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!