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.
This list took a lot more work as Yahoo Finance (boo) has pulled back some of their services ("It has come to our attention that this service is being used in violation of the Yahoo Terms of Service. As such, the service is being discontinued. For all future markets and equities data research, please refer to finance.yahoo.com.").
I am also running this list to start coming up with names for my upcoming 11/15 MFI Select tranche.
But keep in mind that I am just a single person with a spreadsheet - so please do your own analysis before making investment decisions.
| Ticker | Rank | Stock Price | Market Cap | Earnings Yield | ROIC | Dividend Yield |
| NHTC | 1 | 19.46 | 219 | 45% | 4440% | 1.75% |
| VVUS | 2 | 0.66 | 69 | 106% | 1818% | 0.00% |
| AVDL | 3 | 9.49 | 403 | 26% | 2246% | 0.00% |
| NTIP | 4 | 4.15 | 111 | 38% | 971% | 1.20% |
| ICON | 5 | 1.67 | 96 | 20% | 2220% | 0.00% |
| BPT | 6 | 19.25 | 412 | 18% | 36989% | 13.48% |
| IDCC | 7 | 73.20 | 2,590 | 19% | 585% | 1.23% |
| AGX | 8 | 67.90 | 1,072 | 16% | 849% | 1.03% |
| PDLI | 9 | 2.96 | 463 | 15% | 495% | 0.00% |
| UTHR | 10 | 118.90 | 5,243 | 24% | 206% | 0.00% |
| MPAA | 11 | 27.56 | 535 | 12% | 382% | 0.00% |
| AMAG | 12 | 12.80 | 450 | 11% | 532% | 0.00% |
| TRNC | 13 | 14.86 | 491 | 17% | 198% | 0.00% |
| MSGN | 14 | 17.30 | 1,310 | 13% | 253% | 0.00% |
| HRB | 15 | 23.86 | 4,961 | 12% | 283% | 3.77% |
| MNKD | 16 | 3.23 | 323 | 13% | 218% | 0.00% |
| BPI | 17 | 9.68 | 287 | 14% | 189% | 0.00% |
| ESRX | 18 | 60.32 | 34,666 | 11% | 426% | 0.00% |
| SQBG | 19 | 2.51 | 158 | 11% | 235% | 0.00% |
| DHX | 20 | 2.30 | 111 | 15% | 140% | 0.00% |
| EGRX | 21 | 53.56 | 862 | 11% | 226% | 0.00% |
| PCO | 22 | 6.51 | 165 | 241% | 115% | 0.00% |
| YRD | 23 | 42.55 | 2,571 | 10% | 424% | 0.00% |
| VIAB | 24 | 23.40 | 9,421 | 13% | 138% | 3.42% |
| DLX | 25 | 68.83 | 3,330 | 10% | 473% | 1.74% |
| DISCK | 26 | 16.26 | 9,284 | 12% | 144% | 0.00% |
| DISCA | 27 | 17.31 | 9,884 | 12% | 144% | 0.00% |
| VIA | 28 | 28.65 | 11,534 | 12% | 138% | 2.79% |
| ANTM | 29 | 210.59 | 56,228 | 10% | 274% | 1.23% |
| LFVN | 30 | 5.67 | 80 | 11% | 142% | 0.00% |
| QIWI | 31 | 16.80 | 1,019 | 9% | 824% | 308.33% |
| OMC | 32 | 66.21 | 15,407 | 10% | 281% | 3.32% |
| VEC | 33 | 31.53 | 353 | 11% | 134% | 0.00% |
| NLS | 34 | 12.50 | 388 | 14% | 108% | 0.00% |
| WU | 35 | 20.08 | 9,345 | 9% | 525% | 3.34% |
| CSCO | 36 | 34.21 | 171,974 | 9% | 383% | 3.22% |
| TARO | 37 | 112.68 | 4,562 | 14% | 96% | 0.00% |
| AVID | 38 | 4.39 | 180 | 10% | 160% | 0.00% |
| CJREF | 39 | 9.26 | 1,877 | 10% | 165% | #VALUE! |
| GME | 40 | 18.51 | 1,879 | 21% | 79% | 8.10% |
| HUM | 41 | 256.35 | 37,333 | 9% | 200% | 0.54% |
| MSB | 42 | 22.65 | 297 | 8% | 573% | #VALUE! |
| IPG | 43 | 18.93 | 7,519 | 10% | 145% | 3.49% |
| EGOV | 44 | 16.55 | 1,097 | 8% | 833% | 0.97% |
| AGTC | 45 | 3.45 | 62 | 55% | 71% | 0.00% |
| MSTR | 46 | 133.99 | 1,541 | 9% | 172% | 0.00% |
| JMEI | 47 | 3.01 | 452 | 92% | 71% | 0.00% |
| FOX | 48 | 25.15 | 46,628 | 10% | 123% | 0.00% |
| HLF | 49 | 70.47 | 6,011 | 9% | 168% | 0.00% |
| SYNT | 50 | 23.56 | 1,968 | 10% | 126% | 0.00% |
| HSII | 51 | 24.60 | 468 | 11% | 100% | 1.85% |
| DFIN | 52 | 19.36 | 654 | 11% | 109% | 0.00% |
| TGNA | 53 | 12.05 | 2,625 | 14% | 78% | 4.07% |
| AET | 54 | 172.32 | 57,210 | 8% | 925% | 0.73% |
| FOXA | 55 | 25.81 | 47,852 | 10% | 123% | 1.39% |
| CRHM | 56 | 2.20 | 163 | 9% | 262% | 0.00% |
| ABC | 57 | 73.23 | 16,001 | 10% | 112% | 1.97% |
| LEE | 58 | 2.25 | 125 | 14% | 76% | 0.00% |
| USNA | 59 | 65.05 | 1,599 | 9% | 133% | 0.00% |
| FFIV | 60 | 121.01 | 7,678 | 8% | 471% | 0.00% |
| MIK | 61 | 19.42 | 3,650 | 11% | 86% | 0.00% |
| KLAC | 62 | 106.38 | 16,792 | 8% | 233% | 2.01% |
| PBI | 63 | 11.19 | 2,101 | 11% | 95% | 6.70% |
| FUJHY | 64 | 17.11 | 26,236 | 20% | 63% | 185.80% |
| TIME | 65 | 10.70 | 1,067 | 11% | 82% | 5.70% |
| NVMI | 66 | 26.90 | 769 | 9% | 139% | 0.00% |
| SP | 67 | 38.30 | 863 | 8% | 312% | 0.00% |
| BKE | 68 | 17.75 | 858 | 22% | 62% | 5.63% |
| CVS | 69 | 69.38 | 71,045 | 11% | 88% | 2.67% |
| FRAN | 70 | 6.47 | 236 | 29% | 58% | 0.00% |
| BBY | 71 | 57.34 | 17,821 | 11% | 78% | 2.16% |
| AMGN | 72 | 172.41 | 126,377 | 9% | 149% | 2.49% |
| BOJA | 73 | 12.65 | 488 | 9% | 114% | 0.00% |
| DIN | 74 | 47.39 | 840 | 10% | 104% | 0.00% |
| GHC | 75 | 552.00 | 3,066 | 10% | 101% | 0.90% |
| MDP | 76 | 51.65 | 2,356 | 9% | 104% | 3.99% |
| AIRG | 77 | 7.82 | 74 | 9% | 134% | 0.00% |
| MEET | 78 | 3.32 | 249 | 8% | 158% | 0.00% |
| SCMP | 79 | 10.00 | 651 | 10% | 92% | 0.00% |
| NCMI | 80 | 6.70 | 408 | 8% | 160% | 13.13% |
| CSVI | 81 | 47.50 | 664 | 9% | 131% | 2.36% |
| MCFT | 82 | 22.97 | 429 | 8% | 243% | 0.00% |
| HPQ | 83 | 21.44 | 36,341 | 8% | 202% | 2.43% |
| DL | 84 | 8.15 | 269 | 8% | 154% | 5.52% |
| SJT | 85 | 7.42 | 346 | 7% | 572% | 7.41% |
| UEPS | 86 | 9.00 | 519 | 26% | 53% | 0.00% |
| TWX | 87 | 94.70 | 74,974 | 8% | 132% | 2.12% |
| PNLYY | 88 | 4.16 | 1,851 | 14% | 55% | 0.00% |
| CSRA | 89 | 31.87 | 5,258 | 9% | 108% | 1.26% |
| MANH | 90 | 41.22 | 2,850 | 7% | 1246% | 0.00% |
| LEA | 91 | 176.83 | 12,172 | 12% | 57% | 1.02% |
| CPLA | 92 | 82.30 | 982 | 8% | 178% | 1.97% |
| MCK | 93 | 137.06 | 28,783 | 9% | 113% | 0.82% |
| RGR | 94 | 50.20 | 894 | 11% | 64% | 3.63% |
| GPP | 95 | 19.40 | 617 | 8% | 117% | 8.76% |
| QCOM | 96 | 54.84 | 81,602 | 8% | 166% | 3.94% |
| ODP | 97 | 3.19 | 1,697 | 22% | 50% | 3.13% |
| ENR | 98 | 42.25 | 2,653 | 9% | 82% | 2.53% |
| CRUS | 99 | 56.66 | 3,805 | 9% | 80% | 0.00% |
| OCLR | 100 | 5.96 | 1,018 | 18% | 50% | 0.00% |
| PBT | 101 | 9.29 | 433 | 7% | 14766% | 6.78% |
| BGSF | 102 | 15.28 | 139 | 10% | 79% | 6.54% |
| AMN | 103 | 40.65 | 2,010 | 9% | 86% | 0.00% |
| CAH | 104 | 61.07 | 19,420 | 10% | 70% | 2.96% |
| ETM | 105 | 10.60 | 420 | 10% | 73% | 2.83% |
| CA | 106 | 32.41 | 13,483 | 7% | 470% | 3.15% |
| MO | 107 | 63.90 | 122,369 | 7% | 499% | 3.82% |
| AOBC | 108 | 14.37 | 775 | 16% | 50% | 0.00% |
| WCG | 109 | 200.93 | 9,036 | 7% | 205% | 0.00% |
| BIIB | 110 | 309.40 | 65,531 | 8% | 129% | 0.00% |
| FL | 111 | 30.01 | 3,961 | 30% | 46% | 3.90% |
| CECE | 112 | 8.51 | 296 | 11% | 60% | 3.29% |
| DNB | 113 | 113.95 | 4,228 | 7% | 942% | 1.73% |
| PMD | 114 | 18.00 | 100 | 10% | 66% | 3.33% |
| NTES | 115 | 276.10 | 36,615 | 7% | 479% | 9.04% |
| HMTV | 116 | 11.95 | 488 | 8% | 102% | 0.00% |
| SBH | 117 | 17.55 | 2,390 | 12% | 52% | 0.00% |
| SIMO | 118 | 48.67 | 1,742 | 9% | 75% | 1.64% |
| INFY | 119 | 14.59 | 33,375 | 9% | 72% | 177.24% |
| CKHUY | 120 | 12.75 | 49,185 | 12% | 49% | 5.80% |
| GIB | 121 | 52.75 | 15,869 | 7% | 208% | 0.00% |
| VVV | 122 | 23.81 | 4,857 | 9% | 85% | 0.63% |
| WDC | 123 | 88.60 | 27,112 | 9% | 79% | 2.26% |
| SGU | 124 | 10.77 | 602 | 9% | 78% | 3.90% |
| CPB | 125 | 46.85 | 14,289 | 10% | 63% | 2.99% |
| HCKT | 126 | 15.10 | 491 | 7% | 144% | 1.85% |
| GPS | 127 | 26.45 | 10,474 | 14% | 46% | 0.00% |
| KBAL | 128 | 17.99 | 679 | 9% | 68% | 1.33% |
| CBS | 129 | 54.46 | 22,111 | 9% | 72% | 0.00% |
| CELG | 130 | 98.20 | 80,053 | 7% | 384% | 0.00% |
| ENDP | 131 | 5.95 | 1,328 | 8% | 115% | 0.00% |
| EVTC | 132 | 14.60 | 1,067 | 7% | 169% | 0.00% |
| TJX | 133 | 70.21 | 45,518 | 9% | 80% | 1.55% |
| RILY | 134 | 16.60 | 367 | 18% | 42% | 1.63% |
| RPXC | 135 | 13.01 | 655 | 6% | 619% | 0.00% |
| OMAB | 136 | 40.16 | 1,976 | 8% | 113% | 78.61% |
| STX | 137 | 36.77 | 10,737 | 9% | 65% | 0.00% |
| SNI | 138 | 80.97 | 10,628 | 8% | 82% | #VALUE! |
| TNH | 139 | 82.60 | 1,528 | 11% | 52% | 7.92% |
| TPB | 140 | 17.26 | 338 | 9% | 72% | 0.00% |
| CLF | 141 | 6.16 | 1,855 | 14% | 43% | 0.00% |
| APEI | 142 | 20.05 | 328 | 19% | 40% | 0.00% |
| EBF | 143 | 19.90 | 505 | 11% | 51% | 3.52% |
| NSH | 144 | 17.05 | 732 | 6% | 23699% | 12.79% |
| EME | 145 | 81.16 | 4,822 | 8% | 106% | 0.39% |
| MAN | 146 | 125.43 | 8,479 | 9% | 62% | 1.43% |
| AVP | 147 | 2.15 | 946 | 12% | 44% | 0.00% |
| THO | 148 | 136.72 | 7,221 | 8% | 86% | 0.97% |
| MLHR | 149 | 33.10 | 1,997 | 9% | 56% | 2.08% |
| ACIA | 150 | 39.10 | 1,626 | 8% | 99% | 0.00% |
| ALSN | 151 | 44.08 | 6,656 | 7% | 132% | 1.36% |
| AYI | 152 | 161.23 | 6,772 | 8% | 86% | 0.32% |
| AMWD | 153 | 93.55 | 1,530 | 8% | 75% | 0.00% |
| TEVA | 154 | 11.23 | 11,421 | 9% | 57% | 12.11% |
| TOSYY | 155 | 17.25 | 12,169 | 11% | 43% | 0.00% |
| CNC | 156 | 95.81 | 16,950 | 7% | 148% | 0.00% |
| SHI | 157 | 59.78 | 6,463 | 15% | 39% | 41.18% |
| SAFM | 158 | 146.81 | 3,288 | 15% | 38% | 0.65% |
| MMS | 159 | 65.44 | 4,324 | 7% | 101% | 0.28% |
| JEC | 160 | 58.74 | 7,112 | 8% | 79% | 0.51% |
| LCI | 161 | 21.05 | 795 | 13% | 40% | 0.00% |
| VGR | 162 | 20.70 | 2,750 | 6% | 273% | 7.30% |
| JAZZ | 163 | 136.94 | 8,417 | 7% | 233% | 0.00% |
| ROST | 164 | 64.36 | 24,815 | 8% | 80% | 0.00% |
| UCTT | 165 | 24.56 | 844 | 10% | 51% | 0.00% |
| TNET | 166 | 35.66 | 2,538 | 6% | 266% | 0.00% |
| MBUU | 167 | 30.79 | 555 | 7% | 160% | 0.68% |
| TZOO | 168 | 6.60 | 83 | 7% | 103% | 0.00% |
| KLIC | 169 | 22.42 | 1,625 | 11% | 45% | 0.00% |
| BSTC | 170 | 45.70 | 335 | 6% | 377% | 0.00% |
| PRSC | 171 | 55.15 | 750 | 7% | 115% | 0.00% |
| CLCT | 172 | 24.53 | 216 | 6% | 418% | 5.71% |
| BC | 173 | 50.22 | 4,510 | 11% | 44% | 0.00% |
| KORS | 174 | 47.93 | 7,519 | 9% | 58% | 0.00% |
| TER | 175 | 42.55 | 8,543 | 7% | 133% | 0.61% |
| BLBD | 176 | 20.50 | 605 | 7% | 150% | 0.00% |
| SERV | 177 | 46.99 | 6,353 | 6% | 259% | 0.00% |
| BAH | 178 | 37.81 | 5,667 | 7% | 118% | 1.69% |
| BBBY | 179 | 19.72 | 2,765 | 26% | 33% | 2.54% |
| AEO | 180 | 13.29 | 2,376 | 15% | 36% | 3.76% |
| AZO | 181 | 602.70 | 17,131 | 9% | 52% | 0.00% |
| AAPL | 182 | 168.11 | 871,412 | 7% | 182% | 0.00% |
| CHKE | 183 | 2.10 | 27 | 7% | 177% | 0.00% |
| NATH | 184 | 80.95 | 341 | 6% | 263% | 0.00% |
| PLCE | 185 | 109.45 | 1,989 | 9% | 51% | 1.10% |
| DGX | 186 | 93.75 | 13,125 | 7% | 95% | 1.92% |
| PBH | 187 | 43.76 | 2,342 | 7% | 146% | 0.00% |
| HRL | 188 | 31.51 | 16,978 | 8% | 73% | 2.09% |
| ORCL | 189 | 50.28 | 215,400 | 6% | 237% | 1.35% |
| NCR | 190 | 30.66 | 4,694 | 8% | 64% | 0.00% |
| DPS | 191 | 85.34 | 15,540 | 7% | 120% | 0.00% |
| LRCX | 192 | 206.82 | 38,030 | 7% | 129% | 0.80% |
| ROCK | 193 | 32.70 | 1,052 | 8% | 57% | 0.00% |
| CR | 194 | 84.24 | 5,088 | 8% | 67% | 0.00% |
| CHS | 195 | 7.80 | 980 | 18% | 32% | 0.00% |
| GURE | 196 | 1.54 | 72 | 3388% | 30% | 0.00% |
| DECK | 197 | 68.46 | 2,209 | 9% | 46% | 0.00% |
| CSGS | 198 | 44.88 | 1,477 | 7% | 86% | 1.72% |
| HDSN | 199 | 6.06 | 264 | 13% | 34% | 0.00% |
| RL | 200 | 91.73 | 7,549 | 10% | 40% | 2.18% |
Here is the official list and where my stocks stand.
| Ticker | Mkt Cap | Date | My Ranking | Price | EY | ROIC |
| AMAG | 452 | 2-Nov | 12 | 12.80 | 11% | 532% |
| AGX | 1,055 | 2-Nov | 8 | 67.90 | 16% | 849% |
| AVID | 181 | 2-Nov | 38 | 4.39 | 10% | 160% |
| BIVV | 5,826 | 2-Nov | #N/A | #N/A | #N/A | #N/A |
| HRB | 4,988 | 2-Nov | 15 | 23.86 | 12% | 283% |
| BOJA | 466 | 2-Nov | 73 | 12.65 | 9% | 114% |
| BPT | 412 | 2-Nov | 6 | 19.25 | 18% | 36989% |
| CSCO | 170,468 | 2-Nov | 36 | 34.21 | 9% | 383% |
| CJREF | 1,910 | 2-Nov | 39 | 9.26 | 10% | 165% |
| CRHM | 163 | 2-Nov | 56 | 2.20 | 9% | 262% |
| DLX | 3,351 | 2-Nov | 25 | 68.83 | 10% | 473% |
| DHX | 116 | 2-Nov | 20 | 2.30 | 15% | 140% |
| DISCA | 10,005 | 2-Nov | 27 | 17.31 | 12% | 144% |
| EGRX | 868 | 2-Nov | 21 | 53.56 | 11% | 226% |
| ESRX | 34,165 | 2-Nov | 18 | 60.32 | 11% | 426% |
| FFIV | 7,575 | 2-Nov | 60 | 121.01 | 8% | 471% |
| GME | 1,875 | 2-Nov | 40 | 18.51 | 21% | 79% |
| HSII | 462 | 2-Nov | 51 | 24.60 | 11% | 100% |
| IDCC | 2,541 | 2-Nov | 7 | 73.20 | 19% | 585% |
| IPG | 7,356 | 2-Nov | 43 | 18.93 | 10% | 145% |
| JILL | 232 | 2-Nov | #N/A | #N/A | #N/A | #N/A |
| JNPR | 9,231 | 2-Nov | #N/A | #N/A | #N/A | #N/A |
| KLAC | 16,671 | 2-Nov | 62 | 106.38 | 8% | 233% |
| LEE | 128 | 2-Nov | 58 | 2.25 | 14% | 76% |
| MNKD | 338 | 2-Nov | 16 | 3.23 | 13% | 218% |
| MCFT | 428 | 2-Nov | 82 | 22.97 | 8% | 243% |
| MSB | 297 | 2-Nov | 42 | 22.65 | 8% | 573% |
| MIK | 3,562 | 2-Nov | 61 | 19.42 | 11% | 86% |
| MPAA | 534 | 2-Nov | 11 | 27.56 | 12% | 382% |
| MSGN | 1,302 | 2-Nov | 14 | 17.30 | 13% | 253% |
| NCMI | 406 | 2-Nov | 80 | 6.70 | 8% | 160% |
| NHTC | 221 | 2-Nov | 1 | 19.46 | 45% | 4440% |
| NLS | 385 | 2-Nov | 34 | 12.50 | 14% | 108% |
| NTIP | 100 | 2-Nov | 4 | 4.15 | 38% | 971% |
| EGOV | 1,097 | 2-Nov | 44 | 16.55 | 8% | 833% |
| OMC | 15,259 | 2-Nov | 32 | 66.21 | 10% | 281% |
| PDLI | 456 | 2-Nov | 9 | 2.96 | 15% | 495% |
| PCO | 161 | 2-Nov | 22 | 6.51 | 241% | 115% |
| PBI | 2,095 | 2-Nov | 63 | 11.19 | 11% | 95% |
| SQBG | 158 | 2-Nov | 19 | 2.51 | 11% | 235% |
| SP | 850 | 2-Nov | 67 | 38.30 | 8% | 312% |
| SYNT | 1,971 | 2-Nov | 50 | 23.56 | 10% | 126% |
| TGNA | 2,584 | 2-Nov | 53 | 12.05 | 14% | 78% |
| TIME | 1,066 | 2-Nov | 65 | 10.70 | 11% | 82% |
| TRNC | 488 | 2-Nov | 13 | 14.86 | 17% | 198% |
| FOXA | 47,776 | 2-Nov | 55 | 25.81 | 10% | 123% |
| UTHR | 5,441 | 2-Nov | 10 | 118.90 | 24% | 206% |
| USNA | 1,602 | 2-Nov | 59 | 65.05 | 9% | 133% |
| VEC | 349 | 2-Nov | 33 | 31.53 | 11% | 134% |
| VIAB | 9,416 | 2-Nov | 24 | 23.40 | 13% | 138% |
Hmm, 3 flops. That is unusual. JNPR is understandable, they just announced earnings and sometimes files are not updated at same time. JILL and BIVV actually find no financial statements in Fidelity. I will have to dig further.
Upcoming Tranche
Here is the current tranche that is close to hitting anniversary:
| 11/15/2016 | Start | Current | Dividend | Pct Gain | R3K Gain |
| MPAA | $26.55 | $26.99 | $0.00 | 1.7% | 20.8% |
| ATHM | $22.61 | $59.56 | $0.00 | 163.4% | 20.8% |
| AMGN | $145.14 | $173.44 | $3.15 | 21.7% | 20.8% |
| RHI | $43.23 | $52.34 | $0.94 | 23.2% | 20.8% |
| CA | $31.11 | $32.65 | $0.77 | 7.4% | 20.8% |
| Totals | 43.5% | 20.8% |
It has been a winner.
AGX - they build natural gas power plants. I was listening to a PA radio station today and heard the state is considering 2 dozen new natural gas power plants as NG is so plentiful (and cheap) in PA.
HRB - I think the sell off due to fear of a postcard type tax return is over done. Do people really expect Congress to be successful in materially simplifying tax returns?
DLX - yes Martha, people still write checks. DLX is just a steady eddy, they make money, increase revenues every year and have a nice little dividend.
KLAC - quality company.
CELG or AMGN - still think these mega bio techs are reasonable.
After that, I will look at a few other names (some hated) like CVS, ABC, BBY and PBI.
Have a great weekend.
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