Top 200 List and Cabbages and Kings

Top 200 List

Over the weekend I cranked out a new top 200 list to help start formulating ideas for my newest 2/1 MFI Select tranche.  Here is the list (note VEC showed up twice, need to fix that):

Ticker	Rank	Stock Price	Market Cap	Earnings Yield	ROIC	Dividend Yield
OPHT	1	3.22	116	2168%	5362%	0.00%
NHTC	2	14.85	167	80%	4440%	2.83%
VVUS	3	0.53	56	127%	1990%	0.00%
AVDL	4	9.02	373	27%	2696%	0.00%
CNCE	5	27.54	645	21%	4417%	0.00%
BPT	6	21.40	458	17%	38570%	13.48%
AGX	7	45.75	723	30%	838%	2.19%
ICON	8	1.28	73	23%	427%	0.00%
IDCC	9	79.85	2,826	17%	585%	1.57%
EVC	10	7.20	664	44%	334%	2.26%
GILD	11	74.52	98,292	16%	520%	2.79%
NTIP	12	2.50	66	38%	284%	4.00%
BPI	13	7.60	225	24%	189%	0.00%
UTHR	14	149.79	6,606	19%	206%	0.00%
MSGN	15	20.75	1,572	12%	276%	0.00%
MPAA	16	28.01	542	12%	282%	0.00%
MSB	17	27.70	363	10%	16407%	#VALUE!
SQBG	18	1.88	118	12%	210%	0.00%
VIAB	19	29.10	11,710	13%	166%	2.75%
EGRX	20	59.14	932	12%	179%	0.00%
DHX	21	1.85	90	15%	143%	0.00%
vec	22	30.70	346	12%	174%	0.00%
VEC	23	30.70	346	12%	174%	0.00%
VIA	24	33.55	13,501	12%	166%	2.38%
HRB	25	26.79	5,601	10%	270%	3.51%
ESRX	26	76.01	43,683	9%	426%	0.00%
GME	27	18.68	1,896	23%	109%	8.14%
DISCK	28	20.79	11,871	11%	165%	0.00%
WU	29	20.60	9,587	9%	525%	3.40%
TRNC	30	17.89	598	15%	113%	0.00%
DISCA	31	22.00	12,562	11%	165%	0.00%
TGNA	32	14.53	3,169	11%	141%	2.41%
DLX	33	77.24	3,737	9%	473%	1.55%
YRD	34	44.66	2,758	10%	185%	0.00%
AMAG	35	14.55	514	9%	381%	0.00%
QTRH	36	1.90	225	27%	93%	2.04%
OMC	37	72.17	16,794	9%	281%	3.12%
HPQ	38	21.75	36,692	9%	214%	2.47%
NLS	39	13.15	409	13%	106%	0.00%
ANTM	40	234.30	62,558	9%	274%	1.15%
CJREF	41	9.35	1,896	10%	163%	#VALUE!
LFVN	42	4.82	68	11%	122%	0.00%
HUM	43	264.30	38,419	9%	198%	0.61%
MEET	44	2.91	221	9%	215%	0.00%
QIWI	45	17.13	1,049	8%	728%	4.90%
MSTR	46	135.01	1,552	9%	172%	0.00%
AMCX	47	52.33	3,373	13%	100%	0.00%
EGOV	48	17.00	1,127	8%	833%	1.88%
SYNT	49	23.67	1,977	10%	126%	0.00%
IPG	50	20.19	8,019	9%	145%	3.57%
MCFT	51	21.42	400	8%	248%	0.00%
HSII	52	24.25	461	11%	100%	1.85%
HLF	53	70.27	5,832	9%	157%	0.00%
DFIN	54	20.01	676	10%	109%	0.00%
SP	55	38.05	857	8%	312%	0.00%
TOSYY	56	17.63	12,449	18%	74%	0.00%
LEE	57	2.45	136	14%	79%	0.00%
KLAC	58	109.86	17,341	8%	233%	2.06%
TARO	59	104.20	4,201	14%	77%	0.00%
DIN	60	51.46	913	10%	111%	0.00%
AET	61	185.81	61,689	7%	925%	0.94%
PBI	62	11.51	2,161	11%	96%	6.52%
SJT	63	8.25	385	7%	13785%	10.18%
INVA	64	14.19	1,700	8%	371%	0.00%
BLBD	65	18.85	480	8%	157%	0.00%
COH	66	0.50	143	69%	63%	0.00%
CPLA	67	79.10	944	8%	178%	2.10%
CSVI	68	47.10	659	9%	131%	2.51%
PBT	69	8.79	410	7%	14593%	7.16%
AMGN	70	180.65	132,416	8%	149%	2.55%
CSCO	71	39.53	197,413	7%	390%	2.93%
NVMI	72	28.22	807	8%	139%	0.00%
GPP	73	18.35	584	9%	118%	9.70%
TWX	74	93.60	74,103	9%	132%	1.72%
GHC	75	566.15	3,144	9%	101%	0.90%
TVTY	76	36.35	1,582	7%	1208%	0.00%
PTN	77	0.96	193	7%	6550%	0.00%
MIK	78	24.55	4,468	10%	83%	0.00%
UIS	79	8.55	432	13%	65%	0.00%
JNPR	80	28.51	10,911	9%	96%	1.40%
CVS	81	78.45	80,019	9%	88%	2.55%
TUP	82	63.37	3,251	9%	103%	4.29%
FUJHY	83	16.30	24,995	20%	58%	0.00%
PDLI	84	2.84	433	17%	60%	0.00%
CSRA	85	31.07	5,134	9%	98%	1.29%
FFIV	86	136.18	8,640	7%	471%	0.00%
BKE	87	21.65	1,047	16%	60%	4.62%
USNA	88	74.75	1,838	8%	133%	0.00%
BBY	89	68.87	21,033	10%	79%	1.97%
VVV	90	24.93	5,061	9%	91%	0.89%
ODP	91	3.40	1,805	21%	54%	2.94%
NCMI	92	6.61	425	8%	155%	13.31%
FOX	93	36.35	67,357	8%	142%	0.00%
TIME	94	18.55	1,857	9%	88%	1.67%
BGSF	95	15.49	141	9%	79%	6.46%
CRUS	96	53.89	3,576	10%	73%	0.00%
ENDP	97	8.69	1,940	8%	137%	0.00%
ABC	98	95.32	20,828	8%	112%	1.55%
WDC	99	82.69	25,303	9%	79%	2.42%
FOXA	100	36.75	68,098	8%	142%	0.98%
GNTX	101	21.78	6,251	9%	75%	1.79%
HMTV	102	11.20	458	8%	104%	0.00%
BOJA	103	13.15	506	8%	100%	0.00%
AEIS	104	71.85	2,886	7%	189%	0.00%
MOMO	105	27.83	5,803	7%	1056%	0.00%
RGR	106	53.35	950	10%	64%	2.55%
MD	107	54.50	5,062	7%	162%	0.00%
DNB	108	119.77	4,455	7%	996%	1.68%
WCG	109	211.32	9,503	7%	205%	0.00%
LEA	110	191.39	13,174	11%	57%	1.04%
OCLR	111	7.21	1,232	14%	50%	0.00%
SRNE	112	5.10	392	7%	161%	0.00%
KLIC	113	25.71	1,853	11%	59%	0.00%
CA	114	34.03	14,156	7%	470%	3.00%
NATH	115	74.50	314	7%	236%	0.00%
SBH	116	18.24	2,392	12%	53%	0.00%
MCK	117	157.16	33,004	8%	113%	0.79%
MDP	118	65.20	2,974	8%	104%	3.19%
CKHUY	119	12.73	49,108	12%	49%	0.00%
BIIB	120	342.40	72,520	7%	129%	0.00%
GIB	121	54.67	16,269	7%	219%	0.00%
FL	122	46.96	5,936	16%	45%	2.57%
ENR	123	51.59	3,199	8%	87%	2.16%
TPB	124	21.20	415	8%	81%	0.19%
RHI	125	56.31	6,994	8%	106%	1.70%
ETM	126	11.15	443	9%	68%	2.83%
BSTC	127	43.14	316	7%	345%	0.00%
MO	128	70.40	134,816	6%	499%	3.61%
KBAL	129	18.90	713	9%	68%	1.38%
ABCD	130	5.95	283	7%	112%	0.00%
SBGI	131	35.10	3,617	8%	77%	2.05%
EME	132	82.73	4,916	7%	106%	0.39%
CBS	133	57.58	23,377	9%	71%	0.00%
BAH	134	38.36	5,711	7%	139%	1.77%
CRTO	135	26.32	1,795	8%	86%	0.00%
ALSN	136	44.49	6,540	7%	127%	1.35%
ORCL	137	48.47	207,597	7%	230%	1.49%
AMN	138	49.50	2,448	8%	92%	0.00%
JAZZ	139	135.59	8,330	7%	199%	0.00%
SNI	140	86.14	11,307	8%	82%	#VALUE!
CPB	141	47.29	14,282	9%	57%	2.96%
LRCX	142	196.40	36,114	7%	129%	0.95%
UCTT	143	23.44	805	10%	51%	0.00%
PMD	144	21.24	118	9%	66%	2.82%
UEPS	145	12.55	710	12%	45%	0.00%
FRAN	146	5.95	214	22%	39%	0.00%
CLF	147	8.13	2,448	12%	43%	0.00%
NSH	148	15.95	685	6%	22335%	13.67%
AVP	149	2.21	972	12%	44%	0.00%
TNH	150	85.76	1,587	10%	52%	6.01%
ROCK	151	33.55	1,081	9%	61%	0.00%
TJX	152	77.15	49,598	8%	77%	1.55%
MAN	153	129.07	8,725	9%	61%	1.44%
THO	154	154.87	8,180	8%	81%	0.90%
HI	155	44.40	2,837	7%	113%	1.85%
AMAT	156	54.60	58,750	7%	143%	0.73%
HCKT	157	15.84	506	7%	106%	1.89%
OMAB	158	43.69	2,150	7%	113%	3.86%
CELG	159	104.99	85,588	6%	384%	0.00%
SAFM	160	133.75	2,996	17%	38%	0.78%
INFY	161	16.35	37,401	8%	72%	2.63%
PBH	162	44.20	2,366	7%	153%	0.00%
GTS	163	25.23	611	8%	71%	0.00%
TPIC	164	20.45	716	9%	52%	0.00%
TNET	165	44.38	3,173	6%	309%	0.00%
YUME	166	4.77	165	10%	48%	1.26%
SHI	167	61.42	6,641	14%	39%	5.91%
RECN	168	15.75	482	8%	62%	2.92%
TZOO	169	6.75	85	7%	103%	0.00%
LB	170	50.36	14,375	9%	54%	4.77%
MMS	171	71.27	4,716	7%	117%	0.25%
APEI	172	24.55	402	13%	38%	0.00%
SWKS	173	101.23	18,798	7%	83%	1.19%
UTMD	174	80.30	300	7%	115%	1.33%
RPXC	175	13.74	691	6%	619%	0.36%
STX	176	42.94	12,538	8%	65%	0.00%
GTN	177	16.10	1,167	9%	54%	0.00%
EGL	178	28.46	1,063	7%	110%	0.00%
TVPT	179	12.64	1,595	8%	73%	2.37%
MU	180	45.80	56,105	15%	36%	0.00%
CO	181	9.54	1,083	8%	56%	0.00%
JEC	182	68.14	8,133	7%	84%	0.88%
CSGS	183	44.79	1,474	7%	86%	1.76%
AAPL	184	175.00	907,127	6%	182%	0.00%
MBUU	185	28.92	558	7%	96%	0.68%
EVTC	186	14.35	1,049	6%	166%	0.00%
JCOM	187	75.35	3,656	6%	352%	2.02%
ATTO	188	10.10	745	11%	40%	#VALUE!
MSI	189	91.88	15,528	7%	112%	2.10%
AMED	190	52.89	1,817	6%	267%	0.00%
CLCT	191	28.32	248	6%	234%	4.94%
BC	192	56.76	5,097	9%	44%	0.00%
GPS	193	32.55	12,792	11%	40%	0.00%
CNC	194	105.49	18,663	6%	148%	0.00%
SIMO	195	54.89	1,967	7%	80%	1.64%
PPC	196	29.43	7,328	11%	37%	0.00%
NLSN	197	36.00	12,877	6%	177%	3.69%
JMEI	198	3.62	545	13%	34%	0.00%
FTD	199	7.76	214	7%	78%	0.00%
MLHR	200	39.85	2,402	8%	59%	1.76%

AGX looks like best idea on the list to me.  Given success of YY, I will likely go with another Chinese company.  MOMO and YRD have some appeal. Still like Subaru, then a couple wackier picks QIWI or UEPS.  WU might be worth a thought, kind of like PBI - you keep expecting the wiring of money to be disrupted.

I see CLF on list around 148, if infrastructure really does move forward... steel might not be a bad play. OCLR might be like ICHR.  FRAN is so hated, but trading at 8x forward earnings with no debt.

Many of my biotech names took a haircut today. My small biotech tracking index I created was down 3.5%.It was strange as I thought with current JPM conference and CELG announcing they were buying a company might heat things up.  Perhaps it means one less big company to buy your biotech.  Not sure, but sell-off surprised me.