Top 200 List As Of January 3rd, 2014

Top 200 List - January 3rd 2014 (over $300 m)

New Year = Time to update my top 200 listing!  I have had a frigid winter weekend in New England. As my readers know, I like to replicate the official MFI site (Magic Formula Investing) every now and then.  I add a few extra elements such as (1) country, (2) yahoo yield, (3) my calculated stats, (4) ranking and (5) 200 stocks.

If anyone could think of any other stats that might be interesting, then let me know.  I did add this time price to book value.  The data is from FINVIZ.  I would actually prefer price to tangible book, if anyone knows where to get that (I am too lazy to calculate it) then please let me know.

I think my approach is pretty darned accurate.  I use Compustat as well and formulas that were devised by a team on the Yahoo Groups board and detailed in my blog (MFI Diary: The Calculation).  I also cross reference my list with the official top 50 and they are almost always within my top 100 (I have more on my list as I do not exclude some stocks the official site excludes, such as some stocks in other countries).

Be aware that this is all formula driven, the dividend yields should definitely be verified as they come from Yahoo Finance which is not always reliable.  The main financials (from Compustat) have seemed very reliable to me.

Ticker	Rank	Stock Price	Market Cap	Earnings Yield	ROIC	Dividend Yield	P/B	Country
PDLI	1	8.61	1,331	29%	828081%	7.0%	22.7	USA
AGX	2	27.29	392	21%	1367%	2.8%	2.7	USA
GAME	3	4.36	1,170	20%	757%	0.0%	1.5	China
MYGN	4	21.20	1,734	19%	495%	0.0%	2.5	USA
QCOR	5	52.66	3,269	13%	1198%	1.5%	8.1	USA
EBIX	6	14.37	553	13%	812%	0.5%	1.3	USA
TNH	7	144.47	2,673	21%	271%	10.1%	11.4	USA
CSCO	8	21.98	119,351	13%	359%	3.1%	2.0	USA
USMO	9	14.26	313	17%	202%	3.5%	1.2	USA
CYOU	10	31.46	1,679	27%	149%	0.0%	2.0	China
WTW	11	32.35	1,828	12%	548%	1.6%	-	USA
LQDT	12	22.28	729	11%	712%	0.0%	2.3	USA
AVG	13	16.95	935	11%	682%	0.0%	36.9	Netherlands
APOL	14	27.03	3,074	23%	127%	0.0%	2.7	USA
SGU	15	5.46	316	19%	131%	6.2%	1.2	USA
ESI	16	35.08	829	25%	118%	0.0%	4.1	USA
USNA	17	75.27	1,083	12%	192%	0.0%	4.3	USA
PFMT	18	10.95	543	12%	212%	0.0%	8.1	USA
MSFT	19	36.91	311,299	11%	265%	2.6%	3.8	USA
BPI	20	17.02	960	18%	113%	0.0%	1.7	USA
RGR	21	73.74	1,471	12%	164%	2.9%	9.4	USA
BAH	22	19.10	2,836	12%	137%	7.4%	6.9	USA
LO	23	49.80	18,514	10%	666%	4.4%	-	USA
RPXC	24	16.87	912	10%	1461%	0.0%	2.1	USA
DLX	25	51.24	2,608	10%	323%	2.0%	5.0	USA
CHE	26	76.50	1,417	11%	189%	1.0%	3.3	USA
DHX	27	7.34	437	10%	338%	0.0%	2.2	USA
ATVI	28	18.29	20,741	10%	1130%	1.1%	1.7	USA
AAPL	29	540.98	491,822	10%	295%	2.1%	4.0	USA
GTIV	30	12.00	378	12%	119%	0.0%	8.5	USA
STRA	31	34.14	360	23%	85%	0.0%	6.3	USA
CRUS	32	19.62	1,297	22%	84%	0.0%	2.1	USA
IQNT	33	11.46	373	13%	100%	13.0%	3.4	USA
PETS	34	16.35	328	10%	189%	3.8%	4.8	USA
NTES	35	78.21	10,300	10%	532%	1.3%	3.3	China
GME	36	49.24	5,815	11%	133%	2.2%	2.7	USA
COH	37	56.24	16,001	10%	152%	2.4%	6.7	USA
SWHC	38	13.43	819	17%	82%	0.0%	6.1	USA
VGR	39	16.35	1,491	10%	302%	9.4%	-	USA
GA	40	10.93	2,708	9%	375%	5.8%	4.7	China
VCI	41	34.13	1,320	12%	101%	3.6%	2.6	USA
NOC	42	113.58	26,419	11%	115%	2.1%	2.8	USA
RTN	43	88.82	28,716	10%	156%	1.9%	3.2	USA
CTCM	44	13.67	2,134	11%	115%	4.6%	3.0	Russia
PRSC	45	25.39	357	10%	134%	0.0%	2.5	USA
SAIC	46	33.71	1,618	13%	84%	0.9%	4.9	USA
BKE	47	52.41	2,515	11%	106%	1.2%	6.7	USA
CACI	48	73.80	1,833	12%	89%	0.0%	1.4	USA
UIS	49	32.98	1,445	11%	101%	0.0%	-	USA
NTI	50	24.88	2,287	14%	78%	14.0%	5.6	USA
KONG	51	7.73	332	9%	421%	0.0%	1.1	China
MO	52	37.72	75,365	9%	395%	4.9%	19.0	USA
CA	53	33.11	14,900	9%	458%	3.0%	2.6	USA
RAI	54	48.81	26,584	9%	275%	5.0%	5.3	USA
MANT	55	29.93	1,113	14%	75%	2.9%	0.9	USA
NTE	56	7.65	347	63%	66%	6.5%	1.0	China
ORCL	57	37.62	173,052	9%	475%	1.0%	3.9	USA
APEI	58	42.42	758	11%	84%	0.0%	3.7	USA
EGL	59	36.11	642	14%	73%	0.0%	1.5	USA
HLF	60	77.09	8,309	9%	284%	1.5%	17.3	Cayman Islands
TARO	61	101.30	4,536	10%	123%	0.0%	4.4	Israel
XLS	62	19.33	3,727	14%	71%	2.2%	2.7	USA
NDZ	63	8.48	525	19%	65%	0.0%	1.4	Canada
WNR	64	42.42	4,357	19%	64%	1.5%	3.7	USA
DGX	65	52.72	7,957	10%	110%	2.8%	2.1	USA
VCLK	66	22.82	1,673	9%	150%	0.0%	3.6	USA
AZN	67	58.86	73,810	10%	116%	4.8%	3.2	United Kingdom
HPQ	68	28.34	54,980	12%	71%	2.1%	2.0	USA
ALDW	69	16.46	1,029	21%	59%	16.7%	7.8	USA
ETM	70	10.93	417	10%	103%	0.0%	1.4	USA
FLR	71	79.15	13,047	10%	114%	0.8%	3.4	USA
SNDK	72	68.86	16,184	10%	103%	0.7%	2.4	USA
TZOO	73	21.34	328	8%	379%	0.0%	9.1	USA
FRAN	74	18.31	806	10%	92%	0.0%	10.6	USA
HRS	75	69.30	7,436	11%	81%	2.3%	4.5	USA
CF	76	232.08	13,345	17%	58%	0.9%	2.6	USA
GD	77	94.74	33,435	11%	81%	1.8%	2.6	USA
EXPR	78	19.13	1,618	15%	58%	0.0%	3.9	USA
VG	79	3.29	714	9%	130%	0.0%	2.2	USA
MED	80	25.56	355	11%	73%	0.0%	3.2	USA
GPS	81	39.52	18,495	12%	63%	1.3%	6.2	USA
NSR	82	49.25	3,226	8%	176%	0.0%	5.0	USA
HRB	83	29.28	8,020	8%	236%	2.7%	8.4	USA
SYNA	84	50.51	1,769	10%	92%	0.0%	3.2	USA
DNB	85	121.95	4,744	8%	1264%	1.3%	-	USA
OSK	86	49.79	4,373	12%	62%	0.3%	2.0	USA
LH	87	90.77	8,251	10%	91%	0.0%	3.2	USA
CPLA	88	64.58	813	9%	142%	0.5%	4.5	USA
HHS	89	7.85	495	11%	70%	3.4%	1.5	USA
STRZA	90	29.39	3,542	9%	109%	0.0%	35.4	USA
TEO	91	16.21	3,169	31%	48%	5.1%	1.8	Argentina
REV	92	25.84	1,353	9%	120%	0.0%	-	USA
WSTC	93	25.65	2,181	9%	99%	2.7%	-	USA
LLY	94	51.10	55,406	11%	68%	3.9%	3.3	USA
DOX	95	41.17	6,724	9%	121%	1.3%	2.0	Channel Islands
MD	96	53.32	5,395	8%	276%	0.0%	2.4	USA
HFC	97	49.36	9,848	21%	47%	6.4%	1.6	USA
PM	98	85.53	138,045	8%	146%	4.2%	-	USA
DPS	99	47.60	9,744	9%	94%	3.2%	4.2	USA
GDOT	100	24.89	940	9%	101%	0.0%	2.3	USA
JOY	101	55.68	5,903	14%	48%	1.2%	2.1	USA
FF	102	15.92	691	15%	47%	4.3%	2.2	USA
SCSS	103	21.35	1,190	9%	85%	0.0%	5.2	USA
PBI	104	23.85	4,845	9%	83%	4.0%	#####	USA
GCI	105	29.59	6,937	11%	60%	2.7%	2.7	USA
IGT	106	17.48	4,627	10%	74%	2.1%	3.6	USA
VIAB	107	86.60	41,412	8%	260%	1.4%	7.8	USA
CATO	108	32.05	922	13%	48%	0.6%	2.4	USA
TWX	109	68.67	64,467	8%	111%	1.7%	2.1	USA
LMT	110	147.06	48,162	9%	98%	3.3%	37.0	USA
REGI	111	11.79	401	51%	42%	0.0%	0.7	USA
SAVE	112	47.58	3,473	8%	151%	0.0%	4.8	USA
ENDP	113	65.17	7,837	8%	145%	0.0%	5.8	USA
BR	114	39.49	4,861	8%	165%	2.0%	5.6	USA
ITRN	115	22.06	463	9%	80%	3.7%	5.2	Israel
WDC	116	83.28	20,154	11%	54%	1.3%	2.4	USA
CO	117	4.00	292	20%	42%	0.0%	1.5	Hong Kong
TDC	118	45.36	7,548	7%	331%	0.0%	3.9	USA
BBBY	119	80.48	17,279	10%	59%	0.0%	4.2	USA
LNN	120	83.10	1,076	11%	53%	0.6%	2.8	USA
IBM	121	186.64	205,080	9%	83%	2.0%	10.2	USA
CRWN	122	3.51	1,262	8%	121%	0.0%	3.4	USA
THO	123	54.98	2,930	9%	83%	3.3%	3.4	USA
NSP	124	36.09	897	9%	78%	1.9%	3.6	USA
FCN	125	40.05	1,566	10%	59%	0.0%	1.5	USA
MDP	126	51.73	2,350	8%	108%	3.2%	2.7	USA
NVDA	127	15.67	9,226	9%	84%	2.0%	2.1	USA
OMC	128	73.78	19,175	7%	247%	2.2%	5.7	USA
ALLE	129	43.96	4,269	9%	74%	0.0%	3.3	USA
SHOO	130	36.38	2,432	9%	81%	0.0%	3.5	USA
FL	131	41.25	6,167	12%	45%	1.9%	2.5	USA
ACN	132	81.40	56,815	7%	491%	2.1%	10.5	Ireland
SPLS	133	15.79	10,343	13%	44%	3.1%	1.7	USA
CODI	134	19.33	934	11%	51%	7.5%	1.8	USA
JCOM	135	49.67	2,299	7%	539%	2.0%	3.4	USA
STX	136	56.82	20,910	9%	70%	2.2%	5.5	Ireland
TRW	137	72.69	9,028	12%	43%	0.0%	2.3	USA
PBH	138	35.61	1,860	7%	262%	0.0%	3.4	USA
UTHR	139	111.31	5,976	8%	100%	0.0%	4.3	USA
ABBV	140	52.30	83,942	7%	237%	3.1%	23.2	USA
BRCD	141	8.86	4,078	9%	71%	0.0%	1.7	USA
ROST	142	74.33	15,966	9%	73%	0.9%	8.1	USA
CBZ	143	8.91	437	10%	57%	0.0%	1.2	USA
NCI	144	18.75	952	9%	62%	0.0%	1.6	USA
LEA	145	79.02	6,460	12%	41%	0.9%	2.3	USA
PRIS	146	2.10	530	8%	80%	0.0%	0.2	Spain
CAH	147	66.79	22,976	8%	82%	1.3%	3.6	USA
VMI	148	148.22	3,990	12%	40%	0.8%	2.6	USA
KLAC	149	63.47	10,710	8%	78%	2.7%	3.0	USA
IPG	150	17.62	7,508	7%	135%	1.7%	3.6	USA
MDT	151	58.34	58,888	8%	74%	1.9%	3.1	USA
SEM	152	11.13	1,523	10%	49%	2.7%	2.0	USA
CVRR	153	22.54	3,327	19%	36%	14.2%	2.0	USA
MHFI	154	77.54	21,618	7%	451%	1.4%	21.7	USA
ARDNA	155	126.35	388	9%	68%	0.8%	6.8	USA
EC	156	37.68	77,464	14%	37%	8.4%	2.5	Colombia
DTV	157	69.04	37,627	9%	58%	0.0%	-	USA
ENR	158	105.97	6,697	10%	54%	1.7%	2.7	USA
EXLS	159	26.91	914	8%	94%	0.0%	2.5	USA
SYMC	160	23.11	16,339	7%	119%	1.9%	2.9	USA
EVAC	161	10.18	1,154	10%	48%	0.0%	2.3	United Kingdom
LHCG	162	24.00	412	10%	47%	0.0%	1.4	USA
CDW	163	23.37	3,898	8%	76%	0.2%	5.9	USA
CSGS	164	29.18	953	8%	72%	1.5%	2.6	USA
NTGR	165	32.52	1,275	11%	40%	0.0%	1.5	USA
EMC	166	25.07	54,277	7%	119%	0.8%	2.3	USA
PFE	167	30.52	203,141	8%	73%	3.2%	2.6	USA
QCOM	168	72.89	126,683	7%	263%	1.8%	3.4	USA
LXK	169	35.42	2,267	14%	36%	3.4%	1.7	USA
YONG	170	6.42	325	54%	33%	0.0%	0.6	China
CSC	171	55.88	8,436	12%	38%	1.4%	2.5	USA
FWLT	172	31.77	3,133	8%	79%	0.0%	4.3	Switzerland
KFY	173	25.91	1,265	8%	89%	0.0%	1.8	USA
BTI	174	105.23	101,126	7%	111%	4.0%	8.9	United Kingdom
MCO	175	77.83	17,278	7%	420%	1.2%	60.3	USA
PLT	176	45.66	1,991	9%	58%	0.9%	2.9	USA
SYK	177	74.84	28,566	8%	75%	1.5%	3.2	USA
MLHR	178	29.58	1,743	8%	73%	1.7%	5.1	USA
CR	179	66.84	3,946	9%	56%	1.7%	3.5	USA
STO	180	23.72	75,437	31%	33%	4.9%	1.4	Norway
PETM	181	71.79	7,520	9%	54%	0.7%	6.2	USA
CROX	182	16.40	1,458	11%	41%	0.0%	2.1	USA
VAR	183	77.48	8,430	8%	78%	0.0%	4.9	USA
SYNT	184	91.93	3,851	7%	128%	0.0%	6.0	USA
BBY	185	40.68	14,193	10%	45%	1.7%	3.7	USA
MBT	186	21.13	21,014	11%	38%	4.4%	5.4	Russia
CSTM	187	23.63	2,459	11%	38%	0.0%	-	Netherlands
NCMI	188	19.64	1,117	7%	336%	4.5%	-	USA
ICFI	189	34.89	704	9%	57%	0.0%	1.5	USA
AZO	190	475.50	16,488	9%	58%	0.0%	-	USA
VRA	191	23.69	963	10%	41%	0.0%	4.1	USA
NTL	192	19.60	2,090	35%	32%	6.3%	2.1	Argentina
CBPO	193	28.11	772	10%	46%	0.0%	3.3	China
LYB	194	78.71	44,629	11%	37%	2.5%	3.7	Netherlands
VIV	195	19.22	14,260	17%	33%	9.3%	1.2	Brazil
LLL	196	105.38	9,621	10%	43%	2.1%	1.6	USA
TJX	197	63.60	46,053	7%	87%	0.9%	11.0	USA
SCCO	198	28.56	24,046	10%	40%	2.3%	4.5	USA
AVD	199	24.34	703	10%	43%	0.9%	2.7	USA
TGA	200	8.30	628	26%	31%	0.0%	1.3	Canada

The price to book (in my opinion) is interesting.  Note that some pretty highly rated stocks such as WTW and LO actually have a "-", meaning they have a book value below 0.  I do not know about other people here, but I have trouble owning a company with a negative book value.

Here is the Cross Reference List.  After a couple of runs where I had a few mis matches, this one looks perfect!  I think #65 (DGX) is the highest, and a "50" would be perfect.

Ticker	Mkt Cap	Date	My Ranking
ATVI	12,620.38	3-Jan	28
MO	75,450.83	3-Jan	52
APEI	749.94	3-Jan	58
APOL	3,062.50	3-Jan	14
AAPL	486,456.20	3-Jan	29
AGX	387.44	3-Jan	2
BAH	2,753.76	3-Jan	22
BKE	2,532.92	3-Jan	47
CA	14,788.48	3-Jan	53
CACI	1,728.54	3-Jan	48
CHE	1,341.58	3-Jan	26
CRUS	1,245.83	3-Jan	32
CSCO	118,208.40	3-Jan	8
COH	15,770.99	3-Jan	37
DLX	2,586.70	3-Jan	25
DHX	419.13	3-Jan	27
EBIX	545.90	3-Jan	6
EGL	621.85	3-Jan	59
XLS	3,649.50	3-Jan	62
FLR	12,922.19	3-Jan	71
GME	5,721.69	3-Jan	36
GTIV	376.67	3-Jan	30
HLF	7,809.22	3-Jan	60
IQNT	368.91	3-Jan	33
ESI	819.82	3-Jan	16
LQDT	708.77	3-Jan	12
LO	18,376.20	3-Jan	23
MANT	1,112.47	3-Jan	55
MSFT	308,050.80	3-Jan	19
MYGN	1,823.94	3-Jan	4
NOC	25,416.48	3-Jan	42
PDLI	1,460.02	3-Jan	1
PFMT	527.34	3-Jan	18
PETS	330.11	3-Jan	34
PRSC	342.10	3-Jan	45
DGX	7,665.07	3-Jan	65
QCOR	3,200.04	3-Jan	5
RTN	28,375.50	3-Jan	43
RAI	26,407.58	3-Jan	54
RPXC	920.07	3-Jan	24
SAIC	1,651.79	3-Jan	46
SWHC	751.14	3-Jan	38
STRA	370.49	3-Jan	31
RGR	1,426.65	3-Jan	21
UIS	1,448.22	3-Jan	49
USMO	308.76	3-Jan	9
USNA	1,043.24	3-Jan	17
VCI	1,311.65	3-Jan	41
VGR	1,544.81	3-Jan	39
WTW	1,824.41	3-Jan	11