Top 200 List - 4/15/17

Top 200 List

It has been almost 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
VVUS	1	1.03	108	65%	7067%	0.00%
NHTC	2	28.09	316	28%	4621%	1.25%
IDCC	3	83.05	2,947	18%	3510%	1.44%
YRD	4	24.01	1,451	17%	82554%	0.00%
AVDL	5	9.57	410	18%	1554%	0.00%
PDLI	6	2.04	336	42%	453%	0.00%
GILD	7	66.51	88,259	18%	645%	3.13%
RILY	8	14.90	291	17%	709%	1.28%
AGTC	9	6.15	113	27%	340%	0.00%
AGX	10	64.85	1,020	14%	817%	0.00%
AVID	11	4.61	188	21%	269%	0.00%
CHKE	12	8.50	74	14%	353%	0.00%
LFVN	13	4.83	68	21%	214%	0.00%
ICON	14	7.35	413	13%	518%	0.00%
UTHR	15	121.53	5,517	24%	200%	0.00%
PCO	16	6.19	166	299%	176%	0.00%
BPT	17	19.30	413	11%	21810%	22.76%
WILN	18	1.98	235	13%	262%	2.39%
CALL	19	8.45	136	11%	381%	0.00%
TRNC	20	13.97	512	16%	169%	0.00%
VEC	21	22.67	249	16%	165%	0.00%
ANTM	22	164.99	44,333	12%	267%	1.58%
NSR	23	33.20	1,868	13%	188%	0.00%
WCG	24	144.81	6,487	11%	225%	0.00%
GME	25	22.38	2,294	21%	118%	6.79%
AET	26	128.63	45,651	10%	893%	1.55%
TDC	27	30.44	4,018	10%	276%	0.00%
MNKD	28	1.33	128	25%	102%	0.00%
SYNT	29	17.37	1,462	14%	138%	0.00%
AMAG	30	23.40	802	10%	534%	0.00%
DHX	31	4.10	198	11%	189%	0.00%
MCFT	32	15.74	293	10%	258%	0.00%
HLF	33	58.14	5,000	11%	170%	0.00%
DLX	34	67.94	3,311	9%	438%	1.66%
MSGN	35	24.30	1,834	10%	248%	0.00%
CSCO	36	32.42	163,397	10%	370%	3.58%
TARO	37	117.29	4,804	16%	98%	0.00%
AOBC	38	21.16	1,209	17%	94%	0.00%
HWAY	39	23.70	943	9%	1204%	0.00%
TGNA	40	25.21	5,476	10%	175%	2.22%
USNA	41	54.25	1,358	11%	137%	0.00%
WU	42	19.35	9,358	9%	492%	3.62%
SCMP	43	9.80	440	16%	94%	0.00%
PFNX	44	4.48	105	15%	98%	0.00%
GHC	45	586.95	3,261	11%	131%	0.00%
ESRX	46	66.47	40,779	9%	398%	0.00%
PBI	47	12.91	2,409	12%	119%	5.81%
NLS	48	17.00	530	11%	142%	0.00%
MPAA	49	28.49	554	10%	162%	0.00%
CA	50	31.65	13,103	9%	557%	3.22%
UIS	51	11.25	563	18%	82%	0.00%
NCIT	52	12.70	175	14%	93%	0.00%
AWRE	53	4.70	106	11%	127%	0.00%
AMCX	54	58.09	4,121	11%	112%	0.00%
QIWI	55	16.55	999	8%	881%	4.59%
HPQ	56	18.20	31,322	9%	203%	2.92%
BIIB	57	271.88	58,998	9%	182%	0.00%
KORS	58	37.56	6,205	17%	77%	0.00%
TZOO	59	9.70	133	9%	180%	0.00%
FUJHY	60	17.81	27,344	19%	73%	3.53%
UEPS	61	11.08	573	22%	71%	0.00%
RGR	62	56.85	1,083	13%	84%	3.20%
BKE	63	17.90	865	25%	69%	5.59%
CBI	64	28.94	2,897	11%	99%	0.97%
YY	65	43.99	2,680	9%	187%	0.00%
SEDG	66	15.85	692	14%	80%	0.00%
RHI	67	44.49	5,669	10%	110%	2.16%
PRSC	68	43.41	616	10%	132%	0.00%
CSGS	69	36.08	1,188	10%	116%	2.09%
WNC	70	19.74	1,257	15%	69%	1.22%
MBUU	71	21.75	388	9%	173%	0.00%
ALOT	72	14.80	112	8%	3441%	1.89%
DL	73	10.82	356	9%	219%	4.16%
CXRX	74	1.34	68	8%	1220%	0.00%
HUM	75	211.80	31,672	9%	161%	0.76%
BBY	76	48.27	15,364	13%	76%	2.44%
MIK	77	22.99	4,678	10%	98%	0.00%
QCOM	78	52.79	78,921	8%	293%	4.32%
ETM	79	13.10	521	10%	98%	2.29%
SQBG	80	3.63	226	9%	198%	0.00%
LEE	81	2.70	150	13%	73%	0.00%
BBSI	82	54.68	408	9%	140%	1.66%
MGLN	83	67.95	1,596	10%	94%	0.00%
DIN	84	54.59	978	10%	108%	7.11%
LEA	85	132.08	9,391	15%	66%	1.51%
FRAN	86	14.53	543	13%	67%	0.00%
HSII	87	25.35	482	10%	108%	2.05%
VIAB	88	43.77	17,416	9%	142%	1.83%
SGU	89	9.04	505	11%	83%	4.54%
MOH	90	47.67	2,650	13%	67%	0.00%
TNH	91	93.60	1,732	12%	69%	5.21%
SIMO	92	46.14	1,644	10%	94%	1.73%
LB	93	47.46	13,774	11%	74%	5.10%
DNB	94	105.01	3,896	8%	1050%	1.91%
DISCK	95	27.73	16,499	8%	173%	0.00%
PNLYY	96	4.79	2,118	14%	63%	2.65%
SPOK	97	18.85	387	8%	184%	2.65%
VIA	98	45.75	18,204	9%	142%	1.75%
DISCA	99	28.29	16,833	8%	173%	0.00%
AMGN	100	161.61	120,884	8%	163%	2.85%
CSVI	101	44.50	624	9%	136%	2.52%
ODP	102	4.65	2,520	15%	56%	2.15%
CJREF	103	9.59	1,893	9%	134%	9.52%
WSTC	104	24.32	2,066	9%	114%	3.70%
MAN	105	98.54	6,730	11%	71%	1.75%
CPLA	106	84.85	1,002	8%	204%	1.93%
HRB	107	23.50	4,885	9%	100%	3.74%
APEI	108	21.05	343	22%	50%	0.00%
DFIN	109	19.42	633	10%	81%	0.00%
FOX	110	29.86	55,360	9%	101%	1.21%
NATH	111	63.50	267	8%	287%	0.00%
TUP	112	63.50	3,226	9%	113%	4.28%
TIME	113	18.10	1,810	9%	91%	4.20%
MCK	114	143.20	31,790	9%	86%	0.78%
OMC	115	84.46	20,085	8%	283%	2.60%
CVS	116	77.96	83,339	10%	79%	2.57%
GIB	117	46.54	14,394	8%	254%	0.00%
ABBV	118	64.13	104,083	7%	335%	3.99%
FOXA	119	30.43	56,417	9%	101%	1.18%
MDP	120	62.10	2,818	8%	121%	3.35%
CNC	121	70.56	12,384	8%	169%	0.00%
BGSF	122	14.90	133	10%	73%	6.71%
FL	123	72.09	9,610	12%	58%	1.72%
EBF	124	15.35	394	14%	51%	4.56%
AEO	125	13.30	2,461	17%	47%	3.76%
IPG	126	24.54	9,944	8%	147%	2.93%
HMTV	127	11.65	475	8%	115%	0.00%
KFY	128	30.53	1,731	9%	95%	1.31%
RECN	129	13.45	411	10%	62%	3.27%
TGD	130	0.43	144	46%	42%	0.00%
PETS	131	21.45	438	9%	84%	3.54%
GNTX	132	19.95	5,783	10%	68%	1.80%
MED	133	43.47	522	8%	172%	2.94%
VLRS	134	14.05	1,422	9%	89%	0.00%
GPS	135	23.69	9,500	15%	48%	3.88%
AAPL	136	141.05	751,514	7%	223%	1.62%
AMN	137	40.10	1,973	8%	94%	0.00%
CLCT	138	25.23	216	7%	487%	5.55%
TPX	139	41.11	2,323	9%	70%	0.00%
SCLN	140	9.60	506	9%	79%	0.00%
NOMD	141	11.26	2,068	9%	90%	0.00%
NVO	142	35.75	89,986	8%	158%	3.12%
CKHUY	143	12.14	46,837	14%	47%	2.77%
MLHR	144	30.85	1,863	10%	62%	2.16%
MD	145	67.86	6,335	7%	266%	0.00%
SBH	146	19.80	2,868	11%	54%	0.00%
EME	147	60.39	3,681	9%	84%	0.53%
KLAC	148	95.33	14,979	8%	147%	2.27%
AMWD	149	86.05	1,410	9%	84%	0.00%
CYOU	150	27.35	1,459	20%	41%	0.00%
CAH	151	81.43	25,976	8%	94%	2.21%
THO	152	89.41	4,716	9%	66%	1.48%
INFY	153	14.48	33,105	9%	76%	2.59%
TPB	154	16.05	317	9%	79%	0.00%
JNPR	155	27.56	10,627	8%	84%	1.45%
ORCL	156	44.00	184,976	7%	256%	1.45%
LCI	157	25.40	957	13%	46%	0.00%
FFIV	158	134.43	8,825	7%	438%	0.00%
ROIAK	159	3.25	154	8%	99%	0.00%
GTN	160	14.50	1,057	10%	57%	0.00%
UBNT	161	48.45	4,064	7%	148%	0.00%
SNI	162	74.28	9,682	8%	80%	1.62%
AKRX	163	32.42	4,054	9%	72%	0.00%
TWX	164	98.26	77,006	8%	112%	1.64%
ANIK	165	43.04	645	10%	57%	0.00%
GNC	166	7.30	498	14%	41%	0.00%
UTMD	167	61.85	232	8%	100%	1.71%
ROIA	168	3.40	161	8%	99%	0.00%
KNL	169	23.55	1,156	10%	54%	2.55%
LCII	170	92.75	2,331	9%	66%	2.00%
MMS	171	57.62	3,804	8%	87%	0.31%
CR	172	73.25	4,351	9%	70%	1.80%
GPP	173	20.15	641	8%	108%	8.56%
GV	174	4.85	123	17%	38%	0.00%
MDCA	175	8.40	444	7%	130%	0.00%
PMD	176	19.90	110	9%	59%	3.02%
BAH	177	34.34	5,172	7%	154%	1.81%
XRX	178	7.03	7,227	10%	52%	3.56%
HSNI	179	35.75	1,886	10%	51%	3.77%
MYGN	180	18.15	1,240	9%	71%	0.00%
MAS	181	33.09	10,688	8%	77%	1.21%
AVP	182	4.40	1,926	10%	51%	0.00%
SAIC	183	70.10	3,176	7%	176%	1.77%
ACN	184	114.86	75,932	7%	491%	2.11%
WYN	185	87.35	9,434	8%	87%	2.47%
MSI	186	82.34	14,031	7%	158%	2.28%
SCS	187	16.10	1,937	10%	47%	3.17%
ATHM	188	28.90	3,368	6%	866%	0.00%
JEC	189	52.97	6,454	8%	69%	1.13%
BBBY	190	38.39	5,604	17%	36%	1.56%
NCMI	191	12.09	738	7%	143%	7.28%
ABC	192	86.67	19,239	7%	108%	1.68%
VC	193	94.41	3,163	8%	66%	0.00%
BC	194	55.97	5,104	9%	53%	1.13%
SERV	195	40.03	5,468	7%	263%	0.00%
DG	196	68.74	19,045	9%	53%	1.51%
EGOV	197	20.35	1,344	6%	801%	1.57%
SPLS	198	9.52	6,207	14%	37%	5.04%
CTS	199	19.40	647	9%	57%	0.82%
COH	200	39.73	11,196	8%	90%	3.40%

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	803	13-Apr	30	23.40	10%	534%
AMCX	3,983	13-Apr	54	58.09	11%	112%
AOBC	1,192	13-Apr	38	21.16	17%	94%
AGTC	111	13-Apr	9	6.15	27%	340%
AGX	1,003	13-Apr	10	64.85	14%	817%
AVID	188	13-Apr	11	4.61	21%	269%
AWRE	105	13-Apr	53	4.70	11%	127%
BBSI	396	13-Apr	82	54.68	9%	140%
BIIB	58,726	13-Apr	57	271.88	9%	182%
BPT	413	13-Apr	17	19.30	11%	21810%
BKE	870	13-Apr	63	17.90	25%	69%
CA	13,080	13-Apr	50	31.65	9%	557%
CSCO	162,327	13-Apr	36	32.42	10%	370%
CSGS	1,164	13-Apr	69	36.08	10%	116%
DLX	3,298	13-Apr	34	67.94	9%	438%
DHX	203	13-Apr	31	4.10	11%	189%
ESRX	41,105	13-Apr	46	66.47	9%	398%
GME	2,260	13-Apr	25	22.38	21%	118%
GILD	86,995	13-Apr	7	66.51	18%	645%
GHC	3,295	13-Apr	45	586.95	11%	131%
HPQ	30,820	13-Apr	56	18.20	9%	203%
ICON	419	13-Apr	14	7.35	13%	518%
IDCC	2,848	13-Apr	3	83.05	18%	3510%
MNKD	127	13-Apr	28	1.33	25%	102%
MCFT	293	13-Apr	32	15.74	10%	258%
KORS	6,254	13-Apr	58	37.56	17%	77%
MIK	4,444	13-Apr	77	22.99	10%	98%
MPAA	564	13-Apr	49	28.49	10%	162%
MSGN	1,824	13-Apr	35	24.30	10%	248%
NHTC	317	13-Apr	2	28.09	28%	4621%
NLS	524	13-Apr	48	17.00	11%	142%
NCIT	173	13-Apr	52	12.70	14%	93%
NSR	1,823	13-Apr	23	33.20	13%	188%
PDLI	338	13-Apr	6	2.04	42%	453%
PCO	166	13-Apr	16	6.19	299%	176%
PBI	2,397	13-Apr	47	12.91	12%	119%
RCM	373	13-Apr	#N/A	#N/A	#N/A	#N/A
RHI	5,686	13-Apr	67	44.49	10%	110%
RGR	1,062	13-Apr	62	56.85	13%	84%
SCMP	425	13-Apr	43	9.80	16%	94%
SYNT	1,453	13-Apr	29	17.37	14%	138%
TGNA	5,407	13-Apr	40	25.21	10%	175%
TDC	3,975	13-Apr	27	30.44	10%	276%
TZOO	134	13-Apr	59	9.70	9%	180%
TRNC	509	13-Apr	20	13.97	16%	169%
UIS	564	13-Apr	51	11.25	18%	82%
UTHR	5,533	13-Apr	15	121.53	24%	200%
USNA	1,328	13-Apr	41	54.25	11%	137%
VEC	247	13-Apr	21	22.67	16%	165%
VVUS	108	13-Apr	1	1.03	65%	7067%

This is virtually a perfect match.  BBSI is the highest at 82. RCM was ACHI and the change in name is screwing things up. Woo-hoo!