Sunday, October 04, 2015

Top 200 LIst: Two Step

Two Step Top 200 List

While I know that Texas is a place people either really like or really dislike, I will say that at least it has a unique culture.  And one of the things I really enjoyed when I lived there was the people really dance.  Even if you don't dance, it is mesmerizing to go to a honky tonk there and watch the couples dancing.

With that intro, I wanted to introduce today a revised top 200 list. As my 20 faithful readers know, I create a top 200 list that matches the official list quite closely.  But I have struggled creating it of late as my "go-to" places for ticker symbols by industry are starting to charge $ (Finwiz and Gurufocus).  So my list has been stagnant.  Yesterday, I decided to create a new list of tickers by the brute force method. If sites would no longer let me dump 5,000 tickers into Excel, I could still do 10 dumps of 500 each. And so I did it.

Very Interesting


When I did the dump, I did exclude some industries that I have always excluded (such as banks, insurance companies and utilities), But I definitely, in this pass, included some industries that I had excluded in the past, such as asset managers.  Now asset managers should probably be excluded as the concept of excess cash is different for them. I mean people give them cash to manage. Is that "excess"? That being said, a few of them scored very high in the list and are arguably worth a look. I found that very interesting.

So in my "two step" theme, I have created two top 200 lists. One with the asset managers in the list, as well as some managed care companies such as Anthem - which for some reason didn't get excluded as insurance companies.

At the end, I pull in the official  list and see where the top 50 stocks rank in my list. My list did go down to $50m market cap.

Top 200 With Asset Managers

Ticker Rank  Stock Price  Market Cap Earnings Yield ROIC Dividend Yield
PDLI 1            5.11            845 51% 12290% 11.98%
CHMI 2         15.03            113 40% 4520% 12.99%
PERI 3            2.08            148 90% 527% 0.00%
MNDO 4            2.77               53 19% 1246% 10.56%
KING 5         13.84         4,382 20% 732% 0.00%
AGX 6         35.05            526 18% 1194% 2.02%
MN 7            7.33            103 78% 391% 8.79%
ENTA 8         37.92            731 20% 726% 0.00%
LND 9            2.87            167 50% 399% 0.00%
VRTS 10         99.58            900 20% 710% 1.78%
WDR 11         35.05         2,947 20% 487% 5.00%
ANTX 12         48.61       13,334 36% 300% 0.00%
RPXC 13         13.70            763 15% 1675% 0.00%
MSB 14         11.79            155 14% 7163% 1.35%
HNR 15            1.50               64 219% 205% 0.00%
NLNK 16         36.36         1,042 16% 488% 0.00%
TSRA 17         32.73         1,736 14% 792% 2.47%
CTCM 18            1.79            279 57% 182% 0.00%
CALL 19            9.22            163 15% 462% 0.00%
BEN 20         37.76       23,192 18% 180% 1.50%
SGU 21            8.33            477 23% 152% 4.63%
SAMG 22         10.96               86 14% 403% 4.36%
FSAM 23            7.40               44 44% 136% 9.16%
CPHR 24            3.90            103 13% 494% 0.00%
WHG 25         54.65            435 12% 1310% 3.63%
HNNA 26         24.23            142 12% 1178% 1.01%
ANTM 27       141.85       38,909 14% 300% 1.80%
APAM 28         36.00         1,296 12% 973% 6.75%
GILD 29         98.28    151,351 12% 601% 1.75%
WILN 30            1.86            225 12% 1151% 8.51%
GAME 31            6.70         1,818 12% 873% 0.00%
VIAB 32         44.33       17,785 13% 290% 3.74%
GBL 33         54.37         1,379 14% 204% 0.50%
EV 34         33.70         3,986 11% 1073% 2.99%
NSR 35         26.89         1,512 16% 162% 0.00%
VIA 36         45.60       18,295 13% 290% 3.63%
JNS 37         13.99         2,650 13% 302% 2.59%
GSK 38         39.50       96,262 19% 130% 5.96%
NTRS 39         67.39       15,852 11% 602% 2.11%
LFVN 40            0.79               76 14% 156% 0.00%
CBI 41         38.78         4,248 16% 134% 0.68%
MC 42         25.60            540 13% 226% 4.59%
GME 43         41.50         4,449 15% 134% 3.55%
VEC 44         22.16            239 12% 275% 0.00%
CPLA 45         49.74            617 13% 176% 3.02%
CLCT 46         14.82            126 11% 539% 9.33%
CSCO 47         25.76    132,175 11% 344% 3.26%
HNT 48         61.58         4,813 11% 503% 0.00%
TROW 49         68.74       18,189 12% 278% 3.03%
DLX 50         55.57         2,788 11% 424% 2.17%
LCI 51         44.34         1,655 16% 110% 0.00%
TNH 52       108.65         2,010 17% 103% 8.91%
BSQR 53            6.71               82 11% 501% 0.00%
PPC 54         19.85         5,159 26% 84% 0.00%
TCAP 55         17.43            579 10% 15272% 12.12%
ESI 56            3.30               79 37% 76% 0.00%
AMP 57       108.59       20,241 10% 983% 2.45%
HLF 58         55.72         4,747 12% 195% 0.00%
GSB 59            3.20               68 10% 1086% 1.88%
MCC 60            7.62            441 10% 653% 14.10%
WLDN 61         10.03               82 14% 109% 0.00%
CRT 62         15.22               91 14% 121% 7.51%
IDCC 63         50.54         1,842 11% 261% 1.59%
KORS 64         43.53         8,708 16% 93% 0.00%
BKE 65         37.09         1,788 15% 94% 2.50%
OMAM 66         14.92         1,797 10% 612% 2.14%
LM 67         41.96         4,625 11% 169% 1.80%
OUTR 68         58.15         1,038 16% 84% 2.07%
SPOK 69         15.92            346 11% 171% 3.13%
VNCE 70            3.60            132 22% 70% 0.00%
LQDT 71            7.58            227 13% 109% 0.00%
BRCD 72         10.15         4,339 13% 114% 1.79%
AET 73       113.11       39,837 10% 707% 0.91%
UIS 74         12.30            614 18% 74% 0.00%
CNS 75         26.47         1,212 12% 132% 3.71%
KCAP 76            4.82            178 9% 2944% 17.61%
FLR 77         42.40         6,271 20% 69% 2.03%
TDC 78         29.02         4,118 10% 253% 0.00%
CALM 79         59.48         2,885 16% 77% 6.96%
EVOL 80            5.79               69 12% 124% 7.41%
AAPL 81       110.38    637,235 10% 320% 1.90%
STRA 82         55.03            589 14% 90% 0.00%
HPQ 83         26.07       47,656 15% 80% 2.78%
CA 84         27.68       12,124 10% 476% 3.65%
ONE 85            2.03               97 19% 68% 0.00%
WU 86         18.55         9,642 10% 586% 3.40%
CYOU 87         18.45            983 30% 62% 0.00%
LBMH 88            2.46            132 11% 192% 5.53%
IQNT 89         21.38            728 11% 156% 2.69%
TARO 90       145.17         6,218 12% 127% 0.00%
MCFT 91         12.77            231 10% 238% 0.00%
PETS 92         16.32            330 11% 139% 4.49%
QCOM 93         55.07       89,709 10% 307% 3.61%
MIXT 94            5.39            173 15% 76% 0.00%
TIVO 95            8.87            979 9% 558% 0.00%
PBI 96         19.73         4,002 11% 143% 3.85%
APOL 97         11.01         1,196 33% 57% 0.00%
TCRD 98         11.03            373 9% 2872% 12.31%
EBAY 99         25.53       31,274 13% 82% 0.00%
UEPS 100         16.78            779 18% 64% 0.00%
ENVA 101         10.61            350 24% 58% 0.00%
NLS 102         15.11            480 10% 176% 0.00%
SALE 103            8.70            465 15% 70% 0.00%
VDSI 104         17.84            709 11% 148% 0.00%
DEPO 105         19.82         1,189 9% 1044% 0.00%
LEJU 106            6.15            843 12% 99% 14.39%
CHKE 107         15.73            141 10% 163% 0.00%
GARS 108         13.80            231 9% 5615% 9.66%
BLK 109       303.36       51,303 9% 415% 2.95%
ICON 110         13.68            678 10% 169% 0.00%
GHM 111         18.01            183 19% 57% 1.83%
GIB 112         36.76       11,861 9% 324% 0.00%
BK 113         39.17       43,954 9% 495% 1.73%
HUM 114       183.51       27,737 10% 179% 0.64%
APEI 115         21.86            370 21% 55% 0.00%
NTI 116         23.97         2,224 15% 62% 20.17%
NRCIA 117         11.95            293 10% 220% 2.07%
WTW 118            5.98            342 9% 342% 0.00%
FII 119         28.73         2,894 9% 669% 3.41%
MGIC 120            5.58            248 12% 75% 3.48%
STT 121         67.12       27,970 9% 256% 2.02%
VA 122         33.12         1,460 12% 84% 4.90%
SCLN 123            6.91            345 11% 110% 0.00%
DHX 124            7.38            391 9% 284% 0.00%
PNTR 125            7.05               56 13% 71% 0.00%
GDOT 126         17.12            895 11% 119% 0.00%
GRMN 127         35.85         6,869 11% 98% 5.77%
HSII 128         19.43            361 11% 88% 2.67%
ALDW 129         24.81         1,551 14% 60% 17.23%
NVEC 130         48.02            233 9% 228% 8.33%
ORCL 131         36.89    162,759 9% 355% 1.66%
JP 132            8.93            262 8% 1141% 0.00%
FDUS 133         13.87            225 8% 1792% 10.94%
SAFM 134         70.07         1,545 32% 48% 1.27%
ASPS 135         24.18            500 13% 67% 0.00%
BBX 136         16.23            274 26% 48% 0.00%
LYB 137         88.43       41,739 15% 56% 3.63%
BBY 138         37.78       13,370 13% 63% 2.48%
GPS 139         27.96       11,687 16% 55% 3.29%
WSTG 140         17.33               81 14% 61% 4.03%
TGNA 141         23.09         5,355 12% 68% 2.48%
STV 142            1.82            109 40% 46% 0.00%
ITT 143         34.37         3,100 16% 53% 0.00%
PDFS 144         10.34            335 12% 69% 0.00%
DISCK 145         24.39       15,975 9% 167% 0.00%
KZ 146            6.90            322 14% 58% 0.00%
CATO 147         34.25            940 14% 58% 3.51%
NHTC 148         33.25            414 8% 4375% 0.48%
UG 149         18.13               83 9% 181% 5.28%
MOH 150         69.69         3,754 11% 92% 0.00%
MED 151         27.02            329 11% 90% 0.00%
TIME 152         18.21         2,006 11% 88% 4.17%
COH 153         29.35         8,174 10% 89% 4.75%
LEE 154            2.28            123 12% 67% 0.00%
RECN 155         15.25            581 11% 80% 2.68%
EMR 156         44.19       29,559 12% 67% 4.39%
MAGS 157            4.08               67 21% 43% 0.00%
PSDV 158            3.68            108 8% 1900% 0.00%
DISCA 159         26.09       17,089 9% 167% 0.00%
IILG 160         18.13         1,052 9% 150% 2.68%
MSFT 161         45.57    367,340 9% 191% 3.23%
KBSF 162            5.06            129 24% 42% 0.00%
SNI 163         49.80         6,467 11% 72% 1.90%
HHS 164            3.55            220 14% 52% 9.74%
FOSL 165         55.38         2,699 16% 47% 0.00%
CR 166         47.48         2,792 12% 61% 2.85%
SYMC 167         19.65       13,578 10% 115% 3.08%
HOLI 168         17.95         1,088 15% 49% 0.00%
BBBY 169         57.39         9,563 15% 50% 0.00%
MDP 170         43.49         1,975 9% 122% 4.36%
PLOW 171         19.94            446 12% 57% 4.51%
ANIK 172         31.82            488 11% 69% 0.00%
OMC 173         68.00       16,708 8% 256% 3.03%
KFY 174         33.25         1,663 9% 121% 1.22%
SJT 175            9.71            453 8% 512% 6.75%
BPI 176            7.70            352 22% 41% 0.00%
SMT 177            0.67               82 25% 41% 0.00%
CBS 178         40.30       19,949 10% 86% 1.40%
HI 179         26.32         1,682 11% 73% 3.10%
ETM 180         10.25            399 10% 87% 0.00%
NUS 181         44.12         2,635 13% 53% 3.44%
IBA 182         60.40         3,017 18% 43% 1.87%
TEO 183         13.90         2,694 21% 41% 6.49%
UNH 184       118.83    114,790 8% 250% 1.72%
AVP 185            3.51         1,528 18% 42% 7.38%
MLP 186            5.13               97 13% 55% 0.00%
NATH 187         38.34            177 8% 229% 0.00%
THO 188         52.49         2,767 11% 63% 2.09%
TCPC 189         14.04            687 8% 1488% 9.75%
ITRN 190         21.02            441 10% 75% 2.68%
TUP 191         50.56         2,548 10% 71% 5.50%
HRB 192         36.57       10,085 8% 262% 2.20%
ROK 193       102.41       13,877 9% 102% 2.59%
ATAI 194            2.79               64 18% 41% 0.00%
WCG 195         85.31         3,784 12% 56% 0.00%
SLI 196         34.40            139 15% 44% 0.00%
BCOR 197         13.64            572 9% 150% 0.00%
GD 198       139.13       46,111 9% 125% 2.00%
RMCF 199         11.77               73 10% 84% 4.09%
CTG 200            6.21               99 23% 39% 3.86%


Hmm, not sure about the funky dividend yield formatting.  Too lazy to fix! But some new names (like MN) look rather interesting.  Maybe I'll try a MFI tranche of non official  MFI stocks.

Top 200 List (Edited)

With this list I pulled out Credit Services (companies like MA or AXP), Health Care Plans (like AET),  and Asset Managers (like Blackrock).  I did leave in all REITs.

Ticker Rank  Stock Price  Market Cap Earnings Yield ROIC Dividend Yield
PDLI 1            5.11            845 51% 12290% 11.98%
CHMI 2         15.03            113 40% 4520% 12.99%
PERI 3            2.08            148 90% 527% 0.00%
MNDO 4            2.77               53 19% 1246% 10.56%
LND 5            2.87            167 50% 399% 0.00%
KING 6         13.84         4,382 20% 732% 0.00%
ENTA 7         37.92            731 20% 726% 0.00%
AGX 8         35.05            526 18% 1194% 2.02%
HNR 9            1.50               64 219% 205% 0.00%
RPXC 10         13.70            763 15% 1675% 0.00%
NLNK 11         36.36         1,042 16% 488% 0.00%
CTCM 12            1.79            279 57% 182% 0.00%
TSRA 13         32.73         1,736 14% 792% 2.47%
CALL 14            9.22            163 15% 462% 0.00%
SGU 15            8.33            477 23% 152% 4.63%
CPHR 16            3.90            103 13% 494% 0.00%
GILD 17         98.28    151,351 12% 601% 1.75%
NSR 18         26.89         1,512 16% 162% 0.00%
WILN 19            1.86            225 12% 1151% 8.51%
VIAB 20         44.33       17,785 13% 290% 3.74%
GAME 21            6.70         1,818 12% 873% 0.00%
VIA 22         45.60       18,295 13% 290% 3.63%
GSK 23         39.50       96,262 19% 130% 5.96%
LFVN 24            0.79               76 14% 156% 0.00%
CBI 25         38.78         4,248 16% 134% 0.68%
GME 26         41.50         4,449 15% 134% 3.55%
CPLA 27         49.74            617 13% 176% 3.02%
VEC 28         22.16            239 12% 275% 0.00%
CLCT 29         14.82            126 11% 539% 9.33%
CSCO 30         25.76    132,175 11% 344% 3.26%
LCI 31         44.34         1,655 16% 110% 0.00%
TNH 32       108.65         2,010 17% 103% 8.91%
PPC 33         19.85         5,159 26% 84% 0.00%
DLX 34         55.57         2,788 11% 424% 2.17%
BSQR 35            6.71               82 11% 501% 0.00%
ESI 36            3.30               79 37% 76% 0.00%
HLF 37         55.72         4,747 12% 195% 0.00%
GSB 38            3.20               68 10% 1086% 1.88%
CRT 39         15.22               91 14% 121% 7.51%
WLDN 40         10.03               82 14% 109% 0.00%
IDCC 41         50.54         1,842 11% 261% 1.59%
KORS 42         43.53         8,708 16% 93% 0.00%
BKE 43         37.09         1,788 15% 94% 2.50%
SPOK 44         15.92            346 11% 171% 3.13%
OUTR 45         58.15         1,038 16% 84% 2.07%
LQDT 46            7.58            227 13% 109% 0.00%
VNCE 47            3.60            132 22% 70% 0.00%
BRCD 48         10.15         4,339 13% 114% 1.79%
UIS 49         12.30            614 18% 74% 0.00%
TDC 50         29.02         4,118 10% 253% 0.00%
FLR 51         42.40         6,271 20% 69% 2.03%
CALM 52         59.48         2,885 16% 77% 6.96%
EVOL 53            5.79               69 12% 124% 7.41%
AAPL 54       110.38    637,235 10% 320% 1.90%
STRA 55         55.03            589 14% 90% 0.00%
HPQ 56         26.07       47,656 15% 80% 2.78%
CA 57         27.68       12,124 10% 476% 3.65%
ONE 58            2.03               97 19% 68% 0.00%
LBMH 59            2.46            132 11% 192% 5.53%
IQNT 60         21.38            728 11% 156% 2.69%
MCFT 61         12.77            231 10% 238% 0.00%
TARO 62       145.17         6,218 12% 127% 0.00%
PETS 63         16.32            330 11% 139% 4.49%
CYOU 64         18.45            983 30% 62% 0.00%
QCOM 65         55.07       89,709 10% 307% 3.61%
MIXT 66            5.39            173 15% 76% 0.00%
TIVO 67            8.87            979 9% 558% 0.00%
PBI 68         19.73         4,002 11% 143% 3.85%
APOL 69         11.01         1,196 33% 57% 0.00%
NLS 70         15.11            480 10% 176% 0.00%
EBAY 71         25.53       31,274 13% 82% 0.00%
UEPS 72         16.78            779 18% 64% 0.00%
VDSI 73         17.84            709 11% 148% 0.00%
SALE 74            8.70            465 15% 70% 0.00%
CHKE 75         15.73            141 10% 163% 0.00%
LEJU 76            6.15            843 12% 99% 14.39%
ICON 77         13.68            678 10% 169% 0.00%
DEPO 78         19.82         1,189 9% 1044% 0.00%
GIB 79         36.76       11,861 9% 324% 0.00%
GHM 80         18.01            183 19% 57% 1.83%
NRCIA 81         11.95            293 10% 220% 2.07%
APEI 82         21.86            370 21% 55% 0.00%
WTW 83            5.98            342 9% 342% 0.00%
NTI 84         23.97         2,224 15% 62% 20.17%
DHX 85            7.38            391 9% 284% 0.00%
MGIC 86            5.58            248 12% 75% 3.48%
SCLN 87            6.91            345 11% 110% 0.00%
VA 88         33.12         1,460 12% 84% 4.90%
NVEC 89         48.02            233 9% 228% 8.33%
GRMN 90         35.85         6,869 11% 98% 5.77%
HSII 91         19.43            361 11% 88% 2.67%
PNTR 92            7.05               56 13% 71% 0.00%
ORCL 93         36.89    162,759 9% 355% 1.66%
ALDW 94         24.81         1,551 14% 60% 17.23%
ASPS 95         24.18            500 13% 67% 0.00%
SAFM 96         70.07         1,545 32% 48% 1.27%
LYB 97         88.43       41,739 15% 56% 3.63%
BBY 98         37.78       13,370 13% 63% 2.48%
BBX 99         16.23            274 26% 48% 0.00%
GPS 100         27.96       11,687 16% 55% 3.29%
WSTG 101         17.33               81 14% 61% 4.03%
TGNA 102         23.09         5,355 12% 68% 2.48%
DISCK 103         24.39       15,975 9% 167% 0.00%
STV 104            1.82            109 40% 46% 0.00%
ITT 105         34.37         3,100 16% 53% 0.00%
UG 106         18.13               83 9% 181% 5.28%
PDFS 107         10.34            335 12% 69% 0.00%
KZ 108            6.90            322 14% 58% 0.00%
MED 109         27.02            329 11% 90% 0.00%
CATO 110         34.25            940 14% 58% 3.51%
NHTC 111         33.25            414 8% 4375% 0.48%
TIME 112         18.21         2,006 11% 88% 4.17%
COH 113         29.35         8,174 10% 89% 4.75%
DISCA 114         26.09       17,089 9% 167% 0.00%
MSFT 115         45.57    367,340 9% 191% 3.23%
IILG 116         18.13         1,052 9% 150% 2.68%
LEE 117            2.28            123 12% 67% 0.00%
RECN 118         15.25            581 11% 80% 2.68%
EMR 119         44.19       29,559 12% 67% 4.39%
SYMC 120         19.65       13,578 10% 115% 3.08%
OMC 121         68.00       16,708 8% 256% 3.03%
SNI 122         49.80         6,467 11% 72% 1.90%
MDP 123         43.49         1,975 9% 122% 4.36%
PSDV 124            3.68            108 8% 1900% 0.00%
MAGS 125            4.08               67 21% 43% 0.00%
KFY 126         33.25         1,663 9% 121% 1.22%
HHS 127            3.55            220 14% 52% 9.74%
CR 128         47.48         2,792 12% 61% 2.85%
FOSL 129         55.38         2,699 16% 47% 0.00%
SJT 130            9.71            453 8% 512% 6.75%
KBSF 131            5.06            129 24% 42% 0.00%
CBS 132         40.30       19,949 10% 86% 1.40%
HOLI 133         17.95         1,088 15% 49% 0.00%
ETM 134         10.25            399 10% 87% 0.00%
ANIK 135         31.82            488 11% 69% 0.00%
PLOW 136         19.94            446 12% 57% 4.51%
BBBY 137         57.39         9,563 15% 50% 0.00%
HI 138         26.32         1,682 11% 73% 3.10%
NATH 139         38.34            177 8% 229% 0.00%
NUS 140         44.12         2,635 13% 53% 3.44%
BPI 141            7.70            352 22% 41% 0.00%
SMT 142            0.67               82 25% 41% 0.00%
IBA 143         60.40         3,017 18% 43% 1.87%
HRB 144         36.57       10,085 8% 262% 2.20%
TEO 145         13.90         2,694 21% 41% 6.49%
MLP 146            5.13               97 13% 55% 0.00%
AVP 147            3.51         1,528 18% 42% 7.38%
THO 148         52.49         2,767 11% 63% 2.09%
ROK 149       102.41       13,877 9% 102% 2.59%
ITRN 150         21.02            441 10% 75% 2.68%
BCOR 151         13.64            572 9% 150% 0.00%
GD 152       139.13       46,111 9% 125% 2.00%
TUP 153         50.56         2,548 10% 71% 5.50%
RMCF 154         11.77               73 10% 84% 4.09%
IBM 155       144.58    142,657 10% 83% 3.62%
NTCT 156         36.15         1,496 8% 422% 0.00%
UTMD 157         52.99            200 9% 123% 1.94%
ATAI 158            2.79               64 18% 41% 0.00%
SCSS 159         22.18         1,165 11% 64% 0.00%
SLI 160         34.40            139 15% 44% 0.00%
FSS 161         13.69            871 12% 52% 1.78%
CTG 162            6.21               99 23% 39% 3.86%
HCLP 163            7.56            281 24% 38% 25.71%
ATTO 164            9.95            741 15% 43% 0.00%
ZPIN 165         12.89            730 8% 573% 0.00%
CPSI 166         42.54            471 9% 96% 6.07%
TSQ 167            9.73            169 11% 62% 0.00%
HIBB 168         35.05            866 14% 43% 0.00%
WSTC 169         22.50         1,926 9% 108% 4.03%
IPG 170         19.64         8,202 8% 152% 2.50%
FOXA 171         28.04       57,762 8% 155% 1.10%
STRZA 172         37.55         4,029 9% 91% 0.00%
WNC 173         10.51            743 15% 42% 0.00%
MKSI 174         33.78         1,810 11% 55% 2.06%
BZC 175         13.95            140 15% 41% 0.00%
PLCM 176         10.65         1,463 9% 94% 0.00%
SPCB 177            8.26            117 10% 64% 0.00%
NCMI 178         13.35            796 8% 203% 6.57%
NSU 179            3.08            623 90% 35% 5.41%
GHC 180       575.32         3,308 13% 47% 0.00%
SAVE 181         47.70         3,473 12% 51% 0.00%
UNTD 182            9.89            146 11% 55% 0.00%
FOX 183         28.30       58,298 8% 155% 1.09%
HLG 184            9.78            251 9% 125% 0.00%
RMAX 185         34.90            433 7% 1576% 1.42%
MAN 186         80.48         6,382 11% 53% 1.82%
MHFI 187         89.32       24,626 7% 895% 1.49%
JEC 188         37.40         4,660 13% 47% 0.00%
DNB 189       107.18         3,901 7% 1712% 1.76%
CRWS 190            8.09               82 14% 41% 3.96%
MEI 191         32.46         1,267 11% 52% 1.13%
DGX 192         62.81         9,107 9% 93% 2.47%
SYNT 193         44.90         3,778 9% 110% 0.00%
CO 194            6.22            454 17% 37% 0.00%
CAH 195         78.62       26,180 8% 139% 2.01%
GNTX 196         15.62         4,646 10% 69% 2.18%
CBD 197         12.87         2,124 36% 34% 1.35%
USNA 198       135.38         1,790 8% 176% 0.00%
BAH 199         26.40         3,941 8% 133% 1.98%
ZUMZ 200         15.44            439 20% 35% 0.00%

Official Top 50 List

Here is the official top 50  list and how they rank within my list:

Ticker Mkt Cap Date My Ranking Price EY ROIC
AAPL 629,762 2-Oct 54      110.38 10% 320%
AGX 518 2-Oct 8        35.05 18% 1194%
BSQR 80 2-Oct 35          6.71 11% 501%
BKE 1,800 2-Oct 43        37.09 15% 94%
CA 12,068 2-Oct 57        27.68 10% 476%
CALM 2,885 2-Oct 52        59.48 16% 77%
CPLA 603 2-Oct 27        49.74 13% 176%
CHKE 137 2-Oct 75        15.73 10% 163%
CSCO 130,990 2-Oct 30        25.76 11% 344%
CLCT 132 2-Oct 29        14.82 11% 539%
DLX 2,776 2-Oct 34        55.57 11% 424%
ENTA 709 2-Oct 7        37.92 20% 726%
EVOL 68 2-Oct 53          5.79 12% 124%
FLR 6,164 2-Oct 51        42.40 20% 69%
GME 4,395 2-Oct 26        41.50 15% 134%
GILD 144,766 2-Oct 17        98.28 12% 601%
HPQ 46,952 2-Oct 56        26.07 15% 80%
ONE 97 2-Oct 58          2.03 19% 68%
IQNT 718 2-Oct 60        21.38 11% 156%
IDCC 1,815 2-Oct 41        50.54 11% 261%
ESI 78 2-Oct 36          3.30 37% 76%
KING 4,357 2-Oct 6        13.84 20% 732%
LCI 1,608 2-Oct 31        44.34 16% 110%
LBMH 132 2-Oct 59          2.46 11% 192%
LFVN 77 2-Oct 24          0.79 14% 156%
LQDT 227 2-Oct 46          7.58 13% 109%
MCFT 220 2-Oct 61        12.77 10% 238%
MSB 155 2-Oct #N/A #N/A #N/A #N/A
KORS 8,564 2-Oct 42        43.53 16% 93%
NLS 477 2-Oct 70        15.11 10% 176%
NSR 1,474 2-Oct 18        26.89 16% 162%
NLNK 1,181 2-Oct 11        36.36 16% 488%
OUTR 1,057 2-Oct 45        58.15 16% 84%
PDLI 836 2-Oct 1          5.11 51% 12290%
PETS 331 2-Oct 63        16.32 11% 139%
PPC 5,155 2-Oct 33        19.85 26% 84%
PBI 3,985 2-Oct 68        19.73 11% 143%
QCOM 86,900 2-Oct 65        55.07 10% 307%
RPXC 779 2-Oct 10        13.70 15% 1675%
SPOK 345 2-Oct 44        15.92 11% 171%
STRA 607 2-Oct 55        55.03 14% 90%
TDC 4,109 2-Oct 50        29.02 10% 253%
TIVO 870 2-Oct 67          8.87 9% 558%
UIS 614 2-Oct 49        12.30 18% 74%
VDSI 710 2-Oct 73        17.84 11% 148%
VEC 234 2-Oct 28        22.16 12% 275%
VIAB 17,639 2-Oct 20        44.33 13% 290%
VNCE 132 2-Oct 47          3.60 22% 70%
WILN 225 2-Oct 19          1.86 12% 1151%
WLDN 79 2-Oct 40        10.03 14% 109%

Great matching here. Except for MSB, was #14 in my first list but was considered an "asset manager", CHKE at #75 is the highest ranked. So 49 of the official 50 are within my top 75. Sweet.

Finally, speaking of almost sweet - my Hoosiers had a chance to knock of #1 OSU yesterday.  It was
a bit like "Rocky", OSU won but I don't think they want a rematch anytime soon. We got to their 5 yard line trailing by a touchdown at the end and had four shots at the endzone.  This was all with our starting QB injured and the nation's #2 rusher injured. 

Adrian!

1 comment:

Karl Nelson said...

This one of your "twenty loyal readers" just wants to thank you for your efforts! Much appreciated.
Karl