Top 200 List - 1/14/17

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 (actually not this time, Yahoo Finance was having some indigestion this weekend), 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
NTIP	1	3.55	89	32%	5687%	0.00%
FPRX	2	48.62	1,319	30%	4909%	0.00%
NHTC	3	25.41	285	27%	4473%	1.29%
ACHI	4	2.25	230	76%	998%	0.00%
GILD	5	73.07	97,841	17%	731%	2.55%
PDLI	6	2.27	373	58%	487%	8.62%
CALL	7	8.10	129	18%	562%	0.00%
WILN	8	1.64	195	13%	1128%	2.39%
MMI	9	25.76	1,008	13%	722%	0.00%
IDCC	10	90.15	3,151	11%	2543%	1.33%
AVID	11	5.11	207	18%	220%	0.00%
AGTC	12	9.40	173	12%	419%	0.00%
PCO	13	6.45	173	287%	176%	0.00%
CHKE	14	10.00	87	12%	353%	0.00%
UTHR	15	150.22	6,940	18%	198%	0.00%
VEC	16	24.65	273	15%	230%	0.00%
AGX	17	70.70	1,103	10%	669%	0.00%
TDC	18	28.51	3,752	11%	292%	0.00%
CSCO	19	30.07	152,335	10%	369%	3.45%
ICON	20	10.45	599	11%	255%	0.00%
GME	21	22.73	2,364	22%	130%	6.01%
HLF	22	52.00	4,493	13%	175%	0.00%
LFVN	23	7.70	111	12%	176%	0.00%
HPQ	24	14.77	25,537	11%	203%	3.55%
MSGN	25	22.20	1,674	10%	249%	0.00%
CBI	26	32.73	3,334	14%	138%	0.85%
SYNT	27	21.21	1,788	13%	142%	0.00%
TARO	28	104.85	4,330	19%	104%	0.00%
SSNI	29	13.33	690	10%	226%	0.00%
MBUU	30	17.79	316	10%	205%	0.00%
IRMD	31	12.25	145	11%	187%	0.00%
DLX	32	73.27	3,586	9%	448%	1.65%
VIAB	33	38.70	15,414	10%	207%	2.06%
AMAG	34	23.00	969	9%	519%	0.00%
MCFT	35	14.01	260	10%	222%	0.00%
NSR	36	33.10	1,835	11%	146%	0.00%
TGNA	37	21.61	4,713	11%	158%	2.58%
HRB	38	23.79	5,128	9%	221%	3.71%
UIS	39	13.75	689	17%	96%	0.00%
VIA	40	42.80	17,047	9%	207%	1.88%
VLRS	41	13.84	1,400	11%	132%	0.00%
SCMP	42	12.50	543	12%	116%	0.00%
AMCX	43	56.47	4,074	12%	116%	0.00%
PBI	44	16.59	3,097	11%	122%	4.66%
TRNC	45	13.65	497	16%	85%	0.00%
RGR	46	51.35	986	15%	88%	3.15%
ASPS	47	26.77	524	13%	94%	0.00%
DHX	48	5.85	279	9%	214%	0.00%
GHC	49	525.85	2,931	11%	118%	0.00%
CA	50	33.09	13,732	8%	550%	3.09%
CXRX	51	2.17	113	8%	4478%	0.00%
MPAA	52	28.33	550	10%	157%	0.00%
USNA	53	61.70	1,546	10%	137%	0.00%
AAPL	54	119.04	642,022	9%	220%	1.90%
YY	55	42.62	2,592	9%	178%	0.00%
ESRX	56	71.80	45,026	8%	397%	0.00%
BKE	57	21.50	1,038	22%	70%	4.56%
MYGN	58	16.33	1,124	12%	88%	0.00%
RPXC	59	11.11	558	8%	580%	0.00%
UEPS	60	11.87	631	25%	68%	0.00%
NLS	61	16.25	510	11%	102%	0.00%
TNH	62	106.47	1,970	13%	81%	6.63%
GNE	63	5.84	133	15%	73%	4.14%
MCK	64	147.18	33,557	10%	111%	0.78%
WNC	65	17.22	1,137	18%	67%	1.42%
NCIT	66	13.45	186	12%	79%	0.00%
AKRX	67	22.48	2,840	12%	77%	0.00%
KORS	68	42.39	7,157	14%	70%	0.00%
BBY	69	43.83	14,026	13%	71%	2.53%
LEE	70	3.15	173	12%	74%	0.00%
ASFI	71	10.05	132	9%	123%	0.00%
BIIB	72	284.75	62,474	9%	145%	0.00%
SEDG	73	13.50	594	17%	61%	0.00%
FIT	74	7.44	1,813	18%	59%	0.00%
HSII	75	23.20	437	10%	98%	2.18%
DISCK	76	26.82	16,146	9%	147%	0.00%
LEA	77	143.33	10,327	13%	66%	0.83%
MIK	78	20.52	4,213	10%	83%	0.00%
ORCL	79	39.26	164,696	8%	266%	1.53%
BBSI	80	62.22	461	8%	152%	1.40%
AWRE	81	6.40	147	8%	165%	0.00%
ABBV	82	61.99	101,664	8%	380%	4.19%
APEI	83	25.45	413	18%	56%	0.00%
DISCA	84	27.40	16,495	8%	147%	0.00%
CPLA	85	86.85	1,024	8%	215%	1.92%
FOX	86	29.25	54,493	9%	121%	1.22%
SCLN	87	10.55	555	9%	104%	0.00%
BGSF	88	14.00	126	10%	79%	7.08%
TUP	89	54.71	2,779	9%	98%	5.00%
SGU	90	11.24	634	9%	94%	3.62%
BPT	91	29.35	628	7%	22063%	13.15%
BPT	92	29.35	628	7%	22063%	13.15%
NATH	93	62.35	262	8%	254%	0.00%
RHI	94	49.91	6,398	9%	89%	1.78%
FOXA	95	30.03	55,946	8%	121%	1.20%
SIMO	96	43.31	1,539	9%	93%	1.81%
DIN	97	75.56	1,363	9%	112%	5.06%
DL	98	10.87	360	8%	200%	4.00%
RLGY	99	26.27	3,812	8%	220%	1.38%
MED	100	41.38	494	8%	164%	3.11%
GSB	101	4.26	92	7%	1195%	1.42%
NVO	102	35.73	90,429	8%	164%	4.00%
CYOU	103	23.94	1,274	31%	50%	0.00%
AMFW	104	5.81	2,225	8%	161%	4.63%
CAH	105	75.00	24,150	9%	95%	2.44%
MDCA	106	7.00	366	8%	144%	0.00%
KLAC	107	81.44	12,788	8%	142%	2.69%
SPOK	108	20.90	429	8%	183%	2.37%
AMGN	109	156.12	117,558	8%	133%	2.94%
WSTC	110	25.21	2,133	8%	107%	3.57%
OMC	111	85.31	20,363	7%	277%	2.56%
MAN	112	93.28	6,436	11%	64%	1.87%
AMWD	113	74.85	1,231	10%	76%	0.00%
KFY	114	28.60	1,630	10%	77%	1.41%
ETM	115	15.05	624	9%	85%	1.97%
MPW	116	12.63	3,126	8%	207%	7.32%
MLHR	117	31.75	1,916	10%	69%	2.19%
AHS	118	33.02	1,632	9%	82%	0.00%
IPG	119	23.58	9,618	8%	152%	2.53%
MDP	120	58.40	2,656	8%	109%	3.36%
MCO	121	96.96	18,839	7%	440%	1.60%
GNC	122	11.42	780	15%	50%	7.29%
OMAB	123	32.23	1,583	8%	109%	11.39%
PETS	124	22.75	464	8%	99%	3.28%
ODP	125	4.63	2,523	15%	48%	2.14%
GIB	126	49.36	15,280	7%	250%	0.00%
CSGS	127	50.62	1,652	8%	118%	1.48%
EBF	128	16.65	428	13%	51%	4.13%
MHFI	129	107.92	28,631	7%	835%	0.00%
CBS	130	62.32	27,795	8%	86%	1.14%
LB	131	60.69	17,616	9%	68%	3.92%
CATO	132	26.77	716	17%	44%	4.97%
FL	133	70.55	9,454	11%	53%	1.56%
GNTX	134	20.89	6,068	9%	71%	1.74%
FRAN	135	18.37	692	10%	59%	0.00%
INFY	136	14.50	33,146	9%	75%	2.47%
HSNI	137	33.90	1,791	11%	52%	4.22%
TIME	138	18.95	1,888	8%	88%	4.04%
IQNT	139	22.97	794	9%	80%	2.79%
Q	140	77.16	9,348	7%	401%	0.00%
DNB	141	123.48	4,519	7%	1209%	1.58%
LEJU	142	3.99	540	16%	43%	0.00%
GPS	143	23.66	9,464	15%	43%	3.83%
CLCT	144	21.07	180	7%	396%	6.85%
ROIA	145	2.65	126	8%	98%	0.00%
ROIAK	146	2.70	128	8%	98%	0.00%
JAZZ	147	117.30	7,231	7%	276%	0.00%
ZPIN	148	15.52	890	7%	624%	0.00%
MEET	149	5.09	301	7%	171%	0.00%
VGR	150	22.31	2,773	7%	295%	7.13%
TWX	151	94.14	74,135	8%	121%	1.72%
LCI	152	20.30	745	14%	44%	0.00%
TZOO	153	10.15	141	8%	135%	0.00%
AEO	154	15.21	2,808	14%	43%	3.31%
MD	155	70.69	6,584	7%	235%	0.00%
COH	156	35.08	9,889	8%	72%	3.84%
WYN	157	77.30	8,503	8%	83%	2.58%
BBBY	158	40.92	6,080	17%	39%	1.23%
SNI	159	75.29	9,797	8%	81%	1.34%
JNPR	160	27.87	10,716	8%	83%	1.44%
ANIK	161	50.03	754	9%	66%	0.00%
SQBG	162	4.95	312	7%	187%	0.00%
SBH	163	25.77	3,791	9%	56%	0.00%
HURN	164	46.00	986	8%	108%	0.00%
MAS	165	32.05	10,544	8%	72%	1.23%
SWKS	166	78.33	14,789	8%	75%	1.46%
DPS	167	89.54	16,628	7%	127%	2.36%
NRCIA	168	18.55	457	7%	258%	2.11%
UTMD	169	67.90	257	7%	136%	1.54%
MTOR	170	13.66	1,213	10%	48%	0.00%
CO	171	5.88	429	22%	36%	0.00%
WTW	172	12.23	805	7%	358%	0.00%
SRDX	173	24.90	334	8%	102%	0.00%
WINA	174	118.00	511	7%	250%	0.33%
QCOM	175	66.88	99,718	7%	272%	3.21%
BBGI	176	6.80	158	9%	56%	2.61%
HMTV	177	11.70	480	8%	97%	0.00%
TJX	178	75.93	50,244	8%	83%	1.36%
CR	179	73.80	4,384	8%	62%	1.79%
CHRW	180	73.38	10,485	7%	95%	2.45%
GRMN	181	48.52	9,182	8%	88%	4.22%
ENTA	182	33.99	647	7%	139%	0.00%
TSQ	183	10.10	276	10%	49%	0.00%
MLP	184	7.13	135	10%	49%	0.00%
SHI	185	60.40	6,527	14%	37%	2.60%
UTX	186	110.22	91,593	8%	80%	2.38%
CTSH	187	56.52	34,392	8%	93%	0.00%
STRA	188	80.45	871	8%	83%	0.00%
SPLS	189	9.17	5,988	15%	36%	5.19%
BAH	190	36.33	5,457	7%	173%	1.65%
EXPD	191	53.87	9,842	8%	82%	1.49%
EXPR	192	10.74	844	21%	34%	0.00%
SERV	193	37.16	5,095	7%	253%	0.00%
PFMT	194	2.23	112	9%	52%	0.00%
ITRN	195	27.25	571	8%	68%	2.88%
GD	196	177.89	55,098	7%	93%	1.72%
MSI	197	82.27	13,953	7%	152%	2.29%
BLBD	198	16.05	443	7%	131%	0.00%
CIGI	199	37.00	1,441	7%	181%	0.28%
BLD	200	37.62	1,428	8%	64%	0.00%

Comparison With Current List

Here is the official top 50 list.  It is always good to see that all the official picks are in my top 200.

Ticker	Mkt Cap	Date	My Ranking	Price	EY	ROIC
ACHI	240	13-Jan	4	2.25	76%	998%
AMAG	787	13-Jan	34	23.00	9%	519%
AMCX	3,994	13-Jan	43	56.47	12%	116%
AOBC	1,159	13-Jan	#N/A	#N/A	#N/A	#N/A
AAPL	635,217	13-Jan	54	119.04	9%	220%
AGTC	170	13-Jan	12	9.40	12%	419%
AGX	1,080	13-Jan	17	70.70	10%	669%
AVID	208	13-Jan	11	5.11	18%	220%
BBSI	451	13-Jan	80	62.22	8%	152%
HRB	5,031	13-Jan	38	23.79	9%	221%
CA	13,671	13-Jan	50	33.09	8%	550%
CSCO	151,072	13-Jan	19	30.07	10%	369%
CXRX	111	13-Jan	51	2.17	8%	4478%
DLX	3,560	13-Jan	32	73.27	9%	448%
DHX	293	13-Jan	48	5.85	9%	214%
ESRX	45,197	13-Jan	56	71.80	8%	397%
FPRX	1,383	13-Jan	2	48.62	30%	4909%
GME	2,332	13-Jan	21	22.73	22%	130%
GILD	96,599	13-Jan	5	73.07	17%	731%
GHC	2,952	13-Jan	49	525.85	11%	118%
HPQ	25,286	13-Jan	24	14.77	11%	203%
ICON	588	13-Jan	20	10.45	11%	255%
IDCC	3,091	13-Jan	10	90.15	11%	2543%
IRMD	131	13-Jan	31	12.25	11%	187%
LFVN	108	13-Jan	23	7.70	12%	176%
MBUU	315	13-Jan	30	17.79	10%	205%
MCFT	261	13-Jan	35	14.01	10%	222%
MDCA	369	13-Jan	106	7.00	8%	144%
MPAA	560	13-Jan	52	28.33	10%	157%
MSGN	1,667	13-Jan	25	22.20	10%	249%
MYGN	1,117	13-Jan	58	16.33	12%	88%
NHTC	287	13-Jan	3	25.41	27%	4473%
NLS	506	13-Jan	61	16.25	11%	102%
NSR	1,806	13-Jan	36	33.10	11%	146%
PDLI	376	13-Jan	6	2.27	58%	487%
PCO	173	13-Jan	13	6.45	287%	176%
PBI	3,080	13-Jan	44	16.59	11%	122%
RPXC	546	13-Jan	59	11.11	8%	580%
SSNI	692	13-Jan	29	13.33	10%	226%
RGR	974	13-Jan	46	51.35	15%	88%
SCMP	573	13-Jan	42	12.50	12%	116%
SYNT	1,784	13-Jan	27	21.21	13%	142%
TGNA	4,634	13-Jan	37	21.61	11%	158%
TDC	3,698	13-Jan	18	28.51	11%	292%
TRNC	497	13-Jan	45	13.65	16%	85%
UIS	689	13-Jan	39	13.75	17%	96%
UTHR	6,829	13-Jan	15	150.22	18%	198%
USNA	1,503	13-Jan	53	61.70	10%	137%
VEC	265	13-Jan	16	24.65	15%	230%
VIAB	15,357	13-Jan	33	38.70	10%	207%

Actually quite good.  AOBC just changed names (old Smith and Wesson).  Otherwise MDCA is a bit high (#106).