Top 200 List 7/30/17

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 this time, CARS is only real outlier and they just got spun off.

Ticker	Rank	Stock Price	Market Cap	Earnings Yield	ROIC	Dividend Yield
NHTC	1	24.84	279	34%	4747%	1.61%
VVUS	2	1.16	122	63%	943%	0.00%
AVDL	3	9.59	411	23%	1948%	0.00%
AGX	4	64.35	1,015	16%	825%	1.09%
IDCC	5	74.90	2,689	23%	399%	1.60%
NTIP	6	4.25	112	25%	335%	2.35%
AGTC	7	4.70	85	153%	264%	0.00%
ALGT	8	129.95	2,108	11%	151520%	2.15%
PDLI	9	2.32	380	13%	3237%	0.00%
BPT	10	20.50	439	12%	26008%	16.25%
MNKD	11	1.32	126	28%	233%	0.00%
UTHR	12	128.35	5,763	19%	194%	0.00%
AMAG	13	19.60	674	11%	616%	0.00%
MPAA	14	27.73	541	12%	369%	0.00%
TRNC	15	13.03	473	17%	182%	0.00%
AVID	16	5.19	212	14%	202%	0.00%
YRD	17	35.12	2,122	11%	417%	0.00%
RILY	18	18.95	372	16%	187%	1.69%
NSR	19	33.30	1,899	14%	199%	0.00%
DHX	20	2.40	116	16%	166%	0.00%
ALDW	21	11.60	725	9%	39493%	6.72%
ANTM	22	187.79	50,854	11%	286%	1.49%
LFVN	23	3.84	54	20%	126%	0.00%
ESRX	24	62.90	36,834	10%	423%	0.00%
TGNA	25	15.35	3,340	13%	171%	1.82%
HWAY	26	23.70	1,004	10%	1258%	0.00%
SCMP	27	10.85	674	12%	168%	0.00%
SQBG	28	3.04	191	11%	235%	0.00%
MSGN	29	21.85	1,653	11%	232%	0.00%
CSCO	30	31.52	159,018	10%	380%	3.68%
VEC	31	34.61	383	11%	200%	0.00%
EGRX	32	50.48	816	13%	154%	0.00%
HRB	33	30.23	6,306	10%	271%	3.18%
BEVFF	34	1.91	203	9%	2836%	9.16%
SYNT	35	19.73	1,654	12%	128%	0.00%
GME	36	21.50	2,180	20%	88%	7.07%
USNA	37	56.65	1,412	11%	134%	0.00%
UIS	38	12.50	628	17%	88%	0.00%
QIWI	39	17.87	1,097	9%	843%	4.92%
DL	40	7.16	235	10%	166%	6.28%
TARO	41	115.91	4,702	16%	86%	0.00%
CPLA	42	70.10	841	10%	186%	2.34%
JMEI	43	2.28	342	785%	71%	0.00%
VIAB	44	35.66	14,246	10%	140%	2.24%
MSTR	45	139.99	1,623	9%	187%	0.00%
AOBC	46	20.45	1,142	16%	80%	0.00%
WU	47	19.65	9,499	9%	516%	3.56%
HPQ	48	19.17	32,762	9%	214%	2.77%
FRAN	49	9.51	353	20%	73%	0.00%
HLF	50	67.24	5,830	9%	165%	0.00%
WCG	51	179.96	8,067	9%	226%	0.00%
NLS	52	17.55	546	9%	159%	0.00%
SIMO	53	41.55	1,495	11%	90%	1.93%
EGOV	54	16.10	1,063	8%	403%	1.99%
GHC	55	591.30	3,293	10%	117%	0.00%
MSB	56	13.35	175	8%	6698%	7.12%
MCFT	57	18.44	343	9%	255%	0.00%
DIN	58	40.96	727	10%	105%	9.47%
DISCK	59	25.50	14,994	9%	159%	0.00%
VIA	60	41.15	16,439	9%	140%	1.94%
RGR	61	56.90	1,046	13%	78%	3.37%
KLAC	62	94.40	14,909	9%	209%	2.29%
WNC	63	19.03	1,206	15%	70%	1.26%
PRSC	64	51.58	710	9%	146%	0.00%
LEE	65	1.85	103	14%	74%	0.00%
UEPS	66	9.84	530	28%	63%	0.00%
BKE	67	16.85	815	26%	63%	5.93%
PBI	68	15.48	2,893	10%	111%	4.84%
TNH	69	84.48	1,563	14%	70%	4.59%
BOJA	70	13.30	514	10%	123%	0.00%
HUM	71	233.08	34,699	9%	177%	0.59%
MIK	72	19.88	3,785	11%	85%	0.00%
MEET	73	5.03	333	8%	276%	0.00%
CJREF	74	11.15	2,260	9%	166%	9.52%
OMC	75	78.90	18,463	8%	281%	2.79%
DISCA	76	26.80	15,758	9%	159%	0.00%
FUJHY	77	18.26	28,019	18%	62%	3.44%
FFIV	78	121.72	7,834	8%	462%	0.00%
HSII	79	18.45	346	14%	67%	2.82%
AMCX	80	66.53	4,575	10%	89%	0.00%
FOX	81	28.91	53,570	9%	114%	1.25%
FOXA	82	29.37	54,423	9%	114%	1.23%
BBY	83	57.64	18,157	11%	78%	2.15%
CA	84	30.94	12,840	8%	487%	3.30%
NCMI	85	7.33	442	9%	176%	12.01%
CBI	86	18.54	1,879	10%	87%	1.51%
IPG	87	21.61	8,650	9%	143%	3.33%
PCO	88	6.90	183	18%	57%	0.00%
CSVI	89	49.00	684	9%	140%	2.53%
BPI	90	9.76	420	8%	193%	0.00%
LEA	91	149.17	10,360	14%	61%	1.34%
CVS	92	79.75	82,541	10%	88%	2.51%
NATH	93	63.40	267	8%	297%	0.00%
FL	94	46.02	6,102	19%	53%	2.69%
TIME	95	14.50	1,445	10%	83%	1.10%
SGU	96	10.66	596	10%	81%	4.13%
MED	97	42.93	516	8%	171%	2.98%
AMN	98	38.30	1,897	9%	90%	0.00%
PNLYY	99	4.70	2,085	13%	59%	2.77%
KFY	100	33.41	1,890	8%	134%	1.20%
WSTC	101	23.35	1,990	9%	96%	0.00%
INVA	102	13.77	1,659	7%	52352%	0.00%
KORS	103	36.55	5,915	12%	61%	0.00%
CKHUY	104	13.03	50,296	14%	56%	2.77%
LB	105	45.66	13,196	11%	66%	5.26%
CLCT	106	24.85	213	7%	510%	5.63%
AMGN	107	174.54	128,811	8%	133%	2.64%
BGSF	108	16.84	150	9%	84%	5.94%
GNTX	109	17.06	4,945	12%	57%	2.34%
NCIT	110	20.00	266	9%	102%	0.00%
CNC	111	82.69	14,588	8%	162%	0.00%
CSRA	112	32.69	5,389	9%	113%	1.22%
DNB	113	110.88	4,114	7%	945%	1.81%
ACIA	114	43.55	1,814	9%	106%	0.00%
JNPR	115	27.77	10,708	9%	95%	1.44%
MDP	116	62.25	2,834	8%	108%	3.34%
ODP	117	5.76	3,064	14%	51%	1.74%
STX	118	32.61	9,685	10%	66%	7.73%
BIIB	119	287.44	60,995	8%	124%	0.00%
QCOM	120	52.88	78,844	8%	192%	4.31%
RECN	121	13.65	413	10%	68%	3.22%
ROST	122	54.87	21,384	9%	79%	1.17%
CRUS	123	62.16	4,169	9%	93%	0.00%
CSGS	124	41.56	1,355	9%	92%	1.90%
VVV	125	22.71	4,656	9%	82%	0.86%
GPP	126	20.63	656	8%	118%	8.73%
SPLS	127	10.14	6,662	13%	49%	4.73%
GPS	128	23.79	9,516	15%	46%	3.87%
ENR	129	45.24	2,841	9%	84%	2.43%
MLHR	130	33.40	2,019	10%	64%	2.04%
MAN	131	105.91	7,202	10%	60%	1.76%
ICON	132	6.86	391	12%	50%	0.00%
PMD	133	26.70	148	9%	85%	2.25%
VLP	134	45.19	3,080	6%	125858%	4.03%
APEI	135	22.05	360	18%	44%	0.00%
MGLN	136	75.90	1,824	9%	68%	0.00%
SBH	137	20.45	2,890	11%	54%	0.00%
DFIN	138	23.16	760	9%	64%	0.00%
HMTV	139	12.55	512	8%	103%	0.00%
THO	140	105.39	5,562	9%	69%	1.25%
BAH	141	34.26	5,162	7%	160%	1.98%
PFNX	142	4.56	107	9%	76%	0.00%
EME	143	67.43	4,021	8%	88%	0.47%
GIB	144	52.94	16,074	7%	248%	0.00%
TJX	145	69.60	45,574	9%	80%	1.80%
SHI	146	56.99	6,160	18%	42%	6.37%
JEC	147	52.39	6,377	9%	72%	1.15%
AAPL	148	149.50	786,622	7%	218%	1.69%
ROCK	149	29.95	966	10%	61%	0.00%
MBUU	150	28.55	513	7%	176%	0.00%
EBF	151	19.30	491	11%	52%	4.15%
AEO	152	11.85	2,153	17%	40%	4.22%
MCK	153	162.51	34,615	8%	125%	0.84%
SCLN	154	10.90	578	9%	70%	0.00%
SBGI	155	36.75	3,443	9%	62%	1.96%
TWX	156	102.73	81,085	8%	115%	1.57%
VGR	157	20.34	2,554	7%	273%	7.87%
BBSI	158	54.99	399	8%	116%	1.82%
KBAL	159	16.50	621	9%	61%	1.45%
ABC	160	93.97	20,788	8%	114%	1.55%
LCI	161	20.70	781	14%	42%	0.00%
TSQ	162	11.11	205	10%	51%	0.00%
SP	163	32.65	733	7%	219%	0.00%
MMS	164	60.41	3,984	8%	90%	0.30%
PLPM	165	3.30	169	6%	635%	0.00%
MO	166	66.94	129,060	6%	489%	3.65%
KLIC	167	21.51	1,555	10%	50%	0.00%
TPB	168	15.64	307	9%	68%	0.00%
MANH	169	45.01	3,125	6%	1193%	0.00%
AVP	170	3.60	1,579	11%	48%	0.00%
ROIAK	171	2.55	122	8%	86%	0.00%
INFY	172	15.71	35,930	8%	75%	2.93%
BBBY	173	29.30	4,165	21%	36%	2.05%
TTDKY	174	71.24	9,011	22%	36%	1.48%
SERV	175	40.39	5,493	7%	258%	0.00%
GENC	176	15.95	233	8%	84%	0.00%
CECE	177	9.73	336	9%	58%	3.08%
ROIA	178	2.75	132	8%	86%	0.00%
SGA	179	39.40	237	12%	43%	3.05%
HCKT	180	16.36	528	7%	144%	1.83%
RPXC	181	13.68	674	6%	615%	0.00%
AMWD	182	98.30	1,611	8%	87%	0.00%
MEI	183	39.65	1,488	9%	53%	0.91%
SJT	184	6.75	315	6%	620%	8.70%
FCX	185	14.60	21,214	6%	952000%	0.00%
PBT	186	9.17	427	6%	13114%	5.33%
CR	187	75.48	4,567	9%	63%	1.75%
GURE	188	1.74	81	2933%	32%	0.00%
BAK	189	24.15	4,151	26%	33%	6.18%
MOH	190	70.00	3,934	8%	67%	0.00%
CAH	191	77.61	24,680	8%	67%	2.38%
CHS	192	9.05	1,141	16%	35%	3.65%
AKRX	193	33.63	4,193	8%	70%	0.00%
BC	194	56.58	5,126	10%	48%	1.17%
SAIC	195	71.43	3,250	7%	187%	1.74%
SNI	196	86.91	11,363	8%	80%	1.38%
CBS	197	67.43	28,051	8%	83%	1.07%
WPPGY	198	102.38	26,537	7%	187%	3.51%
DST	199	53.74	3,359	8%	66%	1.34%
NPK	200	114.05	796	11%	41%	0.88%

Not sure what is up with FCX, I may have to check that ROIC as it seems stupidly high for a miner.  Here is where each of the official top 50 stocks stand on my top 200:

Ticker	Mkt Cap	Date	My Ranking	Price	EY	ROIC
AMAG	675	28-Jul	13	19.60	11%	616%
AMCX	4,473	28-Jul	80	66.53	10%	89%
AOBC	1,101	28-Jul	46	20.45	16%	80%
AGX	997	28-Jul	4	64.35	16%	825%
AVID	212	28-Jul	16	5.19	14%	202%
HRB	6,263	28-Jul	33	30.23	10%	271%
BOJA	487	28-Jul	70	13.30	10%	123%
BPT	439	28-Jul	10	20.50	12%	26008%
BKE	823	28-Jul	67	16.85	26%	63%
CPLA	818	28-Jul	42	70.10	10%	186%
CARS	1,739	28-Jul	#N/A	#N/A	#N/A	#N/A
CSCO	157,537	28-Jul	30	31.52	10%	380%
CJREF	2,274	28-Jul	74	11.15	9%	166%
DHX	121	28-Jul	20	2.40	16%	166%
DIN	736	28-Jul	58	40.96	10%	105%
EGRX	823	28-Jul	32	50.48	13%	154%
ESRX	36,325	28-Jul	24	62.90	10%	423%
FRAN	353	28-Jul	49	9.51	20%	73%
GME	2,178	28-Jul	36	21.50	20%	88%
GHC	3,306	28-Jul	55	591.30	10%	117%
HPQ	32,270	28-Jul	48	19.17	9%	214%
IDCC	2,598	28-Jul	5	74.90	23%	399%
KLAC	14,789	28-Jul	62	94.40	9%	209%
MNKD	126	28-Jul	11	1.32	28%	233%
MCFT	344	28-Jul	57	18.44	9%	255%
MSB	175	28-Jul	56	13.35	8%	6698%
MIK	3,754	28-Jul	72	19.88	11%	85%
MPAA	538	28-Jul	14	27.73	12%	369%
MSGN	1,640	28-Jul	29	21.85	11%	232%
NCMI	444	28-Jul	85	7.33	9%	176%
NHTC	282	28-Jul	1	24.84	34%	4747%
NLS	539	28-Jul	52	17.55	9%	159%
NTIP	103	28-Jul	6	4.25	25%	335%
NSR	1,841	28-Jul	19	33.30	14%	199%
EGOV	1,066	28-Jul	54	16.10	8%	403%
OMC	18,226	28-Jul	75	78.90	8%	281%
PDLI	378	28-Jul	9	2.32	13%	3237%
PBI	2,884	28-Jul	68	15.48	10%	111%
SQBG	192	28-Jul	28	3.04	11%	235%
RGR	1,005	28-Jul	61	56.90	13%	78%
SCMP	504	28-Jul	27	10.85	12%	168%
SYNT	1,651	28-Jul	35	19.73	12%	128%
TGNA	3,292	28-Jul	25	15.35	13%	171%
TRNC	428	28-Jul	15	13.03	17%	182%
UIS	630	28-Jul	38	12.50	17%	88%
UTHR	5,979	28-Jul	12	128.35	19%	194%
USNA	1,389	28-Jul	37	56.65	11%	134%
VEC	379	28-Jul	31	34.61	11%	200%
VIAB	14,307	28-Jul	44	35.66	10%	140%
VVUS	123	28-Jul	2	1.16	63%	943%

I am now going to browse the stocks a bit as I have a tranche that will be hitting one year anniversary in 2 weeks.