Top 200 List 5/30/17

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. (MFI being magic formula investing from the little book that beats the stock markets by Joel Greenblatt).

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 along with some asset managers 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	1.13	119	58%	7067%	0.0%
NHTC	2	27.48	309	29%	4747%	1.4%
NTIP	3	4.35	111	25%	7550%	2.3%
RCM	4	3.41	344	71%	967%	0.0%
AVDL	5	9.88	423	22%	1948%	0.0%
LEE	6	2.05	114	13%	44871%	0.0%
AGTC	7	5.28	97	49%	340%	0.0%
GILD	8	64.55	85,206	18%	598%	3.2%
AGX	9	60.95	959	15%	823%	1.2%
YRD	10	23.56	1,424	19%	417%	0.0%
IDCC	11	82.25	2,979	18%	461%	1.5%
PDLI	12	2.36	386	12%	3237%	0.0%
WILN	13	1.46	173	21%	262%	2.4%
CALL	14	6.45	104	15%	381%	0.0%
LFVN	15	3.72	53	28%	214%	0.0%
UTHR	16	119.58	5,489	22%	195%	0.0%
RILY	17	15.25	299	20%	187%	2.1%
AMAG	18	18.10	622	12%	616%	0.0%
TRNC	19	11.30	410	19%	182%	0.0%
BPT	20	20.40	437	10%	21810%	21.8%
AVID	21	5.31	216	14%	202%	0.0%
ANTM	22	183.81	49,702	12%	295%	1.4%
NSR	23	33.08	1,886	14%	199%	0.0%
DHX	24	2.65	128	15%	166%	0.0%
SCMP	25	10.05	624	13%	168%	0.0%
MSGN	26	21.35	1,615	11%	232%	0.0%
ESRX	27	59.21	35,828	10%	405%	0.0%
VEC	28	29.37	323	13%	165%	0.0%
MNKD	29	1.64	158	23%	102%	0.0%
CSCO	30	31.75	160,179	10%	380%	0.0%
TDC	31	28.41	3,705	10%	242%	0.0%
HWAY	32	23.70	961	9%	1275%	0.0%
DLX	33	67.98	3,310	9%	454%	1.8%
PFNX	34	4.10	96	19%	98%	0.0%
SYNT	35	17.99	1,508	14%	124%	0.0%
GME	36	22.86	2,317	19%	88%	6.8%
AOBC	37	22.67	1,295	16%	94%	0.0%
TGNA	38	24.17	5,259	10%	171%	2.3%
TARO	39	103.19	4,186	18%	88%	0.0%
UIS	40	11.78	592	18%	88%	0.0%
MPAA	41	29.26	569	10%	162%	0.0%
PBI	42	15.10	2,822	11%	122%	0.0%
VIAB	43	34.77	13,891	10%	140%	2.3%
WCG	44	172.96	7,753	9%	226%	0.0%
WU	45	19.16	9,262	9%	516%	0.0%
JMEI	46	2.83	425	632%	71%	0.0%
PRSC	47	46.63	642	10%	146%	0.0%
UEPS	48	9.46	489	27%	71%	0.0%
HPQ	49	18.99	32,454	9%	214%	0.0%
MEET	50	4.78	316	9%	276%	0.0%
SQBG	51	3.16	197	9%	244%	0.0%
KORS	52	36.51	6,032	17%	77%	0.0%
BEVFF	53	1.95	219	8%	3136%	9.2%
MIK	54	19.39	3,946	11%	98%	0.0%
ROIAK	55	2.55	122	8%	43201%	0.0%
CHKE	56	9.15	106	8%	906%	0.0%
ROIA	57	2.75	132	8%	43201%	0.0%
VIA	58	38.40	15,341	10%	140%	2.1%
AMCX	59	53.43	3,674	12%	89%	0.0%
USNA	60	64.20	1,603	10%	137%	0.0%
GHC	61	593.25	3,304	10%	117%	0.0%
MCFT	62	18.65	347	9%	255%	0.0%
BKE	63	17.00	822	25%	63%	6.0%
AMGN	64	154.40	114,407	9%	160%	3.0%
DISCK	65	25.31	14,882	9%	159%	0.0%
CXRX	66	1.26	64	8%	1220%	0.0%
TNH	67	80.84	1,495	15%	70%	4.8%
HLF	68	71.29	6,181	9%	165%	0.0%
PMD	69	20.21	111	11%	85%	0.0%
HUM	70	230.77	34,354	9%	177%	0.6%
FRAN	71	12.75	476	16%	67%	0.0%
FOX	72	26.87	49,790	10%	114%	1.3%
RHI	73	45.71	5,779	10%	105%	2.1%
DISCA	74	25.94	15,250	9%	159%	0.0%
NLS	75	17.98	560	9%	159%	0.0%
FUJHY	76	16.97	26,039	19%	62%	3.7%
WNC	77	20.88	1,324	14%	70%	1.2%
FOXA	78	26.94	49,920	10%	114%	1.3%
BIIB	79	247.85	53,511	9%	128%	0.0%
DIN	80	46.95	833	10%	105%	8.2%
PCO	81	6.10	161	55%	57%	0.0%
MDP	82	54.03	2,461	10%	119%	0.0%
AWRE	83	4.75	106	9%	119%	0.0%
RGR	84	63.70	1,171	12%	78%	3.0%
MBUU	85	23.41	420	9%	176%	0.0%
GNTX	86	18.98	5,531	11%	80%	1.9%
MED	87	40.86	491	9%	171%	3.1%
TIME	88	12.25	1,221	11%	83%	1.3%
MCUJF	89	4.70	78	9%	140%	0.0%
TZOO	90	10.25	136	8%	174%	0.0%
PNLYY	91	4.84	2,140	14%	63%	2.7%
BBY	92	59.55	18,759	11%	78%	2.0%
CVS	93	76.60	79,281	10%	88%	2.6%
CBI	94	19.22	1,948	10%	87%	1.4%
OMC	95	83.56	19,761	8%	284%	2.6%
CNC	96	73.81	12,978	8%	171%	0.0%
MAN	97	100.64	6,884	11%	69%	1.8%
AMN	98	35.73	1,769	10%	90%	0.0%
LEA	99	148.73	10,460	13%	61%	1.4%
CA	100	31.91	13,243	8%	487%	3.2%
CSRA	101	30.28	4,992	9%	113%	1.3%
SCLN	102	9.30	493	11%	70%	0.0%
CJREF	103	9.95	1,992	8%	150%	9.5%
EGRX	104	74.93	1,211	8%	154%	0.0%
SGU	105	10.00	559	10%	83%	4.4%
HSII	106	21.73	418	11%	68%	2.3%
NCIT	107	19.30	256	9%	102%	0.0%
DNB	108	104.58	3,880	7%	945%	1.9%
QCOM	109	57.69	85,900	8%	226%	0.0%
CPLA	110	86.55	1,033	8%	202%	1.9%
FL	111	59.43	7,880	14%	53%	2.1%
NATH	112	64.20	270	8%	287%	0.0%
BGSF	113	16.09	144	10%	84%	6.2%
GPP	114	19.00	604	9%	118%	9.3%
MCK	115	162.02	34,672	8%	147%	0.0%
FFIV	116	128.81	8,376	7%	456%	0.0%
ODP	117	5.08	2,700	15%	51%	0.0%
WSTC	118	23.15	1,973	9%	96%	0.0%
RECN	119	12.70	388	11%	62%	3.5%
SNI	120	66.80	8,733	10%	80%	1.8%
MGLN	121	68.73	1,652	10%	68%	0.0%
CLCT	122	25.15	216	7%	510%	5.6%
SP	123	28.85	648	8%	219%	0.0%
GIB	124	49.21	14,941	7%	248%	0.0%
MD	125	54.68	5,093	8%	153%	0.0%
SPLS	126	8.99	5,903	15%	49%	5.4%
CSGS	127	39.93	1,301	9%	92%	2.0%
ABBV	128	66.01	105,814	7%	288%	3.9%
CSVI	129	44.85	627	8%	111%	2.5%
SBH	130	17.97	2,540	12%	54%	0.0%
IPG	131	24.83	9,913	8%	150%	2.9%
DL	132	9.21	303	8%	166%	4.8%
VVV	133	22.01	4,511	9%	82%	0.9%
SIMO	134	51.96	1,869	9%	90%	1.6%
GPS	135	22.66	9,062	16%	46%	4.1%
EBF	136	16.20	413	12%	51%	4.3%
ICON	137	6.16	351	12%	50%	0.0%
HRB	138	26.24	5,453	8%	100%	0.0%
TPX	139	46.69	2,549	9%	73%	0.0%
CKHUY	140	13.10	50,562	13%	47%	2.8%
APEI	141	22.60	369	17%	44%	0.0%
KLAC	142	104.96	16,557	8%	151%	2.1%
MLHR	143	31.68	1,913	10%	62%	2.2%
SHI	144	58.66	6,340	17%	42%	6.1%
DFIN	145	22.67	744	9%	64%	0.0%
EME	146	63.23	3,801	9%	83%	0.5%
THO	147	90.54	4,775	9%	66%	0.0%
TWX	148	98.93	78,082	8%	115%	1.6%
SPOK	149	17.15	353	8%	141%	2.9%
KFY	150	31.74	1,799	8%	95%	1.3%
SBGI	151	32.63	3,057	10%	62%	2.2%
ACTG	152	3.95	199	7%	1453%	0.0%
BOJA	153	17.48	675	8%	123%	0.0%
ABC	154	90.80	20,087	8%	114%	1.6%
AEO	155	11.51	2,091	18%	40%	4.4%
ACIA	156	46.28	1,928	8%	106%	0.0%
SERV	157	37.85	5,148	7%	258%	0.0%
HCKT	158	15.01	485	7%	157%	2.0%
ALOT	159	14.10	107	7%	3021%	2.0%
HLT	160	65.49	21,677	7%	550%	0.9%
UTMD	161	65.45	244	8%	115%	1.6%
JNPR	162	29.37	11,394	8%	88%	1.4%
UBNT	163	47.36	3,945	8%	110%	0.0%
LCI	164	20.15	761	14%	42%	0.0%
AVP	165	3.26	1,430	11%	48%	0.0%
JEC	166	52.73	6,418	9%	72%	1.1%
GV	167	4.43	113	19%	38%	0.0%
ROCK	168	31.15	1,005	9%	61%	0.0%
ORCL	169	45.21	190,042	7%	256%	1.4%
WINA	170	123.13	548	7%	270%	0.4%
CRUS	171	66.41	4,453	8%	93%	0.0%
MOH	172	66.35	3,729	9%	67%	0.0%
MSI	173	82.58	14,030	7%	156%	2.3%
AAPL	174	153.83	809,381	7%	218%	1.6%
CAH	175	72.99	23,211	9%	67%	0.0%
RPXC	176	13.31	656	7%	615%	0.0%
CECE	177	9.27	318	9%	60%	0.0%
TUP	178	71.09	3,626	8%	93%	3.9%
CBS	179	61.57	25,612	8%	83%	0.0%
GTN	180	12.23	887	9%	55%	0.0%
TSQ	181	10.04	274	10%	51%	0.0%
ATTO	182	10.30	761	11%	46%	0.0%
LCII	183	87.75	2,216	9%	54%	2.3%
BBSI	184	56.51	410	7%	116%	1.8%
BBBY	185	34.75	5,073	18%	36%	1.7%
GENC	186	15.90	232	8%	84%	0.0%
SCS	187	16.70	1,971	10%	46%	3.0%
NPK	188	105.90	739	12%	41%	0.9%
CYOU	189	39.31	2,101	10%	48%	0.0%
TPB	190	16.45	323	8%	68%	0.0%
INFY	191	15.44	35,288	8%	76%	2.4%
TJX	192	74.94	49,067	8%	80%	1.7%
RL	193	66.84	5,501	14%	38%	3.0%
BAK	194	20.95	3,601	27%	33%	7.3%
MMS	195	62.01	4,089	8%	90%	0.0%
CR	196	76.51	4,614	8%	66%	1.7%
PLUS	197	78.10	1,092	9%	63%	0.0%
KBAL	198	17.05	642	9%	61%	0.0%
KLIC	199	22.61	1,634	10%	50%	0.0%
MSTR	200	182.32	2,114	7%	192%	0.0%

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.  Generally, all the stocks on official list should be in say my top 80 to 90.

Ticker	Mkt Cap	Date	My Ranking	Price	EY	ROIC
AMAG	648	26-May	18	18.10	12%	616%
AMCX	3,566	26-May	59	53.43	12%	89%
AOBC	1,287	26-May	37	22.67	16%	94%
AMGN	114,103	26-May	64	154.40	9%	160%
AGX	940	26-May	9	60.95	15%	823%
AVID	218	26-May	21	5.31	14%	202%
BPT	432	26-May	20	20.40	10%	21810%
BKE	821	26-May	63	17.00	25%	63%
CSCO	157,437	26-May	30	31.75	10%	380%
DLX	3,303	26-May	33	67.98	9%	454%
DHX	142	26-May	24	2.65	15%	166%
DISCA	15,186	26-May	74	25.94	9%	159%
ESRX	35,469	26-May	27	59.21	10%	405%
GME	2,251	26-May	36	22.86	19%	88%
GILD	84,302	26-May	8	64.55	18%	598%
GHC	3,321	26-May	61	593.25	10%	117%
HPQ	31,030	26-May	49	18.99	9%	214%
ICON	352	26-May	137	6.16	12%	50%
IDCC	2,864	26-May	11	82.25	18%	461%
MNKD	145	26-May	29	1.64	23%	102%
MCFT	348	26-May	62	18.65	9%	255%
KORS	6,121	26-May	52	36.51	17%	77%
MIK	3,822	26-May	54	19.39	11%	98%
MPAA	582	26-May	41	29.26	10%	162%
MSGN	1,610	26-May	26	21.35	11%	232%
NHTC	317	26-May	2	27.48	29%	4747%
NLS	556	26-May	75	17.98	9%	159%
NTIP	103	26-May	3	4.35	25%	7550%
NSR	1,828	26-May	23	33.08	14%	199%
OMC	19,533	26-May	95	83.56	8%	284%
PDLI	390	26-May	12	2.36	12%	3237%
PBI	2,782	26-May	42	15.10	11%	122%
RCM	370	26-May	4	3.41	71%	967%
RHI	5,838	26-May	73	45.71	10%	105%
SQBG	203	26-May	51	3.16	9%	244%
SCMP	445	26-May	25	10.05	13%	168%
SYNT	1,519	26-May	35	17.99	14%	124%
TGNA	5,163	26-May	38	24.17	10%	171%
TDC	3,707	26-May	31	28.41	10%	242%
MEET	321	26-May	50	4.78	9%	276%
TIME	1,202	26-May	88	12.25	11%	83%
TRNC	374	26-May	19	11.30	19%	182%
FOXA	50,029	26-May	78	26.94	10%	114%
UIS	607	26-May	40	11.78	18%	88%
UTHR	5,422	26-May	16	119.58	22%	195%
USNA	1,578	26-May	60	64.20	10%	137%
VEC	323	26-May	28	29.37	13%	165%
VIAB	14,094	26-May	43	34.77	10%	140%
VVUS	119	26-May	1	1.13	58%	7067%
WILN	167	26-May	13	1.46	21%	262%