA
SYNA 59         45.34        1,588 11% 92% 0.0%   USA
FRAN 60         18.44            828 11% 102% 0.0%   USA
LQDT 61         27.53            896 9% 659% 0.0%   USA
RAI 62         51.29      27,935 9% 275% 4.8%   USA
APEI 63         42.53            760 11% 84% 0.0%   USA
GD 64         87.20      30,774 12% 81% 2.5%   USA
LDOS 65         47.42        4,043 14% 68% 7.9%   USA
BLC 66         13.73        1,440 10% 108% 2.9%   USA
TZOO 67         20.58            316 9% 379% 0.0%   USA
HRS 68         63.62        6,826 12% 81% 2.5%   USA
FLR 69         77.92      12,845 10% 114% 0.9%   USA
GAME 70           4.13        1,116 24% 58% 0.0%   China
SNDK 71         68.05      15,994 10% 103% 0.7%   USA
CF 72      219.36      12,613 18% 58% 0.8%   USA
DNB 73      111.45        4,335 8% 1264% 1.5%   USA
EXPR 74         23.55        2,015 12% 71% 0.0%   USA
MED 75         23.88            332 12% 73% 0.0%   USA
KONG 76           8.13            349 8% 421% 0.0%   China
UTHR 77         90.46        4,857 10% 100% 0.0%   USA
NSR 78         47.22        3,093 9% 176% 0.0%   USA
SCSS 79         19.02        1,060 10% 85% 0.0%   USA
EGL 80         31.86            562 14% 58% 0.0%   USA
JOY 81         57.60        6,181 16% 55% 1.2%   USA
REV 82         24.01        1,257 9% 120% 0.0%   USA
STRZA 83         28.53        3,519 9% 118% 0.0%   USA
GDOT 84         23.13            874 10% 101% 0.0%   USA
SAVE 85         43.30        3,161 9% 151% 0.0%   USA
ENDP 86         60.50        7,276 8% 217% 0.0%   USA
LNN 87         77.30        1,000 13% 60% 0.6%   USA
GME 88         55.48        6,613 9% 109% 2.0%   USA
OSK 89         49.18        4,319 12% 62% 0.0%   USA
DOX 90         40.05        6,541 9% 121% 1.3%   Channel Islands
IACI 91         54.99        4,733 9% 143% 1.7%   USA
ITRN 92         18.29            384 10% 76% 4.2%   Israel
STX 93         48.18      17,730 11% 70% 3.3%   Ireland
BR 94         36.10        4,444 8% 165% 2.2%   USA
PBI 95         21.41        4,342 10% 83% 5.3%   USA
CPLA 96         64.62            814 9% 142% 0.0%   USA
CATO 97         31.51            906 14% 52% 7.8%   USA
WDC 98         71.67      17,344 13% 54% 1.4%   USA
LLY 99         50.63      54,896 11% 68% 3.9%   USA
CRWN 100           3.16        1,137 9% 121% 0.0%   USA
DGX 101         63.32        9,556 9% 110% 1.9%   USA
LMT 102      138.11      45,231 9% 98% 3.4%   USA
GCI 103         27.70        6,494 11% 60% 3.0%   USA
VCLK 104         21.86        1,603 10% 78% 0.0%   USA
DPS 105         47.91        9,807 9% 94% 3.1%   USA
EXLS 106         23.94            813 9% 94% 0.0%   USA
ACN 107         75.24      53,139 8% 487% 2.3%   Ireland
TDC 108         43.50        7,238 8% 331% 0.0%   USA
FL 109         35.97        5,446 14% 48% 2.2%   USA
NSP 110         34.15            848 10% 78% 2.0%   USA
BBBY 111         75.76      16,265 11% 59% 0.0%   USA
YONG 112           6.32            320 72% 42% 0.0%   China
IGT 113         17.47        4,624 10% 75% 2.0%   USA
VG 114           3.47            753 8% 128% 0.0%   USA
IBM 115      179.99    197,773 9% 83% 2.1%   USA
MD 116      107.44        5,435 8% 276% 0.0%   USA
TWX 117         67.65      63,510 8% 111% 1.7%   USA
WINA 118         73.84            389 8% 314% 0.3%   USA
ARDNA 119      130.50            401 9% 83% 16.2%   USA
PBH 120         33.34        1,735 8% 276% 0.0%   USA
MHFI 121         71.42      19,912 8% 451% 1.6%   USA
OMC 122         70.40      18,297 8% 247% 2.1%   USA
VIAB 123         82.29      40,478 8% 245% 1.4%   USA
SEM 124           8.39        1,148 12% 49% 21.7%   USA
CO 125           3.99            291 17% 41% 0.0%   Hong Kong
LH 126      104.97        9,542 9% 91% 0.0%   USA
QCOM 127         67.45    117,228 8% 263% 1.8%   USA
PM 128         89.41    144,308 8% 146% 3.9%   USA
NCI 129         17.54            890 10% 62% 0.0%   USA
NVDA 130         15.56        9,161 9% 85% 2.1%   USA
CROX 131         12.66        1,126 15% 41% 0.0%   USA
CAH 132         62.30      21,431 9% 82% 1.9%   USA
SPLS 133         15.73      10,417 13% 43% 3.0%   USA
LHCG 134         20.28            348 12% 46% 0.0%   USA
AEO 135         16.21        3,176 12% 43% 3.1%   USA
SYNT 136         85.90        3,598 8% 128% 2.7%   USA
TRW 137         74.27        9,224 12% 43% 0.0%   USA
DTV 138         63.89      34,820 10% 58% 0.0%   USA
FCN 139         42.50        1,661 10% 59% 0.0%   USA
IPG 140         16.94        7,218 8% 135% 1.7%   USA
PLT 141         42.77        1,865 10% 58% 1.0%   USA
MCO 142         73.07      16,222 7% 420% 1.1%   USA
TSO 143         50.09        6,852 12% 41% 1.7%   USA
MDP 144         52.90        2,403 8% 108% 3.1%   USA
RECN 145         12.91            514 9% 62% 2.0%   USA
TUP 146         86.51        4,533 8% 142% 2.6%   USA
LEA 147         77.71        6,353 12% 41% 0.8%   USA
ARTC 148         34.70        1,005 8% 96% 0.0%   USA
DLB 149         35.41        3,646 8% 86% 11.4%   USA
EMC 150         23.95      51,852 8% 119% 0.8%   USA
NTGR 151         29.84        1,170 13% 40% 0.0%   USA
NCMI 152         17.61        1,002 7% 336% 6.3%   USA
PRIS 153           1.86            470 8% 80% 0.0%   Spain
USPH 154         29.50            358 8% 95% 1.3%   USA
VMI 155      142.07        3,824 13% 40% 0.8%   USA
CBZ 156           8.77            430 10% 54% 0.0%   USA
CSGS 157         27.88            911 9% 72% 1.1%   USA
CR 158         63.29        3,736 10% 56% 1.8%   USA
FF 159         15.85            687 14% 38% 9.3%   USA
EME 160         37.08        2,528 9% 63% 1.3%   USA
ROST 161         78.09      16,915 8% 80% 0.9%   USA
WSTC 162         22.87        1,945 10% 54% 3.1%   USA
DVA 163         56.30      12,099 8% 73% 0.0%   USA
EVAC 164         10.11        1,146 10% 48% 0.0%   United Kingdom
FORTY 165         25.69            362 10% 46% 1.4%   Israel
FWLT 166         30.65        3,022 8% 79% 0.0%   Switzerland
CHS 167         17.51        2,759 11% 43% 1.3%   USA
FFIV 168         82.02        6,453 7% 682% 0.0%   USA
MDT 169         58.03      59,260 8% 76% 1.9%   USA
SBR 170         51.55            752 7% 343387% 7.6%   USA
CSC 171         51.03        7,704 13% 38% 1.6%   USA
ICFI 172         33.65            679 9% 57% 0.0%   USA
COTY 173         14.99        5,899 8% 89% 1.3%   USA
CVS 174         63.78      78,194 9% 54% 1.4%   USA
BRCD 175           8.19        3,778 9% 64% 0.0%   USA
GTN 176           9.09            528 9% 66% 0.0%   USA
SBH 177         26.19        4,551 8% 69% 0.0%   USA
HSNI 178         56.65        3,081 9% 64% 1.3%   USA
JEC 179         61.99        8,139 9% 57% 0.0%   USA
OMI 180         37.45        2,346 8% 102% 2.6%   USA
RHI 181         38.20        5,243 8% 87% 1.7%   USA
SYK 182         73.33      27,990 8% 75% 1.5%   USA
EGY 183           5.93            347 19% 34% 0.0%   USA
VRA 184         25.00        1,016 10% 45% 0.0%   USA
CSTM 185         18.85        1,937 13% 37% 0.0%   Netherlands
SYMC 186         23.16      16,374 7% 119% 1.3%   USA
KLAC 187         64.80      10,934 8% 78% 2.6%   USA
LLL 188      101.50        9,267 10% 43% 2.1%   USA
KLIC 189         11.96            916 17% 34% 0.0%   USA
EC 190         44.00      90,457 12% 37% 7.0%   Colombia
CHKP 191         59.72      11,864 7% 1990% 0.0%   Israel
WHR 192      145.25      11,765 10% 44% 1.6%   USA
TGA 193           9.04            744 23% 33% 0.0%   Canada
AZO 194      448.55      15,980 9% 58% 0.0%   USA
AAP 195         96.96        7,090 10% 47% 0.3%   USA
LYB 196         75.39      42,746 12% 37% 6.1%   Netherlands
CBPO 197         28.62            803 9% 48% 0.0%   China
RDA 198         17.53            842 7% 152% 7.0%   China
PETM 199         72.54        7,581 9% 54% 1.0%   USA
HSII 200         17.94            327 9% 58% 2.9%   USA

Some hipo (high potential) candidates here!  I gotta say that GA, AVG, PFMT and ATVI look very tempting.  AVG took a big haircut last week, I suspect that was overdone.  CALL is not here as they are smaller than 300m.  Those are the 5 names I am leaning towards.  I will throw in CSCO, RPXC, SYNA and IQNT into the pot as well.

As a check, here is the official list and where each stock stands in my top 200.  Actually looks pretty good considering we're in midst of reporting.

Ticker Mkt Cap Date My Ranking
ATVI 11,777.87 8-Nov 8
MO 75,110.77 8-Nov 52
APEI 758.91 8-Nov 63
APOL 2,950.33 8-Nov 10
AAPL 468,094.30 8-Nov 27
AGX 323.93 8-Nov 2
BLC 1,418.54 8-Nov 66
HRB 7,627.11 8-Nov 50
BAH 2,541.82 8-Nov 20
BKE 2,457.86 8-Nov 45
CA 14,272.71 8-Nov 46
CACI 1,680.53 8-Nov 49
CHE 1,249.16 8-Nov 23
CRUS 1,412.83 8-Nov 40
CSCO 126,695.40 8-Nov 11
COH 14,424.01 8-Nov 31
DLX 2,344.38 8-Nov 18
DHX 428.27 8-Nov 36
EBIX 488.92 8-Nov 3
XLS 3,156.74 8-Nov 55
FLR 12,721.37 8-Nov 69
FRAN 813.20 8-Nov 60
GTIV 353.75 8-Nov 30
HLF 6,321.12 8-Nov 21
HPQ 50,297.66 8-Nov 54
IQNT 371.48 8-Nov 33
ESI 945.08 8-Nov 16
LDOS 4,030.70 8-Nov 65
LPS 2,907.02 8-Nov 39
LQDT 872.51 8-Nov 61
LO 18,988.74 8-Nov 38
MANT 1,045.56 8-Nov 51
MSFT 315,311.90 8-Nov 29
NDZ 521.27 8-Nov 57
NOC 24,778.72 8-Nov 44
ORCL 171,406.50 8-Nov 43
PDLI 1,437.98 8-Nov 1
PFMT 457.51 8-Nov 9
PRSC 361.91 8-Nov 58
QCOR 3,743.19 8-Nov 14
RTN 27,270.13 8-Nov 42
RPXC 908.47 8-Nov 28
SNDK 15,365.69 8-Nov 71
SWHC 703.72 8-Nov 25
STRA 406.95 8-Nov 32
RGR 1,388.73 8-Nov 22
UTHR 4,539.01 8-Nov 77
USNA 963.47 8-Nov 15
VCI 1,080.06 8-Nov 34
VGR 1,546.70 8-Nov 47

No comments: