Top 200 List 2/5/17

Top 200 List

It has been over a month since I ran my top 200 list. As a reminder to my new readers (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
FPRX	1	46.44	1,260	32%	4909%	0.00%
NHTC	2	25.47	286	27%	4473%	1.28%
AVDL	3	9.90	408	20%	1830%	0.00%
PDLI	4	2.21	363	59%	487%	9.09%
GILD	5	72.34	96,863	18%	731%	2.59%
AGTC	6	6.90	127	25%	419%	0.00%
CALL	7	7.65	121	19%	562%	0.00%
WILN	8	1.64	195	13%	1128%	2.39%
CHKE	9	8.75	76	14%	353%	0.00%
PCO	10	6.59	176	11112%	176%	0.00%
AVID	11	5.70	231	17%	220%	0.00%
VEC	12	22.46	248	16%	230%	0.00%
QIWI	13	13.40	809	11%	881%	6.42%
UTHR	14	163.68	7,562	16%	198%	0.00%
IDCC	15	94.20	3,293	10%	2543%	1.28%
ANTM	16	159.08	42,745	12%	267%	1.69%
ICON	17	9.38	538	11%	255%	0.00%
NSR	18	33.20	1,868	13%	186%	0.00%
GME	19	24.74	2,573	21%	130%	6.04%
LFVN	20	7.45	108	13%	176%	0.00%
WCG	21	148.67	6,636	11%	241%	0.00%
MSGN	22	21.65	1,634	11%	248%	0.00%
AGX	23	72.90	1,137	10%	669%	0.00%
TDC	24	30.20	3,974	10%	292%	0.00%
CSCO	25	31.32	158,667	10%	369%	3.39%
HLF	26	56.60	4,890	12%	175%	0.00%
CBI	27	33.33	3,395	14%	138%	0.84%
HPQ	28	15.27	26,402	11%	203%	3.53%
TARO	29	107.34	4,433	18%	104%	0.00%
SYNT	30	21.30	1,795	13%	142%	0.00%
SSNI	31	13.09	677	10%	226%	0.00%
HRB	32	21.43	4,619	10%	221%	4.10%
AMAG	33	22.10	931	9%	519%	0.00%
SCMP	34	11.45	497	13%	116%	0.00%
AOBC	35	20.12	1,150	17%	92%	0.00%
WU	36	19.97	9,791	9%	486%	3.27%
MCFT	37	14.34	267	10%	222%	0.00%
MPAA	38	25.57	497	10%	157%	0.00%
CA	39	31.86	13,190	9%	557%	3.26%
VIAB	40	41.90	16,689	10%	207%	1.90%
PBI	41	13.18	2,459	12%	119%	4.71%
AMCX	42	56.27	4,059	12%	116%	0.00%
RGR	43	50.05	961	15%	88%	3.11%
HUM	44	198.24	29,915	10%	173%	0.58%
DHX	45	5.65	270	9%	214%	0.00%
ESRX	46	67.09	42,072	9%	397%	0.00%
FUJHY	47	19.44	30,037	21%	79%	3.08%
TGNA	48	23.46	5,117	10%	158%	2.44%
TRNC	49	14.08	513	15%	85%	0.00%
VIA	50	44.90	17,884	9%	207%	1.77%
GHC	51	528.00	2,943	11%	118%	0.00%
MBUU	52	19.97	356	10%	173%	0.00%
VLRS	53	14.51	1,468	10%	132%	0.00%
MOH	54	58.00	3,248	13%	87%	0.00%
YY	55	41.14	2,502	9%	178%	0.00%
RPXC	56	10.79	542	8%	580%	0.00%
SIMO	57	39.54	1,409	12%	94%	2.05%
MYGN	58	15.70	1,080	12%	88%	0.00%
BKE	59	20.35	982	23%	70%	4.73%
USNA	60	62.50	1,566	10%	137%	0.00%
SPOK	61	18.75	385	9%	183%	2.43%
DFIN	62	24.49	793	10%	114%	0.00%
UEPS	63	12.72	676	22%	68%	0.00%
CXRX	64	2.53	131	8%	4478%	0.00%
AKRX	65	20.08	2,537	13%	77%	0.00%
QCOM	66	52.98	79,205	8%	293%	3.97%
NCIT	67	12.90	179	12%	79%	0.00%
WNC	68	21.14	1,347	14%	71%	1.36%
CSVI	69	41.55	583	9%	136%	2.67%
TNH	70	113.65	2,103	12%	81%	6.27%
HSII	71	22.35	421	10%	98%	2.33%
KORS	72	41.02	6,926	15%	70%	0.00%
AWRE	73	6.25	143	9%	165%	0.00%
NLS	74	17.15	538	10%	102%	0.00%
UIS	75	13.35	669	13%	73%	0.00%
FIT	76	6.09	1,484	25%	59%	0.00%
SEDG	77	12.65	557	19%	61%	0.00%
DL	78	10.30	339	8%	200%	4.36%
GNTX	79	20.43	5,922	10%	110%	1.72%
SCLN	80	10.05	529	10%	104%	0.00%
BBY	81	44.73	14,314	13%	71%	2.52%
MIK	82	19.83	4,071	11%	83%	0.00%
BBSI	83	61.09	452	9%	152%	1.46%
PNLYY	84	4.37	1,933	15%	63%	0.00%
CSGS	85	40.39	1,330	9%	116%	1.53%
TZOO	86	9.05	125	9%	135%	0.00%
DIN	87	67.62	1,220	9%	112%	5.66%
AAPL	88	129.08	687,738	8%	223%	1.77%
BIIB	89	264.67	57,433	10%	90%	0.00%
CPLA	90	85.35	1,006	8%	215%	1.92%
BGSF	91	13.52	122	10%	79%	7.73%
APEI	92	24.25	394	20%	56%	0.00%
LEA	93	140.75	10,007	13%	63%	0.84%
KLAC	94	87.59	13,762	8%	147%	2.54%
WSTC	95	23.49	1,996	9%	118%	3.71%
DISCK	96	27.44	16,519	8%	147%	0.00%
TPB	97	13.00	256	10%	81%	0.00%
MAN	98	98.69	6,741	11%	71%	1.80%
MDP	99	61.90	2,809	8%	121%	3.39%
MCK	100	138.84	30,822	10%	86%	0.80%
DISCA	101	28.09	16,910	8%	147%	0.00%
AMGN	102	167.53	125,312	8%	163%	2.94%
CVS	103	75.46	80,969	10%	81%	2.54%
AMFW	104	5.59	2,141	8%	161%	4.95%
CJREF	105	10.08	1,990	8%	134%	9.52%
ORCL	106	40.43	169,604	8%	266%	1.50%
NVO	107	34.08	85,783	8%	158%	3.90%
NATH	108	64.95	273	7%	287%	0.00%
CAH	109	74.87	24,108	9%	95%	2.40%
AMWD	110	73.65	1,211	10%	76%	0.00%
NOMD	111	10.57	1,941	9%	87%	0.00%
CYOU	112	24.00	1,277	31%	50%	0.00%
MEET	113	4.75	280	8%	171%	0.00%
FOX	114	31.09	57,921	8%	121%	1.16%
SGU	115	10.66	596	9%	83%	3.79%
MDCA	116	6.95	363	8%	144%	0.00%
OMC	117	85.70	20,457	7%	277%	2.57%
MGLN	118	76.60	1,839	9%	95%	0.00%
KFY	119	28.82	1,642	10%	77%	1.38%
FOXA	120	31.40	58,498	8%	121%	1.15%
CLCT	121	24.92	214	7%	487%	6.77%
MLHR	122	32.05	1,934	10%	69%	2.18%
ETM	123	15.85	657	9%	85%	2.11%
GNC	124	9.02	616	17%	50%	9.02%
PETS	125	21.24	433	9%	84%	3.59%
GIB	126	48.81	15,096	7%	254%	0.00%
TPX	127	43.49	2,557	9%	75%	0.00%
MED	128	42.31	506	8%	164%	3.04%
IPG	129	23.52	9,594	8%	152%	2.55%
INFY	130	13.88	31,733	9%	76%	2.73%
ODP	131	4.37	2,382	16%	48%	2.25%
COH	132	36.77	10,362	8%	90%	3.61%
SQBG	133	4.29	271	7%	187%	0.00%
CATO	134	25.78	689	18%	44%	5.20%
LB	135	59.58	17,294	10%	68%	4.09%
CNC	136	64.72	11,281	8%	164%	0.00%
FRAN	137	17.83	672	10%	59%	0.00%
IQNT	138	22.87	791	9%	80%	2.79%
BPT	139	30.70	657	7%	22063%	12.59%
MD	140	68.73	6,402	7%	235%	0.00%
EBF	141	16.80	431	13%	51%	4.14%
FL	142	69.54	9,318	11%	53%	1.60%
CKHUY	143	11.84	45,679	14%	47%	2.77%
TSRA	144	45.75	2,256	7%	1279%	1.77%
CBS	145	64.15	28,611	8%	86%	1.12%
CTSH	146	52.50	31,946	8%	93%	0.00%
Q	147	77.62	9,404	7%	401%	0.00%
TIME	148	19.40	1,933	8%	88%	3.95%
DNB	149	123.97	4,537	7%	1209%	1.57%
LCI	150	19.95	752	14%	46%	0.00%
AMN	151	37.20	1,838	8%	82%	0.00%
NRCIA	152	18.10	446	7%	258%	2.33%
HSNI	153	34.65	1,831	11%	52%	3.97%
GPS	154	22.97	9,188	15%	43%	3.99%
ROIA	155	2.86	136	8%	98%	0.00%
VGR	156	22.54	2,801	7%	295%	7.25%
WINA	157	114.35	495	7%	250%	0.36%
ROIAK	158	3.00	142	8%	98%	0.00%
TWX	159	95.87	75,498	8%	121%	1.66%
AEO	160	14.99	2,767	14%	43%	3.31%
OMAB	161	34.71	1,705	8%	109%	10.47%
CRUS	162	56.11	3,745	8%	73%	0.00%
DLPH	163	73.74	20,031	10%	57%	1.66%
BBBY	164	40.07	5,954	17%	39%	1.24%
HURN	165	45.60	978	8%	108%	0.00%
ANIK	166	50.35	759	9%	66%	0.00%
SBH	167	22.46	3,254	10%	54%	0.00%
FFIV	168	136.23	8,943	7%	438%	0.00%
BAH	169	34.51	5,197	7%	154%	1.83%
SNI	170	76.12	9,905	8%	81%	1.31%
CR	171	75.36	4,476	8%	70%	1.83%
HMTV	172	11.45	470	8%	97%	0.00%
PFMT	173	1.96	98	10%	52%	0.00%
MSI	174	81.60	13,905	7%	158%	2.33%
ENTA	175	33.44	637	7%	139%	0.00%
WTW	176	12.29	809	7%	358%	0.00%
WYN	177	79.88	8,787	8%	83%	2.53%
PFNX	178	8.00	190	7%	151%	0.00%
ZPIN	179	16.01	918	6%	624%	0.00%
GPP	180	18.80	598	7%	102%	8.69%
DPS	181	91.72	17,032	7%	127%	2.32%
CO	182	5.87	429	23%	36%	0.00%
JAZZ	183	124.45	7,672	7%	276%	0.00%
RECN	184	16.65	604	8%	78%	2.63%
MAS	185	33.23	10,933	8%	72%	1.21%
XRX	186	7.15	7,543	10%	51%	4.47%
EGL	187	29.56	1,086	7%	121%	0.00%
TJX	188	75.47	49,940	8%	83%	1.39%
EXPD	189	53.32	9,741	8%	82%	1.54%
ACN	190	114.49	75,993	6%	504%	2.13%
KLIC	191	19.40	1,392	10%	49%	0.00%
ABC	192	89.28	19,818	7%	108%	1.67%
SPLS	193	9.03	5,897	15%	36%	5.22%
TMICY	194	38.95	5,380	6%	573%	0.00%
EXPR	195	10.58	832	21%	34%	0.00%
HWAY	196	23.70	911	6%	872%	0.00%
SERV	197	37.52	5,144	7%	253%	0.00%
SHI	198	63.40	6,852	13%	37%	2.44%
SHOO	199	34.40	2,041	9%	55%	0.00%
STRA	200	81.71	885	8%	83%	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
AMAG	756	3-Feb	33	22.10	9%	519%
AMCX	3,980	3-Feb	42	56.27	12%	116%
AOBC	1,132	3-Feb	35	20.12	17%	92%
AGTC	125	3-Feb	6	6.90	25%	419%
AGX	1,114	3-Feb	23	72.90	10%	669%
AVID	232	3-Feb	11	5.70	17%	220%
BBSI	443	3-Feb	83	61.09	9%	152%
HRB	4,532	3-Feb	32	21.43	10%	221%
BKE	989	3-Feb	59	20.35	23%	70%
CA	13,167	3-Feb	39	31.86	9%	557%
CSCO	157,352	3-Feb	25	31.32	10%	369%
CXRX	129	3-Feb	64	2.53	8%	4478%
DHX	283	3-Feb	45	5.65	9%	214%
ESRX	42,232	3-Feb	46	67.09	9%	397%
FPRX	1,321	3-Feb	1	46.44	32%	4909%
GME	2,538	3-Feb	19	24.74	21%	130%
GILD	95,633	3-Feb	5	72.34	18%	731%
GHC	2,964	3-Feb	51	528.00	11%	118%
HPQ	26,142	3-Feb	28	15.27	11%	203%
ICON	528	3-Feb	17	9.38	11%	255%
IDCC	3,229	3-Feb	15	94.20	10%	2543%
LFVN	105	3-Feb	20	7.45	13%	176%
MBUU	356	3-Feb	52	19.97	10%	173%
MCFT	267	3-Feb	37	14.34	10%	222%
MDCA	366	3-Feb	116	6.95	8%	144%
MEET	258	3-Feb	113	4.75	8%	171%
MPAA	505	3-Feb	38	25.57	10%	157%
MSGN	1,625	3-Feb	22	21.65	11%	248%
MYGN	1,074	3-Feb	58	15.70	12%	88%
NHTC	287	3-Feb	2	25.47	27%	4473%
NSR	1,868	3-Feb	18	33.20	13%	186%
PDLI	366	3-Feb	4	2.21	59%	487%
PCO	177	3-Feb	10	6.59	11112%	176%
PBI	2,447	3-Feb	41	13.18	12%	119%
QCOM	78,304	3-Feb	66	52.98	8%	293%
ACHI	246	3-Feb	#N/A	#N/A	#N/A	#N/A
RPXC	530	3-Feb	56	10.79	8%	580%
SSNI	679	3-Feb	31	13.09	10%	226%
SPOK	385	3-Feb	61	18.75	9%	183%
RGR	950	3-Feb	43	50.05	15%	88%
SCMP	525	3-Feb	34	11.45	13%	116%
SYNT	1,791	3-Feb	30	21.30	13%	142%
TGNA	5,030	3-Feb	48	23.46	10%	158%
TDC	3,917	3-Feb	24	30.20	10%	292%
TRNC	513	3-Feb	49	14.08	15%	85%
UIS	669	3-Feb	75	13.35	13%	73%
UTHR	7,441	3-Feb	14	163.68	16%	198%
USNA	1,522	3-Feb	60	62.50	10%	137%
VEC	241	3-Feb	12	22.46	16%	230%
VIAB	16,626	3-Feb	40	41.90	10%	207%

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