Top 200 List January 17th, 2014

Top 200 List

I decided to use the long MLK weekend to update my list as I approach new tranche.  Yes, NUS is back on the list!   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	8.97	1,387	28%	828081%	6.7%	22.7	USA
AGX	2	29.97	431	18%	1367%	2.5%	2.7	USA
GAME	3	4.77	1,280	19%	757%	0.0%	1.5	China
MYGN	4	25.05	2,049	16%	495%	0.0%	2.5	USA
EBIX	5	13.77	529	14%	812%	0.5%	1.3	USA
TNH	6	162.04	2,998	18%	271%	8.6%	11.4	USA
WTW	7	28.97	1,637	12%	548%	1.7%	-	USA
LQDT	8	21.58	706	12%	712%	0.0%	2.3	USA
USMO	9	14.66	321	17%	202%	3.4%	1.2	USA
CYOU	10	30.50	1,628	28%	149%	0.0%	2.0	China
QCOR	11	59.32	3,683	11%	1198%	1.8%	8.1	USA
CSCO	12	22.74	123,478	12%	359%	3.0%	2.0	USA
USNA	13	59.56	857	16%	192%	0.0%	4.3	USA
AVG	14	16.91	932	11%	682%	0.0%	36.9	Netherlands
PFMT	15	9.00	446	14%	212%	0.0%	8.1	USA
ATVI	16	16.96	19,233	11%	1130%	1.1%	1.7	USA
SGU	17	5.51	319	19%	131%	6.0%	1.2	USA
ESI	18	45.27	1,070	19%	118%	0.0%	4.1	USA
GME	19	37.65	4,446	15%	133%	2.9%	2.7	USA
APOL	20	33.74	3,845	17%	119%	0.0%	2.7	USA
MSFT	21	36.38	306,829	11%	265%	2.6%	3.8	USA
LO	22	49.22	18,299	10%	666%	4.4%	-	USA
BPI	23	18.18	1,026	16%	113%	0.0%	1.7	USA
BAH	24	18.81	2,793	13%	137%	7.3%	6.9	USA
PETS	25	15.27	306	11%	189%	4.1%	4.8	USA
RPXC	26	16.98	918	10%	1461%	0.0%	2.1	USA
DLX	27	51.72	2,632	10%	323%	1.9%	5.0	USA
DHX	28	7.39	440	10%	338%	0.0%	2.2	USA
AAPL	29	540.67	491,540	10%	295%	2.1%	4.0	USA
STRA	30	38.48	406	21%	85%	0.0%	6.3	USA
COH	31	52.56	14,954	11%	152%	2.5%	6.7	USA
IQNT	32	10.56	344	15%	100%	13.5%	3.4	USA
GTIV	33	12.20	385	12%	119%	0.0%	8.5	USA
CHE	34	78.58	1,455	11%	189%	1.0%	3.3	USA
CRUS	35	19.83	1,311	22%	84%	0.0%	2.1	USA
RGR	36	80.34	1,603	11%	164%	2.5%	9.4	USA
BKE	37	46.02	2,208	13%	106%	4.3%	6.7	USA
HLF	38	70.20	7,566	10%	284%	1.7%	17.3	Cayman Islands
CTCM	39	12.86	2,007	12%	115%	4.9%	3.0	Russia
NTES	40	79.45	10,463	9%	532%	0.0%	3.3	China
SWHC	41	14.28	871	17%	82%	0.0%	6.1	USA
VGR	42	16.61	1,515	10%	302%	9.3%	-	USA
PRSC	43	25.04	352	10%	134%	0.0%	2.5	USA
VCI	44	34.11	1,320	12%	101%	3.6%	2.6	USA
MO	45	37.03	73,986	9%	395%	4.9%	19.0	USA
GA	46	11.08	2,745	9%	375%	5.9%	4.7	China
RTN	47	90.07	29,120	10%	156%	1.8%	3.2	USA
RAI	48	48.32	26,317	9%	275%	5.1%	5.3	USA
UIS	49	32.53	1,425	11%	101%	0.0%	-	USA
SCSS	50	16.34	911	12%	85%	0.0%	5.2	USA
NOC	51	118.24	27,503	11%	115%	2.0%	2.8	USA
SAIC	52	36.89	1,771	12%	84%	1.5%	4.9	USA
NTE	53	7.27	330	75%	66%	6.6%	1.0	China
NTI	54	25.60	2,353	13%	78%	13.7%	5.6	USA
CA	55	34.43	15,494	9%	458%	2.9%	2.6	USA
ORCL	56	38.21	175,766	9%	475%	0.9%	3.9	USA
MANT	57	30.28	1,126	14%	75%	2.8%	0.9	USA
CACI	58	78.74	1,956	11%	89%	0.0%	1.4	USA
WNR	59	39.45	4,052	21%	64%	1.6%	3.7	USA
ETM	60	10.24	391	10%	103%	0.0%	1.4	USA
NUS	61	79.47	4,888	10%	129%	1.4%	10.5	USA
EGL	62	39.69	705	13%	73%	0.0%	1.5	USA
XLS	63	20.12	3,879	13%	71%	2.0%	2.7	USA
NSR	64	45.56	2,985	9%	176%	0.0%	5.0	USA
ALDW	65	14.76	923	22%	59%	18.3%	7.8	USA
APEI	66	44.51	796	11%	84%	0.0%	3.7	USA
DGX	67	54.68	8,252	10%	110%	2.2%	2.1	USA
TARO	68	105.78	4,737	10%	123%	0.0%	4.4	Israel
HPQ	69	29.80	57,812	12%	71%	1.9%	2.0	USA
VCLK	70	24.05	1,763	9%	150%	0.0%	3.6	USA
DNB	71	118.97	4,628	8%	1264%	1.3%	-	USA
CF	72	245.81	14,134	16%	58%	0.9%	2.6	USA
GD	73	95.47	33,693	11%	81%	2.4%	2.6	USA
HRS	74	70.54	7,569	11%	81%	2.2%	4.5	USA
HRB	75	29.03	7,952	8%	236%	2.8%	8.4	USA
HHS	76	7.23	455	11%	70%	3.5%	1.5	USA
GPS	77	37.30	17,456	13%	63%	1.9%	6.2	USA
EXPR	78	18.13	1,534	15%	58%	0.0%	3.9	USA
FLR	79	82.05	13,526	9%	114%	0.8%	3.4	USA
REV	80	23.76	1,244	9%	120%	0.0%	-	USA
AZN	81	63.73	79,917	9%	116%	4.4%	3.2	United Kingdom
CRWN	82	3.09	1,111	9%	121%	0.0%	3.4	USA
LH	83	91.80	8,345	10%	91%	0.0%	3.2	USA
STRZA	84	29.40	3,543	9%	109%	0.0%	35.4	USA
SNDK	85	73.69	17,320	9%	103%	0.6%	2.4	USA
MED	86	26.32	366	10%	73%	0.0%	3.2	USA
PM	87	83.33	134,495	8%	146%	4.2%	-	USA
TZOO	88	22.73	349	8%	379%	0.0%	9.1	USA
MDP	89	45.78	2,080	9%	108%	3.5%	2.7	USA
WSTC	90	25.83	2,197	9%	99%	2.6%	-	USA
TEO	91	17.63	3,446	28%	48%	4.6%	1.8	Argentina
VIAB	92	83.08	39,729	8%	260%	1.4%	7.8	USA
NSP	93	33.23	826	10%	78%	2.0%	3.6	USA
PBH	94	31.68	1,654	8%	262%	0.0%	3.4	USA
TWX	95	64.40	60,459	9%	111%	1.8%	2.1	USA
GDOT	96	24.33	919	9%	101%	0.0%	2.3	USA
BBBY	97	66.05	14,023	13%	55%	0.0%	4.2	USA
HFC	98	48.00	9,576	21%	47%	6.7%	1.6	USA
NDZ	99	9.65	598	11%	59%	0.0%	1.4	Canada
FRAN	100	20.39	897	9%	92%	0.0%	10.6	USA
OSK	101	53.82	4,726	11%	62%	0.3%	2.0	USA
PBI	102	23.10	4,693	9%	83%	4.0%	#####	USA
DOX	103	41.95	6,852	8%	121%	1.2%	2.0	Channel Islands
BR	104	38.43	4,731	8%	165%	2.0%	5.6	USA
GCI	105	28.44	6,667	11%	60%	2.8%	2.7	USA
CATO	106	29.07	836	15%	48%	0.7%	2.4	USA
DPS	107	48.49	9,926	9%	94%	3.1%	4.2	USA
BBY	108	24.43	8,524	17%	45%	2.5%	3.7	USA
JOY	109	56.23	5,962	14%	48%	1.2%	2.1	USA
FF	110	16.52	717	14%	47%	4.2%	2.2	USA
MD	111	55.02	5,567	8%	276%	0.0%	2.4	USA
REGI	112	10.88	370	56%	42%	0.0%	0.7	USA
IGT	113	17.77	4,704	9%	74%	2.2%	3.6	USA
THO	114	54.10	2,883	9%	83%	3.4%	3.4	USA
CO	115	3.97	290	21%	42%	0.0%	1.5	Hong Kong
ABBV	116	50.06	80,346	8%	237%	3.2%	23.2	USA
LLY	117	55.16	59,808	10%	68%	3.5%	3.3	USA
JCOM	118	48.83	2,260	7%	539%	2.0%	3.4	USA
VG	119	3.77	818	8%	130%	0.0%	2.2	USA
SPLS	120	13.61	8,915	15%	44%	3.5%	1.7	USA
IBM	121	190.09	208,871	9%	83%	2.0%	10.2	USA
ITRN	122	22.70	476	9%	80%	3.6%	5.2	Israel
LNN	123	84.49	1,094	11%	53%	0.6%	2.8	USA
FL	124	38.89	5,814	13%	45%	2.0%	2.5	USA
OMC	125	74.20	19,285	7%	247%	2.2%	5.7	USA
LMT	126	153.82	50,376	8%	98%	3.1%	37.0	USA
ROST	127	71.39	15,335	9%	73%	0.9%	8.1	USA
SYNA	128	57.99	2,031	8%	92%	0.0%	3.2	USA
FCN	129	41.47	1,621	10%	59%	0.0%	1.5	USA
CPLA	130	71.26	897	8%	142%	0.5%	4.5	USA
UTHR	131	110.92	5,955	8%	100%	#VALUE!	4.3	USA
WDC	132	88.82	21,494	10%	54%	1.2%	2.4	USA
TDC	133	47.24	7,861	7%	331%	0.0%	3.9	USA
PETM	134	64.39	6,745	10%	54%	0.8%	6.2	USA
NVDA	135	15.99	9,414	8%	84%	1.9%	2.1	USA
CODI	136	19.69	951	10%	51%	7.4%	1.8	USA
SAVE	137	50.00	3,650	7%	151%	0.0%	4.8	USA
MHFI	138	76.75	21,398	7%	451%	1.5%	21.7	USA
ENDP	139	70.03	8,422	7%	145%	0.0%	5.8	USA
KLAC	140	62.74	10,586	8%	78%	2.7%	3.0	USA
MCO	141	75.75	16,817	7%	420%	1.2%	60.3	USA
TRW	142	75.74	9,407	12%	43%	0.0%	2.3	USA
IPG	143	17.46	7,440	7%	135%	1.7%	3.6	USA
NCI	144	18.95	962	9%	62%	0.0%	1.6	USA
ACN	145	84.43	58,930	7%	491%	2.1%	10.5	Ireland
BTI	146	101.08	97,138	8%	111%	4.1%	8.9	United Kingdom
PRIS	147	2.12	536	8%	80%	0.0%	0.2	Spain
PIR	148	20.24	2,119	10%	49%	1.0%	4.6	USA
FUL	149	49.51	2,537	7%	984%	0.8%	3.1	USA
KFY	150	25.32	1,236	8%	89%	0.0%	1.8	USA
CBZ	151	9.02	442	10%	57%	#VALUE!	1.2	USA
CROX	152	15.01	1,335	12%	41%	0.0%	2.1	USA
LEA	153	80.02	6,542	12%	41%	0.9%	2.3	USA
CVRR	154	22.70	3,351	19%	36%	14.3%	2.0	USA
IILG	155	29.40	1,705	7%	248%	1.1%	5.4	USA
ARDNA	156	125.83	386	9%	68%	0.8%	6.8	USA
STX	157	61.20	22,522	9%	70%	2.0%	5.5	Ireland
SEM	158	11.44	1,565	10%	49%	2.6%	2.0	USA
CAH	159	67.68	23,282	8%	82%	1.3%	3.6	USA
FWLT	160	31.13	3,070	8%	79%	0.0%	4.3	Switzerland
VMI	161	150.98	4,064	12%	40%	0.8%	2.6	USA
NCMI	162	19.08	1,085	7%	336%	4.6%	-	USA
PLT	163	44.22	1,928	9%	58%	0.9%	2.9	USA
ICON	164	37.21	2,151	7%	385%	0.0%	2.2	USA
EC	165	35.56	73,105	15%	37%	9.1%	2.5	Colombia
LHCG	166	23.74	408	10%	47%	0.0%	1.4	USA
MDT	167	59.51	60,069	8%	74%	1.9%	3.1	USA
ALLE	168	48.00	4,661	8%	74%	0.0%	3.3	USA
WINA	169	82.24	433	7%	314%	0.2%	13.6	USA
ENR	170	105.93	6,695	10%	54%	1.7%	2.7	USA
MLHR	171	28.83	1,699	8%	73%	1.7%	5.1	USA
LB	172	55.17	16,360	9%	65%	2.2%	-	USA
EXLS	173	27.23	925	8%	94%	0.0%	2.5	USA
SYMC	174	23.27	16,452	7%	119%	2.0%	2.9	USA
SYNT	175	91.18	3,819	7%	128%	0.0%	6.0	USA
ZUMZ	176	22.53	682	13%	37%	0.0%	2.4	USA
HSNI	177	57.23	3,112	9%	64%	1.4%	6.9	USA
BRCD	178	9.50	4,372	8%	71%	0.0%	1.7	USA
DTV	179	71.65	39,049	9%	58%	0.0%	-	USA
TJX	180	61.86	44,793	8%	87%	0.9%	11.0	USA
QSII	181	19.10	1,141	7%	123%	3.6%	3.9	USA
YONG	182	6.57	333	53%	33%	0.0%	0.6	China
MBT	183	19.70	19,592	12%	38%	4.8%	5.4	Russia
CSC	184	55.45	8,371	12%	38%	1.4%	2.5	USA
PFE	185	31.09	206,935	8%	73%	3.1%	2.6	USA
LXK	186	35.85	2,294	14%	36%	3.4%	1.7	USA
HITT	187	59.03	1,837	8%	73%	0.0%	3.1	USA
SBH	188	27.99	4,779	8%	70%	0.0%	-	USA
CDW	189	24.44	4,077	8%	76%	0.2%	5.9	USA
QCOM	190	74.73	129,881	7%	263%	1.7%	3.4	USA
STO	191	24.67	78,458	30%	33%	4.6%	1.4	Norway
NTGR	192	33.48	1,312	11%	40%	0.0%	1.5	USA
PRGS	193	24.49	1,290	7%	138%	0.0%	2.7	USA
CR	194	68.51	4,044	9%	56%	1.7%	3.5	USA
ICFI	195	35.56	717	9%	57%	0.0%	1.5	USA
AVD	196	24.16	698	10%	43%	0.9%	2.7	USA
NTL	197	18.96	2,021	36%	32%	6.7%	2.1	Argentina
CVS	198	67.97	83,331	9%	54%	1.3%	2.2	USA
CSTM	199	23.98	2,495	11%	38%	0.0%	-	Netherlands
KLIC	200	11.35	869	19%	33%	0.0%	1.4	USA

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 #64 (NSR) is the highest, and a "50" would be perfect.

Ticker	Mkt Cap	Date	My Ranking
ATVI	11,702.65	17-Jan	16
MO	74,070.62	17-Jan	45
APOL	3,823.62	17-Jan	20
AAPL	486,177.50	17-Jan	29
AGX	425.48	17-Jan	2
BAH	2,711.95	17-Jan	24
BKE	2,224.10	17-Jan	37
CA	15,378.06	17-Jan	55
CACI	1,844.25	17-Jan	58
CHE	1,378.06	17-Jan	34
CRUS	1,259.17	17-Jan	35
CSCO	122,295.70	17-Jan	12
COH	14,739.03	17-Jan	31
DLX	2,610.93	17-Jan	27
DHX	421.98	17-Jan	28
EBIX	523.11	17-Jan	5
EGL	683.50	17-Jan	62
GME	4,374.93	17-Jan	19
GTIV	382.95	17-Jan	33
HLF	7,111.26	17-Jan	38
IQNT	339.94	17-Jan	32
ESI	1,057.96	17-Jan	18
LQDT	686.50	17-Jan	8
LO	18,162.18	17-Jan	22
MANT	1,125.48	17-Jan	57
MSFT	303,627.50	17-Jan	21
MYGN	2,155.18	17-Jan	4
NSR	2,879.26	17-Jan	64
NOC	26,459.27	17-Jan	51
NUS	4,649.00	17-Jan	61
PDLI	1,521.07	17-Jan	1
PFMT	433.50	17-Jan	15
PETS	308.30	17-Jan	25
PRSC	337.39	17-Jan	43
QCOR	3,604.76	17-Jan	11
RTN	28,774.84	17-Jan	47
RAI	26,142.47	17-Jan	48
RPXC	926.07	17-Jan	26
SAIC	1,807.61	17-Jan	52
SCSS	902.65	17-Jan	50
SWHC	798.68	17-Jan	41
STRA	417.59	17-Jan	30
RGR	1,554.34	17-Jan	36
UIS	1,428.46	17-Jan	49
USMO	317.42	17-Jan	9
USNA	825.50	17-Jan	13
VCI	1,310.88	17-Jan	44
VGR	1,569.38	17-Jan	42
WTW	1,633.79	17-Jan	7
WNR	3,923.82	17-Jan	59