Top 200 List 3/5/17

Top 200 List

It has been over a month 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	27.86	313	28%	4621%	1.30%
AVDL	2	10.06	415	20%	1830%	0.00%
PDLI	3	2.17	356	60%	487%	9.80%
CALL	4	7.50	119	19%	562%	0.00%
GILD	5	70.74	93,872	17%	645%	2.95%
IDCC	6	84.40	2,950	12%	2543%	1.44%
BPT	7	18.70	400	11%	22063%	21.73%
CHKE	8	9.00	78	14%	353%	0.00%
AVID	9	5.38	218	18%	220%	0.00%
LFVN	10	5.62	79	18%	214%	0.00%
AGTC	11	8.35	154	13%	340%	0.00%
VEC	12	21.98	243	16%	230%	0.00%
WILN	13	1.81	215	15%	262%	2.39%
UTHR	14	149.47	6,906	18%	198%	0.00%
PCO	15	6.59	176	11112%	176%	0.00%
ANTM	16	166.00	44,604	11%	267%	1.57%
TRNC	17	13.68	502	17%	169%	0.00%
QIWI	18	14.55	879	10%	881%	6.13%
AGX	19	72.05	1,124	10%	669%	0.00%
WCG	20	142.94	6,403	12%	225%	0.00%
NSR	21	33.50	1,885	13%	186%	0.00%
GME	22	25.28	2,629	20%	130%	6.08%
AET	23	130.69	46,382	9%	893%	1.54%
MSGN	24	22.30	1,683	11%	248%	0.00%
HLF	25	55.99	4,838	12%	175%	0.00%
MCFT	26	15.37	286	10%	258%	0.00%
TDC	27	31.46	4,153	10%	276%	0.00%
SYNT	28	17.61	1,482	14%	138%	0.00%
HRB	29	20.98	4,522	10%	221%	4.26%
HWAY	30	23.70	943	9%	1204%	0.00%
AOBC	31	18.83	1,076	19%	94%	0.00%
TARO	32	115.20	4,719	16%	98%	0.00%
CSCO	33	34.29	172,822	9%	370%	3.37%
SCMP	34	11.85	515	12%	116%	0.00%
WU	35	19.96	9,653	9%	492%	3.51%
TGNA	36	25.92	5,630	10%	175%	2.15%
HPQ	37	17.35	29,859	10%	203%	3.06%
TZOO	38	9.20	126	10%	180%	0.00%
MPAA	39	28.27	550	10%	162%	0.00%
NLS	40	16.70	521	11%	141%	0.00%
PBI	41	13.57	2,532	11%	119%	5.61%
DHX	42	5.10	247	9%	189%	0.00%
DL	43	9.97	328	9%	219%	4.50%
CA	44	32.48	13,447	8%	557%	3.13%
RGR	45	48.75	936	15%	88%	3.62%
USNA	46	57.60	1,442	11%	137%	0.00%
ESRX	47	71.58	43,914	9%	398%	0.00%
CPLA	48	76.95	909	9%	204%	2.14%
KORS	49	36.41	6,015	17%	77%	0.00%
BKE	50	18.20	878	27%	70%	5.12%
SIMO	51	40.91	1,457	11%	94%	1.97%
CXRX	52	2.05	106	8%	4478%	0.00%
MBUU	53	21.30	380	9%	173%	0.00%
UEPS	54	13.30	687	18%	71%	0.00%
FUJHY	55	19.33	29,678	17%	73%	3.25%
SPOK	56	18.15	373	9%	184%	2.66%
SQBG	57	3.43	213	9%	200%	0.00%
BBY	58	44.65	14,212	14%	76%	2.63%
HUM	59	213.97	31,996	9%	161%	0.75%
CBI	60	32.43	3,246	10%	99%	0.85%
BIIB	61	297.85	64,633	9%	182%	0.00%
HSII	62	24.70	469	10%	108%	2.11%
YY	63	44.49	2,706	9%	178%	0.00%
RHI	64	47.49	6,052	10%	110%	2.02%
VIAB	65	42.31	16,835	9%	142%	1.90%
WNC	66	21.67	1,380	14%	71%	1.11%
LEE	67	2.60	144	13%	73%	0.00%
SCLN	68	10.00	526	10%	104%	0.00%
CSGS	69	39.00	1,284	9%	116%	2.02%
DISCK	70	27.20	16,184	9%	173%	0.00%
VIA	71	44.20	17,587	9%	142%	1.80%
UIS	72	13.79	691	13%	73%	0.00%
NCIT	73	14.50	201	11%	79%	0.00%
DISCA	74	27.89	16,595	8%	173%	0.00%
SGU	75	9.27	518	10%	83%	4.40%
TVTY	76	28.50	1,134	7%	1204%	0.00%
MIK	77	20.46	4,201	10%	83%	0.00%
CSVI	78	44.26	621	9%	136%	2.52%
TNH	79	95.12	1,760	12%	69%	5.03%
PNLYY	80	4.41	1,950	15%	63%	2.88%
LEA	81	144.50	10,274	13%	66%	1.39%
CJREF	82	9.37	1,850	9%	134%	9.52%
NATH	83	61.90	261	8%	287%	0.00%
GNTX	84	21.58	6,255	9%	110%	1.67%
DNB	85	107.53	3,989	7%	1050%	1.88%
VLRS	86	12.76	1,291	10%	89%	0.00%
PFNX	87	7.25	172	8%	151%	0.00%
TPB	88	13.23	261	10%	81%	0.00%
AKRX	89	24.12	3,016	11%	72%	0.00%
QCOM	90	56.44	84,378	8%	293%	3.76%
MAN	91	98.34	6,717	11%	71%	1.76%
FOX	92	29.95	55,527	9%	101%	1.21%
ABBV	93	63.34	102,801	8%	335%	4.05%
CLCT	94	24.11	207	7%	487%	5.71%
BBSI	95	63.68	472	8%	152%	1.39%
GIB	96	46.63	14,422	8%	254%	0.00%
WSTC	97	25.14	2,136	9%	118%	3.59%
AMFW	98	5.61	2,149	8%	161%	5.03%
OMC	99	85.39	20,306	8%	283%	2.55%
CVS	100	81.02	86,610	10%	79%	2.48%
KLAC	101	90.42	14,207	8%	147%	2.38%
TIME	102	18.45	1,845	9%	90%	4.06%
FOXA	103	30.46	56,473	9%	101%	1.19%
DFIN	104	21.15	689	9%	81%	0.00%
MLHR	105	30.45	1,838	10%	69%	2.27%
PETS	106	20.78	424	9%	84%	3.56%
CNC	107	70.97	12,456	8%	169%	0.00%
RILY	108	14.85	285	7%	317%	0.71%
NVO	109	34.68	87,293	8%	158%	3.22%
BPI	110	9.40	435	9%	105%	0.00%
IPG	111	24.22	9,814	8%	147%	2.95%
NOMD	112	11.12	2,042	9%	87%	0.00%
MCK	113	152.53	33,862	9%	86%	0.75%
MDP	114	64.70	2,936	8%	121%	3.23%
MEET	115	4.81	284	8%	171%	0.00%
FRAN	116	16.60	625	11%	59%	0.00%
GNC	117	8.25	564	17%	50%	0.00%
AAPL	118	139.78	744,747	7%	223%	1.64%
VGR	119	21.35	2,653	7%	295%	7.36%
FL	120	76.57	10,207	11%	58%	1.62%
ORCL	121	42.69	179,085	7%	266%	1.40%
GPS	122	24.69	9,901	15%	50%	3.66%
RPXC	123	11.10	551	7%	527%	0.00%
HURN	124	42.15	904	8%	108%	0.00%
WINA	125	111.40	486	7%	229%	0.36%
CATO	126	23.65	632	21%	44%	5.47%
EBF	127	16.45	423	13%	51%	4.26%
ODP	128	4.57	2,491	15%	48%	2.07%
AMWD	129	86.10	1,410	9%	84%	0.00%
AMGN	130	180.20	134,790	8%	163%	2.58%
AEO	131	14.95	2,767	15%	47%	3.32%
CRUS	132	53.65	3,581	9%	73%	0.00%
CKHUY	133	12.29	47,435	14%	47%	2.77%
CAH	134	82.85	26,429	8%	94%	2.20%
KFY	135	32.05	1,826	9%	77%	1.29%
ROIA	136	2.65	126	8%	98%	0.00%
UBNT	137	47.94	4,022	7%	148%	0.00%
WYN	138	82.40	8,899	8%	87%	2.50%
ROIAK	139	2.75	131	8%	98%	0.00%
COH	140	38.07	10,728	8%	90%	3.51%
JNPR	141	28.29	10,909	8%	84%	1.42%
GPP	142	19.85	631	8%	108%	8.80%
AMN	143	41.75	2,054	8%	86%	0.00%
LCI	144	22.15	835	13%	46%	0.00%
CYOU	145	27.97	1,492	19%	41%	0.00%
KNL	146	22.68	1,113	10%	54%	2.66%
SBH	147	21.72	3,146	10%	54%	0.00%
TPX	148	47.54	2,686	9%	70%	0.00%
TWX	149	98.73	77,375	8%	112%	1.63%
CR	150	72.40	4,301	9%	70%	1.82%
AMAG	151	23.10	791	7%	371%	0.00%
MSI	152	80.55	13,726	7%	158%	2.35%
NRCIA	153	18.95	468	7%	264%	2.13%
MD	154	72.03	6,724	7%	266%	0.00%
SNI	155	78.52	10,235	8%	80%	1.52%
BBBY	156	40.24	5,979	17%	39%	1.23%
AVP	157	4.35	1,904	10%	52%	0.00%
INFY	158	15.38	35,162	8%	76%	2.46%
BLBD	159	16.90	382	7%	128%	0.00%
SERV	160	39.78	5,434	7%	263%	0.00%
XRX	161	7.36	7,567	10%	52%	3.43%
MAS	162	34.06	11,001	8%	77%	1.17%
ANIK	163	46.18	692	9%	57%	0.00%
MED	164	46.11	551	7%	164%	2.79%
RECN	165	16.70	605	8%	78%	2.63%
HSNI	166	37.15	1,960	10%	51%	3.70%
NUS	167	50.68	2,815	9%	55%	2.88%
CO	168	5.95	434	22%	36%	0.00%
MDCA	169	9.00	476	7%	128%	0.00%
PMD	170	21.20	117	9%	60%	2.84%
ITRN	171	28.80	604	8%	73%	5.55%
MMS	172	61.08	4,033	8%	87%	0.29%
DPS	173	94.91	17,530	7%	127%	2.45%
BAH	174	36.05	5,429	7%	154%	1.71%
MOH	175	49.99	2,779	9%	52%	0.00%
VIVO	176	12.90	549	9%	54%	3.79%
FFIV	177	142.87	9,379	6%	438%	0.00%
MYGN	178	19.35	1,322	8%	71%	0.00%
TSN	179	63.60	23,723	10%	44%	1.43%
OMI	180	36.67	2,210	8%	61%	2.81%
CRI	181	87.22	4,295	9%	50%	1.67%
EXPR	182	10.93	859	21%	34%	0.00%
UNH	183	168.20	163,154	7%	218%	1.49%
SPLS	184	8.99	5,870	15%	36%	5.19%
TSQ	185	10.99	301	9%	49%	0.00%
SHI	186	60.06	6,491	14%	37%	2.53%
TJX	187	78.82	51,815	7%	86%	1.31%
DV	188	33.35	2,135	10%	44%	1.11%
CBS	189	68.24	29,275	8%	82%	1.07%
EGOV	190	21.05	1,390	6%	801%	1.51%
EME	191	63.76	3,910	8%	70%	0.50%
CTSH	192	59.88	36,467	7%	96%	0.00%
PPC	193	20.95	5,267	12%	39%	0.00%
JEC	194	56.48	6,882	8%	69%	1.06%
ABC	195	92.23	20,473	7%	108%	1.59%
HIBB	196	30.15	669	17%	34%	0.00%
STRA	197	79.12	868	8%	79%	1.28%
BC	198	60.66	5,532	9%	53%	1.04%
EGL	199	31.49	1,157	7%	121%	0.00%
TPIC	200	17.36	569	9%	51%	0.00%

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
AOBC	1,061	3-Mar	31	18.83	19%	94%
AGTC	151	3-Mar	11	8.35	13%	340%
AGX	1,101	3-Mar	19	72.05	10%	669%
AVID	219	3-Mar	9	5.38	18%	220%
BBSI	461	3-Mar	95	63.68	8%	152%
BBY	13,989	3-Mar	58	44.65	14%	76%
BIIB	64,336	3-Mar	61	297.85	9%	182%
HRB	4,437	3-Mar	29	20.98	10%	221%
BPT	400	3-Mar	7	18.70	11%	22063%
BKE	885	3-Mar	50	18.20	27%	70%
CA	13,423	3-Mar	44	32.48	8%	557%
CPLA	888	3-Mar	48	76.95	9%	204%
CSCO	171,690	3-Mar	33	34.29	9%	370%
CXRX	105	3-Mar	52	2.05	8%	4478%
DHX	253	3-Mar	42	5.10	9%	189%
ESRX	44,265	3-Mar	47	71.58	9%	398%
GME	2,594	3-Mar	22	25.28	20%	130%
GILD	92,528	3-Mar	5	70.74	17%	645%
HSII	459	3-Mar	62	24.70	10%	108%
HPQ	29,564	3-Mar	37	17.35	10%	203%
IDCC	2,785	3-Mar	6	84.40	12%	2543%
MBUU	380	3-Mar	53	21.30	9%	173%
MCFT	286	3-Mar	26	15.37	10%	258%
MEET	261	3-Mar	115	4.81	8%	171%
KORS	6,063	3-Mar	49	36.41	17%	77%
MPAA	559	3-Mar	39	28.27	10%	162%
MSGN	1,674	3-Mar	24	22.30	11%	248%
NHTC	314	3-Mar	1	27.86	28%	4621%
NLS	515	3-Mar	40	16.70	11%	141%
NSR	1,885	3-Mar	21	33.50	13%	186%
OMC	20,041	3-Mar	99	85.39	8%	283%
PDLI	358	3-Mar	3	2.17	60%	487%
PCO	177	3-Mar	15	6.59	11112%	176%
PBI	2,519	3-Mar	41	13.57	11%	119%
ACHI	260	3-Mar	#N/A	#N/A	#N/A	#N/A
SQBG	214	3-Mar	57	3.43	9%	200%
SPOK	373	3-Mar	56	18.15	9%	184%
RGR	911	3-Mar	45	48.75	15%	88%
SCMP	543	3-Mar	34	11.85	12%	116%
SYNT	1,481	3-Mar	28	17.61	14%	138%
TGNA	5,560	3-Mar	36	25.92	10%	175%
TDC	4,112	3-Mar	27	31.46	10%	276%
TVTY	1,110	3-Mar	76	28.50	7%	1204%
TZOO	127	3-Mar	38	9.20	10%	180%
TRNC	498	3-Mar	17	13.68	17%	169%
UIS	691	3-Mar	72	13.79	13%	73%
UTHR	6,806	3-Mar	14	149.47	18%	198%
USNA	1,403	3-Mar	46	57.60	11%	137%
VEC	236	3-Mar	12	21.98	16%	230%
VIAB	16,797	3-Mar	65	42.31	9%	142%

So pretty good. ACHI errors out for some reason in my pull from Fidelity - not sure why I am not getting financial statements.  MEET is a bit higher (over 100) than I would like to see, Otherwise I am pleased at the matching.