Top 200 List 3/19/17

Top 200 List

It has been two weeks since I ran my top 200 list. As a reminder to my new readers (actually, more people have been following lately) 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
NHTC	1	27.15	305	29%	4621%	1.33%
IDCC	2	85.45	3,032	18%	3510%	1.40%
AVDL	3	9.56	409	18%	1554%	0.00%
PDLI	4	2.21	363	59%	487%	0.00%
RILY	5	14.85	290	18%	709%	0.74%
GILD	6	69.06	91,643	17%	645%	3.04%
CALL	7	8.90	141	16%	562%	0.00%
BPT	8	17.60	377	12%	22063%	22.28%
AGTC	9	7.35	135	17%	340%	0.00%
CHKE	10	7.75	68	16%	353%	0.00%
AVID	11	4.96	201	18%	220%	0.00%
LFVN	12	5.11	72	20%	214%	0.00%
UTHR	13	142.08	6,450	20%	200%	0.00%
PCO	14	6.09	163	304%	176%	0.00%
WILN	15	1.79	212	15%	262%	2.39%
VEC	16	23.75	263	15%	230%	0.00%
AGX	17	67.20	1,048	11%	669%	0.00%
TRNC	18	14.12	518	16%	169%	0.00%
ANTM	19	168.27	45,214	11%	267%	1.54%
NSR	20	32.95	1,854	13%	188%	0.00%
GME	21	24.64	2,563	21%	130%	6.17%
WCG	22	144.73	6,483	11%	225%	0.00%
AET	23	131.80	46,776	9%	893%	1.49%
AMAG	24	23.50	805	10%	534%	0.00%
TDC	25	30.76	4,060	10%	276%	0.00%
MSGN	26	23.05	1,739	10%	248%	0.00%
SYNT	27	17.64	1,485	14%	138%	0.00%
MNKD	28	2.22	214	19%	102%	0.00%
HLF	29	56.45	4,855	12%	170%	0.00%
MCFT	30	15.96	297	10%	258%	0.00%
TZOO	31	8.35	115	11%	180%	0.00%
TARO	32	112.02	4,588	17%	98%	0.00%
HWAY	33	23.70	943	9%	1204%	0.00%
AOBC	34	19.45	1,111	18%	94%	0.00%
ESRX	35	65.09	39,933	9%	398%	0.00%
DHX	36	4.55	220	10%	189%	0.00%
CSCO	37	34.23	172,519	9%	370%	3.39%
MPAA	38	27.98	544	10%	162%	0.00%
TGNA	39	26.07	5,662	10%	175%	2.15%
GHC	40	588.90	3,272	11%	131%	0.00%
DLX	41	74.42	3,627	9%	438%	1.61%
HPQ	42	17.56	30,221	10%	203%	3.02%
PBI	43	12.84	2,396	12%	119%	5.61%
NLS	44	17.05	532	11%	142%	0.00%
SCMP	45	10.55	474	15%	94%	0.00%
WU	46	20.40	9,865	9%	492%	3.47%
QIWI	47	16.66	1,006	8%	881%	5.28%
CA	48	32.43	13,426	8%	557%	3.15%
DL	49	10.11	333	9%	219%	4.45%
USNA	50	58.60	1,467	10%	137%	0.00%
AMCX	51	58.21	4,130	11%	112%	0.00%
BIIB	52	276.09	59,912	9%	182%	0.00%
PFNX	53	6.70	159	10%	151%	0.00%
AWRE	54	4.80	109	10%	127%	0.00%
RGR	55	53.55	1,020	14%	84%	3.40%
KORS	56	37.83	6,250	17%	77%	0.00%
BKE	57	18.85	911	23%	69%	5.31%
CXRX	58	1.90	99	8%	4478%	0.00%
UEPS	59	13.16	680	18%	71%	0.00%
FUJHY	60	19.08	29,294	17%	73%	3.29%
UIS	61	14.85	744	14%	82%	0.00%
MBUU	62	21.51	384	9%	173%	0.00%
CBI	63	29.76	2,979	11%	99%	0.94%
MIK	64	22.20	4,518	10%	98%	0.00%
BBY	65	45.40	14,451	14%	76%	2.66%
SPOK	66	18.40	378	9%	184%	2.72%
DIN	67	53.15	952	10%	108%	7.30%
CSGS	68	38.83	1,279	9%	116%	2.04%
VIAB	69	43.40	17,269	9%	142%	1.82%
SIMO	70	44.32	1,579	10%	94%	1.81%
SQBG	71	3.83	238	8%	200%	0.00%
WNC	72	21.14	1,347	14%	69%	1.14%
MGLN	73	67.85	1,594	10%	94%	0.00%
DISCK	74	27.35	16,273	9%	173%	0.00%
HUM	75	218.90	32,733	9%	161%	0.73%
LEE	76	2.80	155	13%	73%	0.00%
CPLA	77	82.25	972	8%	204%	1.99%
RHI	78	49.54	6,313	9%	110%	1.94%
CSVI	79	43.50	610	9%	136%	2.57%
HSII	80	26.05	495	9%	108%	2.00%
SGU	81	9.10	509	11%	83%	4.51%
DISCA	82	28.01	16,666	8%	173%	0.00%
MOH	83	45.86	2,550	13%	67%	0.00%
VIA	84	45.55	18,124	9%	142%	1.75%
NCIT	85	14.70	204	11%	79%	0.00%
AKRX	86	22.32	2,791	12%	72%	0.00%
NATH	87	61.80	260	8%	287%	0.00%
LEA	88	145.01	10,310	13%	66%	1.35%
TUP	89	60.93	3,095	9%	113%	4.44%
DNB	90	108.38	4,021	7%	1050%	1.86%
TNH	91	96.68	1,789	12%	69%	5.25%
PNLYY	92	4.71	2,083	14%	63%	2.69%
VLRS	93	12.84	1,299	10%	89%	0.00%
CJREF	94	9.71	1,917	8%	134%	9.52%
WSTC	95	24.86	2,112	9%	114%	3.62%
OMC	96	84.94	20,199	8%	283%	2.59%
CNC	97	68.59	12,038	8%	169%	0.00%
QCOM	98	57.55	86,037	8%	293%	3.62%
NVO	99	34.02	85,632	8%	158%	3.28%
AMGN	100	168.61	126,120	8%	163%	2.73%
ODP	101	4.76	2,580	15%	56%	2.10%
DFIN	102	20.06	654	10%	81%	0.00%
BBSI	103	55.78	416	8%	131%	1.63%
FOX	104	30.27	56,121	9%	101%	1.19%
CVS	105	78.88	84,323	10%	79%	2.54%
MDP	106	62.40	2,832	8%	121%	3.33%
GIB	107	47.45	14,675	8%	254%	0.00%
APEI	108	21.70	353	21%	50%	0.00%
HRB	109	24.45	5,082	9%	100%	3.60%
MCK	110	147.93	32,840	9%	86%	0.76%
PETS	111	20.56	420	9%	84%	3.70%
YY	112	51.01	3,107	8%	187%	0.00%
FOXA	113	30.82	57,140	9%	101%	1.17%
MLHR	114	30.15	1,820	11%	69%	2.21%
MAN	115	103.61	7,077	10%	71%	1.68%
ABBV	116	65.69	106,615	7%	335%	3.85%
TIME	117	19.15	1,915	9%	91%	4.00%
GNC	118	7.40	506	17%	50%	0.00%
CLCT	119	24.99	214	7%	487%	5.59%
IPG	120	24.58	9,960	8%	147%	2.93%
AAPL	121	139.99	745,866	7%	223%	1.62%
FRAN	122	16.48	621	11%	59%	0.00%
TPB	123	14.84	293	9%	79%	0.00%
MED	124	43.58	523	8%	172%	2.94%
NOMD	125	11.44	2,100	9%	87%	0.00%
AMFW	126	6.10	2,336	8%	161%	0.00%
GPS	127	24.10	9,664	15%	50%	3.82%
FL	128	75.67	10,087	11%	58%	1.63%
KLAC	129	94.69	14,878	8%	147%	2.28%
AEO	130	14.29	2,644	16%	47%	3.50%
WINA	131	112.75	491	7%	229%	0.35%
EBF	132	16.80	431	13%	51%	4.26%
CAH	133	83.11	26,512	8%	94%	2.14%
CKHUY	134	12.50	48,246	14%	47%	2.77%
MD	135	70.55	6,586	7%	266%	0.00%
AMWD	136	88.00	1,442	8%	84%	0.00%
GTN	137	13.65	995	10%	57%	0.00%
TPX	138	45.89	2,593	9%	70%	0.00%
SBH	139	20.69	2,997	11%	54%	0.00%
TWX	140	98.56	77,241	8%	112%	1.63%
KFY	141	32.43	1,839	8%	95%	1.27%
GPP	142	19.90	633	8%	108%	8.62%
LCI	143	21.05	793	14%	46%	0.00%
AMN	144	43.20	2,126	8%	94%	0.00%
EME	145	63.59	3,876	8%	84%	0.50%
JNPR	146	28.68	11,059	8%	84%	1.41%
ANIK	147	43.15	646	10%	57%	0.00%
NRCIA	148	19.05	470	7%	264%	2.10%
GNTX	149	21.89	6,345	9%	68%	1.63%
WYN	150	84.26	9,100	8%	87%	2.50%
KNL	151	23.59	1,158	10%	54%	2.54%
BBBY	152	39.68	5,896	17%	39%	1.26%
PMD	153	20.18	111	9%	60%	2.94%
CYOU	154	31.30	1,670	15%	41%	0.00%
ORCL	155	45.66	191,955	7%	256%	1.40%
SNI	156	79.14	10,316	8%	80%	1.50%
BLBD	157	16.85	381	7%	128%	0.00%
INFY	158	15.34	35,071	8%	76%	2.45%
CR	159	75.17	4,465	8%	70%	1.76%
VGR	160	20.66	2,814	7%	282%	7.71%
CO	161	5.62	410	26%	36%	0.00%
AVP	162	4.43	1,939	10%	51%	0.00%
COH	163	39.74	11,199	8%	90%	3.39%
HSNI	164	36.50	1,926	10%	51%	3.81%
XRX	165	7.36	7,567	10%	52%	3.43%
THO	166	98.24	5,181	9%	66%	1.34%
SERV	167	40.85	5,580	7%	263%	0.00%
MDCA	168	8.90	470	7%	128%	0.00%
MEET	169	5.19	333	7%	160%	0.00%
ABC	170	87.53	19,430	7%	108%	1.63%
WSM	171	49.60	4,396	12%	43%	3.08%
MSI	172	84.72	14,436	7%	158%	2.22%
NCMI	173	12.72	777	7%	143%	7.05%
BOJA	174	19.10	719	7%	125%	0.00%
MYGN	175	19.05	1,301	8%	71%	0.00%
DPS	176	95.59	17,655	7%	127%	2.41%
CTSH	177	58.56	35,663	7%	96%	0.00%
CRUS	178	58.43	3,900	8%	73%	0.00%
MAS	179	34.66	11,195	8%	77%	1.15%
SPLS	180	9.00	5,868	15%	37%	5.47%
UBNT	181	51.41	4,313	7%	148%	0.00%
HURN	182	41.85	899	7%	137%	0.00%
TSN	183	61.84	23,066	11%	44%	1.43%
CBS	184	66.95	28,722	8%	82%	1.08%
MMS	185	62.22	4,108	8%	87%	0.29%
JEC	186	55.46	6,758	8%	69%	1.07%
RECN	187	17.20	623	8%	78%	2.56%
DG	188	72.33	20,040	9%	53%	1.44%
NUS	189	52.46	2,914	9%	55%	2.74%
UNH	190	169.70	164,609	7%	218%	1.47%
ITRN	191	29.45	618	8%	73%	5.49%
GURE	192	2.02	95	2420%	32%	0.00%
TJX	193	79.22	52,078	7%	86%	1.31%
FCN	194	40.57	1,705	8%	60%	0.00%
SHOO	195	38.00	2,238	8%	63%	0.00%
FORTY	196	39.00	606	9%	49%	2.46%
RPXC	197	12.38	615	6%	527%	0.00%
BAK	198	20.22	3,476	24%	31%	7.38%
BAH	199	37.62	5,666	7%	154%	1.66%
DV	200	33.55	2,148	10%	44%	1.07%

Versus Actual List

I like to see where each of my top 200 stocks comes up on the official top 50 (greater than $100m market cap) list.  Gernerally, all the stocks on offical list should be in say my top 80 to 90.

Ticker	Mkt Cap	Date	My Ranking	Price	EY	ROIC
AMAG	807	17-Mar	24	23.50	10%	534%
AMCX	3,991	17-Mar	51	58.21	11%	112%
AOBC	1,096	17-Mar	34	19.45	18%	94%
AGTC	133	17-Mar	9	7.35	17%	340%
AGX	1,027	17-Mar	17	67.20	11%	669%
AVID	202	17-Mar	11	4.96	18%	220%
BBSI	404	17-Mar	103	55.78	8%	131%
BIIB	59,635	17-Mar	52	276.09	9%	182%
BPT	377	17-Mar	8	17.60	12%	22063%
BKE	917	17-Mar	57	18.85	23%	69%
CA	13,402	17-Mar	48	32.43	8%	557%
CPLA	950	17-Mar	77	82.25	8%	204%
CSCO	171,390	17-Mar	37	34.23	9%	370%
CSGS	1,253	17-Mar	68	38.83	9%	116%
DLX	3,613	17-Mar	41	74.42	9%	438%
DHX	226	17-Mar	36	4.55	10%	189%
ESRX	40,252	17-Mar	35	65.09	9%	398%
GME	2,528	17-Mar	21	24.64	21%	130%
GILD	90,330	17-Mar	6	69.06	17%	645%
GHC	3,306	17-Mar	40	588.90	11%	131%
HPQ	29,736	17-Mar	42	17.56	10%	203%
IDCC	2,931	17-Mar	2	85.45	18%	3510%
MBUU	384	17-Mar	62	21.51	9%	173%
MNKD	212	17-Mar	28	2.22	19%	102%
MCFT	297	17-Mar	30	15.96	10%	258%
KORS	6,299	17-Mar	56	37.83	17%	77%
MIK	4,292	17-Mar	64	22.20	10%	98%
MPAA	553	17-Mar	38	27.98	10%	162%
MSGN	1,730	17-Mar	26	23.05	10%	248%
NHTC	306	17-Mar	1	27.15	29%	4621%
NLS	526	17-Mar	44	17.05	11%	142%
NSR	1,809	17-Mar	20	32.95	13%	188%
OMC	19,935	17-Mar	96	84.94	8%	283%
PDLI	366	17-Mar	4	2.21	59%	487%
PCO	163	17-Mar	14	6.09	304%	176%
PBI	2,384	17-Mar	43	12.84	12%	119%
RCM	310	17-Mar	#N/A	#N/A	#N/A	#N/A
SQBG	239	17-Mar	71	3.83	8%	200%
RGR	1,001	17-Mar	55	53.55	14%	84%
SCMP	458	17-Mar	45	10.55	15%	94%
SYNT	1,484	17-Mar	27	17.64	14%	138%
TGNA	5,592	17-Mar	39	26.07	10%	175%
TDC	4,020	17-Mar	25	30.76	10%	276%
TVTY	1,129	17-Mar	#N/A	#N/A	#N/A	#N/A
TZOO	115	17-Mar	31	8.35	11%	180%
TRNC	514	17-Mar	18	14.12	16%	169%
UTHR	6,469	17-Mar	13	142.08	20%	200%
USNA	1,427	17-Mar	50	58.60	10%	137%
VEC	255	17-Mar	16	23.75	15%	230%
WBMD	1,878	17-Mar	#N/A	#N/A	#N/A	#N/A

So pretty good. RCM just changed names.  II have WBMD a bit past 300.  TVTY is not on my radar, I will need to add next time.  It would be #88 had it been in my pull. NOt sure why Zack did not have them.