Top 200 List To Help With Nov 15th Tranche

I decided to run the top 200 list as I will likely be buying 5 new stocks on Friday.  I am really, really up in the air on what five stocks to pick.  The list below is a bit different from my normal ist, this is top 200 $50 million and up.  I like a few of the micro caps (AWRE, MNDO and MTEX for example).

Ticker	Rank	Stock Price	Market Cap	Earnings Yield	ROIC	Dividend Yield	P/B	Country
PTIE	1	1.65	75	67%	32807%	0.00%	12.0	USA
ADMS	2	14.95	251	31%	8262%	0.00%	#N/A	USA
PDLI	3	8.11	1,437	23%	588694%	7.57%	2.0	USA
TTWO	4	26.11	2,098	30%	809%	0.00%	2.0	USA
KING	5	13.81	4,384	17%	1689%	3.35%	#N/A	Ireland
CALL	6	8.59	153	19%	662%	0.00%	12.0	Israel
AGX	7	34.65	508	15%	1339%	2.02%	19.0	USA
PERI	8	5.89	409	17%	570%	0.00%	-	Israel
GAME	9	6.51	1,770	14%	1001%	0.00%	-	China
HLF	10	37.50	3,233	18%	219%	0.79%	6.0	Cayman Islands
MNDO	11	3.24	62	12%	930%	7.50%	#N/A	Israel
CTCM	12	6.16	962	28%	167%	11.07%	1.0	Russia
CIMT	13	5.89	63	12%	587%	0.00%	#N/A	Israel
BCOR	14	14.57	598	13%	322%	0.00%	-	USA
LQDT	15	12.34	382	15%	203%	0.00%	2.0	USA
LFVN	16	1.30	137	13%	228%	0.00%	16.0	USA
WLKP	17	29.62	752	118%	120%	0.58%	#N/A	USA
SPOK	18	16.80	372	14%	190%	2.97%	3.0	USA
TNH	19	141.00	2,609	15%	159%	7.35%	1.0	USA
VEC	20	25.94	278	30%	119%	0.00%	#N/A	USA
TZOO	21	12.73	188	13%	194%	0.00%	1.0	USA
UIS	22	27.66	1,395	17%	124%	0.00%	3.0	USA
MTR	23	29.60	55	11%	590%	11.72%	#N/A	USA
RPXC	24	14.02	772	10%	1378%	0.00%	7.0	USA
AVG	25	19.37	1,011	10%	692%	0.00%	-	Netherlands
PFMT	26	6.75	331	12%	165%	0.00%	4.0	USA
CSCO	27	25.12	129,895	11%	333%	2.94%	-	USA
PETS	28	13.63	275	13%	135%	5.02%	13.0	USA
ATAI	29	3.92	89	18%	96%	10.35%	-	China
APOL	30	29.26	3,243	16%	104%	0.00%	4.0	USA
AWRE	31	4.49	103	13%	120%	39.41%	#N/A	USA
NSR	32	26.93	1,540	12%	129%	0.00%	12.0	USA
IQNT	33	17.78	593	12%	142%	2.08%	-	USA
IDCC	34	50.08	1,984	10%	479%	1.21%	3.0	USA
NHTC	35	11.80	145	9%	4023%	0.17%	-	USA
COH	36	34.20	9,453	13%	106%	3.99%	1.0	USA
DLX	37	60.38	3,022	10%	367%	1.81%	2.0	USA
TSRA	38	31.95	1,702	9%	2780%	2.90%	4.0	USA
MTEX	39	19.63	52	12%	102%	0.00%	#N/A	USA
GOMO	40	5.97	208	13%	89%	0.00%	#N/A	China
RGR	41	37.21	742	17%	78%	5.90%	3.0	USA
NUS	42	40.25	2,446	21%	73%	3.21%	5.0	USA
ONE	43	3.45	165	15%	80%	0.00%	8.0	USA
VIAB	44	69.53	30,301	10%	232%	1.80%	-	USA
BZC	45	10.40	104	10%	163%	0.00%	11.0	USA
GME	46	42.57	4,866	12%	93%	2.96%	8.0	USA
HRB	47	32.83	9,014	10%	261%	2.43%	1.0	USA
BKE	48	50.23	2,414	12%	108%	4.19%	35.0	USA
AVID	49	10.32	404	11%	131%	0.00%	3.0	USA
CA	50	29.50	13,010	9%	438%	3.34%	1.0	USA
EBIX	51	16.50	631	10%	190%	1.44%	20.0	USA
CCUR	52	7.02	64	13%	79%	6.81%	#N/A	USA
AFOP	53	13.71	262	11%	104%	1.09%	9.0	USA
WSTG	54	17.12	81	14%	76%	4.01%	#N/A	USA
CRT	55	26.30	158	10%	150%	10.13%	1.0	USA
ITRN	56	20.30	426	11%	91%	4.54%	-	Israel
TPUB	57	16.93	431	16%	68%	0.00%	#N/A	USA
ANIK	58	41.46	640	11%	96%	0.00%	3.0	USA
ORCL	59	40.43	183,876	9%	483%	1.19%	25.0	USA
PBI	60	24.75	5,047	10%	149%	3.02%	1.0	USA
TDC	61	43.71	6,867	9%	352%	0.00%	1.0	USA
CBI	62	55.23	6,032	10%	110%	0.48%	2.0	Netherlands
UBNT	63	28.78	2,588	9%	338%	0.58%	66.0	USA
SGU	64	6.36	365	17%	59%	5.53%	1.0	USA
SLI	65	38.82	162	15%	62%	0.00%	4.0	USA
NOC	66	136.56	28,568	10%	113%	1.93%	1.0	USA
SWHC	67	9.77	549	20%	56%	0.00%	11.0	USA
BRCD	68	11.05	4,880	10%	101%	0.64%	1.0	USA
PME	69	1.27	100	38%	53%	0.84%	#N/A	China
GORO	70	3.92	214	13%	63%	3.87%	10.0	USA
HPQ	71	36.75	69,779	11%	78%	1.65%	-	USA
STRA	72	78.41	836	10%	99%	0.00%	7.0	USA
EDGW	73	7.15	93	11%	83%	0.00%	#N/A	USA
ASPS	74	72.00	1,702	10%	112%	0.00%	-	Luxembourg
FRAN	75	11.77	499	13%	61%	0.00%	2.0	USA
RTN	76	103.65	32,277	9%	145%	2.28%	1.0	USA
CRWN	77	3.44	1,237	10%	112%	0.00%	-	USA
IPCM	78	38.76	684	9%	146%	0.00%	2.0	USA
FLR	79	65.63	10,465	11%	76%	1.20%	1.0	USA
LBMH	80	2.95	158	9%	199%	4.14%	#N/A	USA
TUP	81	64.87	3,308	9%	133%	4.12%	2.0	USA
LO	82	61.90	22,264	8%	652%	3.85%	-	USA
PPC	83	31.09	8,069	13%	58%	0.00%	1.0	USA
LEE	84	3.31	173	11%	70%	0.00%	9.0	USA
MAN	85	67.05	5,438	14%	57%	1.40%	1.0	USA
K	86	63.68	22,925	11%	79%	2.93%	-	USA
MGIC	87	6.89	306	9%	138%	3.12%	-	Israel
IBM	88	163.37	162,994	10%	90%	2.60%	-	USA
PDFS	89	14.14	454	10%	99%	0.00%	19.0	USA
NTES	90	93.43	12,236	8%	488%	2.28%	-	China
SFUN	91	8.46	3,948	9%	151%	2.35%	-	China
QCOM	92	69.79	118,704	8%	335%	2.22%	-	USA
APEI	93	35.86	622	11%	64%	0.00%	3.0	USA
XLS	94	18.01	3,480	12%	57%	2.15%	-	USA
EGY	95	7.08	407	26%	46%	0.00%	5.0	USA
LXK	96	42.51	2,691	14%	51%	3.10%	2.0	USA
PEIX	97	14.24	346	27%	45%	0.00%	-	USA
BAH	98	26.05	3,898	8%	169%	9.40%	3.0	USA
XUE	99	2.73	172	24%	46%	6.04%	-	China
BWC	100	30.04	3,228	14%	51%	1.32%	1.0	USA
OMC	101	73.04	18,435	8%	254%	2.47%	1.0	USA
KFY	102	27.68	1,373	9%	96%	0.00%	2.0	USA
CTG	103	9.05	146	18%	46%	2.57%	8.0	USA
NVMI	104	10.69	297	11%	68%	0.00%	-	Israel
CPLA	105	68.92	862	8%	168%	2.02%	7.0	USA
STRZA	106	31.00	3,444	9%	97%	0.00%	-	USA
BBBY	107	69.95	13,395	12%	56%	0.00%	2.0	USA
KRFT	108	57.67	34,484	9%	83%	3.67%	-	USA
MANT	109	29.50	1,100	10%	72%	2.83%	-	USA
CXDC	110	5.96	291	58%	43%	0.00%	3.0	China
SMT	111	1.51	192	17%	45%	0.00%	-	Canada
HRS	112	71.12	7,524	10%	72%	2.43%	1.0	USA
DOM	113	7.76	61	10%	75%	9.47%	#N/A	USA
EGL	114	43.75	790	9%	83%	0.00%	-	USA
CPSI	115	61.29	676	9%	110%	3.68%	11.0	USA
OUTR	116	63.82	1,222	11%	55%	0.00%	2.0	USA
GCI	117	30.80	7,149	10%	61%	2.60%	-	USA
SYNT	118	45.14	3,790	9%	115%	0.00%	35.0	USA
COMM	119	20.88	4,001	10%	61%	0.00%	#N/A	USA
KORS	120	68.79	14,269	9%	92%	0.00%	3.0	Hong Kong
LCI	121	49.91	1,845	9%	86%	0.00%	20.0	USA
GSB	122	2.62	54	8%	520%	1.92%	#N/A	USA
MSFT	123	48.81	407,571	8%	213%	2.29%	8.0	USA
PLUS	124	67.95	514	12%	47%	0.00%	7.0	USA
SAP	125	67.38	80,721	8%	270%	2.05%	-	Germany
SYMC	126	25.19	17,532	8%	129%	2.40%	1.0	USA
AAPL	127	109.08	651,435	8%	255%	1.70%	-	USA
HSII	128	20.57	380	9%	85%	2.52%	5.0	USA
CHKE	129	17.75	150	8%	184%	1.13%	10.0	USA
MD	130	62.37	6,246	8%	301%	0.00%	2.0	USA
MED	131	29.49	371	9%	81%	0.00%	18.0	USA
USNA	132	110.57	1,466	8%	170%	0.00%	9.0	USA
ACN	133	83.79	57,676	8%	510%	2.32%	1.0	Ireland
ENSG	134	40.58	941	10%	61%	0.53%	5.0	USA
NATR	135	15.00	267	13%	46%	13.32%	1.0	USA
DNB	136	123.39	4,504	7%	1260%	1.38%	3.0	USA
EXLS	137	28.66	965	9%	91%	0.00%	5.0	USA
SAIC	138	50.51	2,470	9%	94%	2.21%	#N/A	USA
REX	139	70.25	575	18%	41%	0.00%	21.0	USA
NOK	140	8.17	32,813	8%	250%	6.29%	-	Finland
MIK	141	19.57	3,620	9%	74%	0.00%	#N/A	USA
CBS	142	51.66	27,948	9%	84%	0.98%	1.0	USA
ESI	143	9.58	224	20%	40%	0.00%	3.0	USA
MRVL	144	13.31	6,923	9%	78%	1.77%	-	Bermuda
CODI	145	16.95	819	12%	47%	7.87%	2.0	USA
RMCF	146	12.07	78	10%	68%	3.59%	#N/A	USA
PM	147	88.02	137,311	8%	161%	4.32%	-	USA
CO	148	4.96	362	20%	40%	0.00%	1.0	Hong Kong
SAFM	149	83.78	1,881	18%	40%	1.57%	8.0	USA
UEPS	150	12.86	625	14%	43%	0.00%	2.0	South Africa
RIOM	151	2.34	416	27%	39%	0.00%	-	Canada
EME	152	45.00	3,034	9%	72%	0.70%	3.0	USA
KZ	153	6.44	305	8%	170%	12.79%	-	China
THO	154	55.05	2,940	9%	67%	1.75%	33.0	USA
CATO	155	36.17	990	11%	49%	2.64%	9.0	USA
AVP	156	10.49	4,559	12%	46%	2.86%	-	USA
CACI	157	85.33	2,057	9%	90%	0.00%	2.0	USA
NCIT	158	10.74	148	11%	49%	0.00%	55.0	USA
DOX	159	47.55	7,592	8%	166%	1.25%	-	Channel Islands
PLOW	160	22.92	509	11%	50%	3.71%	3.0	USA
FL	161	54.58	7,991	10%	52%	1.57%	2.0	USA
SNDK	162	92.65	22,299	8%	121%	1.13%	-	USA
CHE	163	108.61	1,914	8%	158%	0.76%	4.0	USA
MBT	164	13.73	13,654	16%	39%	2.25%	-	Russia
LYB	165	88.28	45,199	12%	44%	2.95%	-	Netherlands
HGT	166	9.92	397	11%	47%	11.08%	4.0	USA
LEA	167	92.77	7,552	12%	44%	0.83%	-	USA
RAI	168	65.04	34,661	7%	246%	4.03%	-	USA
KGJI	169	1.20	79	84%	35%	6.72%	#N/A	USA
EMR	170	64.55	45,159	9%	74%	2.64%	1.0	USA
CRWS	171	7.16	72	14%	39%	4.44%	#N/A	USA
ERIC	172	11.92	38,978	10%	53%	3.98%	-	Sweden
UCTT	173	8.27	247	15%	38%	0.00%	6.0	USA
GD	174	141.25	47,768	8%	114%	1.72%	1.0	USA
DGX	175	62.97	9,131	8%	87%	2.06%	1.0	USA
CLCT	176	22.74	193	7%	555%	5.56%	26.0	USA
CSGS	177	25.55	869	9%	62%	2.39%	5.0	USA
WGO	178	23.12	628	11%	44%	0.39%	2.0	USA
KLIC	179	13.55	1,056	17%	36%	0.00%	4.0	USA
CSC	180	60.01	8,737	11%	43%	1.45%	1.0	USA
MTRX	181	23.16	628	11%	46%	0.00%	5.0	USA
CR	182	60.96	3,652	9%	58%	2.03%	2.0	USA
PETM	183	72.56	7,233	9%	55%	1.07%	1.0	USA
STV	184	3.94	244	12%	42%	12.85%	-	China
LH	185	99.97	8,647	8%	77%	0.00%	1.0	USA
NOV	186	73.08	31,497	12%	41%	1.89%	-	USA
LMT	187	187.00	60,177	8%	111%	2.85%	-	USA
OSK	188	45.55	3,812	11%	42%	1.32%	3.0	USA
HIBB	189	45.60	1,177	10%	47%	0.00%	1.0	USA
DISCK	190	31.66	21,592	7%	184%	0.00%	-	USA
DPS	191	69.68	13,671	8%	112%	2.28%	-	USA
KANG	192	18.31	294	20%	34%	0.00%	#N/A	China
BBY	193	34.74	12,235	11%	43%	2.02%	1.0	USA
MPAA	194	34.31	546	7%	339%	0.00%	3.0	USA
DISCA	195	32.02	21,834	7%	184%	0.00%	5.0	USA
PRGS	196	26.89	1,370	7%	146%	0.00%	5.0	USA
VOC	197	8.96	152	23%	33%	21.39%	-	USA
JCOM	198	56.08	2,645	7%	472%	1.91%	6.0	USA
GNC	199	43.02	3,882	9%	60%	1.46%	1.0	USA
MHFI	200	89.40	24,621	7%	841%	1.30%	1.0	USA

I am lazy right now, so you will have to take my word - this list matches the official top 50 very closely.

Transactions 

I did sell my VEC today for a 26% gain in a mere three weeks. It was very sweet to have a success for a change.  Then I bought PBF, a 4.5% dividend stock that Seth Klarman likes.