Tuesday, January 12, 2016

Quick Top 200 List - 1/11/16

Top 200 List

Here is my top 200 list. I really struggled this time - I kept bombing out on pulling in some data.  Not sure what the issue was (Yahoo Finance?), but I may have to do some re-tooling.

Ticker Rank  Stock Price  Market Cap Earnings Yield ROIC
PDLI 1            3.26            534 72% 1409%
WILN 2            1.06            128 26% 1134%
RPXC 3         10.39            579 21% 1510%
MNDO 4            2.52               49 22% 1270%
AGX 5         30.45            459 21% 1132%
ENTA 6         29.57            572 29% 480%
CALL 7            8.82            147 22% 655%
NLNK 8         30.57            878 19% 823%
LND 9            2.73            159 51% 288%
NHTC 10         23.35            287 17% 4368%
TSRA 11         27.20         1,428 16% 744%
HNR 12            0.37               16 1352% 202%
BSQR 13            5.36               67 17% 294%
KING 14         17.81         5,646 15% 478%
IRS 15         10.15            587 14% 585%
GILD 16         96.45    144,964 14% 609%
SGU 17            7.57            434 22% 163%
NSR 18         21.76         1,200 19% 187%
TIVO 19            7.92            754 13% 555%
IDCC 20         45.94         1,663 14% 294%
CPLA 21         41.30            505 17% 185%
VIAB 22         40.97       16,384 14% 328%
MMI 23         26.06         1,021 12% 1109%
GME 24         28.37         3,010 21% 138%
CYOU 25         20.46         1,072 47% 112%
VIA 26         43.50       17,396 13% 328%
CBI 27         36.09         3,806 16% 164%
VEC 28         20.78            225 13% 247%
CSCO 29         24.78    126,700 12% 354%
VDSI 30         15.33            609 14% 221%
SJT 31            4.73            220 12% 438%
GSK 32         39.42       96,126 18% 126%
CALM 33         46.10         2,229 28% 97%
DLX 34         51.75         2,575 12% 435%
MCFT 35         13.07            213 13% 210%
BPI 36            6.79            311 27% 96%
AAPL 37         96.96    550,977 12% 317%
HLF 38         50.37         4,317 13% 203%
DRYS 39            0.11               73 109% 85%
CTCM 40            1.86            290 33% 87%
LCI 41         35.99         1,347 21% 98%
OUTR 42         32.83            566 23% 93%
WLDN 43            7.60               62 18% 109%
MSGN 44         19.81         1,504 11% 561%
TNH 45       101.34         1,875 18% 105%
GHC 46       453.91         2,605 15% 132%
ESI 47            3.00               72 41% 81%
BRCD 48            8.38         3,539 16% 113%
CLCT 49         15.16            129 11% 555%
MLP 50            5.07               96 21% 87%
NSH 51         16.90            725 10% 1886%
UNTD 52         10.99            163 18% 93%
HPQ 53         10.58       19,266 27% 76%
TDC 54         23.47         3,319 11% 228%
QCOM 55         45.88       72,161 11% 285%
BKE 56         28.16         1,358 20% 82%
IQNT 57         16.52            564 14% 115%
LEJU 58            4.93            667 15% 91%
FLR 59         41.83         6,111 19% 77%
KORS 60         37.79         7,238 18% 79%
MIXT 61            4.00            128 20% 75%
AMAG 62         23.13            768 10% 448%
BBSI 63         38.22            281 12% 162%
HF 64         27.56         1,063 11% 225%
DEPO 65         15.44            931 10% 999%
PPC 66         23.29         6,044 19% 70%
UEPS 67         12.16            567 25% 63%
PBI 68         18.73         3,765 12% 141%
UTHR 69       141.50         7,109 11% 152%
STRA 70         53.54            575 14% 90%
PNTR 71            5.84               46 15% 75%
CRT 72         12.52               75 13% 95%
APOL 73            6.59            716 72% 56%
IILG 74         14.06            816 11% 149%
CA 75         26.20       11,449 9% 472%
PETS 76         17.34            351 11% 154%
GSB 77            3.77               81 9% 1283%
PII 78         80.10         5,396 13% 91%
UG 79         19.68               90 10% 210%
BBY 80         28.95       10,104 19% 60%
VNCE 81            4.48            165 14% 72%
FFIV 82         92.13         6,550 9% 576%
ICON 83            5.37            259 10% 153%
LYB 84         79.59       36,850 17% 58%
SCMP 85         14.63            678 9% 631%
APEI 86         15.74            262 31% 50%
SCSS 87         20.05         1,037 13% 69%
SRDX 88         18.74            247 11% 103%
DISCK 89         24.85       16,227 9% 248%
GHM 90         14.89            150 22% 51%
KFY 91         30.67         1,545 11% 110%
USNA 92       119.00         1,585 10% 177%
WSTG 93         19.38               90 13% 74%
GPRO 94         16.19         3,108 10% 123%
GIB 95         37.67       12,001 9% 340%
TARO 96       150.54         6,448 11% 110%
BCOR 97            9.01            369 10% 123%
MED 98         27.94            336 11% 100%
NTI 99         26.48         2,461 14% 62%
LEE 100            1.63               89 13% 69%
STRZA 101         31.47         3,374 11% 95%
NUS 102         33.21         1,948 17% 54%
DISCA 103         25.83       16,867 9% 248%
PDFS 104            9.31            299 13% 63%
VA 105         32.87         1,466 13% 64%
GRMN 106         33.55         6,402 11% 87%
ITRN 107         18.20            382 11% 79%
GD 108       130.19       41,913 10% 125%
TGNA 109         23.50         5,407 10% 134%
UBNT 110         28.11         2,487 9% 209%
SCLN 111            8.08            421 10% 127%
ZAGG 112            9.67            280 14% 55%
ALDW 113         22.36         1,398 14% 56%
WDC 114         55.39       12,961 16% 50%
SYNT 115         44.15         3,714 10% 125%
SAVE 116         38.54         2,770 17% 49%
PARR 117         23.33            873 13% 59%
ITT 118         32.99         2,979 16% 50%
THO 119         50.92         2,676 13% 62%
NVEC 120         50.52            245 9% 240%
GPS 121         22.91         9,347 18% 47%
CHKE 122         15.38            137 9% 181%
MDP 123         39.50         1,792 10% 114%
MENT 124         16.98         2,040 12% 64%
MLHR 125         25.68         1,551 11% 70%
ROK 126         93.47       12,553 10% 97%
CR 127         45.46         2,673 12% 61%
GNTX 128         14.06         4,153 11% 69%
WSTC 129         19.74         1,675 10% 117%
CATO 130         34.10            933 14% 55%
RHI 131         43.80         5,803 10% 92%
MKSI 132         33.25         1,781 13% 59%
TIME 133         14.06         1,547 11% 72%
FSS 134         14.22            900 13% 58%
RMAX 135         33.52            416 8% 1644%
DNB 136         94.95         3,456 8% 1731%
EMR 137         44.10       29,022 11% 68%
ASPS 138         28.54            583 12% 64%
TPL 139       122.25         1,001 8% 1677%
OMC 140         69.90       17,084 8% 261%
MTOR 141            7.17            682 14% 50%
ENR 142         31.95         2,006 11% 67%
TWX 143         69.61       57,366 9% 137%
STV 144            1.50               90 56% 38%
TUP 145         49.98         2,514 11% 75%
IBM 146       131.63    128,866 10% 81%
BBX 147         15.17            256 27% 38%
NTIP 148            1.96               48 8% 279%
AEIS 149         25.45         1,052 9% 120%
ONE 150            3.33            159 12% 59%
SALE 151            8.83            475 12% 56%
HIBB 152         29.91            711 17% 42%
EROS 153            7.03            424 15% 45%
EME 154         44.33         2,810 10% 71%
EMMS 155            0.63               30 11% 61%
AMBA 156         42.57         1,443 8% 310%
NCIT 157         14.12            193 10% 88%
CRWN 158            4.83         1,737 9% 99%
HOLI 159         17.64         1,070 15% 44%
MEI 160         27.26         1,065 13% 49%
AVP 161            2.79         1,215 16% 42%
SAFM 162         77.69         1,713 22% 37%
PKE 163         14.34            290 15% 44%
IOSP 164         50.38         1,240 11% 65%
GBX 165         24.07            784 36% 35%
PLOW 166         18.47            413 14% 46%
FL 167         62.70         8,834 11% 56%
ATTO 168            9.21            678 15% 43%
EXPD 169         42.78         8,113 10% 81%
TEO 170         15.60         3,024 19% 39%
FOSL 171         29.91         1,443 22% 37%
WINA 172         91.75            398 8% 281%
NRCIA 173         13.61            333 8% 226%
WNR 174         38.50         3,655 22% 37%
GNC 175         32.10         2,695 11% 60%
AFOP 176         13.86            253 10% 72%
NSP 177         44.00         1,058 8% 142%
FOXA 178         25.88       52,071 9% 130%
LRCX 179         70.48       12,290 10% 67%
GORO 180            1.58               86 26% 34%
ANIK 181         36.83            564 10% 69%
SYMC 182         20.36       13,987 9% 105%
FOX 183         26.00       52,312 9% 130%
MIK 184         20.78         4,359 10% 78%
LEA 185       107.14         8,294 12% 48%
CO 186            6.06            442 18% 37%
MCO 187         90.08       18,241 8% 482%
DV 188         20.94         1,355 18% 37%
AMCX 189         75.90         5,558 9% 106%
KAI 190         38.38            426 12% 48%
MCK 191       163.55       38,434 8% 165%
RMCF 192         10.37               64 10% 67%
NTRI 193         18.98            556 8% 159%
LECO 194         49.54         3,654 11% 56%
ETM 195         10.23            398 9% 80%
TCX 196         19.62            223 8% 269%
NTAP 197         23.00         6,808 11% 52%
CBD 198            9.36         1,544 32% 32%
SPLP 199         14.81            403 38% 32%
DHX 200            8.80            460 8% 277%


Note I really struggled getting dividend yields in, so I have omitted. Here is how that compares vs official list:

Ticker Mkt Cap Date My Ranking Price EY ROIC
AMAG 803 8-Jan 62        23.13 10% 448%
AAPL 540,916 8-Jan 37        96.96 12% 317%
AGX 444 8-Jan 5        30.45 21% 1132%
BBSI 273 8-Jan 63        38.22 12% 162%
BBY 9,984 8-Jan 80        28.95 19% 60%
BPT 538 8-Jan #N/A #N/A #N/A #N/A
BRCD 3,469 8-Jan 48          8.38 16% 113%
BKE 1,366 8-Jan 56        28.16 20% 82%
CALM 2,236 8-Jan 33        46.10 28% 97%
CPLA 495 8-Jan 21        41.30 17% 185%
CSCO 125,932 8-Jan 29        24.78 12% 354%
CLCT 135 8-Jan 49        15.16 11% 555%
DLX 2,547 8-Jan 34        51.75 12% 435%
DEPO 934 8-Jan 65        15.44 10% 999%
ENTA 553 8-Jan 6        29.57 29% 480%
FLR 6,162 8-Jan 59        41.83 19% 77%
GME 2,976 8-Jan 24        28.37 21% 138%
GILD 139,756 8-Jan 16        96.45 14% 609%
GPRO 2,461 8-Jan 94        16.19 10% 123%
GHC 2,653 8-Jan 46      453.91 15% 132%
HPQ 19,086 8-Jan 53        10.58 27% 76%
IQNT 543 8-Jan 57        16.52 14% 115%
IDCC 1,633 8-Jan 20        45.94 14% 294%
IILG 793 8-Jan 74        14.06 11% 149%
KING 5,625 8-Jan 14        17.81 15% 478%
LIFZF 421 8-Jan #N/A #N/A #N/A #N/A
LCI 1,309 8-Jan 41        35.99 21% 98%
MCFT 225 8-Jan 35        13.07 13% 210%
KORS 7,082 8-Jan 60        37.79 18% 79%
MSGN 1,468 8-Jan 44        19.81 11% 561%
NHTC 286 8-Jan 10        23.35 17% 4368%
NSR 1,161 8-Jan 18        21.76 19% 187%
NLNK 997 8-Jan 8        30.57 19% 823%
OUTR 576 8-Jan 42        32.83 23% 93%
PDLI 533 8-Jan 1          3.26 72% 1409%
PETS 347 8-Jan 76        17.34 11% 154%
PPC 5,940 8-Jan 66        23.29 19% 70%
PBI 3,709 8-Jan 68        18.73 12% 141%
PII 5,271 8-Jan 78        80.10 13% 91%
QCOM 69,914 8-Jan 55        45.88 11% 285%
RPXC 586 8-Jan 3        10.39 21% 1510%
STRA 590 8-Jan 70        53.54 14% 90%
TDC 3,143 8-Jan 54        23.47 11% 228%
TIVO 775 8-Jan 19          7.92 13% 555%
UNTD 163 8-Jan 52        10.99 18% 93%
UTHR 6,792 8-Jan 69      141.50 11% 152%
VDSI 635 8-Jan 30        15.33 14% 221%
VEC 219 8-Jan 28        20.78 13% 247%
VIAB 16,314 8-Jan 22        40.97 14% 328%
VNCE 165 8-Jan 81          4.48 14% 72%
BPT and LIFZF are not even in my stock list. I will add them for next run. Otherwise, this looks pretty good.

4 comments:

Unknown said...

You and I differ on ranking and many MFI stocks are missing from your list. These stocks show up on the MFI site, any ideas?:

Ticker
BPT
LIFZF
MSB
NRT
ORCL
FIT
MAN
VC
BA
HRB
LLTC
CBS
CHRW
MGA
SWKS
ADI
IPG
DOV
BIIB
CAH
MSI
DGX
MPC
TSO
PH
AMAT
TYC
MSFT
CMI
SWK
MAR
ITW
TJX
ABBV
RTN
ESRX
NOC
VLO
MO
AAL
AMGN
UAL
LMT
VMW
LUV
CMCSA
INTC
PM
UTX
JNJ
TXN
HON
DAL
MON
EMC
PCLN
CL
V
MMM
CVS
PG
PFE
DIS
PEP
WMT
SLB
UNP
MRK
HD
RAI
UPS
KO
CELG
VZ
MDT
GOOGL
WBA
MCD
NKE
FB
BMY
T
XOM
AGN
CVX

Marsh_Gerda said...

Richard - I have a table above (in blue) that literally compares the top 50 > $100m from the official screen with my top 200. 48 of the fifty are in my list and all 48 are within my top 100. I state at the end of that table that BPT and LIFZF are not in my top 200 as they were not in my dump of ticker symbols from GuruFocus. (I have noticed that trusts like BPT and MSB are often excluded as they often get put in "Finacial" bucket). I have added BPT and LIFZF going forward, so they should show up (if meeting criteria) in lists going forward.

I strongly believe that my calculations are amongst the most accurate available.

Unknown said...

I have the ability to generate an actual MFI list by rank if you are interested.

Marsh_Gerda said...

How is that different that what I am doing. This is a top 200 MFI list by rank.