Sunday, September 03, 2017

Top 200 List 9/3/17

Top 200 List

As my readers may know, I regularly create my own top 200 list.  I worked with some smart people on the Yahoo Groups MFI board and created a spreadsheet that does a very good job matching the metrics of the book and the official website (which in the early days posted calculated earnings yield and ROIC).

My list is ranked and shows dividend yield (per the unreliable Yahoo Finance).  It also has more stocks as I do not necessarily throw out other countries and I have some financial-type stocks (such as Humana) that the official list excludes.

But keep in mind that I am just a single person with a spreadsheet - so please do your own analysis before making investment decisions.

The list looks pretty good.  Not sure why JILL is crashing in my list - seems to be something to with Fidelity data.


Ticker Rank  Stock Price  Market Cap Earnings Yield ROIC Dividend Yield
NHTC 1         20.23            228 48% 4728% 1.88%
VVUS 2            0.90               95 75% 1818% 0.00%
AVDL 3            9.13            388 28% 2246% 0.00%
NTIP 4            3.80            101 46% 971% 2.63%
BPT 5         20.55            440 17% 36989% 16.21%
ICON 6            5.86            337 15% 2220% 0.00%
AGX 7         64.15         1,012 16% 825% 1.09%
IDCC 8         70.70         2,538 25% 399% 1.68%
AGTC 9            4.70               85 153% 264% 0.00%
GILD 10         83.75    110,299 14% 559% 2.48%
PDLI 11            3.07            480 14% 495% 0.00%
MNKD 12            1.87            187 18% 218% 0.00%
MPAA 13         27.09            526 12% 382% 0.00%
UTHR 14       133.35         5,987 18% 194% 0.00%
BPI 15            8.89            266 18% 192% 0.00%
TRNC 16         14.66            484 17% 198% 0.00%
RCM 17            3.27            335 18% 142% 0.00%
HRB 18         26.77         5,566 11% 283% 3.59%
MSGN 19         21.60         1,636 11% 253% 0.00%
DHX 20            2.10            101 16% 140% 0.00%
YRD 21         41.45         2,504 10% 424% 0.00%
ESRX 22         62.16       36,401 10% 423% 0.00%
LFVN 23            4.37               62 18% 126% 0.00%
ANTM 24       197.43       53,464 11% 286% 1.46%
SQBG 25            3.05            192 11% 235% 0.00%
AMAG 26         17.60            619 10% 532% 0.00%
EGRX 27         56.36            907 11% 226% 0.00%
VEC 28         28.89            323 12% 134% 0.00%
CSCO 29         32.30    162,372 10% 383% 3.59%
VIAB 30         28.52       11,482 12% 138% 2.81%
QIWI 31         16.43            996 9% 824% 5.11%
MSTR 32       128.50         1,490 11% 187% 0.00%
SYNT 33         18.13         1,520 13% 128% 0.00%
SCMP 34         11.90            550 11% 147% 0.00%
DLX 35         69.29         3,366 9% 457% 1.73%
WU 36         18.79         8,869 9% 512% 3.73%
TARO 37       105.42         4,268 16% 96% 0.00%
CPLA 38         66.85            802 10% 186% 2.45%
GME 39         18.67         1,895 22% 80% 8.09%
AVID 40            4.47            183 10% 160% 0.00%
USNA 41         58.80         1,471 11% 134% 0.00%
AET 42       158.19       52,915 9% 937% 1.27%
AOBC 43         16.52            923 19% 80% 0.00%
DISCK 44         20.92       12,092 10% 132% 0.00%
FRAN 45            7.66            285 26% 73% 0.00%
VIA 46         38.35       15,440 10% 138% 2.09%
MCFT 47         17.46            325 9% 255% 0.00%
HUM 48       258.75       37,683 9% 200% 0.62%
OMC 49         71.94       16,834 9% 281% 3.06%
JMEI 50            3.30            495 28% 71% 0.00%
HLF 51         69.40         5,920 9% 168% 0.00%
DISCA 52         22.16       12,808 10% 132% 0.00%
TGNA 53         12.81         2,790 14% 78% 2.17%
MD 54         44.09         4,092 9% 178% 0.00%
LEE 55            2.05            114 14% 76% 0.00%
AMCX 56         60.71         4,055 11% 92% 0.00%
UEPS 57            9.40            506 30% 63% 0.00%
DL 58            7.30            241 9% 154% 6.16%
FOX 59         26.98       50,021 10% 123% 1.33%
RGR 60         46.25            828 14% 74% 3.37%
KLAC 61         94.08       14,858 9% 204% 2.52%
EGOV 62         16.40         1,086 8% 468% 1.95%
PBT 63            8.08            377 8% 14766% 6.77%
CSVI 64         45.90            641 9% 140% 2.70%
BKE 65         14.55            703 29% 62% 6.87%
FOXA 66         27.49       50,966 10% 123% 1.30%
BBY 67         54.48       16,932 12% 78% 2.50%
DIN 68         40.35            715 10% 104% 9.72%
IPG 69         20.19         8,082 9% 143% 3.57%
FFIV 70       118.57         7,631 8% 462% 0.00%
HPQ 71         19.36       32,815 9% 202% 2.78%
PBI 72         12.90         2,417 10% 102% 5.81%
GHC 73       583.00         3,251 10% 109% 0.00%
FUJHY 74         17.45       26,757 19% 63% 3.51%
GNTX 75         18.47         5,353 11% 80% 2.23%
NATH 76         56.95            240 8% 263% 0.00%
CJREF 77         11.11         2,251 9% 166% 9.52%
SJT 78            6.85            319 8% 572% 7.15%
NCMI 79            5.59            340 9% 160% 15.74%
HSII 80         18.30            343 14% 67% 2.88%
NLS 81         16.70            519 9% 132% 0.00%
MIK 82         22.67         4,260 10% 86% 0.00%
ABC 83         80.24       17,803 9% 115% 1.82%
NVMI 84         23.36            667 9% 131% 0.00%
AMN 85         37.10         1,836 10% 95% 0.00%
SCLN 86         11.10            591 10% 82% 0.00%
TIME 87         12.90         1,286 10% 82% 1.24%
LEA 88       151.61       10,529 14% 61% 1.36%
CRHM 89            2.40            178 8% 262% 0.00%
MDP 90         55.45         2,525 9% 108% 3.83%
JNPR 91         27.68       10,673 9% 95% 1.45%
BOJA 92         13.35            515 9% 114% 0.00%
CVS 93         77.92       79,790 10% 88% 2.57%
CLCT 94         24.07            206 8% 510% 5.82%
SP 95         37.20            838 8% 278% 0.00%
LB 96         37.46       10,824 12% 63% 6.57%
TUP 97         58.67         2,980 9% 93% 4.64%
PNLYY 98            4.04         1,796 15% 55% 3.50%
GPP 99         18.90            601 9% 122% 9.40%
CKHUY 100         12.96       50,018 14% 56% 2.77%
CSRA 101         31.92         5,266 9% 108% 1.25%
VVV 102         21.41         4,368 9% 85% 0.92%
CPB 103         45.40       13,847 11% 69% 3.08%
CECE 104            7.50            261 12% 60% 4.00%
KFY 105         33.75         1,909 8% 134% 1.22%
HCKT 106         13.64            443 8% 144% 2.20%
WSTC 107         23.40         2,001 9% 100% 0.00%
WNC 108         20.94         1,324 12% 58% 1.15%
BEVFF 109            2.14            227 7% 2109% 9.16%
PMD 110         20.59            114 10% 67% 2.91%
ODP 111            4.30         2,288 17% 50% 2.33%
RECN 112         12.70            384 10% 68% 3.78%
CA 113         33.26       13,869 7% 485% 3.07%
SIMO 114         46.58         1,668 10% 75% 1.72%
AMGN 115       178.71    131,888 8% 133% 2.57%
WCG 116       175.45         7,884 8% 199% 0.00%
UIS 117            7.75            391 13% 52% 0.00%
QCOM 118         52.05       77,607 8% 192% 4.38%
STX 119         31.80         9,445 10% 66% 7.92%
CRUS 120         58.83         3,951 9% 80% 0.00%
DFIN 121         21.50            707 10% 73% 0.00%
DNB 122       112.92         4,189 7% 942% 1.78%
MCK 123       149.41       31,824 8% 125% 0.91%
MSB 124         15.60            205 7% 6698% 6.09%
ENR 125         45.03         2,828 9% 82% 2.49%
NTES 126       269.89       35,792 7% 479% 1.37%
AMWD 127         83.45         1,365 9% 75% 0.00%
YY 128         74.35         4,274 7% 214% 0.00%
ALOT 129         13.65               93 7% 2668% 2.05%
TZOO 130            8.35            109 8% 140% 0.00%
GPS 131         24.25         9,603 15% 46% 3.90%
KBAL 132         17.30            653 10% 68% 1.65%
AMAT 133         45.10       48,843 8% 166% 0.89%
CAH 134         67.82       21,567 9% 70% 2.73%
CSGS 135         38.59         1,273 9% 88% 2.05%
MBUU 136         27.37            492 8% 176% 0.00%
WPPGY 137         91.70       23,470 7% 191% 2.84%
EME 138         66.19         3,948 9% 88% 0.48%
SBH 139         19.06         2,595 11% 52% 0.00%
TNH 140         77.52         1,434 11% 52% 7.17%
CNC 141         88.62       15,634 8% 162% 0.00%
MANH 142         42.85         2,975 7% 1193% 0.00%
MO 143         63.54    122,505 7% 489% 4.15%
RILY 144         17.20            380 17% 42% 1.86%
SGU 145         10.79            603 9% 78% 4.08%
GIB 146         51.43       15,472 7% 208% 0.00%
INFY 147         14.84       33,940 9% 75% 3.07%
APEI 148         18.85            308 21% 40% 0.00%
KLIC 149         19.28         1,397 14% 45% 0.00%
SHI 150         62.66         6,773 16% 42% 5.79%
MLHR 151         34.00         2,056 9% 64% 2.14%
MAN 152       112.10         7,623 10% 61% 1.67%
INVA 153         13.94         1,679 7% 298% 0.00%
EBF 154         19.20            488 11% 52% 4.20%
MMS 155         60.39         3,991 8% 101% 0.30%
ROST 156         58.92       22,718 9% 80% 1.09%
KORS 157         42.81         6,716 10% 58% 0.00%
RPXC 158         13.16            659 7% 609% 0.00%
TPB 159         16.97            332 9% 72% 0.00%
JEC 160         55.13         6,675 9% 79% 1.10%
BLBD 161         18.20            537 7% 150% 0.00%
BGSF 162         16.10            146 9% 74% 6.21%
ABTL 163            7.59            101 10% 57% 0.00%
NTAP 164         38.65       10,745 8% 95% 2.07%
TWX 165       101.60       80,264 8% 118% 1.58%
SBGI 166         30.35         3,146 9% 62% 2.37%
GENC 167         15.55            229 9% 66% 0.00%
MEET 168            3.82            286 7% 158% 0.00%
THO 169       109.01         5,753 9% 69% 1.21%
TJX 170         72.38       46,925 8% 80% 1.73%
LCI 171         17.70            669 14% 40% 0.00%
BBBY 172         27.84         3,957 21% 36% 2.16%
COH 173         41.97       11,949 8% 101% 3.22%
ROCK 174         29.30            943 9% 57% 0.00%
HPE 175         14.31       23,726 10% 49% 1.82%
BAH 176         34.66         5,194 7% 118% 1.96%
AVP 177            2.47         1,087 11% 44% 0.00%
SAFM 178       151.55         3,395 14% 38% 0.63%
BIIB 179       321.01       68,118 7% 124% 0.00%
BBSI 180         52.83            399 8% 112% 1.89%
HMTV 181         13.05            533 8% 102% 0.00%
BC 182         53.03         4,805 10% 48% 1.24%
PRSC 183         52.36            713 7% 115% 0.00%
AEO 184         12.29         2,197 16% 36% 4.11%
CR 185         74.31         4,496 9% 63% 1.78%
NPK 186         98.75            690 12% 39% 1.01%
TVTY 187         38.55         1,633 6% 1258% 0.00%
OCLR 188            8.55         1,455 10% 48% 0.00%
CHS 189            8.09         1,017 17% 35% 4.08%
HI 190         35.75         2,284 8% 84% 2.33%
VGR 191         21.79         2,757 6% 273% 7.34%
CBS 192         64.34       26,379 8% 75% 1.12%
ENDP 193            8.64         1,928 7% 115% 0.00%
ROIAK 194            2.55            123 8% 80% 0.00%
AAPL 195       164.05    858,556 7% 205% 1.54%
DST 196         52.26         3,266 8% 66% 1.38%
MSI 197         87.87       14,850 7% 130% 2.14%
MEI 198         39.90         1,497 9% 53% 0.88%
PLCE 199       106.80         1,941 9% 51% 1.50%
MHG 200         16.22         7,300 12% 36% 8.25%



Here is the official top 50 and where each stock is on my list.


Ticker Mkt Cap Date My Ranking Price EY ROIC
AMAG 621 1-Sep 26        17.60 10% 532%
AMCX 3,915 1-Sep 56        60.71 11% 92%
AOBC 890 1-Sep 43        16.52 19% 80%
ABC 18,052 1-Sep 83        80.24 9% 115%
AGX 993 1-Sep 7        64.15 16% 825%
AVID 184 1-Sep 40          4.47 10% 160%
BBSI 383 1-Sep 180        52.83 8% 112%
HRB 5,596 1-Sep 18        26.77 11% 283%
BPT 440 1-Sep 5        20.55 17% 36989%
CPLA 780 1-Sep 38        66.85 10% 186%
CSCO 160,208 1-Sep 29        32.30 10% 383%
CSVI 642 1-Sep 64        45.90 9% 140%
CJREF 2,266 1-Sep 77        11.11 9% 166%
DLX 3,350 1-Sep 35        69.29 9% 457%
DHX 106 1-Sep 20          2.10 16% 140%
DISCA 12,808 1-Sep 52        22.16 10% 132%
EGRX 914 1-Sep 27        56.36 11% 226%
ESRX 35,900 1-Sep 22        62.16 10% 423%
FFIV 7,534 1-Sep 70      118.57 8% 462%
FRAN 285 1-Sep 45          7.66 26% 73%
GME 1,891 1-Sep 39        18.67 22% 80%
GILD 109,378 1-Sep 10        83.75 14% 559%
HSII 344 1-Sep 80        18.30 14% 67%
IDCC 2,454 1-Sep 8        70.70 25% 399%
IPG 7,940 1-Sep 69        20.19 9% 143%
JILL 447 1-Sep #N/A #N/A #N/A #N/A
KLAC 14,756 1-Sep 61        94.08 9% 204%
LEE 116 1-Sep 55          2.05 14% 76%
MNKD 196 1-Sep 12          1.87 18% 218%
MCFT 325 1-Sep 47        17.46 9% 255%
MD 4,122 1-Sep 54        44.09 9% 178%
MPAA 525 1-Sep 13        27.09 12% 382%
MSGN 1,622 1-Sep 19        21.60 11% 253%
NATH 238 1-Sep 76        56.95 8% 263%
NCMI 339 1-Sep 79          5.59 9% 160%
NHTC 229 1-Sep 1        20.23 48% 4728%
EGOV 1,087 1-Sep 62        16.40 8% 468%
OMC 16,618 1-Sep 49        71.94 9% 281%
PDLI 473 1-Sep 11          3.07 14% 495%
RCM 343 1-Sep 17          3.27 18% 142%
SQBG 192 1-Sep 25          3.05 11% 235%
SCMP 551 1-Sep 34        11.90 11% 147%
SYNT 1,517 1-Sep 33        18.13 13% 128%
TGNA 2,746 1-Sep 53        12.81 14% 78%
TIME 1,285 1-Sep 87        12.90 10% 82%
TRNC 482 1-Sep 16        14.66 17% 198%
UTHR 6,212 1-Sep 14      133.35 18% 194%
USNA 1,448 1-Sep 41        58.80 11% 134%
VEC 320 1-Sep 28        28.89 12% 134%
VIAB 11,476 1-Sep 30        28.52 12% 138%

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