Top 200 List - July 10th, 2015

Top 200 List

It has been over a month since I ran my top 200 list. As a reminder to my new readers (are there any?) I have a spreadsheet that replicates extremely closely the official MFI top 50 lists.

I get a few more on my list as I suspect they throw some from other countries out, there may be other reasons (like I retain health insurers and MFI clearly pitches them).  But virtually all of the official top 50 are in my top 80, so correlation is very tight.

My list is in descending order.  I also show dividend yield, though I'd encourage anyone using the list to double check those as Yahoo Finance is not the most reliable source.  So without further ado, here is the list:

Ticker	Rank	Stock Price	Market Cap	Earnings Yield	ROIC	Dividend Yield
PDLI	1	6.30	1,074	39%	887017%	10.00%
PERI	2	2.62	196	61%	677%	0.00%
ENTA	3	45.53	877	21%	1586%	0.00%
msb	4	12.40	163	16%	2606%	20.00%
CTCM	5	1.91	298	70%	301%	36.80%
KING	6	14.68	4,713	19%	371%	0.00%
DEPO	7	30.14	1,795	13%	2731%	0.00%
CALL	8	6.91	124	18%	330%	0.00%
AGX	9	39.97	594	13%	742%	0.00%
IDCC	10	55.50	2,072	14%	363%	1.40%
RPXC	11	16.30	900	11%	1813%	0.00%
GAME	12	6.75	1,832	12%	873%	0.00%
XENE	13	9.88	140	12%	377%	0.00%
ANTM	14	159.73	44,788	12%	287%	1.60%
WTW	15	3.97	226	11%	389%	0.00%
NLNK	16	46.82	1,494	11%	503%	0.00%
HLF	17	51.41	4,349	13%	196%	0.00%
GSK	18	42.45	103,175	18%	138%	5.70%
CRT	19	15.48	93	16%	142%	6.30%
SJT	20	10.78	502	10%	678%	3.40%
TSRA	21	35.93	1,923	10%	1253%	2.20%
VNCE	22	11.87	451	13%	152%	0.00%
CLCT	23	20.21	172	10%	665%	7.00%
IQNT	24	17.76	603	13%	149%	3.50%
CPLA	25	54.35	679	12%	176%	2.80%
LQDT	26	9.35	280	14%	127%	0.00%
NSR	27	29.01	1,649	14%	133%	0.00%
VEC	28	24.13	260	12%	158%	0.00%
CBI	29	46.45	5,075	13%	129%	0.60%
VIAB	30	61.80	24,875	11%	270%	2.60%
VIA	31	62.22	25,044	10%	270%	2.60%
TNH	32	113.37	2,097	16%	105%	7.30%
GILD	33	113.74	178,458	10%	487%	1.50%
LEJU	34	7.40	992	10%	358%	11.50%
CSCO	35	27.28	140,437	10%	342%	3.10%
HRB	36	31.18	8,583	10%	254%	2.70%
DLX	37	60.84	3,049	10%	413%	2.00%
LBMH	38	2.45	132	11%	204%	5.50%
STRA	39	45.69	491	17%	94%	0.00%
KORS	40	42.49	8,634	16%	97%	0.00%
GME	41	46.96	5,090	13%	120%	3.10%
CPHR	42	8.07	215	10%	415%	0.00%
QCOM	43	62.73	104,571	10%	339%	3.10%
PPC	44	22.59	5,872	21%	78%	0.00%
IRS	45	17.77	1,009	9%	554%	0.70%
SPOK	46	16.42	362	11%	171%	3.00%
PBI	47	21.08	4,272	11%	150%	3.60%
MOBI	48	4.31	120	10%	281%	0.00%
AET	49	114.60	40,419	9%	668%	0.90%
HUM	50	187.25	28,527	10%	193%	0.60%
CA	51	30.34	13,319	9%	486%	3.40%
PSDV	52	4.08	120	9%	2717%	0.00%
ENR	53	37.00	2,298	15%	77%	2.70%
HPQ	54	30.65	56,273	14%	82%	2.30%
SMT	55	0.89	108	34%	64%	0.00%
ONE	56	2.80	134	17%	71%	0.00%
BRCD	57	11.32	4,904	11%	114%	1.50%
BKE	58	46.27	2,230	12%	97%	2.00%
UIS	59	20.02	997	14%	80%	0.00%
GIB	60	38.93	12,571	9%	335%	0.00%
SGU	61	8.78	503	19%	66%	4.30%
FLR	62	50.74	7,607	16%	68%	1.70%
GORO	63	2.49	135	26%	60%	4.80%
COH	64	33.38	9,260	11%	104%	4.10%
MGIC	65	6.45	285	10%	119%	2.50%
TDC	66	35.93	5,307	9%	282%	0.00%
LCI	67	59.93	2,230	11%	114%	0.00%
EVOL	68	8.83	105	9%	172%	5.00%
ASPS	69	28.07	589	13%	74%	0.00%
NVDA	70	19.75	10,843	11%	111%	2.00%
SNDK	71	53.53	11,993	11%	99%	2.20%
HNT	72	69.12	5,417	8%	444%	0.00%
WLDN	73	10.64	86	12%	82%	0.00%
AAPL	74	123.28	719,321	9%	317%	1.70%
APEI	75	26.65	462	17%	61%	0.00%
APOL	76	14.01	1,522	23%	57%	0.00%
VA	77	28.69	1,280	12%	82%	4.90%
UEPS	78	18.60	860	15%	62%	0.00%
CSIQ	79	25.83	1,556	25%	56%	0.00%
OUTR	80	80.74	1,476	12%	73%	1.50%
KFY	81	34.80	1,736	9%	200%	1.20%
ORCL	82	40.36	180,127	8%	382%	1.50%
MSFT	83	44.61	367,453	9%	195%	2.80%
SAFM	84	70.66	1,577	33%	53%	1.20%
PLOW	85	20.83	464	12%	69%	4.40%
BBY	86	33.93	12,133	15%	60%	2.70%
KZ	87	6.77	317	9%	139%	0.00%
GHM	88	20.04	203	16%	57%	1.60%
NTCT	89	36.26	1,506	8%	456%	0.00%
PETS	90	18.00	363	9%	126%	4.10%
TARO	91	142.57	6,107	10%	102%	0.00%
NUS	92	41.62	2,508	15%	57%	3.20%
BAH	93	25.94	3,888	9%	167%	2.10%
RTN	94	98.71	30,462	10%	113%	2.70%
ETM	95	11.44	435	10%	106%	0.00%
BCOR	96	15.74	659	8%	251%	0.00%
ANIK	97	33.33	511	11%	73%	0.00%
BBX	98	16.01	268	25%	49%	0.00%
SAIC	99	52.56	2,502	9%	135%	2.40%
DHX	100	9.11	495	8%	296%	0.00%
NATH	101	35.71	163	9%	161%	0.00%
OMC	102	72.69	17,984	8%	266%	2.90%
TKC	103	11.78	10,366	14%	55%	15.30%
AVP	104	5.90	2,566	16%	51%	4.00%
LOV	105	3.15	79	9%	151%	0.00%
LEE	106	3.16	170	11%	67%	0.00%
UNH	107	122.15	118,363	8%	256%	1.70%
BPI	108	9.35	425	16%	50%	0.00%
NSU	109	3.55	715	73%	44%	4.50%
LYB	110	98.38	47,321	13%	55%	3.30%
MLP	111	5.59	105	13%	56%	0.00%
WMC	112	14.98	620	7%	625%	16.90%
PDFS	113	13.73	443	10%	90%	0.00%
EMR	114	53.83	36,825	10%	73%	3.50%
GPS	115	37.58	15,934	12%	56%	2.40%
NOK	116	6.70	26,519	8%	211%	2.50%
MEI	117	26.20	1,033	14%	51%	1.40%
HGT	118	3.19	128	31%	44%	4.50%
KLIC	119	11.50	892	25%	44%	0.00%
CBD	120	21.98	3,627	31%	43%	0.90%
STV	121	3.23	201	15%	49%	0.00%
NTAP	122	30.60	9,587	10%	70%	2.40%
CRWN	123	4.53	1,629	9%	100%	0.00%
IPG	124	19.65	8,078	8%	149%	2.50%
GRMN	125	44.17	8,496	10%	79%	4.70%
KBSF	126	3.50	89	60%	42%	0.00%
NRCIA	127	14.27	350	8%	222%	1.70%
IBM	128	166.95	165,664	9%	89%	3.20%
TIVO	129	10.30	1,139	7%	568%	0.00%
NTI	130	25.50	2,361	12%	53%	18.00%
TIME	131	23.24	2,545	9%	99%	3.40%
WLKP	132	24.11	652	48%	41%	4.80%
MED	133	30.89	377	9%	89%	0.00%
XLNX	134	41.94	11,303	8%	138%	2.90%
SLI	135	39.25	163	14%	47%	0.00%
FOSL	136	69.08	3,486	13%	48%	0.00%
WDC	137	77.10	18,196	12%	54%	2.60%
CR	138	57.10	3,363	10%	63%	2.30%
BBBY	139	67.92	11,623	12%	51%	0.00%
HI	140	29.09	1,859	10%	71%	2.80%
SFUN	141	7.51	3,377	8%	124%	5.80%
DNB	142	124.21	4,521	7%	1589%	1.50%
MIXT	143	7.25	232	9%	93%	0.00%
STRZB	144	43.91	4,681	8%	123%	0.00%
MAN	145	91.89	7,314	10%	64%	1.80%
TUP	146	64.96	3,267	9%	81%	4.20%
ALDW	147	21.88	1,368	13%	48%	13.30%
GD	148	146.10	48,897	8%	122%	1.90%
STRZA	149	44.09	4,700	8%	123%	0.00%
DISCK	150	31.32	20,890	8%	170%	0.00%
HSII	151	25.87	480	9%	100%	2.00%
SYMC	152	23.32	16,161	8%	116%	2.60%
THO	153	55.86	2,988	10%	60%	2.00%
CTG	154	7.94	126	19%	41%	3.00%
UBNT	155	32.88	2,939	8%	196%	0.50%
ITRN	156	24.90	522	9%	88%	5.20%
TEO	157	18.27	3,541	18%	41%	5.40%
FENG	158	7.26	530	10%	64%	0.00%
LOGI	159	14.70	2,446	8%	131%	1.90%
DECK	160	73.05	2,496	12%	50%	0.00%
ATVI	161	25.36	18,538	7%	822%	0.90%
ICON	162	24.31	1,262	8%	166%	0.00%
IBA	163	56.68	2,832	19%	39%	2.20%
MAG	164	34.14	126	11%	57%	0.00%
IILG	165	22.33	1,289	8%	153%	2.20%
CO	166	5.51	402	21%	39%	0.00%
PLUS	167	79.30	578	13%	45%	0.00%
NCIT	168	10.39	141	10%	59%	0.00%
WNR	169	46.54	4,453	19%	39%	3.10%
REX	170	62.14	491	24%	38%	0.00%
MDP	171	51.12	2,320	8%	117%	3.60%
STX	172	45.95	15,164	10%	59%	4.70%
CPSI	173	54.24	599	8%	112%	4.80%
SYNT	174	43.97	3,699	8%	100%	0.00%
FRAN	175	13.50	573	11%	55%	0.00%
NOV	176	44.99	18,401	19%	39%	4.20%
LE	177	26.09	836	11%	48%	0.00%
HHS	178	5.45	339	10%	56%	5.90%
MLHR	179	28.74	1,732	10%	63%	2.00%
DISCB	180	33.20	22,144	7%	170%	0.00%
HCLP	181	25.77	959	12%	45%	11.20%
CATO	182	40.25	1,102	11%	52%	3.00%
DISCA	183	33.38	22,264	7%	170%	0.00%
SPLP	184	17.35	487	25%	36%	0.00%
NOC	185	165.37	33,157	8%	102%	2.00%
DOV	186	65.28	10,662	9%	66%	2.40%
HRS	187	79.35	8,316	9%	69%	2.40%
FSS	188	14.82	944	11%	50%	1.60%
UTMD	189	59.58	225	8%	125%	1.70%
JEC	190	40.15	5,106	12%	45%	0.00%
GNTX	191	16.28	4,861	9%	69%	2.10%
SCLN	192	9.02	472	8%	93%	0.00%
CBS	193	54.85	27,754	8%	90%	1.10%
HIBB	194	46.10	1,156	11%	47%	0.00%
PM	195	82.16	127,184	8%	133%	4.90%
RMAX	196	37.79	465	7%	1453%	1.30%
NCMI	197	15.86	934	7%	244%	5.60%
FFIV	198	116.39	8,463	7%	784%	0.00%
MO	199	51.31	100,875	7%	395%	4.10%
PME	200	1.64	130	38%	34%	2.60%

Then here is the official list and an index showing where the official stocks appear on my list:

Ticker	Mkt Cap	Date	My Ranking	Price	EY	ROIC
APEI	457	10-Jul	75	26.65	17%	61%
AAPL	710,374	10-Jul	74	123.28	9%	317%
AGX	586	10-Jul	9	39.97	13%	742%
HRB	8,583	10-Jul	36	31.18	10%	254%
BRCD	4,730	10-Jul	57	11.32	11%	114%
BKE	2,246	10-Jul	58	46.27	12%	97%
CA	13,213	10-Jul	51	30.34	9%	486%
CPLA	664	10-Jul	25	54.35	12%	176%
CSCO	138,937	10-Jul	35	27.28	10%	342%
COH	9,216	10-Jul	64	33.38	11%	104%
CLCT	179	10-Jul	23	20.21	10%	665%
DLX	3,038	10-Jul	37	60.84	10%	413%
DEPO	1,807	10-Jul	7	30.14	13%	2731%
ENTA	851	10-Jul	3	45.53	21%	1586%
EVOL	103	10-Jul	68	8.83	9%	172%
FLR	7,458	10-Jul	62	50.74	16%	68%
GME	5,029	10-Jul	41	46.96	13%	120%
GILD	167,994	10-Jul	33	113.74	10%	487%
GORO	135	10-Jul	63	2.49	26%	60%
HPQ	55,385	10-Jul	54	30.65	14%	82%
ONE	134	10-Jul	56	2.80	17%	71%
IQNT	596	10-Jul	24	17.76	13%	149%
IDCC	1,994	10-Jul	10	55.50	14%	363%
KING	4,629	10-Jul	6	14.68	19%	371%
LCI	2,166	10-Jul	67	59.93	11%	114%
LQDT	280	10-Jul	26	9.35	14%	127%
MSB	163	10-Jul	4	12.40	16%	2606%
KORS	8,626	10-Jul	40	42.49	16%	97%
NSR	1,624	10-Jul	27	29.01	14%	133%
NSU	709	10-Jul	109	3.55	73%	44%
NLNK	1,508	10-Jul	16	46.82	11%	503%
PDLI	1,030	10-Jul	1	6.30	39%	887017%
PPC	5,851	10-Jul	44	22.59	21%	78%
PBI	4,237	10-Jul	47	21.08	11%	150%
PSDV	120	10-Jul	52	4.08	9%	2717%
QCOM	102,438	10-Jul	43	62.73	10%	339%
RTN	30,195	10-Jul	94	98.71	10%	113%
RPXC	922	10-Jul	11	16.30	11%	1813%
SNDK	12,044	10-Jul	71	53.53	11%	99%
SPOK	360	10-Jul	46	16.42	11%	171%
STRA	501	10-Jul	39	45.69	17%	94%
TDC	5,098	10-Jul	66	35.93	9%	282%
TIVO	1,000	10-Jul	129	10.30	7%	568%
UIS	999	10-Jul	59	20.02	14%	80%
VEC	254	10-Jul	28	24.13	12%	158%
VIAB	24,541	10-Jul	30	61.80	11%	270%
VNCE	437	10-Jul	22	11.87	13%	152%
VA	1,239	10-Jul	77	28.69	12%	82%
WTW	227	10-Jul	15	3.97	11%	389%
XENE	141	10-Jul	13	9.88	12%	377%

You can see that TIVO and NSU are a bit of the outliers. I'd have to do some digging to try and decide why and it is a nice summer day and I just do this for fun.

Have a great one.