Top 200 List 9/3/17

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.  Not sure why JILL is crashing in my list - seems to be something to with Fidelity data.

Ticker	Rank	Stock Price	Market Cap	Earnings Yield	ROIC	Dividend Yield
NHTC	1	20.23	228	48%	4728%	1.88%
VVUS	2	0.90	95	75%	1818%	0.00%
AVDL	3	9.13	388	28%	2246%	0.00%
NTIP	4	3.80	101	46%	971%	2.63%
BPT	5	20.55	440	17%	36989%	16.21%
ICON	6	5.86	337	15%	2220%	0.00%
AGX	7	64.15	1,012	16%	825%	1.09%
IDCC	8	70.70	2,538	25%	399%	1.68%
AGTC	9	4.70	85	153%	264%	0.00%
GILD	10	83.75	110,299	14%	559%	2.48%
PDLI	11	3.07	480	14%	495%	0.00%
MNKD	12	1.87	187	18%	218%	0.00%
MPAA	13	27.09	526	12%	382%	0.00%
UTHR	14	133.35	5,987	18%	194%	0.00%
BPI	15	8.89	266	18%	192%	0.00%
TRNC	16	14.66	484	17%	198%	0.00%
RCM	17	3.27	335	18%	142%	0.00%
HRB	18	26.77	5,566	11%	283%	3.59%
MSGN	19	21.60	1,636	11%	253%	0.00%
DHX	20	2.10	101	16%	140%	0.00%
YRD	21	41.45	2,504	10%	424%	0.00%
ESRX	22	62.16	36,401	10%	423%	0.00%
LFVN	23	4.37	62	18%	126%	0.00%
ANTM	24	197.43	53,464	11%	286%	1.46%
SQBG	25	3.05	192	11%	235%	0.00%
AMAG	26	17.60	619	10%	532%	0.00%
EGRX	27	56.36	907	11%	226%	0.00%
VEC	28	28.89	323	12%	134%	0.00%
CSCO	29	32.30	162,372	10%	383%	3.59%
VIAB	30	28.52	11,482	12%	138%	2.81%
QIWI	31	16.43	996	9%	824%	5.11%
MSTR	32	128.50	1,490	11%	187%	0.00%
SYNT	33	18.13	1,520	13%	128%	0.00%
SCMP	34	11.90	550	11%	147%	0.00%
DLX	35	69.29	3,366	9%	457%	1.73%
WU	36	18.79	8,869	9%	512%	3.73%
TARO	37	105.42	4,268	16%	96%	0.00%
CPLA	38	66.85	802	10%	186%	2.45%
GME	39	18.67	1,895	22%	80%	8.09%
AVID	40	4.47	183	10%	160%	0.00%
USNA	41	58.80	1,471	11%	134%	0.00%
AET	42	158.19	52,915	9%	937%	1.27%
AOBC	43	16.52	923	19%	80%	0.00%
DISCK	44	20.92	12,092	10%	132%	0.00%
FRAN	45	7.66	285	26%	73%	0.00%
VIA	46	38.35	15,440	10%	138%	2.09%
MCFT	47	17.46	325	9%	255%	0.00%
HUM	48	258.75	37,683	9%	200%	0.62%
OMC	49	71.94	16,834	9%	281%	3.06%
JMEI	50	3.30	495	28%	71%	0.00%
HLF	51	69.40	5,920	9%	168%	0.00%
DISCA	52	22.16	12,808	10%	132%	0.00%
TGNA	53	12.81	2,790	14%	78%	2.17%
MD	54	44.09	4,092	9%	178%	0.00%
LEE	55	2.05	114	14%	76%	0.00%
AMCX	56	60.71	4,055	11%	92%	0.00%
UEPS	57	9.40	506	30%	63%	0.00%
DL	58	7.30	241	9%	154%	6.16%
FOX	59	26.98	50,021	10%	123%	1.33%
RGR	60	46.25	828	14%	74%	3.37%
KLAC	61	94.08	14,858	9%	204%	2.52%
EGOV	62	16.40	1,086	8%	468%	1.95%
PBT	63	8.08	377	8%	14766%	6.77%
CSVI	64	45.90	641	9%	140%	2.70%
BKE	65	14.55	703	29%	62%	6.87%
FOXA	66	27.49	50,966	10%	123%	1.30%
BBY	67	54.48	16,932	12%	78%	2.50%
DIN	68	40.35	715	10%	104%	9.72%
IPG	69	20.19	8,082	9%	143%	3.57%
FFIV	70	118.57	7,631	8%	462%	0.00%
HPQ	71	19.36	32,815	9%	202%	2.78%
PBI	72	12.90	2,417	10%	102%	5.81%
GHC	73	583.00	3,251	10%	109%	0.00%
FUJHY	74	17.45	26,757	19%	63%	3.51%
GNTX	75	18.47	5,353	11%	80%	2.23%
NATH	76	56.95	240	8%	263%	0.00%
CJREF	77	11.11	2,251	9%	166%	9.52%
SJT	78	6.85	319	8%	572%	7.15%
NCMI	79	5.59	340	9%	160%	15.74%
HSII	80	18.30	343	14%	67%	2.88%
NLS	81	16.70	519	9%	132%	0.00%
MIK	82	22.67	4,260	10%	86%	0.00%
ABC	83	80.24	17,803	9%	115%	1.82%
NVMI	84	23.36	667	9%	131%	0.00%
AMN	85	37.10	1,836	10%	95%	0.00%
SCLN	86	11.10	591	10%	82%	0.00%
TIME	87	12.90	1,286	10%	82%	1.24%
LEA	88	151.61	10,529	14%	61%	1.36%
CRHM	89	2.40	178	8%	262%	0.00%
MDP	90	55.45	2,525	9%	108%	3.83%
JNPR	91	27.68	10,673	9%	95%	1.45%
BOJA	92	13.35	515	9%	114%	0.00%
CVS	93	77.92	79,790	10%	88%	2.57%
CLCT	94	24.07	206	8%	510%	5.82%
SP	95	37.20	838	8%	278%	0.00%
LB	96	37.46	10,824	12%	63%	6.57%
TUP	97	58.67	2,980	9%	93%	4.64%
PNLYY	98	4.04	1,796	15%	55%	3.50%
GPP	99	18.90	601	9%	122%	9.40%
CKHUY	100	12.96	50,018	14%	56%	2.77%
CSRA	101	31.92	5,266	9%	108%	1.25%
VVV	102	21.41	4,368	9%	85%	0.92%
CPB	103	45.40	13,847	11%	69%	3.08%
CECE	104	7.50	261	12%	60%	4.00%
KFY	105	33.75	1,909	8%	134%	1.22%
HCKT	106	13.64	443	8%	144%	2.20%
WSTC	107	23.40	2,001	9%	100%	0.00%
WNC	108	20.94	1,324	12%	58%	1.15%
BEVFF	109	2.14	227	7%	2109%	9.16%
PMD	110	20.59	114	10%	67%	2.91%
ODP	111	4.30	2,288	17%	50%	2.33%
RECN	112	12.70	384	10%	68%	3.78%
CA	113	33.26	13,869	7%	485%	3.07%
SIMO	114	46.58	1,668	10%	75%	1.72%
AMGN	115	178.71	131,888	8%	133%	2.57%
WCG	116	175.45	7,884	8%	199%	0.00%
UIS	117	7.75	391	13%	52%	0.00%
QCOM	118	52.05	77,607	8%	192%	4.38%
STX	119	31.80	9,445	10%	66%	7.92%
CRUS	120	58.83	3,951	9%	80%	0.00%
DFIN	121	21.50	707	10%	73%	0.00%
DNB	122	112.92	4,189	7%	942%	1.78%
MCK	123	149.41	31,824	8%	125%	0.91%
MSB	124	15.60	205	7%	6698%	6.09%
ENR	125	45.03	2,828	9%	82%	2.49%
NTES	126	269.89	35,792	7%	479%	1.37%
AMWD	127	83.45	1,365	9%	75%	0.00%
YY	128	74.35	4,274	7%	214%	0.00%
ALOT	129	13.65	93	7%	2668%	2.05%
TZOO	130	8.35	109	8%	140%	0.00%
GPS	131	24.25	9,603	15%	46%	3.90%
KBAL	132	17.30	653	10%	68%	1.65%
AMAT	133	45.10	48,843	8%	166%	0.89%
CAH	134	67.82	21,567	9%	70%	2.73%
CSGS	135	38.59	1,273	9%	88%	2.05%
MBUU	136	27.37	492	8%	176%	0.00%
WPPGY	137	91.70	23,470	7%	191%	2.84%
EME	138	66.19	3,948	9%	88%	0.48%
SBH	139	19.06	2,595	11%	52%	0.00%
TNH	140	77.52	1,434	11%	52%	7.17%
CNC	141	88.62	15,634	8%	162%	0.00%
MANH	142	42.85	2,975	7%	1193%	0.00%
MO	143	63.54	122,505	7%	489%	4.15%
RILY	144	17.20	380	17%	42%	1.86%
SGU	145	10.79	603	9%	78%	4.08%
GIB	146	51.43	15,472	7%	208%	0.00%
INFY	147	14.84	33,940	9%	75%	3.07%
APEI	148	18.85	308	21%	40%	0.00%
KLIC	149	19.28	1,397	14%	45%	0.00%
SHI	150	62.66	6,773	16%	42%	5.79%
MLHR	151	34.00	2,056	9%	64%	2.14%
MAN	152	112.10	7,623	10%	61%	1.67%
INVA	153	13.94	1,679	7%	298%	0.00%
EBF	154	19.20	488	11%	52%	4.20%
MMS	155	60.39	3,991	8%	101%	0.30%
ROST	156	58.92	22,718	9%	80%	1.09%
KORS	157	42.81	6,716	10%	58%	0.00%
RPXC	158	13.16	659	7%	609%	0.00%
TPB	159	16.97	332	9%	72%	0.00%
JEC	160	55.13	6,675	9%	79%	1.10%
BLBD	161	18.20	537	7%	150%	0.00%
BGSF	162	16.10	146	9%	74%	6.21%
ABTL	163	7.59	101	10%	57%	0.00%
NTAP	164	38.65	10,745	8%	95%	2.07%
TWX	165	101.60	80,264	8%	118%	1.58%
SBGI	166	30.35	3,146	9%	62%	2.37%
GENC	167	15.55	229	9%	66%	0.00%
MEET	168	3.82	286	7%	158%	0.00%
THO	169	109.01	5,753	9%	69%	1.21%
TJX	170	72.38	46,925	8%	80%	1.73%
LCI	171	17.70	669	14%	40%	0.00%
BBBY	172	27.84	3,957	21%	36%	2.16%
COH	173	41.97	11,949	8%	101%	3.22%
ROCK	174	29.30	943	9%	57%	0.00%
HPE	175	14.31	23,726	10%	49%	1.82%
BAH	176	34.66	5,194	7%	118%	1.96%
AVP	177	2.47	1,087	11%	44%	0.00%
SAFM	178	151.55	3,395	14%	38%	0.63%
BIIB	179	321.01	68,118	7%	124%	0.00%
BBSI	180	52.83	399	8%	112%	1.89%
HMTV	181	13.05	533	8%	102%	0.00%
BC	182	53.03	4,805	10%	48%	1.24%
PRSC	183	52.36	713	7%	115%	0.00%
AEO	184	12.29	2,197	16%	36%	4.11%
CR	185	74.31	4,496	9%	63%	1.78%
NPK	186	98.75	690	12%	39%	1.01%
TVTY	187	38.55	1,633	6%	1258%	0.00%
OCLR	188	8.55	1,455	10%	48%	0.00%
CHS	189	8.09	1,017	17%	35%	4.08%
HI	190	35.75	2,284	8%	84%	2.33%
VGR	191	21.79	2,757	6%	273%	7.34%
CBS	192	64.34	26,379	8%	75%	1.12%
ENDP	193	8.64	1,928	7%	115%	0.00%
ROIAK	194	2.55	123	8%	80%	0.00%
AAPL	195	164.05	858,556	7%	205%	1.54%
DST	196	52.26	3,266	8%	66%	1.38%
MSI	197	87.87	14,850	7%	130%	2.14%
MEI	198	39.90	1,497	9%	53%	0.88%
PLCE	199	106.80	1,941	9%	51%	1.50%
MHG	200	16.22	7,300	12%	36%	8.25%

Here is the official top 50 and where each stock is on my list.

Ticker	Mkt Cap	Date	My Ranking	Price	EY	ROIC
AMAG	621	1-Sep	26	17.60	10%	532%
AMCX	3,915	1-Sep	56	60.71	11%	92%
AOBC	890	1-Sep	43	16.52	19%	80%
ABC	18,052	1-Sep	83	80.24	9%	115%
AGX	993	1-Sep	7	64.15	16%	825%
AVID	184	1-Sep	40	4.47	10%	160%
BBSI	383	1-Sep	180	52.83	8%	112%
HRB	5,596	1-Sep	18	26.77	11%	283%
BPT	440	1-Sep	5	20.55	17%	36989%
CPLA	780	1-Sep	38	66.85	10%	186%
CSCO	160,208	1-Sep	29	32.30	10%	383%
CSVI	642	1-Sep	64	45.90	9%	140%
CJREF	2,266	1-Sep	77	11.11	9%	166%
DLX	3,350	1-Sep	35	69.29	9%	457%
DHX	106	1-Sep	20	2.10	16%	140%
DISCA	12,808	1-Sep	52	22.16	10%	132%
EGRX	914	1-Sep	27	56.36	11%	226%
ESRX	35,900	1-Sep	22	62.16	10%	423%
FFIV	7,534	1-Sep	70	118.57	8%	462%
FRAN	285	1-Sep	45	7.66	26%	73%
GME	1,891	1-Sep	39	18.67	22%	80%
GILD	109,378	1-Sep	10	83.75	14%	559%
HSII	344	1-Sep	80	18.30	14%	67%
IDCC	2,454	1-Sep	8	70.70	25%	399%
IPG	7,940	1-Sep	69	20.19	9%	143%
JILL	447	1-Sep	#N/A	#N/A	#N/A	#N/A
KLAC	14,756	1-Sep	61	94.08	9%	204%
LEE	116	1-Sep	55	2.05	14%	76%
MNKD	196	1-Sep	12	1.87	18%	218%
MCFT	325	1-Sep	47	17.46	9%	255%
MD	4,122	1-Sep	54	44.09	9%	178%
MPAA	525	1-Sep	13	27.09	12%	382%
MSGN	1,622	1-Sep	19	21.60	11%	253%
NATH	238	1-Sep	76	56.95	8%	263%
NCMI	339	1-Sep	79	5.59	9%	160%
NHTC	229	1-Sep	1	20.23	48%	4728%
EGOV	1,087	1-Sep	62	16.40	8%	468%
OMC	16,618	1-Sep	49	71.94	9%	281%
PDLI	473	1-Sep	11	3.07	14%	495%
RCM	343	1-Sep	17	3.27	18%	142%
SQBG	192	1-Sep	25	3.05	11%	235%
SCMP	551	1-Sep	34	11.90	11%	147%
SYNT	1,517	1-Sep	33	18.13	13%	128%
TGNA	2,746	1-Sep	53	12.81	14%	78%
TIME	1,285	1-Sep	87	12.90	10%	82%
TRNC	482	1-Sep	16	14.66	17%	198%
UTHR	6,212	1-Sep	14	133.35	18%	194%
USNA	1,448	1-Sep	41	58.80	11%	134%
VEC	320	1-Sep	28	28.89	12%	134%
VIAB	11,476	1-Sep	30	28.52	12%	138%